1. Define the campaign’s job
Start with the audience and the decision the film should support. A production team needs the actual message and the destination for the viewer’s next step.
- Project / brand: ____________________
- Audience and market: ____________________
- One message the audience should remember: ____________________
- Desired next action and destination URL: ____________________
- Where the film will run: ____________________
- How success will be assessed, and who owns the reporting: ____________________
2. Supply approved references
Separate fixed brand requirements from visual inspiration. Flag any exact product details, people, locations or demonstrations that need an approved source.
- Brand guidelines and current logo files: ____________________
- Product references and details that must remain exact: ____________________
- Reference films: what to borrow about tone, pace or composition: ____________________
- Approved script, claims and source documents: ____________________
- Assets requiring permission, licence or a real demonstration: ____________________
- Content or imagery to avoid: ____________________
3. Agree the output list
List every required master and variant. A different language, crop, runtime, end card or offer can require a separate review and export.
- Hero runtime and aspect ratio: ____________________
- Cut-downs and their intended placements: ____________________
- Languages: voiceover, on-screen text and captions separately: ____________________
- Audio, music and usage requirements: ____________________
- Placement specifications supplied by the receiving platform: ____________________
- Which versions are essential for launch, and which can follow: ____________________
4. Name the approval owners
Agree who consolidates feedback, what each reviewer checks and when a stage is signed off. Changes after approval can affect scope and delivery.
- Creative / brand approver: ____________________
- Product, claims or specialist reviewer: ____________________
- Language and cultural reviewers, where needed: ____________________
- Single person consolidating feedback: ____________________
- Script / storyboard / animatic / final review milestones: ____________________
- Included review rounds and how new directions will be handled: ____________________
5. Confirm the schedule and handover
Work backwards from the date approved files are needed. Allow for source assets, reviewers and any test scenes before agreeing the production schedule.
- Approved assets available by: ____________________
- Required delivery date and launch date: ____________________
- Any fixed event or media booking: ____________________
- Proof-of-concept or test shots required before full production: ____________________
- Final file naming, delivery location and version owner: ____________________
- Open decisions to resolve before a proposal is approved: ____________________
Worked example
| Decision | Example entry |
|---|---|
| Audience | Existing customers considering a new product |
| Message | One approved product benefit, supported by supplied evidence |
| Outputs to scope | A hero film and placement-specific cut-downs; exact versions to be agreed |
| Review gate | Brand and product reviewers approve the storyboard before production |
| Measurement | The marketing owner reviews qualified visits and enquiries after launch |
Plan your next production
Use the worksheet to organise your requirements, then review the production approach and examples in AI brand film production. For more context, read Briefing, direction and approval for brand teams.
Explore the other planning worksheet ↗