Rapid Training Video Production

I’ve created a lot of video presentations just like this one. So many of my connections are trainers, speakers, consultants, & sales people and they’ve asked me, “Scott, I want to create videos like you. How do you do it?”

Here’s a high-level overview of my 5-step, video process & workflow.

Step 1. Create a Mindmap

This first thing I do is create a mind map.

This allows me to get everything out of my head, to chunk it, and see if I have any gaps. I re-arrange things, elaborate on certain topics, and check the overall flow.

When my mindmap is complete, and this is key throughout this process, I share it with all the stakeholders for their input and sign-off. You see, I often work across departments involving sales & marketing, product management, and even legal.

Once they all agree with the topics to be covered, I move to step 2.

Step 2. Write a Script

From my mindmap, I begin to talk thru the presentation.

I write my content in Evernote. That’s because I write in batches, from multiple devices. Keeping the script in Evernote allows it to be with me wherever I might be, and add to it, whenever inspiration strikes.

After I write my script, I let it sit. I come back to it in a day or so, with fresh eyes, where I edit it down to make it as succinct as possible. You see, the average person speaks about 140 words per minute, so if the word count to my script is 560 words, I know I have about a 4-minute video.

I know, writing a script might seem like a pain, but it allows you to run it by all the stakeholders again, get their approvals, and streamline your delivery when you’re ready to shoot.

When you’re script is approved, it’s time to move to step 3.

Step 3. Develop the Storyboard

With the final script, I craft the storyboard for how the video will look.

I’ve created a wide-screen presentation template following our branded  colors, along with image & text placeholders. I walk thru the script and literally create a slide for each sentence or a sequence for builds. I create placeholders where any b-roll or screencast videos might appear. And finally, I monitor the flow so I know when I need to appear on camera to help break things up.

With the storyboard complete, I submit it for approvals, make any necessary changes, and get ready for step 4.

Step 4. Shoot & Edit

I have everything pre-configured in my home office.

I have mounted lights, a wired mic from the ceiling, and my camcorder all set. And yes, I shoot in front of a green screen. I place the script in my iPad and use it as a teleprompter. I deliver it a few times and take the file from the camcorder and bring it into Final Cut Pro X for editing.

In Final Cut, I lay my delivery down. I sweeten the audio, apply the chromakey, and edit out mistakes. I export my Keynote storyboard as images and import them into my project. I place the backgrounds underneath my delivery and the image stills, b-roll, and screencasts above my delivery. I adjust their durations to match my audio.

With a pre-approved script & storyboard, the video itself is pretty much a formality but I always share a draft so the stakeholders can have their final approval before I move to step 5.

Step 5. Share the Video

There are 2 key ways to distribute your videos: YouTube and Vimeo.

YouTube is great if you want the broadest possible reach or if you need to embed your video into a PowerPoint presentation or some e-learning. I have to tell you though, I hate all the ads and cross-promotions. But since it’s a free service to us, it’s their right to do whatever they want to our videos.

For those reasons, I really like Vimeo Pro for video distribution. It won’t have any ads, and I can do two important things: One, I can create portfolio pages where just my video, or my group of videos, appear. And yes, I can password protect these pages. And two, I can replace my video down the road without having to go back change all my links or embed code everywhere. This is HUGE from a maintenance standpoint.

For $200/yr., I think Vimeo Pro is great deal.


I know this was pretty quick and definitely not a detailed “how-to” guide. But hopefully it gave you some ideas to think about for your own video production. And feel free to share this with your network.

Hey, I’d love to hear your thoughts and comments and if you haven’t already, please reach out and connect with me.

Thanks for watching.