Plan your next film
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Follow this step-by-step guide to learn the modern process of pre-production and planning a film in Milanote, a free tool used by top creatives.
Pre-production is an essential step to planning any film project. It includes all the planning that happens before cameras start rolling, from brainstorming a concept, exploring the look of your film, storyboarding scenes and scouting locations. If you're a director, cinematographer, producer, or in charge of the sets, pre-production is an integral step in ensuring your crew understands the scope of the project ahead. Before you start your next short film, music video or documentary, thorough pre-production will set your film up for success.
Traditionally, a project plan might be scattered across various emails, to-do lists, spreadsheets, and documents, making it hard to keep track of everything. A central project plan combines these artifacts into one easy-to-access place. It will evolve over the lifespan of your project but usually includes:
Create a new board for your film project plan
Drag a board out from the toolbar. Give it a name, then double click to open it.
Choose the Pre-production Plan template
Each new board gives you the options to start with a beautiful template.
Every film begins life as a fleeting idea—just a spark. It's at this stage you need to harness your creative energy and turn that idea into something real. And brainstorming is the perfect technique for the job.
Brainstorming is a classic creative technique that helps you create lots of ideas in minutes. You can use it to explore the topic for your film, dream up new characters, locations, or even the visual style you're after. It’s best thought of as a way to light up our imagination. As ancient philosopher Plutarch said, “The mind is not a vessel to be filled, but a fire to be kindled.”
You’ll find the board for brainstorming on your Pre-production Plan board. Double click the Ideas board to open it and start brainstorming.
Double click the Ideas board to open it.
What's the idea or concept for your film? This is your starting point. It might be just a rough idea at the moment or a topic that you want to explore, but this process will help you see how far you can take it. Add a note that describes the film in 1 to 2 sentences to get started.
Add a note to describe the concept of your film.
Start typing then use the formatting tools in the left hand toolbar.
Your initial idea doesn't need to be something groundbreaking, you'll transform it over time. As Steven Spielberg says "All good ideas start out as bad ideas, that's why it takes so long."
Now it's time to get creative. Invite your team and start adding any ideas that relate to your initial concept. Think about the characters, their relationships, the locations you could use, visual styles, and the topic's history. Explore every thread until you fill the board.
Don't worry about evaluating your ideas yet, that will come later. Setting a timer for 5 minutes is a great way to create a sense of urgency and prevent people from judging their thoughts.
Invite others to add their ideas.
Open the "Editors" menu from the title bar of your board. Add email addresses of the people you'd like to collaborate with—they'll receive an invitation via email.
Add a note for each idea.
Start typing then use the formatting tools in the left hand toolbar.
Sometimes it's easier to communicate an idea with an image or video, especially if it's a mood or style you're trying to express. Gather reference imagery, videos and sound and add them into the mix. These can become the foundation for a moodboard as your film project evolves.
Use the built-in image library.
Search over 500,000 beautiful photos powered by Unsplash then drag images straight onto your board.
Drag images from your computer onto the board.
Click the "Upload file" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.
Once you've explored every idea, the next step is to make connections. This is where you see the magic of brainstorming!
Start by grouping similar ideas to uncover patterns in your thinking. Add a title to each group so it's easy to scan. You might find your ideas fall into groups like characters, costumes, locations or aesthetics but there are no rules about how you do it.
Now that your brainstorming session is complete, you have a strong foundation for your film! Remember, just as creativity and inspiration is constantly evolving, so are ideas. Come back and add to the brainstorm when inspiration strikes, or refer to it as you start your script.
During brainstorming, you imagined the different parts of your film. It's time to start exploring some visual directions with a moodboard. Moodboards can help you visualize any aspect of your film. You might want to focus on how the lighting or color could look. Or they could be centered around the set designs or costumes you want to use. You can create a moodboard for each of these separately or mix them all into one board. There are no strict rules.
Your moodboard will also be a fantastic reference for your team—from the director to the costume designer—it helps everyone visualize the end result.
You’ll find the board to make your moodboard on the Pre-production Plan board. Double click on the Moodboard to open it and start adding your inspiration.
Double click the Moodboard to open it.
Start by adding any existing material you have—this could include stills from previous shoots, client references or images you've saved as inspiration. These might not make it into the final moodboard, but they're still a great place to start.
Drag files from your computer.
Click the "Upload file" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.
The imagery you bring into your moodboard helps you express your film's look and feel. Images can define things like tone, cropping, lighting and color.
You can start by saving visual references from around the web. There are lots of fantastic sites where you can find great visual inspiration for free, like Shotdeck, Instagram, or Pinterest. Don't worry about organizing the images just yet, that step will come later.
Use the built-in image library.
Search over 500,000 beautiful photos powered by Unsplash then drag images straight onto your board.
Install the Milanote Web Clipper
Save images from other websites straight to your board.
Roll over an image (or highlight text), click Save, then choose the destination in Milanote. Return to your board and find the content in the "Unsorted" column on the right.
Once you have all your inspiration in one place, the next step is to arrange your ideas to create the perfect layout. Start by exploring composition and introducing hierarchy. Place a key element to anchor your board, and change the size and position of the remaining elements to indicate their importance and relationships to one another.
Resize your images to add hierarchy.
Drag the corner of an image to resize it. Double-click the corner to return it to its original size.
Crop images.
Double-click an image and press edit to crop or rotate it.
Now that your moodboard is complete, you have a powerful visual reference for your film. Remember, you can create multiple moodboards to explore different directions at any time.
Next, we'll create a storyboard to map out the key parts of your film.
Storyboards are a powerful way to visually organize the composition, action and look of a film before you start bringing it to life. As director, producer and screenwriter Martin Scorsese said, “The storyboard is the way to visualize the entire movie in advance.”
Many people devote their entire careers to storyboarding as it combines disciplines and techniques such as illustration, writing and production. Traditionally, a storyboard would be created with analog sketches, but with a modern digital tool you can use photography, animation, color and notes to highlight key characters, scenes and objects.
Storyboards aren't just for understanding scenes; they can also be used for a variety of other reasons including:
You’ll find the empty Storyboard on the Pre-Production Plan board. Double click the Storyboard to open it and start adding the mapping out the key scenes.
Double click the Storyboard to open it.
When creating a storyboard, it’s crucial to know what story you’re telling. They're a great way to break up the script or narrative into pieces to understand what you’re trying to achieve when filming.
Add a column for each frame.
Name it, then drag any relevant notes or images into your column
Now it’s time to begin visualizing each scene. Some storyboard artists might begin sketching with a pen and paper first, but you can use reference photography, illustrations, screenshots, location shoots, and even motion to communicate each scene.
Upload images for each frame.
Click the "Upload file" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.
Use the built-in image library.
Search over 500,000 beautiful photos powered by Unsplash then drag images straight onto your board.
While each frame is a static image, try to communicate how it's going to look and feel as a moving sequence. Describe the style, mood, and behavior of characters. Consider how the camera will move through the shot and how you'll transition from scene to scene. Add details about the sound to help your team imagine the emotion and drama you're trying to capture.
Add a note to describe each frame.
Start typing then use the formatting tools in the left-hand toolbar.
When you're ready, invite your team to review your storyboard and share their feedback. This is the perfect moment to see how others interpret your vision for the story. It's also a great opportunity to make any final tweaks while in pre-production. Adjust the order of your frames or edit the content based on everyone's feedback.
Share the storyboard with your team.
Open the "Editors" menu from the title bar of your board. Add email addresses of the people you'd like to collaborate with—they'll receive an invitation via email.
Start a comment thread.
Drag out a comment from the toolbar on the left and place it on your board. Other editors can reply to your comment.
Mention teammates to get their attention.
Type '@' in any text field to mention someone who has access to your board. They'll receive a notification and be able to respond to your comment.
Now that your storyboard is complete, you have a clear vision for your film! Let's move on and create a shot list to plan the scenes you'll shoot during production.
Coordinating a shoot can be stressful and costly, especially if that critical shot is missed on the day. But a clearly defined shot list will make sure nothing slips through the cracks.
A shot list is a simple checklist of each shot (or scene) you need to capture on the day of a shoot. It usually contains a list of specific shots, some visual references and extra details like camera angles or lighting set-up so you don't forget a thing.
You’ll find the board to make your shot list on the Film plan board. Double click on the Shot List to open it and get started.
Double click the Shot List board to open it.
Start by listing the main scenes you'll be filming. Adding reference images or sketches will make your shot list easier to scan—even if they're just rough photos you've taken on your phone. It will also help your crew visualize the type of shots you're planning to capture.
Upload images to your board.
Click the "Upload file" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.
This is the heart of the shot list. It's where you list each individual shot you require. Some details to include are: camera angle, location, position of the camera, and shot size (how big or small the subject is in the frame).
Create a new to-do list for each of the specific shots.
Start typing then press "Enter" to create a new item. Add a title to your to-do list using the left hand toolbar.
What equipment will you need to shoot these scenes? Imagine being half way through filming when you realize the spare battery pack is still in the studio. Adding a simple gear list will ensure you have everything you need on the day. It's a lifesaver!
Use the Film Production Equipment List template if you have lots of gear to keep track of.
Add a note to list your equipment
Start typing then use the formatting tools in the left hand toolbar.
Traditionally, you'd print out your shot list to refer to on the day, but digital shot lists can be accessed on phones or laptops. This way, you can check off each shot or adjust it as you need.
Download the Milanote mobile app
Now that your shot list is complete, you have a clear plan for the scenes you need to capture during the shoot.
Next, we'll create a call sheet to schedule your team…
You may have witnessed a disorganized shoot before—the actors were late, the crew forgot the lighting or the set wasn't ready. One vital document was missing—the call sheet.
The call sheet is a simple, but incredibly useful tool for organizing your shoot. It outlines everything your talent and crew need to know before the day of the shoot. Crucial elements like the location, contact details, the schedule, and most importantly the arrival time.
You’ll find the board to make your call sheet on the Pre-production Plan board. Double click on the Call Sheet to open it and start laying out a plan for the day of the shoot.
Double click the Call Sheet board to open it.
Add background information about the shoot for your talent and crew. Next, add the location of the shoot and any details that will help people arrive safely and on time. Explain where the parking options are, nearby public transport and any details about to get into the building.
Add a note to describe the project.
Start typing then use the formatting tools in the left hand toolbar.
Embed a Google map to show the location.
Copy the share link from Google Maps, paste it into the link card in Milanote and press Enter.
Who's involved in your shoot? List your talent and crew along with their contact details. This will save you hunting around for phone numbers when plans inevitably change on the day. Next, add any specific arrival times so each person knows exactly when they're expected.
Add a note for the details of your crew.
Start typing then use the formatting tools in the left-hand toolbar.
Probably the most important part is the schedule—specifically the general crew call time. The general crew call time is when everyone needs to arrive on location. Under this, add the key events for the day so everyone can clearly see what's on and when. Don't forget lunch!
Add a note to describe each activity on the schedule.
Start typing then use the formatting tools in the left hand toolbar.
Once you have everything you need, it's time to organize your call sheet so it's easy to scan. Then share it with your team so everyone can start preparing for the shoot.
Create a column for each part of your call sheet.
Name it, then drag any relevant notes or images into your column.
Publish and share the call sheet with your team.
Write a welcome message under the "Publish & share" menu. This will display the first time someone views your board.
Hopefully, this guide has helped you become more organized during the pre-production stage. If you're just starting a new shoot, use the Film Pre-production Plan template below to get set up in minutes.