Creating & Editing Instructional Videos
Video has become a popular way to share information and instructions online. Whether it’s a YouTube tutorial, Instagram or Facebook video, Snapchat stories, an online course system like Udemy, or a video you’ve uploaded to website, there’s a lot of options for sharing (which we’ll discuss in detail in a later post). For now, let’s focus on the behind the scenes work that people who watch your video won’t get to see.
Creating an Outline/Storyboard
Planning is an important part of the video process, whether you’re going to broadcast (or rebroadcast) a live video or you plan on editing after the fact. Even if you’re great on the fly, it helps to go in knowing what the general structure of the video will be so that you have a flow that makes sense to the people who will be watching.
What sort of things need to go in the outline?
- Objective of the video: what do you want people to take away from your video? Narrow it down to one or two sentences if you can.
- Setting: where will you be filming? Is there a specific date/time of day that it needs to happen? For example, if you are using natural lighting, there may be certain times of the day you want to use of avoid.
- Script/Talking Points: ideally a conversational tone, including any physical cues or props, lighting changes, etc. that need to happen. (You may think “ah, I know what to say!” but this can be helpful if you have more than one person involved in filming or plan to add things like title slides for different content sections)
- Length: think about what your audience will want in terms of length. Is it 2-5 minutes, 10-20 minutes, or longer? Note: You can always film in one long take and then edit; it’s better to have too much to work with than too little!
- Rehearsal: Again, this depends on the level of production and number of people involved, but a run through can help you feel more prepared for the main event.
- Editing notes: If at some point during the video you want there to be a cutaway to a product or screenshot, it can help to add this in the outline (especially if you aren’t the one who will be editing). Any title slides, credits, subtitles, etc should also be included here.
All you really need to create an outline for your post is some paper and a pen/pencil, but depending on how professional you need it to look (i.e. if you have to submit it for approval before filming or share with others) it may be a good idea to invest some time in an online template. A few free resources for doing this include:
- This template from Hubspot
- A bare bones Google doc example
- Template Lab is also worth a visit, if only to check out the different formats you can use
As long as you have the basic information necessary (objective, script, editing notes, etc), there’s no reason why you can’t design your own template that suits your needs, even using something like Google Docs or Powerpoint.
Once you’ve finished filming (unless you’ve done a live video), odds are you want to do some editing. Most people don’t have hundreds of dollars to spend on programs like Final Cut Pro or Sony Vegas, but the good news is that there are plenty of editing programs that are far cheaper, and will do everything you need. A few examples include:
If you’re new at the whole editing video thing, don’t worry- it gets better as you practice more. Some general things to look out for are consistent volume (especially if you include audio tracks from other sources- you may end up with a video with deafening intro music but the rest be barely audible), lighting (is someone getting washed out?), cropping (the sign over to the right of the presenter is distracting). Another note for audio if you’re adding outside sources (and using one audio track, as you may in iMovie)- make sure it doesn’t bump the rest of the audio tracks out of alignment with their video counterpart.
iMovie lets you create title slides within the program, but perhaps you want to customize any text you have, or edit product stills. You can also use other photo editing software like PicMonkey (which we use), Canva, or Pixlr (all web based)- this is by no means an exhaustive list but will give you a jump start.
When you are all finished and have exported your video file, make sure you watch it to make sure nothing weird happened in the exporting process-or have someone else look if you need another set of eyes on it. Also ask yourself or another if it hits the objective and sends the message you intended.
Will you have written resources (i.e. PDF handouts) to go along with your video? If so, you may need to upload them somewhere to link to them in your video description.
Does it need a written transcript/annotations/subtitles? Note: adding subtitles makes your video way more accessible. Online transcription has gotten much more affordable at around $1-2/minute or you can DIY if you want to save money.
Should it also have social sharing or email forwarding options, or is it exclusive content? (Exclusive content could mean an online course which people register/pay for, which we’ll be discussing in a post later this month). In any case, having some action step at the end, whether it’s to sign up for an email newsletter or simply watch another video you’ve made, is a great way to reward audiences who get to the end.
Our theme this month is Getting Instructions Online, so stay tuned for more ideas on creating instructional content for your customers and followers!