Video production checklist for marketing teams

Video production fixes the message, shots, permissions, and delivery format before a crew commits time on set. Weak preparation sends the marketing team back for missing product footage, leaves an editor guessing which take was approved, and delays publication while someone locates a release form.

This video production checklist covers a marketing video from an approved creative brief through publication and asset archiving. It's for teams that hand work between a marketer, producer, crew, editor, reviewer, and channel owner.

The 20-step checklist

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Frequently asked questions

How long should a marketing video take to produce?

Allow two to six weeks for a planned marketing video with a crew, presenters, and review rounds. A short screen recording may take several days, while location work adds scheduling and permissions. Set dates for script approval, the shoot, rough-cut review, picture lock, and delivery before anyone books equipment or talent.

Who should have final approval on a marketing video?

The marketing owner named in the creative brief should approve the exported master. The producer controls production decisions, while legal or product reviewers approve claims within their remit. Limit final sign-off to one accountable owner so the editor receives one consolidated decision after the reviewers resolve any conflicting notes.

Does every marketing video need a storyboard?

Use a storyboard whenever framing, graphics, locations, or product actions must match the script. A single-presenter update may need only a shot list, but a launch film or customer story benefits from visual approval before the shoot. The producer should choose the planning artifact and get it approved before the call sheet is issued.

What should the team do when a required shot is missing?

The producer should decide whether existing coverage can support the approved message before the editor builds workarounds. If the missing shot carries a product claim or key action, schedule a pickup shoot. Record the required framing and continuity details in a short pickup shot list so the new footage matches the original session.

How many video review rounds should a project include?

Plan for two structured review rounds before final approval. Use the first round for story, pacing, and factual changes, then use the second for corrections against those decisions. Collect one timecoded set of notes per round through the producer. New script changes after picture lock should require the marketing owner to approve the schedule impact.

Related checklists

Does your team use Slack?

If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.

Works with everyone in your Slack — no logins, no onboarding.

1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and set who owns each one.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
Try Chaser Free

Does your team use Slack?

If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.

Works with everyone in your Slack — no logins, no onboarding.

1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and choose who each one goes to.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
Try Chaser Free