Help! I Have to Make a Training Video. Where Do I Start?

If you need to make a training video, then this blog post is for you. This is part one in a four-part series designed to help you make your first video production. 

“Help! I Have to Make a Training Video” Series

Part 1 – Where Do I Start?
Write a creative brief or learning strategy, identify roles, and understand the phases of production

Part 2 – Pro-Tips for Pre-production
A checklist for successful video pre-production

Part 3 – Pro-Tips for Production
A checklist to help you on the day of your video shoot

Part 4 – Pro-Tips for Post-production
A checklist to ensure your edited video is on-message and looks great too

Part 1: What should I do first?

Before you jump right into making a video, we suggest you do three things: write a creative brief or learning strategy, identify the roles people will play in the process, and understand the three phases of production (pre-production, production, post-production).

Write a Creative Brief

The creative brief is a document that summarizes the project’s business need and explains how the video will address that need. The brief should contain the answers to these questions:

  • What is the business problem you are trying to solve?
  • Who is your target learner?
  • What are the learning objectives?
  • How is the story going to be told, creatively?
  • Why should the target audience care?
  • How will you measure the learners’ success?
  • What type of training video will we use to convey our message?
  • Where and how will you distribute the video?
  • What is your preliminary budget?
  • What tasks need to be completed? Who will do it? When should it be done?

If your creative brief or learning strategy answers these questions, you will be ready to identify the roles that people will play in the production process.

Identify Roles

The functional roles, such as actor, producer, editor, should be clearly defined during the pre-production phase (more on pre-production below). It’s important to identify who will fill each role so that tasks can be assigned and managed efficiently.

Start by establishing what role or roles you will play, then plan out the roles you’ll staff with internal people and what roles you’ll need to hire a vendor to fulfill. For example, you will play a producer role, since you will need to organize the production like a project manager. You may also play other roles such as scriptwriter or director.

Every video has a budget, and we’re sure your project is no different. By identifying roles early, you will be ready to take action instead of squandering valuable time and money that could be used to create content.

Download this guide to learn about 18 roles in video production

We’ve created a video pro guide that identifies 18 types of roles that people play during a production. The guide provides a short definition of roles, aliases, whether they work in pre/pro/post-production (see below for definitions), and a range of rates you can expect to pay (based on the Cleveland area). Keep in mind, some people may play more than one role; for example, a camera operator may also edit video, or a producer may also excel at scriptwriting.

Understand the Phases of Production

The main phases of the production process are pre-production, production, and post-production. Pre-production consists of tasks that need to be completed before recording any video. Production is where you will create content such as video, audio, photographs, or even illustrations. In post-production you will assemble all of the content you created during the previous phases into a final video.

Up next, Part 2: Pro-tips for pre-production with an annotated checklist for a successful video production. 

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