Introduction:

One of the more challenging aspects of creating video content can be making sure your client is satisfied with your work at the end without there being too much time wasted bouncing the edits back and forth between you two. 

Creating video content is already a lengthy process as is, so it's important that you and your client are on the same page throughout the entire process in order to avoid your time and money being wasted senselessly. 

This is why we've created this video content approval workflow checklist template, to provide space where your team and your client can share and work together throughout the entire project.

You can use this checklist to keep all the project information and progress organized in a single place and most importantly, it utilizes automated Approvals tasks throughout the project's progress that give your client the opportunity to easily approve (or deny) your work as it progresses from one stage to the next.

With the use of the Approvals tasks, you can be sure that your client is happy with the work as it moves forward and there are less chances you'll be burdened by having to make heavy edits at the end of the project that may delay the deadline. This will also result in greater client satisfaction because they will have the opportunity to not only see the progress, but also feel more involved in the making of it.

Information:

Record basic project information

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

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

Because this process involves multiple people (video 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 initial meeting with client

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

Conduct initial meeting with client

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

Prepare video project design brief

Take time to put together a design brief for your video project.

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

Finalize contract

It's crucial that the contract is made clear so that there isn't any miscommunication 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: Finalized contract

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

Creating video content:

Write first draft of script

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 to discuss script and ideas for storyboard

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

Finalize script

Use this task to get the final script to your client and get their approval.

Upload the finalized script to this task.

Approval: Script

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

Prepare storyboard draft

Prepare your first draft of the video's storyboard and once finished, upload it to the form field below.

It's likely you might need to request some revisions. Process Street's conditional logic feature is perfect for building these kinds of flexible processes.

Simply 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 get the final storyboard to your client and get their approval.

Upload the storyboard to this task.

Approval: Storyboard

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

Prepare first draft of video (without audio)

Prepare your first draft of the video based on the finalized storyboard and once finished, upload it to the form field below.

It's likely you might need to request some revisions. Process Street's conditional logic feature is perfect for building these kinds of flexible processes.

Simply 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 get the final video (without audio) to your client and get their approval.

Upload the video to this task.

Approval: 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)

Prepare your first draft of the video with audio and once finished, upload it to the form field below.

It's likely you might need to request some revisions. Process Street's conditional logic feature is perfect for building these kinds of flexible processes.

Simply 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 get the final video (with audio) to your client and get their approval.

Upload the video to this task.

Approval: Video (with audio)

Will be submitted for approval:
  • Finalize final video (with audio)
    Will be submitted

Deliver finished work

Share a link to the finished video below:

Sources:

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