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Video advertising and marketing is difficult — there are quite a few steps for a single piece of content material, from ideation and writing the script to modifying, visuals, and packaging. Working with different individuals provides much more complexity.

Whether or not you’re working with a staff or by your self, the suitable video manufacturing template will aid you keep organized and constant.

These are the perfect templates I’ve come throughout that can assist you just do that.

monday.com: A video manufacturing template with built-in finances monitoring

monday.com is a versatile and highly effective undertaking administration resolution. It’s scalable, versatile, and helpful throughout your total enterprise from HR and accounting to advertising and marketing, gross sales, and buyer success. You need to use its automations, customizable relational databases, and integrations to construct full-fledged enterprise methods that work the way you do.

You possibly can strive it free so long as you’d like with as much as two customers.

The free plan comes with over 200+ templates, three undertaking boards, eight column sorts, and entry to the monday.com cellular app.

Extra on monday.com: monday.com Overview | monday.com vs Wrike | monday.com vs Airtable.

A sample monday.com video production dashboard showing key pieces of information, like the budget on a graph and a visual display of video statuses. 
Observe your video manufacturing finances, duties, initiatives, and extra with monday.com. Picture: monday.com

monday.com provides their very own templates and an enormous library of choices created by monday.com customers. I are inclined to want these created by precise customers as a result of it’s extra seemingly that the template was created out of necessity.

You’re extra more likely to get one thing nearer to an precise video manufacturing workflow, which is why this specific template is my favourite.

It contains a number of pre configured views, together with a activity administration board for assigning and monitoring video work, customizable dashboards for visualizing analytics, and a video request type. You possibly can simply add new views, construct onto the present system, or edit present views to match your wants.

As you create new duties, there’s a subject for estimated finances. When the duty is full, you possibly can add your precise finances to match.

All of that is routinely up to date on the principle dashboard, exhibiting your estimated spend, precise spend, remaining finances, and extra. If you happen to work with shoppers, you’ll be capable of set a finances for every shopper and monitor that as properly.

ClickUp: A beginner-friendly video manufacturing template for groups

ClickUp is a feature-rich and user-friendly undertaking administration software program. This makes it excellent for groups (or particular person customers) who want a simple strategy to maintain monitor of video manufacturing duties, belongings, SOPs, and extra.

It has the most effective free plans, permitting for limitless customers and limitless duties. The largest limitations are cupboard space, integrations, visitor permissions, and superior undertaking views.

Nevertheless, it’s an ideal choice if you wish to get began and onboard your staff at no cost.

Extra on ClickUp: ClickUp Overview | ClickUp vs Asana | ClickUp vs Notion.

ClickUp’s video production template showing a list view of tasks organized by color, status, and tags. 
ClickUp makes it straightforward to arrange each facet of video manufacturing, from SOPs and documentation to digital belongings, duties, timelines, and extra. Picture: Clickup.com

This template is nice for groups as a result of it’s simply adaptable to completely different manufacturing workflows. It comes with 9 customized statuses that replicate real-world video manufacturing phases, all the way in which from idea by means of ultimate modifying and publication.

As a result of these statuses already map to typical manufacturing milestones, you gained’t need to do a ton of tweaking earlier than your staff can begin utilizing it.

It additionally contains three pre configured views centered round staff collaboration.

There’s a undertaking listing for prime degree planning, a manufacturing course of view for day-to-day work, and a premiere view that’s helpful for launch planning.

Probably the greatest components of this template is all of the customized fields. Out of the gate, there are 14, masking the whole lot from location particulars and employees necessities to tools, collaborators, classes, and extra.

All of those fields make it straightforward for managers to slice and cube the information nevertheless they need. Must see which areas are utilizing a specific piece of kit and when? No drawback.

Other than what the template comes with, you possibly can simply add a Gantt chart, dependency warnings, time-tracking, and different superior capabilities if you have to.

TeamGantt: A video manufacturing template to visualise your manufacturing schedule

TeamGantt is a undertaking administration resolution constructed round Gantt charts. It’s nice for visualizing initiatives and duties with dependencies, assignees, due dates, and anything you have to see at a excessive degree.

It’s notably helpful in the event you’re managing plenty of video manufacturing work that overlaps or lasts longer than just a few weeks.

You possibly can strive it at no cost with one undertaking and as much as two collaborators. It’s not one thing you’ll be capable of keep on eternally, however you possibly can strive it and see if it’s proper to your staff earlier than upgrading.

Extra on TeamGantt: TeamGantt Overview.

A Gantt chart in TeamGantt showing three phases of a video production on a timeline.
Plan each step of long-term video manufacturing actions with TeamGantt. Picture: Teamgantt.com

By default, the template is segmented into three phases — pre-production, manufacturing, and post-production. Inside every part, you’ll be capable of outline aims and break them down into actionable steps.

Viewing all of this on a Gantt chart makes it straightforward to visualise the method and determine work that may occur on the similar time vs these which can be depending on different duties.

Perhaps you have to full the script earlier than you begin casting actors.

However on manufacturing day, it doesn’t matter whether or not audio or lighting tools is ready up first. A Gantt chart helps you lay all of this out and transfer issues round in just a few clicks.

TeamGantt additionally enables you to set milestones, that are nice for managing longer manufacturing cycles. You possibly can break months-long processes into shorter sprints to make planning extra manageable.

This template is nice for one-off video initiatives, however TeamGantt additionally has a free video sequence planning template in the event you need assistance visualizing and planning a number of movies as a substitute.

Notion: A pre and submit video manufacturing template for YouTube

Notion is a productiveness platform that mixes collaborative paperwork with spreadsheets and relational databases. You need to use it to handle initiatives, budgets, SOPs, bills, advertising and marketing plans, and extra. Nevertheless, it’s not set as much as do any of these issues out of the field. It’s extra of a clean slate you possibly can flip into no matter you need.

That mentioned, there are literally thousands of Notion templates you can begin with as a substitute of ranging from scratch.

There’s a free plan for people or groups of as much as 10. For groups, it’s extra of a free trial than a free plan as you’ll seemingly hit limits on workspaces that you simply’ve shared with different customers.

Extra on Notion: Notion Overview | Notion vs Asana | Notion vs Confluence.

A template in Notion for YouTube video production showing the first section related to video packaging. 
Hold pre and submit YouTube manufacturing organized with this easy creator-built template for Notion. Picture: Notion.com

Like monday.com, Notion has a large library of templates created by its customers. My favourite video manufacturing template for the platform is part of that library.

Slightly than a spot to trace and handle work throughout a number of movies, this template is hyper targeted on the whole lot you have to create and publish a single YouTube video. It comes with a bit for packaging, a full importing guidelines of issues to take a look at, an space for writing your script, and even an space to plan the whole lot out.

By way of packaging your video, you’ll be capable of collect thumbnail inspiration, your individual sketches and concepts, and a number of other variations of your ultimate thumbnail so the whole lot is centralized in a single place.

You need to use the planning space to make a listing of duties you have to get completed, which is useful in case your listing is comparatively brief.

Though this template is straightforward, it’s an ideal start line if you need granular management over what occurs with every particular person video. You may make a brand new copy of it for every video and add it to your present undertaking administration system.

Airtable: Customizable templates for high-volume video manufacturing

Airtable is a relational database platform that mixes the whole lot you’re keen on about spreadsheets with superior data-tracking capabilities. I’ve used it for years with my staff for monitoring content material at scale, managing income information, and analyzing efficiency throughout 1000’s of items of content material.

There’s a stable free eternally plan that’s a great start line for anybody new to the platform.

It comes with seats for as much as 5 editors, and the 1,000 data per base restrict seemingly gained’t affect your means to deal with your video manufacturing wants for fairly some time.

Extra on Airtable: Airtable vs Asana | Airtable vs Smartsheet | Airtable Alternate options.

Template 1: For managing video manufacturing in-house

If you happen to’re not outsourcing video manufacturing to a 3rd celebration, this template offers you the whole lot you have to maintain monitor of labor each step of the way in which. It’s set as much as work throughout a number of platforms, areas, expertise companies, and groups, making it nice for companies of all sizes.

Every desk has quite a few views that can assist you and your staff visualize the whole lot, together with tables, calendars, Kanban boards, galleries, kinds, and timelines.

Airtable’s in-house digital video production template with a list view of tasks categorized by platform.
Handle each aspect of in-house video manufacturing in a single place with Airtable. Picture: Airtable.com

Out of the field, this template has a ton of helpful capabilities. First, you possibly can add everybody out of your staff as a useful resource on the manufacturing staff desk. You possibly can assign every individual to a selected platform or staff, give them a title, and maintain monitor of all their contact info.

From there, you possibly can add info for the entire expertise you’ve labored with, together with completely different expertise reps who may also help you get in contact with extra individuals in the event you want it.

For every individual, you possibly can observe down the standing of their contract, who their rep is, what number of movies they’ve been concerned with, and their headshot.

The video tracker is essentially the most superior desk with over a dozen customized fields together with standing, platform, lead, due date, class, size, and extra. You can too simply add new fields to any desk, and you’ll select from greater than 15 completely different subject sorts.

Total, this video manufacturing template is nice out of the field with loads of room to customise as wanted.

Template 2: For outsourcing to numerous companies

If you happen to outsource a few of your video manufacturing work to completely different brokers, you possibly can adapt the template above to be just right for you or you need to use this template which features a few further tables to maintain outsourced work organized.

You possibly can even mix your favourite components of each of those templates collectively in the event you’re keen to place within the time to find out how.

Airtable’s digital video production template showing the agency contacts table.
This Airtable template enables you to streamline in-house and outsourced video manufacturing work with ease. Picture: Airtable.com

This template has plenty of the identical components because the earlier template. Nevertheless, this one has further tables for companies, company contacts, scenes, pictures, and props and areas.

Not solely does it allow you to maintain monitor of outsourced work, it additionally enables you to get extra granular with video manufacturing planning and monitoring by breaking movies up into scenes and every of these scenes into particular person pictures.

I like this setup as a result of it enables you to actually plan out the video you need earlier than giving it to a 3rd celebration to create for you.

You’ll additionally be capable of arrange your whole in-house employees and assign work to them, too. So it really works simply as properly in the event you deal with a part of the method in home and outsource the remaining.

And similar to with the opposite template, you possibly can simply edit fields, add new fields, create new tables, and regulate it as wanted to make it be just right for you and your staff.

Template 3: To plan bills and handle large-scale video manufacturing budgets

This template focuses in your video manufacturing bills. It makes an ideal addition to both of the 2 Airtable templates above or as a standalone choice if that’s all you want. You can too construct on prime of it so as to add extra performance in the event you’d like.

For smaller operations, this template is probably going overkill. However in the event you’re producing a documentary, brief film, or perhaps a full-length movie, this template is scalable sufficient to handle video budgets within the tens of tens of millions.

A film budget in Airtable showing 12 line items of expenses, grouped by category and tagged by unit costs. 
Handle your video manufacturing finances with Airtable. Picture: Airtable.com

One factor I really like about this template is how particular the classes are out of the field. It covers the whole lot from authorized prices to insurance coverage, music rights, location leases, transportation, and extra.

It’s additionally versatile sufficient to accommodate completely different expense models. For instance, it might probably monitor cost-per-mile reimbursement to your actors from the identical place the place you’re managing each day rental charges and one-time purchases for tools.

The pattern template has roughly 300 line objects so you possibly can see how the template works. From there, you possibly can delete them, edit them, or add your individual objects.

I used to be stunned to see that there’s not a simple strategy to monitor precise spend vs your finances, however it’s a comparatively straightforward calculation you possibly can add in the event you’d like. You can too add any new fields you would possibly want.

Excel, Phrase, and PDF video manufacturing templates

Not everybody wants a full-blown system to handle video manufacturing. If you happen to’re a solo content material creator otherwise you’re managing a staff that simply produces a handful of brief movies per thirty days, a spreadsheet or doc may be higher for you.

You gained’t get as many collaborative options, automations, or something like that, however you gained’t be tempted to over complicate your course of both.

Template 1: A fundamental pre-production template

Smartsheet is a robust relational database and enterprise app constructing resolution. It doesn’t have a free plan, however you possibly can obtain lots of its templates for Excel, Google Sheets, and PDF to make use of them with the instruments you have already got.

If you happen to’re serious about studying extra, you possibly can try our full Smartsheet evaluation. In any other case, we’re going to deal with its free spreadsheet and doc templates.

A spreadsheet-style checklist of video pre-production steps. 
Use Smartsheet’s free video pre manufacturing guidelines to get organized earlier than you begin. Picture: Smartsheet.com

Many individuals rush by means of pre manufacturing to get to the enjoyable half. However the true magic occurs while you take the time to plan forward. This free template incorporates an in depth listing of motion objects it’s best to deal with earlier than you begin the creation course of.

Every motion merchandise has its personal standing, precedence, due date, assignee, and notes so you possibly can simply assign these to individuals in your staff if you have to.

You can too edit the steps, add new ones, or take away those you don’t want.

Though this template is extremely easy, it forces you to assume by means of the method earlier than you begin, which generally ends in a better high quality video.

Template 2: An expandable manufacturing guidelines plus visible timeline

This Smartsheet template is sort of equivalent to the primary one, however it has some additional options.

Most notably, you possibly can set a begin and finish date for every activity. When you’ve completed so, you’ll routinely see a color-coded timeline view of the work concerned.

A color-coded timeline showing production steps of a video.
Visually plan your video manufacturing course of with a inbuilt color-coded timeline view. Picture: Smartsheet.com

On prime of the added timeline view, there are additionally empty duties you need to use so as to add your individual. This makes it straightforward to transcend pre manufacturing if you wish to. For instance, you possibly can add script writing, filming, modifying, and submit manufacturing duties for a whole view of your complete undertaking.

Colours are primarily based on the standing of every activity, so that you’ll be capable of see progress because it unfolds.

You and your staff can mark duties as in danger in the event that they’re beginning to fall behind otherwise you don’t have the assets to finish them.

These duties present as a special colour up instantly in timeline view, making it straightforward for managers to see what’s occurring with out having to dig into the small print.

How to decide on the perfect video manufacturing template for you

I’m an enormous fan of making an attempt issues out myself. I like to recommend making an attempt out just a few of the templates above and actually entering into them earlier than making any selections or rolling it out to your staff. This allows you to perceive how the software program works, what may have to vary, what you want, and what you don’t like.

Since all of them are free and the entire instruments have a free plan, there’s nothing to lose by doing so. Finally, there’s actually nothing fairly like your individual palms on expertise.

SEE: Try the perfect free undertaking administration instruments and open supply undertaking administration software program in the event you’re seeking to reduce prices. 

Hold the next issues in thoughts as you check out completely different choices.

Manufacturing quantity

Some templates work properly for one-off movies, whereas others are constructed to handle a number of movies and complex timelines. If you have already got a undertaking administration resolution, one thing like a guidelines may match higher since you can also make a duplicate for every video and hyperlink to it out of your undertaking tracker.

Nevertheless, this can grow to be unmanageable at scale. You might want to think about automations, getting extra acquainted with the instruments you’re utilizing, and customizing the template you select to work to your excessive quantity wants.

If you happen to’re searching for a greater strategy to handle the entire work, a extra sturdy template is a greater place to begin.

SEE: Study concerning the completely different kinds of undertaking administration methodologies to see which one is greatest for you and your staff. 

How a lot time you may have

Templates are a great place to begin they usually may even assist new groups or newbies outline their processes and workflows. However in the event you’ve already established workflows, it’ll seemingly take time to adapt the template you select.

Some instruments are extra inflexible however simpler than others. This ought to be taken into consideration when deciding which platform and template to make use of.

If you happen to wish to tweak each single element your self, a relational database choice might be one of the simplest ways to go. If you happen to want one thing that works proper out of the field, a extra conventional undertaking administration resolution will probably be a greater match.

Simply want a spot to maintain monitor of the fundamentals and get concepts on paper? A spreadsheet or doc goes to be your greatest good friend.

Working by your self vs with a staff

If you happen to’re working with different individuals to create and publish movies, you may have much more to think about. How shortly can your staff study a brand new platform? Do they want granular step-by-step directions and assignments or can you retain issues larger degree? How are you going to make sure nobody burns out? What kinds of info do you have to share together with your boss? How are you going to collaborate with each other?

SEE: Try the perfect on-line collaboration instruments for groups. 

Solo customers don’t have to fret about any of that. As an alternative, you possibly can take into consideration the way you wish to work and what kinds of options you favor.

Particular wants or preferences

Past the fundamentals, there are particular templates which can be constructed for particular situations or include options you gained’t discover elsewhere. For instance, not each template has a built-in finances tracker or Gantt chart.

In lots of circumstances, you possibly can simply add these in however it might be quicker and simpler to begin with a template that already has it.

Greatest practices for utilizing video manufacturing templates

I’m the kind of person who likes to strive new issues, query each step of a workflow, and automate as a lot as potential. Nevertheless, that has to return with a stability of ready lengthy sufficient to see if one thing will work, questioning the suitable issues, and understanding when automation isn’t the perfect resolution.

At the start, I encourage you to select a platform and template, and keep it up for at the least just a few months. That’s one of the simplest ways to know what works for you and what doesn’t.

Leaping to one thing else too shortly can have a adverse affect in your staff, too.

Listed here are another greatest practices to bear in mind:

  • Construct a repeatable workflow that works for each video.
  • Don’t be afraid of creating small tweaks and updates as you go.
  • Keep away from anticipating an ideal resolution from day one.
  • Create and preserve dwelling documentation that adjustments when it must.
  • Get common suggestions from everybody utilizing your system.
  • Don’t rush by means of planning and pre manufacturing.

Total, a template is simply a place to begin. For some, it might work proper out of the field however most individuals might want to make some changes to make it work for them. google

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