Step 01 / 06

Align on the goal

Agree on what the content needs to do before we decide what to film.

Lead: Together

Align on the goal checklistConfirm the audience and the main business goal.Review the agreed deliverables, formats, and channels.Name the main contact and flag any deadlines.

Discuss togetherWhat would make this a successful first month?

Decisions & next actions

Ready to move on: One clear priority and an agreed starting scope.

Step 02 / 06

Review the questionnaire

Review the questionnaire, then gather the brand materials and confirm access.

Lead: TogetherOpen brand questionnaire ↗

Review the questionnaire checklistConfirm the completed answers have been received or copied for review.Review audience, topics, brand voice, and visual preferences.Resolve open questions and flag anything we must avoid.

Discuss togetherDoes this sound and feel like the brand?

Decisions & next actions

Files & access

Gather the brand files checklistLocate the current logo, brand colors, and fonts.Collect useful photos, footage, and reference videos.Confirm folder access and who will supply anything missing.

Discuss togetherWhat do we already have, and what still needs to be collected?

Files & access notes

Ready to move on: An accessible folder with approved source materials.

Step 03 / 06

Walk through Timeliner

Open Timeliner together and walk through how we will use it to keep the project moving.

Lead: Visionx

Timeliner walkthrough checklistOpen Timeliner together and confirm Anthony can access the project.Walk through the project timeline, key milestones, and upcoming dates.Explain how we will use Timeliner, confirm each person’s next steps, and answer questions.

Discuss togetherIs the workflow clear, and what do we need to resolve before we discuss the shoot?

Decisions & next actions

Ready to move on: Anthony understands the workflow and knows where to find the next milestone.

Step 04 / 06

Plan the first shoot

Make the shoot practical: a clear message, the right people, and a workable plan.

Lead: Visionx + client

Plan the first shoot checklistAgree on the first topics, key messages, and calls to action.Confirm the shoot date, location, participants, and availability.Review preparation, permissions, and anything needed on the day.

Discuss togetherWhat needs to be ready before the cameras come out?

Decisions & next actions

Ready to move on: A confirmed shoot plan everyone understands.

Step 05 / 06

Agree on the review process

Decide how feedback gets back to the team and who gives the final approval.

Lead: Together

Agree on the review process checklistName the final approver and any additional reviewers.Confirm where drafts and consolidated feedback will be shared.Review delivery timing and revision terms in the agreed scope.

Discuss togetherWho gives the final yes, and how will we collect their notes?

Decisions & next actions

Ready to move on: One clear route from first draft to approved content.

Step 06 / 06

Confirm the next actions

Finish the call with a short list of actions, owners, and dates.

Lead: Together

Confirm the next actions checklistAssign an owner and due date to each open item.Confirm the next milestone and follow-up date.Recap decisions and confirm any blockers before filming.

Discuss togetherWhat happens next, who owns it, and by when?

Decisions & next actions

Ready to move on: Everyone knows their next step.

From kickoff to first shoot.

Align on the goal

Review the questionnaire

Files & access

Walk through Timeliner

Plan the first shoot

Agree on the review process

Confirm the next actions