Free Resources
Video Planning Checklist
Plan your next nonprofit video in 15 minutes — clarify your purpose, audience, and
message before production begins.
1. Purpose
■ What’s the primary goal? (fundraising, awareness, recruitment, etc.)
■ Who’s the core audience?
■ What do you want them to think, feel, or do after watching?
2. Story Focus
■ Whose story will you tell? (client, staff, program, community)
■ What transformation or impact will we witness?
■ What’s the emotional heartbeat of the story?
3. Logistics
■ Key dates or events to capture (galas, site visits, program days)
■ Interview subjects and locations
■ Budget range or approval process
4. Distribution Plan
■ Where will this live? (website, gala screen, social, grant app)
■ How long should it be for each channel?
■ Who will handle posting and follow-up?
5. Success Metrics
■ How will you know it worked? (views, engagement, donations, inquiries)
■ What feedback will you collect from funders or audiences?
The clearer this checklist is before filming, the more powerful — and cost-effective —your story will be.
If you need guidance on telling your organization's story, download our free storytelling blueprint below.

