Video Production Project Plan Template
Video Production Project Plan Template
Manage every aspect of your client's video project from start to finish with this video production project plan.
Who this template is for
Video producers, marketing teams, and client stakeholders who need a structured but flexible way to plan, track, and collaborate on video projects—from kickoff to final delivery.
What this template is for
This template creates a centralized workspace to manage all aspects of a video project with clients: timelines, task ownership, creative briefs, review cycles, and final delivery. It’s especially useful when multiple departments or external clients are involved, and you need to keep everyone aligned without email chains or scattered docs.
How to use this template
- Start by creating a free account in Dock.
- Create a new workspace and select the video project plan template.
- Customize sections like project timeline, asset checklist, stakeholder roles, and feedback loops.
- Save the edited workspace as your own template for future use.
- For each new video project, spin up a new workspace based on your template.
- Share the workspace link with your team or client to keep everyone updated on progress, responsibilities, and final handoff.
What’s in this template?
Production Plan
- Overview — Introduce the project and outline the main point of contact from your team. Include their email and a link to their calendar so clients can easily get in touch.
- Progress Timeline — Lay out key milestones across the entire project. This helps set expectations and keeps everyone aligned on deadlines and deliverables.
- Project Plan — Break the plan into clear stages—pre-production, production, and post-production. Make this section interactive so your client can check off tasks as they’re completed.
- Our Team — List out the key team members involved in the project and what each person is responsible for. Include contact details and calendar links so it’s easy for clients to reach the right person when they need support.
Video Deliverables
Use this section to organize and share all the deliverables tied to the video project. Separate assets by stage (rough cuts, final cuts, social edits, etc.). Be sure to embed versions directly in the workspace and include storyboards to show the creative development behind each deliverable.
Inspiration
Give clients insight into the creative direction of the project. Include reference videos, audio clips, or mood boards that helped shape the concept. These inspiration assets serve as context for the choices made throughout the project.
Why use Dock’s Video Project Plan Template?
Dock’s video project plan template is the easiest way to keep your creative projects organized, on track, and truly collaborative.
Dock gives you a flexible, client-friendly workspace where everyone—producers, editors, marketers, and external clients—can work together in real-time, without chasing emails or juggling five different tools. Clients and stakeholders can access the workspace instantly through just an email link—no account creation, no passwords to manage.
Dock’s modern editor makes it simple to lay out your project exactly how you need it. You can embed timelines, upload draft versions, add creative briefs, track feedback rounds, or manage approvals with just a few clicks. You can also create and save customized templates for future projects, making it easy to launch new workspaces without starting from scratch.
Plus, Dock’s built-in engagement tracking lets you see exactly who’s viewed which version of a draft, who’s given feedback, and where approvals might be stuck. It’s project management made practical—not bureaucratic.
Organize the chaos of video production
- Centralize briefs, timelines, scripts, drafts, and approvals in one place
- Assign clear ownership of every task and stage
- Track version history and feedback without endless email threads
Create a better client experience
- Give clients a professional, branded portal where they can easily review and approve work
- Simplify access with no passwords or complicated logins
- Set clear timelines and expectations from day one
Make your creative process scalable
- Build your own reusable project templates to speed up future projects
- Customize layouts, sections, and workflows based on project size or client type
- Balance creativity with project discipline without sacrificing either
Get real visibility into project progress
- See who's engaged with project drafts and timelines
- Identify bottlenecks before they delay production
- Use data to fine-tune your process and keep projects moving faster
Related Templates
How do I use this template?
Sign up for Dock for free, create a new workspace, and select the video project plan template. From there, you can customize it to match your project needs. You can also save your customized version as a new template for future projects.
Is this template free?
Yes. Dock is free to try for up to 50 active workspaces. Every paid Dock plan includes unlimited template creation, workspace usage, and client sharing.
Can I modify this template?
Absolutely. You can customize this template however you need—add sections, edit the timeline, adjust task lists, or upload new resources. You can also modify a copy for each specific client or project.
Can I personalize this template for every client?
Yes. Once you’ve customized your base template, you can easily spin off a personalized workspace for each client or project, keeping your messaging and deliverables aligned with their needs.
Can I share this template with my team?
Yes. You can keep templates private for yourself or share them across your Dock team. You control who can see and edit your templates, making it easy to manage internal standards while staying flexible.
What is a video project plan template?
A video project plan template is a reusable workspace that organizes all the moving parts of a video project—from creative briefing, scriptwriting, and shooting location scouts to production timelines and final delivery.
What is a video production plan template?
A video production plan template is another name for a video project plan. It’s a detailed roadmap used by filmmakers and production companies to outline the people, tasks, deadlines, and approvals required to move a project from idea to final cut.
What should you include in a video project plan template?
A strong video project plan template should cover:
- Project overview and creative brief
- Key milestones and deadlines
- Task owners and contact information
- Asset library (scripts, storyboards, drafts)
- Feedback and approval tracking
- Final delivery details
Dock’s flexible workspaces make it easy to organize and share all these elements in one place, while supporting integrations and updates throughout the process.
When should you use a video project plan template?
Use a video project plan template anytime you're coordinating multiple stakeholders, tasks, or deliverables across a video production process.
Video project plan best practices & tips
- Start by customizing a master template in Dock that fits your typical production workflow to set the foundation for a successful video project.
- Break down timelines into clear phases (pre-production, production, post-production).
- Assign clear task ownership early to avoid confusion.
- Use Dock’s engagement analytics to track client activity and stay ahead of revisions.
- Keep version history and feedback organized directly in the workspace.
Video project plan mistakes to avoid
- Don’t skip task ownership—every task should have one clear owner.
- Avoid overcomplicating the plan—Dock lets you keep layouts clean and easy to navigate.
- Don’t let approvals get lost in email threads—collect all feedback and revisions in Dock.
- Don’t forget to update your workspace regularly—Dock makes it easy to adjust timelines and shot lists in real time.
How to share a video project plan internally
With Dock, you can share your video production plan with internal teams using a simple link. You can control permissions to make the workspace view-only or editable.
How to share a video project plan with clients
Share your Dock workspace with clients after the project kickoff or brainstorm session. Walk them through the production schedule, timelines, and expectations directly in the workspace.
Can I track changes and feedback in Dock?
Yes. Dock automatically tracks workspace engagement, so you can see who viewed which section, when they viewed it, and which documents they interacted with.
How customizable is the Dock video project plan template?
Very customizable. You can add new sections, embed videos, attach documents like pre-production checklists or shot lists, adjust layouts, and brand it with your company’s colors and logo.
Can I use Dock for internal video projects?
Yes. Even if you’re not working with external clients, Dock is great for managing internal video initiatives like employee training videos, product demos, or marketing brainstorms.
Can I include files and videos directly in the template?
Yes. Dock lets you embed high-quality video content, upload files (scripts, storyboards, drafts), and link out to other resources.
How does Dock help keep clients or teams on schedule?
Dock’s project plan templates lay out clear timelines, deadlines, and task owners. Clients and team members always know where to find the latest updates.
What makes Dock better than using a spreadsheet or project management tool?
Dock combines project planning, file sharing, feedback collection, and client communication into one simple, professional link.
Can I clone a video project plan for future projects?
Yes. With Dock, you can save any customized workspace as a template.
How secure is my project data on Dock?
Dock workspaces are secure and permission-controlled. You can limit access to specific emails and manage what clients or teammates can see or edit.
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