Define the finish before the shoot
Start with the audience, message, deliverables, and deadline. A campaign with a hero film and six social cuts needs more than one generic task. Split work where owners, review rounds, formats, or delivery dates differ. Add the brief and references before assigning the first edit.
Give the work a path
- Brief: agree on the goal, audience, formats, and final decision maker.
- Plan: collect references on the Whiteboard and assign production tasks.
- Produce: keep source files and handoff notes with the relevant task.
- Edit: work toward a clear first-cut date and do an internal review.
- Review: share the selected version and gather one combined client round.
- Deliver: check the approved export, destination, caption, and publishing date.
Choose dates that leave room for feedback
Work backward from the delivery date. Reserve time for the client’s review and the editor’s changes, then set the internal first-cut deadline. If a review slips, update the remaining dates visibly. A calendar cannot create the missing time, but it can show the tradeoff before the final day.
Give the next person the context
At each handoff, leave a short note: what is ready, what is still open, and what should happen next. Keep the task owner current. For publishing, prepare a draft with the approved file and check the account before scheduling. Close the work when the delivery is checked, rather than when the file is merely uploaded.