This document provides guidance for creating a planning presentation for a practical project. It includes templates for documenting research, idea generation, pre-production assessments of equipment and personnel needs, and visual planning elements like storyboards and shot lists. The guidance emphasizes amending the document to suit each project and adding more details as planning progresses.

1. GENERIC
PLANNING
DOC
Henry Graham

2. GUIDANC
E
This template PowerPoint presentation
includes all the relevant elements you
should cover for a practical project. It
is not exhaustive, but provides some
guidance on stages, types of planning
and documents you should be
assembling. This is not a one size fits
all document, you will need to amend,
rejig and add/subtract sections
depending on what you are making.
Add more pages to each section
where necessary [you should be doing
this!]
Add visuals as you see necessary.
This document will be added to as you
progress through the pre-production
phase.
Delete this slide when complete

3. TASK 1
Idea Generation and Research

4. RESEARCH & IDEA
GENERATION
Use section to track your process of generating ideas.
List and discuss the styles, techniques and conventions
that you have identified in your research. Explore how
you could approach the project using different methods
You can add any extra info you think is relevant, images,
mind maps, etc
For quick mind maps you could use bubbl.us
Make sure you assess the viability of ideas as well as the
potential for them creatively.

5. RESEARCH
Use this to summarise production research and existing
products from your previous investigations. Link this into
you idea generation and development.

8. POTENTIAL APPROACHES
Approach 1: My first approach idea for this project is to
take 10 or so photos in 5 or more locations in York. Then
I will edit them to make look better and stand out more
and put them on a social media page most likely
Instagram and add arrows and screenshots of maps and
turn it into a little tour on the page with all the images
and encourage people to follow the tour and take some
photos and videos of their own to post as well and make
a social media trend on it and with a hashtag like
#yorktour or something. This approach works well with
the target audience as they all use social media, so it
keeps their interest in that in it but also gets them
outside and being productive. The only issue with this
idea

9. POTENTIAL APPROACHES
Approach 2: My second approach idea is to

10. POTENTIAL TECHNIQUES TO
USE

11. CONVENTIONS OF YOUR
CHOSEN FORMAT/GENRE
YOU ARE WORKING TO

12. MIND MAP OF IDEAS
[SUMMARY OF IDEAS]

13. SUMMARY
5 opportunities of your ideas

14. SUMMARY
5 restrictions to your ideas

15. FINAL IDEA – RATIONALE
Why this idea? Why this format? What skills do you have
that support this and what are you looking forward to
exploring more.

16. FINAL IDEA – CREATIVE
CONCEPT
What do you want to make, reference the look, style and
type of project. This could be a synopsis of the piece and
some visual reference points. Reference content and the
themes you are wanting to explore and resources that
might help you to achieve your aims.

17. TASK 2 Pre-production
Assessment

18. GUIDANCE:
PRE-PRODUCTION
ASSESSMENT
You need to assess the viability of your production and
investigate what is required to enable you to make it.
Much of this task is hypothetical, which means you will
need to investigate standard costings for such a
production and apply these to your planned production
considering which equipment you would need and
resources, etc
Resources to support this are on Teams.
Delete the questions on each slide and insert your
responses

19. TITLE OF
PRODUCTION/PRODUCTION
OUTLINE
Summary of intended production:
Detail here what you are going to make and the intended
outcome and what will be delivered [duration, format[s],
etc]
Specific outline your intended technical/equipment
requirements
Include any details that you think [you could use material
from a pitch]

20. LOCATIONS
You need to identify locations and plan a recce.
What are the limitations and risks, eg distance, access,
cost, weather? How will you manage this?

21. EQUIPMENT
What do you need? E.g. equipment, resources? Mostly
from college, but who do you need to speak to get this
kit? What is available? When?
Look at equipment hire places, etc

22. FACILITIES
Where will you edit your video? Do you need any other
specialist facilities…?

23. PERSONNEL
CREW: What is you team? Who is in it? What are each
team members strengths/weaknesses? When are they
available?
CAST: Do you need any external performers? When are
they available? Cost implications? Will you have to feed
them? Transport them?
Other personnel? Is anyone else helping you? Models?
Contributors? Interviewees?

24. PROPS/COSTUME/CONSUMAB
LES/ETC

25. TASK 3.1 Creative or Visual
Planning

26. PRE-PRODUCTION: VISUAL
PLANNING
This section is concerned with the visual/creative
planning of your production. This is WHAT you want to
make
You should use this section to develop what is it going to
look/sound like and establish what the visual design is
and the desired sequence.
It is important that you ‘pre-visualise’ the project before
you make it; it will make filming and production a more
streamlined process.
The following tasks should be part of your visual
planning, including:
 Pre-visualisation and concept boards
 Storyboarding
 Shot list
 Flat plans
 Colour plans

27. PRE-
VISUALISATION/CONCEPT
BOARDS
Tool for exploring the direction and visuals
Provides inspiration and information for the “look & feel”
Presents key moments in your video
A means to sketch/plan ideas
Information on colour/lighting
Defining the “mise-en-scene”
Include as much here as you like, but keep it relevant to the
production, the following slides have been left blank for you
to approach in your own way, add more as you need to
Extension suggestion: edit a short sequence of clips that
have inspired or influenced your video [similar to this:
http://io9.com/5941145/this-directors-video-pitch-for-
hunger-games-might-be-better-than-the-real-movie]

28. CONCEPT BOARD

29. CONCEPT BOARD
DISCUSSION/EXPLANATION

30. MOVING IMAGE TEST/DRAFT
IMAGE TESTING
Remember to test methods, techniques and styles. Detail
them here and upload the finished video work to your
website as well. Add more slides as necessary

31. STRUCTURAL
BREAKDOWN/PLANNING
Breakdown your project into its basic sections and apply
broad visual and creative ideas to each section.
You can use this as the master template for your
production, then add more shots/pages, etc to each
section when you develop your full sequenced plan and
planned outcomes.
You should create a slide showing all the sections of the
project, then add a slide for each section with timings,
what happens visually and in terms of audio, page layout
aim to have as much specific detail as possible.
The structure of the project and method of doing this is
dictated by the type of project.

32. SHOT LIST - VIDEO
Your shot list should contain the sequential breakdown
of what you need to shoot for your video
It should work in partnership with your storyboard
It will be your working document when you film
It should contain the shot number, scene number, shot
description, framing and action you will see
It should also have information on performers in the
scene and other props, etc
Shot list template is on Teams.

33. STORYBOARDING - VIDEO
Your storyboard should bring your idea to life
Provide an idea of the sequencing of you video
Provides a basis for production visually
Remember, each frame should be as the camera frames it
Suggested online storyboard creators are:
 https://www.storyboardthat.com
 http://www.pixton.com [very complicated]
 http://www.storyjumper.com [allows you to insert your own images]
Alternatively, hand draw or photograph your storyboard and
scan or copy to insert it onto your slides
There are lots of tips collected together on Blackboard!

34. AUDIO AND OTHER PLANNING
Remember, video production is a multi-sensory medium,
do not forget your audio planning, whether this is for
spoken dialogue, VO/narration, sound effect or
soundtrack. This needs detailed planning, linking to
sequencing and sourcing/creating.

35. PRINT/NON-MOVING IMAGE
PLANNING
Rather than storyboarding and sequence planning, print
and still image projects require different image and
layout plans.
You should research conventions for your chosen
medium in your earlier work and then approach the
project using some of the methods you’ve discovered.

36. TASK 3.2 Organisational
Planning

37. ORGANISATIONAL PLANNING
If the visual and creative planning is the WHAT of the
production, organisational planning the WHO, WHAT,
WHERE, WHEN and WHY of the production.
This is the functional planning for the project, applying
common sense and organisation to your creative ideas.

38. PRODUCTION GROUP INFO
Include names, contact info, and defined roles at
difference stages of production, using a table is
suggested

39. LOCATION INFORMATION
Information and images of your location[s] for filming
You should have address details, clearance/premissions
for filming, recce photos and floorplans [including
camera, equipment and cast/crew layouts]
Where possible, have a plan B fallback location option
Assess each location for any issues and suggest
solutions

40. LOCATIONS

41. RISK ASSESSMENT
Risk Assess each separate filming location using the
table in the camera H&S PP on Teams kit booking as a
starting point.
Completing a generic filming assessment would be a
start, then you can add specialist/site specific risks as
you progress your production
Remember, a Risk Assessment is an ongoing document,
you should evaluate if anything changes in production
and when you put control measures in place
You should add the table to each call sheet for each
location

42. RISK ASSESSMENT

43. CONTINGENCY PLANNING
Things go wrong
Your contingency plan is there to give you a backup or to
minimise the effect on production
You should consider the following areas: Technical,
Location, Personnel and Organisational areas [about 5
potential issues for each]
Use the form in pre-production folder on Blackboard

44. CONTINGENCY PLAN

45. PRODUCTION SCHEDULE
Your schedule should budget a total of 10 hours for
production, that is for the filming and editing of your
project.
You should plan when you’re filming and how you intend
to use the in class days on your timetable/class schedule

46. SCHEDULE

47. CLEARANCE AND
PERMISSIONS
Any place you film and anyone you use in the filming of
your video must have a completed form
Blank forms are on Blackboard for you to complete and
insert here