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Script/Copywriting — Includes a column for voiceover/dialogue and a column for visuals. Feel free to use this document however you like for live action and animated videos
Storyboard — Simple storyboard template for live action and animated videos.
Vision Board — Use this for mood boards or other visual documents.
Shot List — For planning out shots on shoots.
Call Sheet — Use this document to plan out schedules and movement orders for shoots. The template is set up for shoots both big and small. Feel free to remove any sections you don’t need.
Cast Sheet — Add photos and reels of shortlisted talent to send to client.
Location Sheet — Add photos and details of shortlisted locations to send to client.
Voiceover Script — Simple script template.
Creative Concepts — Presentation document used for presenting one or more high-level video concepts to a client.
Creative Treatment — Presentation document used for breaking down a video concept for clients and crew. Highly flexible. Use this document however you need.
Style Frames — For adding animated style frames for motion graphics videos.
Project Management — Use this option for general project management time. There is no document template for this one.
There is no limit to the amount of pre-production deliverables a Project can host.
The goal of the pre-production tasks is to collaborate with your client via the shared documents and project chat until you reach client approval and can progress through to the Production phases.
Project management is no longer available as a Pre-Production option.
Creating new pre-production deliverables
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For each deliverable, you will be required to provide multiple data points. The accuracy of this data is important for two main reasons:
so that your Your team (and your client) can should have the best information at their disposal on their current projects.
so our Our management team can continuously monitor monitors and assess assesses what it takes to deliver a good project. Good data here will help our system to have a reasonable understanding of our current and future workloads.
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Each pre-production deliverable requires the following information.
Create or Upload
Choosing “create” will ask the VSMX to automatically generate one of our Visual Domain-branded templated Google documents to suit your task.
If you choose “upload”, you are committing to uploading and sharing a document from outside the VMSX system. Use the upload option to ensure all staff and clients are working from the correct documents at all times. The goal is for the VMSX project to act as the source of truth — for our production staff, as well as our clients via Client Hub.
An appropriate name
Try to be as clear and unique as possible. Don’t be against using longer names. After you have created your pre-production task, this name will be the task’s primary identifier — for both your team and your client.
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Your new pre-production task will appear in the left-hand column. The number of deliverable tasks for each item type is represented within some square brackets.
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The Project Management pre-production item type doesn’t behave like the others. This task represents generic production management time and does not link to a document. Use the Name and General Comments fields to communicate the purpose of this project management.
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Nov 2021 — this task still behaves like a pre-production document. Ignore this. It will receive an update in the future. |
Your pre-production options
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From your pre-production management view, you can:
View — If your task is using a VisDom pre-production template, you can click Click on the task’s image to edit this document in a new browser tab. After you have delivered this item, your client will be able to do the same — creating a shared document space where you can work together.
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Status/Action — Use the main action button underneath to progress your task to its next delivery phase. These also represent the status of the task and you can read more in the section below on Statuses.
General Comments — Observe any general comments by hovering your cursor over the notes icon (top right).
Approve All — a short-cut feature that will bulk approve all visible items.
More Options — the icon on the bottom-right of your pre-production item reveals a dropdown menu with additional relevant options:
Update Details: allows you to edit any of the item’s saved details
View: opens a new tab with your pre-production document
Unapprove: only available after the item has been approved. To be used on the rare occasions when an item needs to be brought back into action after having been approved.
Send: opens with the VMS pre-production delivery email template.
Upload: manually upload a new custom version of your pre-production document from your local drive
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(see note below).
Previous Versions: presents a list of every uploaded document. You can choose to restore any of those previous versions.
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Uploaded documents will override the default template within that Pre-Production job. You can replace this document as many times as you like. The VMS will keep an archive of every version that you have uploaded. This supports:
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Statuses
Your pre-production tasks will progress through a number of statuses throughout their delivery cycle. Sometimes, the status will also clearly indicate your next steps.
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Once delivered, the client will be able to review , edit, and comment on your shared document . They can also – they cannot directly edit it. When happy with everything, you will be asking the client to approve it.
When the client approves your pre-production document, you will receive a Project Chat notification and an email.
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