For video production
The shoot is one day. The production is everything around it.
Plan preproduction, shoot, edit and handoff as one engagement, with the people and the costs beside it.

Five stages. Each one closes with a decision.
Illustrative launch film for a bakery. A late change to the brief can touch every stage, so each one ends with a decision someone owns.
Preproduction
The script and brief are approved before anyone books a shoot day.
Approved scriptShoot prep
Locations, people and equipment confirmed as owned tasks.
TasksProduction
The shoot day is on the calendar and the preparation around it is planned.
Shoot dayPostproduction
Source material is confirmed before the edit starts.
DependencyReview and handoff
A named reviewer decides, then formats and responsibilities are verified.
Deliverable checklist
Plan the people apart from the files.
A shoot date on the calendar is not the whole plan. The people plan shows who the production needs each week. The files keep their versions and review records.
The production budget
The fee, the hours and every direct cost.
Labor comes from logged time. Expenses are recorded once, with pass-through amounts kept apart, so the margin shows what the production earned.
A fixed fee, set once
The production fee the agreement names.
Labor from the timesheet
Logged hours at the team cost rates.
Expenses with a category
Locations, equipment hire and contractors, recorded against the production.
Pass-through kept apart
Reimbursed costs stay out of the agency margin.
Margin before overhead
Direct contribution. General overhead and tax sit outside it.
Before the next cut
The revised cut needs 18 more editor hours. Agree the change with the client before the edit starts.
Clear about where the production tools stay.
What Flowboard plans
- Stages as owned tasks with their dependencies.
- Each person's weekly effort on the production.
- Image pins for storyboards and the embedded view for scripts.
- Labor and direct expenses against the production fee.
What stays in your production stack
- Timecoded comments, playback review and frame comparison.
- Editing and media asset management.
- Crew payroll.
- Release and licensing records.
Keep media in its library and link it beside the task and decision that need it. See what proofing covers ↗
The details.
Everything above, in depth. Open what you need.
Break the production into decision-bearing stages
Start with a brief that defines the intended outcome, deliverables, formats, responsibilities, and review boundaries. Organize tasks around preproduction, shoot preparation, production, postproduction, review, and handoff. Make dependencies explicit where a decision affects another stage, such as an approved script before the shoot or confirmed source material before editing.
Use documents for the current brief, shot-planning context, and agreed changes. Messaging can support fast coordination, while owned tasks preserve the actions that need follow-through. Client-visible material should explain the requested decision clearly, especially when a late approval changes the schedule or creates an additional production cost.
Plan the people separately from the file workflow
A camera operator, producer, editor, and motion designer may contribute at different points in the same engagement. Weekly allocations help show when the plan needs each person and where commitments overlap with other productions. A meeting or shoot date on a calendar is not a complete capacity plan for the preparation and postproduction around it.
Keep file versions and image annotation pins together for storyboards and still creative. View PDFs in the embedded document view and share other media through file links. Use a specialist video review tool for timecoded comments, frame comparison, and playback review.
An illustrative production margin and capacity review
Suppose a production has an $18,000 fixed fee. The team records 140 hours at an average $65 labor cost, plus $3,500 in non-pass-through direct expenses. Labor costs $9,100 and total direct costs are $12,600. Direct contribution is $5,400, or a 30% margin. This illustrative example excludes general overhead, tax, and any future production costs not yet recorded.
Now consider the editor's upcoming week: 30 hours are already allocated, and the revised cut needs another 18 hours. Against a 40-hour capacity, the plan totals 48 hours, or 120%. The producer needs to adjust timing, staffing, or scope before promising the revised delivery. Margin and capacity reveal different parts of the same decision.
| Production issue | Operating evidence | Decision |
|---|---|---|
| Additional shoot requirement | Scope and direct expense estimate | Agree cost and timing |
| Revised edit deadline | Weekly editor allocations | Rebalance the people plan |
| New version for review | Current file and review record | Confirm the reviewer and next decision |
| Final handoff | Deliverable checklist | Verify formats and responsibilities |
Set up a production without duplicating specialist systems
Use Flowboard for the engagement plan and connect references to the production tools your team already uses. Keep media assets in their library, with clear links beside the tasks and review decisions that need them.
Confirm the deliverable agreement
Record formats, lengths, versions, review rounds, client inputs, and what would constitute additional production work.
Build the stage plan
Create owned tasks and dependencies for preparation, production, postproduction, review, and delivery. Keep the current brief easy to find.
Allocate people and record costs
Plan weekly effort for the relevant team members, track labor, and record direct expenses with deliberate pass-through treatment.
Review changes before committing
Inspect the remaining effort, capacity, and commercial impact of a requested revision. Use specialist video review where the media interaction requires it.
Keep production and accounting boundaries explicit
Direct expenses might include equipment, locations, external production support, or other engagement-specific costs, depending on the agency's accounting policy. Avoid double-counting the same cost through labor and an expense record. A pass-through charge should be treated consistently with the agreement rather than automatically presented as agency profit.
Keep editing, media asset management, crew payroll, and release or licensing records in the appropriate production systems. Use the connected project view to manage the plan, people, client decisions, and direct delivery economics around them.
Understand proof media limits
See which review behavior is supported for images, PDFs, and other files.
Explore this workflow ↗Inspect the delivery cost
Connect recorded labor and eligible expenses to the configured fee.
Explore this workflow ↗Questions
Before the next production starts.
Does Flowboard provide frame-accurate video annotation?
No. Use a specialist review tool for timecoded feedback, playback controls, and frame comparison. Flowboard supports image annotation pins, embedded PDF viewing, and file links for other media.
Can we plan shoots and editing in the same engagement?
Use project stages and tasks for the delivery sequence, then weekly resource allocations for the people plan. A shoot appointment and the preparation or editing effort around it are different commitments. Make both visible so the schedule reflects the whole production.
How should equipment or location costs affect the project?
Record direct expenses consistently and decide whether they are agency costs or pass-through amounts under the agreement. Review the accounting treatment with the appropriate owner. Avoid counting the same cost twice or assuming every client reimbursement represents additional margin.
Can external collaborators use client access as an internal production seat?
Choose access based on the collaborator's role. Free client access supports shared client work; internal editing, planning, and proofing require the appropriate team access.
What should happen when a client asks for another cut?
Check the agreed review scope, the current version, remaining effort, and editor capacity. Decide whether the request is included or needs an adjusted fee or date. Record the decision before the extra work becomes an unexamined delivery commitment.