We wrote a handy guide
Some best-practice guidance, written for Innovate UK
After enough case studies across Net Zero Heat, Transforming Foundation Industries,
SSPP and the Innovation Exchange, we wrote down what actually works in practice and shared it with our
Innovate UK partners. This is that condensed process including four stages, with the sign-off gates marked.
We have created handy PDFs and Word docs to help brief case study
clients and prospective interviewees, and to give context for the filming, so everyone has their
expectations managed and many queries are answered before we even have the first meeting.
If you want a copy of those helpful documents just let us know.
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01 Kick-off
Meetings and scheduling
- Brief with the Innovate UK team covering context, goals, sensitivities, and how much is about the company versus the programme
- Introductory call with each case study subject to build trust and set expectations
- Filming dates agreed and a day schedule issued
- Digital reconnaissance of every location before we travel
Sign-off: dates and subjects confirmed
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02 Filming
On location
- Small, versatile and highly experienced crew. They will be chosen for the location, not overproduced for our benefit
- Interviews conducted so the subject feels valued, not processed
- Filmed around the company's day, not through it
- Summary photos and a note on how the day went, sent to you afterwards
You hear how it went the same week
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03 Editing
Post-production
- Existing b-roll and imagery gathered and quality-checked first
- First edit within two weeks
- Every interview transcribed, useful long after the film ships
- Motion graphics and titles built to Innovate UK brand guidelines
- Delivered on a private Vimeo Review link for timestamped comments
Sign-off: Innovate UK stakeholders
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04 Delivery
Amends and final files
- Up to three rounds of amends, consolidated across stakeholders
- Approved edit goes to the case study company for their review
- Burnt-in subtitles added for accessibility
- Final 4K .mp4, plus social edits and stills where required
Sign-off: case study company