How To Effectively Plan For A Video

Videos have become an essential component of any modern marketing strategy. However, creating a video that resonates with your target audience can be challenging without proper planning. In this blog post, we will provide some essential tips on how to effectively plan for a video that will capture your audience’s attention and leave a lasting impression.

1: Define your goals and objectives

The first step to planning any successful video project is to define your goals and objectives.

Start by identifying what you want to achieve with your video, whether it is to increase brand awareness, generate leads, or educate your audience. This will help you determine the type of video that will best meet your needs.

Defining the main objective from the start will lay the foundation for the remaining steps below and help you save time & energy.

For example, a video meant to drive sales will look much different than a video meant to increase brand awareness. If you fail to identify the purpose of the project, you may end up changing your script multiple times, which can be a headache.

Once you’ve determined your main objective, you can move on to step 2.

2: Know your target audience

To create a video that resonates with your audience, you need to understand their needs, preferences, and pain points.

Conduct market research and gather data on your target audience’s demographics, interests, and behavior to help inform your video’s creative direction and messaging.

Answering the questions below about your target audience can help you identify opportunities to adjust your messaging in an effort to connect with them on a deeper level.

  • What are their job titles?
  • What problems or hurdles do they face in their position?
  • What solutions have they tried in the past?
  • What are some common objections to your solution?

3: Develop a creative concept and script

Based on your goals, objectives, and target audience insights, develop a creative concept and script that will tell your story effectively. Work with your video production team to create a storyline that resonates with your target audience and aligns with your brand values.

A great way to start any advertisement is to call out your target audience’s problems or needs. This instantly makes your video seem relevant to them, which leads to increased watch times and higher engagement.

Framing their problems or needs as a question can work wonders, and sets the stage for you to convey your value proposition to them in a way that seems helpful and educational.

Lastly, mentioning their common objections and why your solution solves them in a unique way will ease their apprehension and position your solution to appear more valuable.

The Art of Storytelling

Don’t overlook the power of a good story, especially when making ads.

Humans love stories because they help us make sense of the world, connect with others, and provide us with emotional experiences that allow us to empathize with characters and vicariously live through their struggles and triumphs. Our brains are wired to respond to stories, making them a powerful tool for communication and understanding. Telling a story is one of the best ways to improve a script because it adds a “human touch” that viewers can relate to.

Weaving a story throughout your video will greatly increase the odds that viewers remember it.

Once you’ve developed a concept, script, or storyline that you’re happy with, it’s time to move on to the next step and plan your filming session.

4: Choose the right equipment and location

The equipment you use and the location you film can significantly impact a video’s overall quality. Choose the right equipment, such as cameras, proper lighting, and sound, to ensure that your video looks and sounds professional. Additionally, select a location that is visually appealing and aligns with your video’s concept and messaging.

If you’re working with a professional production team, they will most likely take care of these aspects of planning, but if you’re on your own, here are a couple of tips for picking a great filming location:

  1. Scout the location in person to assess its suitability for your project and make note of potential issues.
  2. Consider the logistics of the location, including its accessibility, availability, and any permits or permissions needed for filming.
  3. Think about the visual appeal of the location and how it will add to the storytelling of your project.
  4. Keep in mind the budget for the location and any associated costs, such as transportation, lodging, and equipment rental.
  5. Consider the weather and lighting conditions at the location, and how they may impact your shoot.
  6. Take into account any noise or other distractions that may affect your audio recording.
  7. Look for backup locations in case the chosen location falls through or doesn’t work out on the day of the shoot.

5: Plan your filming day

Planning your filming day is critical to ensure that everything runs smoothly and that you capture all the footage you need. Develop a filming schedule that outlines the different shots and scenes you need to capture, along with a list of essential equipment and personnel.

You’ll want to make a note of the following:

  • Who’s involved in the filming session
  • Start time and date
  • Exact location
  • Props or gear needed
  • If you’re filming at a private location, make sure you have the necessary permits or permissions


You can download a free copy of our Video Planning Google Doc Template here to help.

6: Post-production

The post-production process is where you bring all the footage together to create a cohesive and compelling video. There isn’t much to for when it comes to post-production, but having your logos and visual assets ready for the editing team will speed up the process.

It also really helps to have brand guidelines established, so your editor can weave your fonts, colors, and overall style into the video seamlessly.


Creating a successful video project requires a lot of planning and collaboration. By following these essential tips, you can ensure that your video resonates with your target audience, meets your goals and objectives, and leaves a lasting impression.

Remember, a well-planned video can be a powerful tool to help your brand stand out in a crowded digital landscape.

As a thank you for reading our latest blog post, we’re excited to offer you a free Google Doc template to help you plan your next video project. Download it here and start planning your next successful video project today!

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