This Action Items Template is designed to centralize all crucial tasks, decisions, and follow-ups for professional photographers and videographers. It helps bridge the gap between verbal discussions and documented agreements, ensuring every detail from client consultations to delivery reviews is meticulously tracked and assigned. Say goodbye to forgotten feedback and missed deadlines by keeping everyone aligned and accountable.
Project & Client Details
e.g., Smith Wedding - September 2024
Enter the unique name or identifier for the project.e.g., Emily & John Smith
List the full names of the primary clients.e.g., Wedding Photography/Videography, Commercial Product Shoot
Specify the type of photography or videography project.e.g., emily.smith@example.com
Provide the primary email address for client communication.Pre-Production & Planning
e.g., Finalize shot list for ceremony; Confirm venue access times
Describe the specific task or decision required.e.g., Client, Lead Photographer, Studio Manager
Indicate who is responsible for completing this action.e.g., 2024-08-15
Set a clear deadline for the action item.e.g., Open, In Progress, Awaiting Client, Completed
Update the current state of the action item.e.g., Client requested specific family portraits; Need to coordinate with florist
Add any relevant details or background information.Shot List & Creative Direction
e.g., Bride getting ready; Product on white background; First look
Detail the specific shot or scene to be captured.e.g., High, Medium, Low
Indicate the client's perceived importance of this shot.e.g., drive.google.com/link-to-mood-board
Provide a link to any visual references for the shot.e.g., Focus on candid moments; Use slow-motion for this sequence
Note any specific creative or technical requirements.Editing & Post-Production Feedback
e.g., Adjust color grading on ceremony photos; Trim intro sequence by 5 seconds
Describe the specific feedback received or required action.e.g., Client Email, Call with Client, Internal Review
Indicate where the feedback originated.e.g., Sarah (Photo), Mark (Video)
Assign the editor responsible for implementing the feedback.e.g., 2024-09-01
Set a deadline for the revision to be completed.e.g., Pending Client Approval, Approved, Revision Needed
Track the approval status of the revised work.Vendor Coordination
e.g., 'Bloom & Petal' Florist, 'Sweet Treats' Bakery
Identify the vendor involved in the action.e.g., Confirm timeline for cake cutting; Get contact for DJ
Describe the specific action related to the vendor.e.g., Maria (Florist) - 555-123-4567
Provide the relevant contact details for the vendor.e.g., Contacted, Awaiting Reply, Confirmed
Update the progress of the coordination task.Delivery & Final Review
e.g., Final Photo Gallery Link; Highlight Reel MP4
Specify the deliverable being tracked.e.g., Online Gallery (Pixieset), USB Drive, Google Drive
Indicate how the item will be delivered to the client.e.g., 2024-10-01
Record the actual or planned date of delivery.e.g., Yes, No, Pending
Confirm if the client has formally approved receipt and satisfaction.How to Use This Template
- Create a new CraftNote for each project or client to keep everything organized from start to finish.
- Fill in the 'Project & Client Details' at the top to quickly identify the project you're working on.
- During client consultations or pre-production meetings, use the 'Pre-Production & Planning' section to log all agreed-upon tasks, who owns them, and their deadlines.
- When discussing creative elements, populate the 'Shot List & Creative Direction' section with client preferences and specific requests.
- After delivering proofs or drafts, use the 'Editing & Post-Production Feedback' section to meticulously track all revisions and approval statuses, preventing miscommunication.
Customization Tips
- Add a 'Contract Clause Reference' field to link specific action items to relevant sections of your client agreement.
- Duplicate the 'Editing & Post-Production Feedback' section for each major revision round (e.g., 'Round 1 Feedback', 'Round 2 Feedback') to maintain a clear history.
- Integrate a 'Payment Schedule' section to track deposit dates, installment due dates, and final payments alongside your project action items.