Introduction:

The most important part of enterprise video content management is making sure you've got a good process and clear communication with your client. There's not much more discouraging to your team than having to bounce the project back and forth with the client with more and more edits hoping they'll finally approve it. It wastes you and your team's time and money and can delay deadlines.

Video content production is already a long process to begin with, so it's absolutely vital that your team and your client see eye-to-eye throughout the entire length of the project in order to avoid wasting time and money through miscommunication.

We created this checklist to help you streamline the video content management process. It lays out a common space that can be shared between your team members and client in order to better work together throughout the project's progress.

It also acts as a place to keep all of the project information and progress, and utilizes automated Approvals tasks strategically placed throughout the process that allows for your client to quickly and easily approve (or deny) your team's work and provide feedback after each stage of the project's completion. 

In addition, your client will feel greater satisfaction being kept in the loop during the entirety of the project and knowing his feedback is being put to use. And with a satisfied client comes a satisfied team because there would be far less chance that your client will demand any surprise, heavy edits at the end of the project that may result in overtime work and missed deadlines. 

With this checklist, your team is sure to build stronger communication with your clients and streamline processes that otherwise may be taking up more time than they should.

So, let's get started!

Information:

Record project details

To begin with, you'll want to record some basic information about the video content project.

Use the form fields below to document relevant details of the work and individuals involved.

Since this process involves multiple individuals (content manager, video animator, etc.) you can make things easier for yourself by assigning roles.

Use the Members feature below to specify who will be doing what.

Preparation:

Schedule meeting with client

Use the date field to specify a date with your client in order to discuss the project brief.

Meet with client

You can use the form field below to record any notes or key points from the meeting.

Prepare project design brief

Take some time to prepare a design brief for the video project.

Once you've put together a document, upload it to the form field below.

Finalize contract

It's important to be clear on the contract so that there is no confusion when edits and revisions arise in the process.

Use this task to communicate a final draft of the contract with the client, and get their approval.

Upload the contract to this task.

Approval: Final contract

Will be submitted for approval:
  • Finalize contract
    Will be submitted

Creating video content:

Prepare script draft

Take some time to prepare a draft of the script for the video project.

Once you've put together a draft, upload it to the form field below.

Schedule meeting with client to discuss script and ideas for storyboard

Use the date field to specify a date with your client in order to discuss your draft of the script and ideas for the storyboard.

Conduct meeting with client

You can use the form field below to record any notes or key points from the meeting.

Finalize script

Use this task to communicate a final draft of the script with the client, and get their approval.

Upload the script to this task.

Approval: Final script

Will be submitted for approval:
  • Finalize script
    Will be submitted

Draw out storyboard draft

Take some time to prepare your first draft of the video's storyboard.

Once you've put together a draft, upload it to the form field below.

You might need to request some revisions. Process Street's conditional logic feature is great for building these kinds of flexible processes.

Just specify whether or not you need revisions using the drop down form field below, and a new task will appear if you need to request a revision.

(Conditional) Request revision (storyboard)

What kind of revisions need to be made? Leave your feedback in the form field below.

Finalize storyboard

Use this task to communicate a final storyboard for your video project to send to your client, and get their approval.

Upload the storyboard to this task.

Approval: Final storyboard

Prepare first pass of video without audio

Take time to prepare your first pass of the video without audio, based on the storyboard.

Once you've put together the video, upload it to the form field below.

You might need to request some revisions. Our conditional logic feature is useful for building these kinds of flexible processes.

Just specify whether or not you need revisions using the drop down form field below, and a new task will appear if you need to request a revision.

(Conditional) Request revision (video without audio)

What kind of revisions need to be made? Leave your feedback in the form field below.

Finalize video without audio

Use this task to communicate a final video (without audio) to send to your client, and get their approval.

Upload the video to this task.

Approval: Final video (without audio)

Will be submitted for approval:
  • Finalize video without audio
    Will be submitted

Send video to voice over artist

Upload the final video without audio below to send to your voice over artist(s), so they can get started on their voice over draft.

Prepare draft of video with audio

Take time to prepare your draft of the video with audio.

Once you've put together the video, upload it to the form field below.

You might need to request some revisions. Our conditional logic feature is useful for building these kinds of flexible processes.

Just specify whether or not you need revisions using the drop down form field below, and a new task will appear if you need to request a revision.

(Conditional) Request revision (video with audio)

What kind of revisions need to be made? Leave your feedback in the form field below.

Finalize final video with audio

Use this task to communicate a final video (with audio) to send to your client, and get their approval.

Upload the video to this task.

Approval: Final video (with audio)

Deliver finished work

Share a link to the final video here:

Sources:

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