Planning Your Next Video Marketing Project

Whether you are creating your own video marketing in-house or contracting with a videographer, filling out a video planning sheet is an important first step in the video production process. A video planning sheet provides a clear roadmap that ensures your video marketing is organized, effective, and aligned with your goals.

Download our free video planning sheet and follow along with this blog post to fill it out in preparation for your next video marketing project.

Define your goals

Before you can start the actual planning, it’s crucial to identify the specific outcomes you hope to achieve through your video marketing. Goals help you focus your efforts, measure success, and make adjustments to your strategy as needed. When defining your video marketing goals, make sure they are specific, measurable, achievable, relevant, and timely.

  • Increase brand awareness
  • Generate leads
  • Promote new products or service
  • Drive traffic to your website
  • Educate your audience

Clearly defining your goals will help you determine the rest of your video planning sheet. As you fill out each section of your planning sheet, revisit the goals section to make sure that they align.

Define your audience

Knowing your target audience is essential in creating a video that achieves your goals. When you know your target audience, you can create content that speaks directly to them. Your messaging and imagery should resonate with their interests, needs, and pain points.

  • Internal Use (employees)
  • Current customers
  • New leads
  • Industry professionals
  • New employees
  • Donors or investors

When your content speaks directly to your target audience, they are more likely to engage with it. This will lead to more likes, comments, and shares. When your content resonates with your target audience, they are more likely to take action, such as making a purchase or filling out a form.

Identify your distribution channels

When identifying the channels and platforms where you will share your videos, consider where your target audience is most active. This allows you to reach them where they are and increase the chances that your content will be seen and shared.

  • Website
  • Video hosting platforms (YouTube, Vimeo
  • Landing pages
  • Blog
  • Social media platforms
  • Email marketing
  • Events

Repurposing your video content throughout multiple channels will increase your brand reach. These are the top 10 ways we repurpose a single video for our clients across their marketing channels.

Define your messaging

It’s best to keep your key messages to a few main points. Otherwise, you run the risk of confusing your audience and losing their attention.

A good rule of thumb is to aim for 1-3 key messages and to prioritize the most important message first. This way, if your audience only watches a portion of your video, they will still come away with the most important information.

Your key messages should be clear, concise, and easy to understand. Use simple, direct language that communicates your message clearly and effectively. Avoid using technical jargon or complex language that could be confusing.

Identify your cast

The people you choose to incorporate in your videos should align with your target audience, brand identity, and messaging. You should include a variety of individuals, not just people from your company, like customers and other industry experts.

  • CEO & Leadership Team
  • Customers
  • Employees
  • Industry experts

Identify filming locations

Choosing the right filming locations will impact the overall look, feel, and quality of your video content. No one wants to watch a person talking for three minutes straight, so the footage you use to cover your interviewees should be interesting, relevant, and play a key role in the story you are trying to tell.

  • Your workplace (interior/exterior)
  • Locations where your products or services are used
  • Client locations
  • Industry related locations
  • Community locations

The location you choose can impact the logistics of your shoot, such as travel time, permits, and equipment needed. By choosing a location that is easily accessible and meets your production needs, you can streamline your production process and ensure a successful shoot.

Download your video planning sheet

Do yourself a favor and take the time to map out your video marketing before you begin filming. You can thank me later. Download our video marketing planning sheet today to ensure your videos are consistent in terms of messaging and branding and that they are always working towards achieving your marketing and sales objectives.