Tools and Templates to Help You Plan Videos into Your Marketing Strategy

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If you’re looking at developing your video strategy internally, we have supplied a few tools and templates that are useful when it comes to planning and creating your project.

Initial Questions – Video Marketing Template

As you would do when creating any project, the first point of call is to plan your project. Since I have started my marketing journey and my particular expertise is in video production, I have never fallen short with video requests! 

The use of digital platforms has shown us how successful video content can be when utilised correctly, but the thing to remember is: There will only be success if there’s a purpose. If you’re asking the question “Why do you want a video?” and you’re not entirely sure of the answer, press the reset button and make sure you know why you’re creating and what you want to use it for.

It might simply be there to inform your audience of who you are as a company and what services you offer, or it may be one segment within your larger marketing strategy.

This template displays some simple questions to answer before making any judgements of creating a video and it will help you think of how long you have to work on the project too.

Get your thoughts on paper – Storyboarding

As time consuming as you think the task may be, getting your thoughts on paper is important. Storyboarding doesn’t need to be a piece of professional artwork, it’s more of a visual document to refer to, so you know what you’re working towards.

There are plenty of simple templates online that you can access and either print off or export into software, if you prefer to storyboard digitally. 

Organising the shoot – Shot List

There are plenty of ways to organise your shoot and you can spend so much time gathering documents but we’ll keep it as simple as possible. We’ve supplied a copy of a shot list, which is essentially a list of all the camera shots you will need when you’re filming your content.

This document can help you gather so much information and see on paper how many different elements you need to consider: such as locations, equipment, props and cast/interviewees. 

At first glance this may look a little daunting but it is a less visual version of your storyboard, but it’s giving you a lot more detail. Having all this information in one document keeps your planning in a centralised place.

If you have physical lists written down with everything you need for when you’re shooting you’re less likely to turn up on the day and realise you’re missing something important. Having a shot list will also help you determine how much content you’re filming and how long it will take.  


We would always suggest creating some form of schedule for the day you’re filming to make sure you have enough time to get all the footage you need and also use it as a reference throughout the day to make sure you’re sticking to the timings.

Include simple timings of traveling from one location to another as well as the set up time with all the equipment and packdown after you’ve finished filming. Here’s a document for reference if you need a starting point.  

Motion Array 

Whether you need inspiration of how you want your video to look, or you simply need something to help you save time, Motion Array is a great tool for all things video. Their website is a library of video templates, motion graphic templates, sound files and stock videos. You can search their library for free content, but if you can invest in their annual membership; it’s worth it. 

We hope this helps if you’re wanting to incorporate adding some marketing videos into your strategy. We’re not talking extravagant promos, but filming some interviews about your product or services might be a great starting point and hopefully these documents will help organise and plan your shoots as thoroughly as you can.