Free Explainer Video Project Template

A free interactive project brief template to help you plan, align stakeholders, and brief your agency for a successful explainer video.

You've convinced your boss that creating an explainer video is essential for generating more leads. Now you want to ensure you can deliver — but you've never created one before. This free template is here to help.

One of the biggest hurdles in explainer video projects is the client's uncertainty about what they want. By doing advance work, collecting input, and creating a polished creative brief, you're practically assured a successful project.

Leveraging years of experience assisting clients, we've developed this explainer video template. Take your time to thoughtfully complete it, solicit feedback from your team, and you'll be well on your way to creating something remarkable.

Whether you choose to work with us or another agency, having this brief in hand ensures you have everything needed to make your project a big hit. Once filled out, you can print it or save it as a PDF.

Explainer Video Project Brief

Project Kick-off What is the primary goal of this explainer video (e.g., increase sales, educate about a product, onboard users)? Who is the target audience for this video? What action do you want viewers to take after watching the video? Can you provide a brief overview of your brand identity (mission, vision, values)? Who is your target audience, and what are their demographics (age, location, interests)? What problems does your product/service solve for your target audience?

Script Development What are the key messages you want to convey in the video? Are there specific features or benefits that should be highlighted? Any technical or industry-specific information that needs to be included or simplified? What tone should the video have (professional, humorous, emotional)? Are there any brand guidelines the script needs to adhere to?

Visual Concept and Storyboarding Do you have a preference for the type of explainer video? Are there existing brand assets (logos, color schemes) that need to be incorporated? Can you provide examples of explainer videos or visual styles you like? How do you envision the story unfolding? Are there specific scenes or visuals you have in mind?

Production Do you have a preference for the voiceover artist's gender, tone, or accent? What type of background music or sound effects do you envision? Are there any animation styles or techniques you prefer? What pace and rhythm should the video have?

Review and Revisions Who will be providing feedback on the drafts? How will feedback be collected and communicated to the agency? What is the timeline for reviewing drafts and providing feedback? How many rounds of revisions are included in the project scope?

Distribution and Promotion Where will the explainer video be hosted (website, social media, YouTube)? What is the promotion plan for the video? How will the success of the explainer video be measured? Do you have tools in place to track these metrics?