◆ Phase 0 · Orientation

Before You Start

Professional video production is a client service — not a YouTube channel. Read this before your first meeting so you show up with the right vocabulary and the right mindset.

🎬
What professional video production actually means. You're not making content for yourself — you're solving a communication problem for a client. They have a deadline, an audience, an approval process, and a definition of success that has nothing to do with view counts. Your job is to understand that problem clearly before you touch a camera, and to deliver a polished product that serves their goal — not just looks impressive on your reel.
🎞️ The Production Pipeline — How Every Project Flows

Every video project — no matter the size — moves through three phases. Understanding this pipeline before you start will help you see where each step in this playbook fits.

  1. Pre-Production — Everything before you press record. Discovery, creative brief, scripting, shot planning, scheduling, and logistics. This phase determines whether the shoot goes smoothly or falls apart. Most professional video budgets spend more time here than anywhere else.
  2. Production — The shoot itself. Capturing footage, recording audio, managing the crew and subjects, and solving problems on the fly. A well-planned pre-production makes this phase feel controlled. A poorly planned one makes it feel chaotic.
  3. Post-Production — Everything after the shoot. File organization, editing, color grading, audio mixing, client review, revisions, and final delivery. This often takes longer than the shoot.
📖 Key Terms You Need to Know

These will come up in client meetings, checkpoint reviews, and throughout this playbook. Know them before you walk in the door.

A-Roll — Your primary footage. The interview subject speaking to camera, the presenter on stage, the main action of the scene. This is the backbone of your edit.

B-Roll — Supplemental footage cut over the A-roll audio. Hands on a keyboard, a wide shot of the building, a subject walking to their desk. B-roll makes an edit feel complete and covers jump cuts.

Coverage — The variety of shots you capture to give yourself options in the edit. Wide, medium, close-up, over-the-shoulder — coverage is what separates a professional shoot from a single locked-off camera.

Aspect Ratio — The proportional relationship between width and height. 16:9 is standard widescreen (most videos). 9:16 is vertical (Reels, TikTok, Stories). 1:1 is square. Confirm with the client before you shoot — changing this in post is painful.

Frame Rate — How many frames per second your camera captures. 24fps looks cinematic. 30fps looks like broadcast TV. 60fps can be slowed down to 50% for smooth slow motion. Set this before you shoot — you cannot change it in post.

White Balance — How the camera interprets color temperature. Incorrect white balance makes skin look orange or blue. Set it manually in any controlled environment — auto white balance can shift mid-shot.

Color Grade — The process of adjusting color, contrast, and tone in post-production to create a consistent visual style across all clips.

Audio Mix — Balancing and cleaning all audio tracks in post: interview audio, music, ambient sound, and any voiceover. Bad audio kills an otherwise good video. Viewers will tolerate imperfect visuals far longer than they'll tolerate bad sound.

Sequence / Timeline — The editing workspace where your clips are arranged in order. Your edit lives here.

Export / Render — The final step: converting your timeline into a deliverable video file (usually H.264 .mp4). Export settings affect file size and quality — confirm the client's requirements before rendering.

🛠️ Tools You'll Use

Camera (Sony / Canon / DSLR) — The specific model matters less than understanding exposure (aperture, shutter speed, ISO). This playbook covers camera fundamentals in Phase 2.

Microphone — Lavalier (clip-on, discreet, ideal for interviews), shotgun (directional, mounted on camera or boom, good for run-and-gun), and XLR recorder. The right mic for the situation is covered in Phase 2.

Adobe Premiere Pro — The industry-standard editing software. Most DCS projects are edited here. If you haven't used it, YouTube tutorials on the basics are worth 30 minutes before you sit down to edit.

DaVinci Resolve — A free, professional-grade alternative to Premiere. Especially strong for color grading. Worth knowing exists.

Frame.io / Google Drive — How you'll share rough cuts with clients and mentors for review. Upload a link, share it, and collect timestamped feedback — much cleaner than emailing large files.

What a finished project looks like. You'll end this playbook with a delivered video file the client has approved, a Google Drive folder of organized raw footage and project files, and at least one artifact in your portfolio. The strongest projects also include documentation of the client relationship — discovery notes, the creative brief, and the delivery confirmation email. Those are your Standard 1 evidence.
◆ Phase 1 · Pre-Production

Project Setup

Before anything else, name this project and answer a few quick questions. This information will appear throughout the playbook to keep you grounded in the goal.

📋 Your Project Info
Project Name
Client / Organization
Project Type
Final Delivery Deadline
Your Role on This Project
💡
Add this to your Task Board. Open the Task Board (button in the lower-left sidebar) and add your first tasks now: "Schedule discovery meeting with client" and "Review this playbook through Phase 1." Use it throughout the semester to track progress. This board is your project-specific tracker for this playbook.
✅ Phase 1 Checkpoint

Checkpoint: Discovery Prep

Before your first client meeting, check in with Russ on your discovery plan. This keeps the questions aligned with the project goals and avoids a direction change later.

👨‍🏫
Russ Goerend
Instructor · Designing Communication Solutions & Business Startup

Review these before the meeting

  • Are our discovery questions set up to identify project goals, audience, and success metrics?
  • Do we know who the decision-makers are and what they need to approve?
  • Is our meeting plan focused on clear next steps, not vague conversation?
  • What else do we need from the client before we lock the brief?
Your Checkpoint Notes
◆ Phase 1 · Pre-Production

Discovery Meeting

The discovery meeting is the most critical step in the entire project. Get this wrong and everything downstream suffers. Your goal: leave the meeting with a clear, shared understanding of what "success" looks like.

⚠️
Don't skip the prep. Review these questions before your first client meeting. Arriving prepared signals professionalism. Arriving unprepared signals the opposite.
🔍 Questions to Ask Every Client
  • What is the purpose of this video — inform, inspire, promote, document, or celebrate?
  • Who is the audience? Age, context, and what do they already know about this topic?
  • Where will this video live? Event screen, website, social media, email blast?
  • What is the hard deadline for the finished video? Are there earlier review deadlines?
  • Can you share any examples of videos you love? What specifically makes them work for you?
  • Who are the decision-makers? Who needs to approve the final video?
  • Are there any brand guidelines, logos, colors, or music we need to use — or avoid?
  • What does "success" look like for this project? How will we know it worked?
🎤 Additional Questions for Interview Series

If your project involves recording interviews (the most common DCS video project), add these:

  • Who are the interview subjects? How many people total?
  • Can we send them the questions in advance, or will it be unrehearsed?
  • Where will interviews be recorded — at the WILC, client's location, or a third site?
  • Should each interview be standalone, or woven together into one video?
  • Is there a specific story arc or key message each person should hit?
🎭 Additional Questions for Performance / Events

If you're filming a play, musical, or live event:

  • How many performances will we film? (Multi-camera from multiple shows is ideal.)
  • Will we have access to a dress rehearsal for camera blocking?
  • Are there lighting or audio feeds we can tap into from the venue?
  • What is the final deliverable — full recording, highlight reel, or both?
📧
After every meeting: Send a follow-up email within 24 hours. Summarize what you discussed, confirm decisions made, and list clear next steps with owners and dates. This is Standard 1 territory — client relationship professionalism.
📎 Capture an Artifact · This step maps to S1: Client Relationships
✓ Artifact saved
◆ Phase 1 · Pre-Production

Creative Brief

The creative brief is a living document that captures what you and the client have agreed on. Build it together, share it with the client, and use it to resolve disagreements later. If it's not in the brief, it wasn't agreed on.

📄
Create your brief in Google Docs. Open a new Doc, copy the fields below, and fill it in. Then share the doc with your client and instructor before moving on.
📋 Creative Brief Template

Your brief should cover all of these. No blank fields — if you don't have the answer, that's a question for your next client touchpoint.

The Basics
Project Name Client / Org Project Lead(s) Final Deadline Approval Contact
The Story
Purpose of the Video Target Audience Key Messages (3 max) Tone / Feeling
The Specs
Approximate Length Aspect Ratio Where it will live Music — yes/no/licensed Captions needed?
The Guardrails
Brand guidelines / logos Anything to avoid Number of revisions included
🤝
Tone vocabulary to share with your client. When you ask "what tone should this feel?" most clients don't know how to answer. Try: Inspiring, Warm, Professional, Energetic, Cinematic, Playful, Emotional, Informative. Ask them to pick 2-3.
📎 Capture an Artifact · Maps to S1: Client Relationships
✓ Artifact saved
◆ Phase 1 · Pre-Production

Story & Shot Planning

This is where the creative work begins. A professional crew never shows up to a shoot without knowing what they need to capture. Planning here saves hours in the edit.

🎭 Interview Questions

For interview-based projects, write your questions before the shoot. Share them with subjects in advance so they can give thoughtful answers — but keep a few unscripted to capture authentic moments.

Structure each interview arc: Open with identity (who are you, what do you do), move to experience (your specific story), close with meaning (what does this mean to you or others). This gives the editor clear building blocks.

✍️
Write your interview questions in a Google Doc. Create a separate section for each subject. Share it with your client for approval before the shoot date.
🎬 Shot List & B-Roll Planning

A shot list is your blueprint for production day. For every scene or moment, document: shot type, subject, location, and any special notes.

B-roll is the supplementary footage that covers your interviews — hands working, locations, objects, reactions, details. The rule: if you're going to mention it in the interview, you need footage of it.

◆ Phase 1 · Pre-Production

Logistics

Great productions are organized before the first camera goes on. Confirm every detail in writing, add events to your team calendar, and don't leave anything to assumption.

📅 Production Calendar

Every confirmed date goes on your Google Calendar immediately — that's a Standard 5 professional skill. Include: subject name, location address, call time, and contact number in the calendar description.

📍
Location scouting matters. Even a 10-minute visit to your filming location before production day will save you. Look for: background distractions, echo/ambient noise, lighting challenges (windows behind subjects, overhead fluorescents), and power outlet access.
✅ Phase 1 Checkpoint

Checkpoint: Production Prep

Before you enter production, review your plan with Russ or Shawn. This checkpoint is your production prep guardrail — confirm the brief, logistics, gear, and file workflow before you shoot.

👨‍🏫
Russ Goerend
Instructor · Designing Communication Solutions & Business Startup

Bring these questions

  • Does our Creative Brief accurately capture what the client actually needs?
  • Is our production timeline realistic given the editing deadline?
  • Look at our interview questions — are there gaps in the story we're trying to tell?
  • We're planning [X] B-roll shots — is that enough or are there obvious ones we're missing?
  • Any red flags in our logistics plan you'd catch before we show up on production day?
Your Checkpoint Notes
🤔 Questions to Ask Shawn or Russ Before Production Day
  • What should our setup / arrival time be — how long does it take to build the set?
  • What do you need from us ahead of time? (Location walk-through, contact for building access, etc.)
  • How will we divide camera and audio duties on set?
  • For studio shoots with the Panasonic G7 kit, which lens and lighting setup should we use for interviews?
  • What's the file transfer process after the shoot? How do we get the footage?
  • What editing software do you recommend for this footage?
  • Is there anything specific about our location or project type we should plan for?
🚦
Green light to proceed. After this checkpoint, you're cleared to enter the Production phase. Come back and mark this complete once your production prep is signed off.
✅ Phase 2 Checkpoint

Checkpoint: Production Kickoff

Before you begin production, confirm the shoot plan with Shawn or Russ. This is your final in-phase review before you start rolling cameras.

🎬
Shawn FitzGerald / Russ Goerend
Production Mentor · Technical planning and shoot coordination

Review these before production begins

  • Do we have the shoot plan, crew roles, and equipment list confirmed?
  • Is the production schedule realistic for the locations and subjects?
  • Have we confirmed our audio and lighting strategy for the planned spaces?
  • Do we know the file transfer and backup process after the shoot?
Your Checkpoint Notes
◆ Phase 2 · Production

Meet Your Gear

Your industry partner for production is Shawn FitzGerald of Level Up Media Interactive. He'll be on set with professional cameras, audio, and lighting. Your job is to show up knowing enough to be a capable crew member — not a bystander.

📹 Production Partners & Gear

For theatre projects, Shawn FitzGerald is your technical partner on set. For studio-based video work, Russ can mentor you through our Panasonic G7 production kit and help you choose the right camera, lenses, audio, and lighting workflow.

Panasonic G7 camera bodies 14-42mm kit lens 25mm prime 12-35mm f/2.8 35-100mm f/2.8 Rode Wireless Go II Tripods & monopods Portable lighting kits
📖
Your prep work for the next three steps matters. Camera, Audio, and Lighting Fundamentals aren't just theory — they're what you'll discuss with Shawn. Read them before your production prep checkpoint and before your shoot day.
◆ Phase 2 · Production

Camera Fundamentals

You don't need to be a cinematographer. You need to understand enough to make good decisions on set and recognize a great frame when you see one.

⚙️ The Exposure Triangle

Three settings control how much light hits the sensor. Get these wrong and you have footage that's too dark, too bright, or too blurry to use.

Aperture (f-stop)
Controls depth of field. Low f-number (f/1.8) = blurry background, subject pops. High f-number (f/11) = everything in focus. For interviews, Shawn will typically use f/2.8–f/4.
Shutter Speed
For video, use the 180° rule: shutter speed = 2× your frame rate. Shooting 24fps → use 1/50s. Shooting 30fps → use 1/60s. Too fast = choppy, artificial look.
ISO
Amplifies the sensor signal. Higher ISO = brighter image, but also more grain (noise). Keep as low as possible — add light instead of raising ISO.
The Simple Rule
Lock shutter speed first (2× frame rate). Set aperture for the look you want. Adjust ISO last to get correct brightness.
🖼️ Framing an Interview Subject
◆ Phase 2 · Production

Audio Fundamentals

This is the most important technical lesson in this entire playbook. Say it out loud: bad video with good audio is watchable. Good video with bad audio is not.

🎙️
Audio is not a secondary concern. Viewers will forgive slightly soft focus, a shaky frame, even mediocre lighting. They will immediately click away from poor audio. Hissing, room echo, wind noise, or low-quality recording is a project killer.
🎤 Your Microphone Options
Lavalier (Lav) Mic ✅ Primary Clips to the subject's clothing, 6–8 inches below the chin, on the sternum. Captures clean, consistent dialogue as the subject moves. Shawn's setup will likely use these for interviews.
Boom Mic ✅ Secondary On a pole, pointed down at the mouth at ~45°, just above or in front of the frame. Excellent audio, but requires someone dedicated to holding it correctly for the entire interview.
🚫 Audio Mistakes That Kill Footage
◆ Phase 2 · Production

Lighting Fundamentals

Good lighting makes subjects look confident and approachable. Bad lighting makes them look tired, sinister, or like they're being interrogated. The difference is usually small adjustments.

💡 Three-Point Lighting

The industry standard interview setup uses three lights. Shawn's LED panels can be configured this way in almost any location.

Key Light Main light. 45° to one side, 45° above eye level. Creates dimension and defines the face.
Fill Light Softer, on the opposite side of the key. Reduces harsh shadows without erasing them entirely.
Back / Rim Light Behind and above the subject. Creates a subtle glow on hair/shoulders that separates them from the background.
☀️ Working with Natural Light

If you don't have LED panels, window light is your best free option. Position the subject at 45° to a window — the window becomes your key light. Use a white foam board on the opposite side as a fill reflector.

Overcast days are a cinematographer's friend. The clouds act as a giant natural softbox. Direct sunlight creates harsh shadows that are very difficult to control.
🚫 Lighting Mistakes to Avoid
◆ Phase 2 · Production

Day-Of Production Checklist

Production day is not the time to figure things out. Run through this checklist before you start rolling. Your subjects' time is valuable — don't waste it on technical problems that could have been caught earlier.

⏰ Before Anyone Arrives (30+ Minutes Early)
🎬 During the Shoot
📦 Wrap & File Transfer
📎 Capture an Artifact · Maps to S4: Technical Skills + S5: Professional Skills
✓ Artifact saved
✅ Phase 2 Checkpoint

Checkpoint: Shawn or Russ

After production day wraps, check in with Shawn or Russ before you start editing. They can tell you which takes were strongest, flag any technical issues in the footage, and advise on your editing approach.

🎬
Shawn FitzGerald / Russ Goerend
Production Mentor · Theatre or studio equipment guidance

Post-Production Day Questions

  • Looking at what we captured — which takes do you think are the strongest for each subject?
  • Were there any technical issues with the footage we should know before we start editing?
  • What editing software do you recommend for this specific footage and project type?
  • What's the most common mistake you see associates make when editing a project like this?
  • Is there anything you'd go back and reshoot if we had the chance?
🚦
Flexible checkpoint format. This can be a short email recap, a 15-minute video call, or an in-person debrief. Do it before you move into organizing files and editing.
Your Checkpoint Notes
◆ Phase 3 · Post-Production

File Organization

Professional editors organize before they edit. A chaotic folder structure will cost you hours of wasted time looking for the right take. Set this up once, correctly, before you touch the timeline.

🗂️ Your Project Folder Structure

Create this folder structure before importing a single file into your editing software. Name the top-level folder with your project name and the year.

PROJECT_NAME_2026/
  01_RAW_FOOTAGE/
    Camera_A/
    Camera_B/
  02_AUDIO/
  03_BROLL/
  04_GRAPHICS/
    Logos/
    Lower_Thirds/
  05_MUSIC/
  06_EXPORTS/
    Rough_Cut/
    Final/
  07_PROJECT_FILES/
💾
The backup rule: two copies, two locations. Raw footage lives in 01_RAW_FOOTAGE AND on an external drive or cloud backup. If you only have one copy and that drive fails, the project is over. This is non-negotiable.
✅ File Organization Checklist
✅ Phase 3 Checkpoint

Checkpoint: Pre-Edit Review

Before you start editing, check in with Jack Henry on footage organization and your edit plan. This ensures you begin the cut with a strong workflow.

🎬
Jack Henry
Post-production Mentor · Editing workflow overview

Review these before editing

  • Is our footage organized in a way that makes the edit easy to build?
  • What software and project settings should we use for this workflow?
  • What story structure should guide the rough cut?
  • What common editing issues should we avoid on this project?
Your Checkpoint Notes
◆ Phase 3 · Post-Production

The Edit

Editing is storytelling. You're taking raw material and shaping it into something with a beginning, middle, and end that serves the client's goal. Work in phases — don't try to perfect anything until the structure is right.

🖥️ Choosing Your Software
iMovie — easy for Mac and fast to learn for simple edits. Canva — good for graphics-driven video and available via Canva for Education. Final Cut Pro — powerful Mac editor with a polished timeline workflow. DaVinci Resolve — free, professional-grade, strong for color and audio. Adobe Premiere Pro — full Adobe CC workflow, ideal if you already have a student license.

Recommendation for this project type: Use the tool that fits your workflow best. Avoid CapCut desktop for critical exports unless you are sure it will not add watermarks. Ask your mentor what they recommend for your footage and delivery goals.

✂️ The Three-Phase Edit
Phase 1: Selects Watch all footage. Mark your best takes. Build a rough "selects" sequence — all the good moments in order. Don't polish anything.
Phase 2: Rough Cut Arrange selects into a story. Add placeholder graphics. Rough audio mix. Export and share for feedback before investing more time.
Phase 3: Fine Cut Incorporate feedback. Color correct. Polish audio. Add final graphics, lower thirds, music, and outro. This is where you put the craft in.
🎨 Fine Cut Checklist
📎 Capture an Artifact · Maps to S4: Technical Skills
✓ Artifact saved
✅ Phase 3 Checkpoint

Checkpoint: Post-Edit Review

After the edit, review the rough cut with Jack Henry before client feedback. This helps catch structural or technical issues before the review process begins.

🎬
Jack Henry
Post-production Mentor · Editing workflow overview

Questions to Bring to This Conversation

  • Which takes are the strongest for the story we want to tell?
  • How should I organize the footage before I start the fine cut?
  • What editing workflow and software should I use for this project?
  • Are there any technical issues I should fix now before client review?
  • What is one improvement that will make this cut feel more professional?
Your Checkpoint Notes
🚦
Mentor checkpoint formats can be flexible. This can be a short email recap, a 15-minute video call, or an in-person review. Use the format that respects mentor time while still getting clear guidance before client review. Maria & Kayt should be saved for social media / marketing projects, while Jack is your video editing mentor here.
📎 Capture Your Final Reflection · Maps to S5: Professional Skills
✓ Artifact saved
◆ Phase 3 · Post-Production

Client Review

Sharing work for feedback is a professional skill, not just a logistical step. How you share, how you ask for feedback, and how you handle revisions all matter.

📤 How to Share for Review

Don't just email a file. Use a tool that lets the client watch it in their browser, comment at specific timestamps, and respond without downloading anything.

Vimeo Pro — Review links, password protection, timestamp comments. Google Drive — Familiar to clients, easy to share, basic.

For Vimeo Pro uploads: log in to the team account, choose New Video → Upload, switch the account from AM DCS to Waukee APEX contributor, and send uploads to Associate Uploads. Ask your mentor for the correct Vimeo access details if you don't already have them.

💬 How to Ask for Feedback

Don't say "let me know what you think." That produces vague, unhelpful responses. Instead, ask structured questions:

  • Does this video accurately represent your organization's message and tone?
  • Are all key messages from the Creative Brief present and clear?
  • Are there any factual errors — names misspelled, wrong titles, incorrect information?
  • Are there any legal concerns — logos, music rights, subject consent?
  • On a scale of 1–10, how close is this to the final version you imagined?
Give them a clear deadline to respond. "Please share your feedback by [date] so we can hit our delivery timeline." Without a deadline, feedback loops drag on indefinitely.
🔄 Managing Revisions

Your Creative Brief should have specified how many revision rounds are included. Hold to it — scope creep is how projects become unpaid overtime.

◆ Phase 3 · Post-Production

Export & Delivery

The final export is the product the client receives. Export it correctly the first time — re-exporting after the project is "done" is a frustrating, avoidable waste of time.

⚙️ Export Settings
For Web & Social Media
  • H.264 codec (works everywhere)
  • 1920×1080 (1080p) minimum
  • High bitrate (10–20 Mbps for 1080p)
  • .mp4 container
For Event Screens / Projection
  • Ask for the venue's native resolution
  • H.264 or ProRes (if they have a Mac)
  • Higher bitrate = better on big screens
  • Deliver 2+ weeks before the event
📦 Final Delivery Checklist
📎 Capture Your Final Artifact · Maps to S1: Client Relationships · S4: Technical Skills
✓ Artifact saved