How to plan and prepare video projects effectively before editing

Video & Audio

Effective pre-edit planning reduces rework and aligns expectations. It helps teams map milestones and resources before cutting. Goal: establish scope, milestones, and responsibilities. Approach: use a compact planning checklist to capture assets, timelines, and approvals.

Who is this for?

- Producers planning pre-edit workflows.
- Editors who need aligned briefs before cutting.
- Teams coordinating multi-camera or asset-heavy projects.
- Creative leads seeking to reduce rework and revisions.

Before you start

- Access to project brief or creative brief
- Availability of key assets or placeholders
- Stakeholders to review and sign off on milestones

General Process (How it works)

  1. Clarify goals and deliverables Define what success looks like and which outputs count as completion; this prevents scope drift.
  2. Audit assets and requirements List all needed footage, audio, graphics, and metadata; identify gaps and sources.
  3. Create a high-level timeline Outline major milestones and deadlines; align with team availability.
  4. Assign owners and responsibilities Designate who handles briefing, asset collection, and sign-off.
  5. Draft an editing brief Translate the plan into instructions for editors, including style and pacing.
  6. Plan reviews and sign-offs Set review points and decision criteria to avoid late changes.
  7. Prepare workspace and export plan Prepare project folders, naming conventions, and export targets.
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