Run every video job from brief to archive with one calm, complete system
Briefs, estimates, call sheets, releases, review rounds, deliverables and job margins, in files you open today. Built for small production companies, freelance producer-directors, studios and in-house video teams.
- A 17-sheet Video Production Workbook: estimate builder, shot list, call sheet, media log, review pipeline, deliverables, licences and a traffic-light dashboard
- 4 fillable PDFs (12 pages): brief, recce and risk assessment, release starter, review and delivery sign-off
- Brand-ready Word templates: pitch pack, script and call sheet, 47 client messages and a client review guide
- A 5-page shoot-day print pack and an e-book of about 8,700 words that follows one real-feeling job from brief to wrap
The Video Production Kit · Bodhih Pro Kits · 281 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I run a video production from brief to delivery?
Work in eight steps: a signed brief, a treatment with a line-by-line estimate, script and shot list, pre-production with releases and a risk assessment, a shoot with a call sheet and verified backups, review rounds with change control, a deliverables matrix, and a job close on estimate versus actual. The Video Production Kit from Bodhih Training gives you a file for every step.
Want the full free guide first? Read How to Budget a Video Production: A Step-by-Step Method.
You already feel the problem. Here is what it is costing you.
Estimates that leak
A price given on the phone forgets the second camera, the captions and the drives. By delivery the margin has gone and nobody can say where.
Review rounds without end
Four people send notes that contradict each other, a new product appears at the fine cut, and the third round becomes a favour you can't afford.
Paperwork that lives in your head
Releases, location permissions, licence end dates and which card has been copied are all memory. It works until two things go wrong on the same day.
Seven versions, one tired editor
Hero film, cut-downs, vertical, square, captions, loudness: delivery day turns into chaos without a matrix and a quality check.
Picture the next few weeks with the kit open beside you.
Imagine the next enquiry arriving on a Monday. You open the brief form, ask the eight questions, and by lunchtime the client has signed a brief that says what the film is for, who approves it and when it must launch.
On Wednesday you build the estimate on the Budget sheet, line by line, and watch the price appear with markup and contingency from your own Settings. You send the treatment and the estimate as one PDF, and the client approves the idea and the number together.
As you plan the shoot, the Crew sheet tells you who is ready and who needs chasing, the Call Sheet tab fills itself, and the data wrangling card sits in the kit bag. Whether you start with the workbook tonight or the brief form tomorrow, every step has a file waiting.
Then picture the review rounds: the client already has your review guide, the notes arrive as one list, and the round beyond the agreed number becomes a change request before it becomes work. When the job closes, Estimate vs Actual shows you what to change next time.
21 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Video Production Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: video production map
The whole job on one page, your first hour, first week, 30/60/90 days and the Brand it in five minutes box
Video Production Workbook
17 sheets: projects, estimate builder, estimate vs actual, schedule, crew, locations, releases, shot list, call sheet, media log, post pipeline, deliverables, licences, kit and a traffic-light dashboard
Video Budget and Day-Rate Calculator
Day rate that covers your costs, rent-or-buy for kit, and a five-minute first estimate with markup, contingency and tax
Video brief form
The brief call on paper: purpose, audience, message, deliverables, usage, budget range, approvers and sign-off
Location recce, agreement checklist and shoot risk assessment
Four pages for each location: recce notes, location agreement checklist, risk assessment table and the on-the-day safety sign-off
Talent and property release starter
Starter release for talent and contributors (with a separate AI likeness opt-in), a parent or guardian section and a property release: for your lawyer to formalise
Review round and delivery sign-off
One page to approve each review round (with change requests named) and one page to sign off final delivery, QC, files and licences
Pitch pack: treatment, proposal, estimate and terms discussion sheet
Brand-ready treatment, proposal with deliverables and schedule, estimate summary and a plain-words terms discussion sheet for your lawyer
Production paperwork: script, storyboard, shot list and call sheet
Two-column script, 12-question interview bank, storyboard frames, shot list, a full call sheet with safety and schedule, and a wrap report
Production message library (47 messages)
47 ready-to-edit emails and messages from first enquiry to archive: briefs, estimates, crew, locations, talent, shoot days, reviews, change requests, delivery and payment
Client review and feedback guide
A brand-ready guide you send to clients before the first cut: how rounds work, what to look at in each version, useful notes, change requests and approval
Worked example pack: a two-day brand film with six cut-downs
The brief, estimate, change request, call sheet, review log, deliverables and wrap report completed for one composite job, with numbers matching the workbook
AI prompt pack for video production (27 prompts)
27 tool-agnostic prompts grouped by stage, each with what to paste in and what to check, plus the human review rule
In-house, hire or outsource: decision card
If this, do that: who does the work, rent or buy, and quick decisions on the job
Mistakes producers make
Fifteen common mistakes from brief to archive and what to do instead
Numbers that matter
Twelve numbers a production business runs on: definition, formula, where it lives in the workbook and what to do if it moves
Video rules and platform notes (November 2026)
Dated notes on drones, filming permits, children, music licensing, accessibility, loudness, AI disclosure and platform shapes
Shoot-day print pack
Five printable pages for set: call sheet poster, safety briefing card, data wrangling card, shoot-day checklist and release checklist
8-week production calendar
33 dated steps for one typical job, from brief call to job review. Import, then drag events to fit your dates
Production task board (import file)
48 tasks for one job with stage, owner and the kit file to use: import into Trello, Asana, Notion, Planner or Jira
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 21 files plus a one-click ZIP
- E-book
- 65 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Adobe Acrobat Reader, Preview, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Small production companies, freelance producer-directors, studios adding video and in-house video teams
The Producer Who Holds It All
Why a small production company needs a system, and the eight-step production loop from brief to wrap.
The Brief and the Treatment
The brief call step by step, a signed brief, and a treatment the client can read aloud to the boss.
Budgets and Estimates That Hold
Cost, markup and price, honest contingency, a day rate that covers your costs, payment stages and rent-or-buy decisions.
Script, Storyboard and Shot List
Two-column scripts timed aloud, interviews that sound real, storyboards, shot lists with minutes per day and the script breakdown.
Pre-Production: People, Places and Permissions
Crew booking, recces at the shoot time, location agreements, permits, casting, releases, children, risk assessments and accessibility.
Shoot Day
Call sheets, safety briefings, running the day, filming in public, drones, and the 3-2-1 rule with a media log.
Post-Production and Client Reviews
The post workflow, review rounds that work, time-coded notes, change requests and finishing to the agreed spec.
Music, Stock, Rights and Releases
Copyright, usage, music sync and master rights, stock and fonts, talent buyouts and your showreel rights in plain words.
Deliverables, Versions and Accessibility
One master and many versions, the deliverables matrix, platform shapes, quality control, captions and audio description, archive.
AI in Production, With Consent
Where AI helps in production, where a person must decide, consent for synthetic voices and likeness, and disclosure rules.
The Wrap: Margin, Performance and Archive
Closing every job on estimate versus actual, margin patterns across a year, the dashboard and honest performance reporting.
The Calm Tuesday
What changes when the system holds the details, and where to start tomorrow.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Video-Production-Map: the whole job on one page, your first hour, first week, 30/60/90 days and the Brand it in five minutes box
Workbooks
- Video Production Workbook (17 sheets): Settings, projects, estimate builder, estimate vs actual, schedule, crew, locations, talent and releases, shot list, call sheet, media log, post pipeline, deliverables, licences, kit register and dashboard
- Video Budget and Day-Rate Calculator (6 sheets): day rate that covers your costs, rent or buy, five-minute quick estimate
Fillable PDF forms
- Video brief form (3 pages)
- Location recce, agreement checklist and shoot risk assessment (4 pages)
- Talent and property release starter, with AI likeness opt-ins and a parent or guardian page (3 pages)
- Review round and delivery sign-off (2 pages)
Word templates
- Pitch pack: treatment, proposal, estimate and terms discussion sheet
- Production paperwork: two-column script, interview bank, storyboard, shot list, call sheet and wrap report
- Production message library (47 messages)
- Client review and feedback guide
- Worked example pack: a two-day brand film with six cut-downs
- AI prompt pack for video production (27 prompts)
Cheat sheets
- In-house, hire or outsource decision card
- Mistakes producers make (15 mistakes and what to do instead)
- Numbers that matter KPI card (12 numbers with formulas)
- Video rules and platform notes (dated November 2026)
Print pack
- Shoot-day print pack (5 pages): call sheet poster, set safety briefing card, data wrangling card, shoot-day checklist and release checklist
Calendar and import
- 8-week production calendar (33 events, ICS)
- Production task board (48 tasks, CSV for Trello, Asana, Notion, Planner or Jira)
E-book
- The Video Production Kit e-book: 10 chapters, about 8,700 words, 23 illustrations, charts and story strips
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to run a brief call and leave with a signed brief
- You will be able to build a line-by-line estimate with markup, contingency and tax from your own settings
- You will be able to plan a shoot with a shot list, schedule, call sheet and risk assessment
- You will be able to collect releases and track usage and licence end dates
- You will be able to run review rounds with one list of notes and price changes before doing them
- You will be able to deliver every version against a matrix with captions and quality checks
- You will be able to close each job on estimate versus actual and read your margins across a year
- You will be able to use AI tools with a clear human review, consent and disclosure rule
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
A taste of Chapter 6
Most review pain comes from three causes: notes from several people that contradict each other, notes that arrive late, and notes that are really new requests. Fix all three before the first cut goes out. Send the Client-Review-and-Feedback-Guide.docx with the first review link (message 32). It explains what a round is: one combined list of time-coded notes, from one person, by an agreed date. It tells the client what to look at in each version, so nobody spends the rough cut debating a typo. And it explains change requests in friendly language before anyone needs one. Use a review tool that lets clients leave notes at a timecode. Many editing and file-sharing platforms now do this, and plain time-coded lists in an email still work.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Estimate | A blank budget template with no categories or formulas | An estimate builder with markup by line type, contingency, tax placeholder and estimate vs actual |
| Shoot paperwork | A call sheet PDF to copy by hand | A call sheet that fills itself from the workbook, plus a Word version and a wall poster |
| Reviews | Advice to 'limit revisions' | A client review guide, a round counter that flags change requests, and sign-off forms |
| Rights | A generic release with no tracking | Release starters with AI opt-ins, plus registers that warn before usage and licences end |
| Data | Nothing | A media log that says DO NOT FORMAT until three verified copies exist |
| Method | Templates only | An e-book that follows one job from brief to margin with the same numbers as the workbook |
Made for you if…
- Small video production companies of 1 to 20 people
- Freelance producers, directors and videographers
- Photographers and design studios adding video
- In-house video and content teams in companies and nonprofits
- Music, dance, drama and art studios filming showcases and classes
- Marketing managers who commission video and want to run it well
Probably not for you if…
- Feature film or TV drama productions with union agreements and a full production office
- Wedding filmmakers (The Wedding Shoot Workflow Kit is built for that)
- Anyone looking for a camera or editing software tutorial
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next job can start on a signed brief
Open the Start-here map, type your settings into the workbook, and use the brief form on your next call. Whether you begin with the estimate builder tonight or the review guide tomorrow, every step of the job has a file ready.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
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AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
How do I budget a video production?
List every day of work first, then fill the same eight categories every time: pre-production, crew, equipment, locations, talent, music and stock, post-production and expenses. Add your markup, show contingency as its own line and add tax. The Budget and Estimate vs Actual sheets do the arithmetic from your Settings.
What is a call sheet and what goes on it?
A call sheet is the one-page plan for a shoot day: call times, location and parking, the nearest hospital, weather, safety lead, contacts, crew, schedule and data notes. The kit gives you a workbook tab that fills itself, a Word template and a wall poster.
How many review rounds should a video include?
There is no single right number. Many producers include two rounds per film and quote further rounds as change requests. Choose your number, put it on Settings and in your terms, and send the client review guide before the first cut.
Are the release forms legally valid?
No template is legally valid everywhere. The release starter and the terms discussion sheet are plain-words starting points for your lawyer to adapt to your country. Image rights, children, data protection and copyright rules differ by country.
Can I use this with my team and freelancers?
Yes. Under the personal licence you can use the kit within your own business with your staff, freelancers and clients. Company, multi-site and agency licences are available from solutions@bodhih.com.
Does it work in my country?
The method works anywhere and the workbook runs in any currency with your own tax placeholder. The dated notes sheet covers drones, permits, children, music, accessibility and AI disclosure with examples from the UK, US, India, the EU and others, and tells you what to check locally.
Does it cover AI tools?
Yes. Chapter 9 and the 27-prompt AI pack show where AI helps (drafting, transcription, captions, planning), where a person must decide, and the consent and disclosure rules for synthetic voices and likeness. Prompts are tool-agnostic.
How do I measure my starting point?
AssessAll's Project and Delivery Leadership, Commercial Terms and Contract Reading, and Innovation and Creative Problem Solving assessments show where your production, contract and creative skills stand today. They are separate products on assessall.com.
How do I turn this into a development plan?
Use a Jobulary development plan to turn your assessment results and the kit's chapters into dated steps for you or your team. See jobulary.com/how-it-works.
Do I need special software?
No. The workbooks open in Excel, Google Sheets or LibreOffice, the forms in any form-friendly PDF reader, and the templates in Word or Google Docs. The calendar imports into Google, Outlook or Apple Calendar.
How much does The Video Production Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
