Video Project Planning Questionnaire

• Choose the sections that apply. Fill out what you can—we’ll guide the rest.

• Copy and paste this text below into your own email or document to return answers…

Overview

Before we dive into the details, please write a quick summary of the video project in your own words:

What is this project about, who is it for, and what do you hope to achieve?
(Example: “We want to create a 1–2 minute video to promote our new coaching program for busy professionals. It’ll be used on our homepage and in emails. We want it to feel high-end but approachable.”)

1. Goals & Vision

Purpose of this video:

• Promotion

• Education

• Recruitment

• Storytelling

• Training

• Event recap

• Pitch

• Other: ___________

• Primary audience:
  - Core message or takeaway:
  - Working title or theme:
  - Any reference videos or visual inspiration?

Section 1: Full-Service Video Production

This section is only if you need help literally producing the video assets. Otherwise, skip to section 2.

2. Filming Needs

Do you need help with any of the following?

• Planning and scripting

• On-site filming

• Studio setup

• Drone footage

• Interviews / voiceovers

• Product shots or B-roll

• Permits or location access

• Casting or talent

• Wardrobe / makeup

Filming location(s):

• Your location

• Outdoors / Drone

• Multiple sites

• Not sure yet

Any dates or windows we need to know about?

3. Creative Style

Type of video you’re envisioning:

• Talking-head interview

• Explainer / how-to

• Social media promo

• Mini-documentary

• Brand story

• Testimonial

• Event coverage

• Product/service demo

• Other: ___________

Preferred tone:

• Professional

• Casual

• Inspirational

• Humorous

• Emotional

• Other: ___________

4. Branding & Visuals

Do you have brand assets or guides?

• Logo

• Fonts

• Color palette

• Motion graphics / templates

Any must-show visuals?
Anything we should not show or avoid filming?

Section 2: Video Editing and Post-Production

If you already have footage or assets and need help assembling your final video(s).

1. What You’re Providing

Assets you’ll send us:

• Raw video footage

• Finished video to chop up or use parts of

• Drone shots

• Interviews / voiceover

• Still photos

• Graphics / logos / music

• A script or outline

How will you be sending materials?

• Google Drive

• Dropbox

• Hard drive

• Other: ___________

2. Editing Preferences

How many final videos do you need?
Ideal length(s):

• Under 1 min

• 1–3 minutes

• 5–10 minutes

• Longer

Where will this video be used?

• Website

• YouTube

• Instagram / TikTok

• Facebook / LinkedIn

• Email campaign

• Events / Trade shows

• Internal training

Format(s) needed:

• Widescreen (16:9)

• Square (1:1)

• Vertical (9:16)

3. Audio & Captions

Do you want us to add:

• Music (any preferences?)

• Voiceover

• Subtitles / captions

• Audio cleanup / sound design

• Alternate language versions

4. Visual Additions

Do you want us to add:

• Logo animation

• Text callouts

• Lower thirds (name tags)

• Product highlights

• Transitions / effects

• Stock footage or B-roll

• Motion graphics or animation

5. Delivery & Timeline

Target delivery date:
Do you need any of the following:

• Teaser version

• Alternate lengths

• Behind-the-scenes footage

• Thumbnail images

• Raw file backup

BONUS: GENERAL INFO

Estimated budget or range:
Who will review and approve this project?
Any other notes, ideas, or concerns you want us to know?

✅ LET’S GET STARTED CHECKLIST

Before we get rolling, here’s what we’ll need from you:

• A clear overview or goal for the video

• Completed questionnaire (this one)

• Any existing assets you’ll be providing (logo, footage, etc.)

• Any deadlines or event dates to work around

• Access to brand guidelines (if available)

• Point person for communication and approvals

Email this information, or send me a copy of your document with answers to the questions above to todd@mitchellcreativegroup.com.

Or call me directly to discuss your project at (508) 494-8182