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.
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.
- 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.
- 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.
- 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.
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.
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.
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.
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.
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?
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.
- 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?
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?
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?
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.
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.
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.
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.
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.
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.
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.
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.
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?
- 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?
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.
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?
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.
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.
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.
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.
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.
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.
Amplifies the sensor signal. Higher ISO = brighter image, but also more grain (noise). Keep as low as possible — add light instead of raising ISO.
Lock shutter speed first (2× frame rate). Set aperture for the look you want. Adjust ISO last to get correct brightness.
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.
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.
The industry standard interview setup uses three lights. Shawn's LED panels can be configured this way in almost any location.
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.
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.
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.
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?
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.
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.
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/
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.
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?
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.
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.
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.
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?
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.
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.
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.
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?
Your Creative Brief should have specified how many revision rounds are included. Hold to it — scope creep is how projects become unpaid overtime.
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.
- H.264 codec (works everywhere)
- 1920×1080 (1080p) minimum
- High bitrate (10–20 Mbps for 1080p)
- .mp4 container
- 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