The Commercial Pre Production Book Template


By Assemble

August 11, 2021

What is a Pre-Production Book

Abraham Lincoln once said “Give me six hours to chop down a tree and I will spend the first four hours sharpening the axe”.  You can think about pre-production in the filmmaking process as sharpening the axe. It is all the preparation and planning necessary to have a successful production.  In no place in the business is that more important than in commercial production for advertising, where the vision has to be communicated to clients that may not have a film background and utilizing a pre production book template is crucial to success.  

To help us navigate the important role a pre-production book plays in the process toward production and post production, Assemble turned to Ryan Blitzer, CEO & Creative Executive Director, HiRai Creative.

Ryan Blitzer, CEO & Creative Executive Director, HiRai Creative

“I find it funny that in all the mediums I’ve worked in (narrative film production, documentary, reality, etc.) that in such a short time frame, commercials have the most effective pre-production.  I think that this is because we are often presenting to people who really don’t know what they want until they see it visually, and in commercials, we do this in the form of a pre-production book, or a ‘PPB’.  

The client and agency (who are not film people) HAVE to see things in order to approve them.  It doesn’t help if the location scouting already happened and we say “we’ve secured the street,” they want to see the street.  This makes sense, and forms of this are done in all production mediums, but commercial pre-production books are on a different level.  They are a MUST, unlike other mediums when sometimes information is just accumulated over time and organized nicely in a Dropbox-like format, because the commercial process is extremely quick.  Often commercials are prepped, shot, and wrapped in less than a month.”

The Pre-Production Book Overview

A pre-production book is the visual manifestation of all the work that is presented to the client and agency in advance of the shoot for final approval.  Often by the time all the key information reaches the book, everything has already secured a yes from the client and agency. However, seeing it as a whole can ignite needed changes which may affect the film budget.  

In addition, the book serves as a hub of information for different departments, making it useful for the producer and director to present information to the rest of the film crew.  

Each production company can have a slightly different take on the PPB, but Blitzer broke down for our readers what is standard.

What Goes into a Pre-Production Book

  • Personnel – key production company crew (i.e. Executive Producers, Line Producer, Director, etc.), agency and client contacts.

  • Script(s) and Storyboards 

  • Director’s Treatment – This is not included in every book, but some companies like to include the original director’s treatment that was pitched during the bidding process

  • Locations – The final location(s) used for shoot, including pictures of the space, an address, and a google maps screenshot 

  • Talent – These will typically include headshots and role names

  • Wardrobe – Includes style boards or even the final selected wardrobe items

  • Art References – Includes major items from the art department like key props, picture vehicles, main set dressing, etc. Art Reference can be quite extensive depending on the job. 

  • Production Calendar – This is usually generated by the agency before the job begins, and often includes post deadlines.

  • Shooting Schedules / Shot List – These are “loose” as sometimes the shooting schedule is not fully complete by the pre-production meeting.  In commercials, shooting schedules or storyboards often also serve as shot lists, so they’ll either be included here, or there will be a section for a shot list.

  • Logistics – Weather, maps, nearby restaurants for catering, directions and parking instructions (often this is already included on a daily call sheet sent out for the shoot days).

How the Pre-Production Book is Used

The PPB is typically assembled by the lead producer with input from the creative team and distributed to the client at a pre-production meeting, or PPM, a few days before production.  As Blitzer pointed out, the documents included will vary based on the needs of the production.

“A pre-production book usually ends up between 10-50 pages, but I’ve seen larger.  The biggest pre-production book I’ve seen was a three-inch binder for a seven-day shoot.  There are things we used to include in pre-production booksthat have largely been removed, such as a full crew and vendor list, as they are included in more standard documents that the production company archives like release forms,  call sheets and a production report.”

The length of the book will often dictate the length of the meeting.  The shoot Blitzer referenced above had a 6 hour pre-production call to discuss “the monstrous book.”  

Because all of the information in the book encompasses what is being shot on the shoot day, all of the information is integrally important and is discussed thoroughly.  Once the meeting is complete, the book is referenced on the shoot and then stored afterwards for archival purposes.

Building Your Pre-Production Book 

Now you know what a pre-production book is, what it’s used for and what is typically included in it.  Depending on the scope of the production, you’ll be compiling all relevant documents which will be shared with the client prior to shooting.  You may be wondering now where to find storyboard templates, production templates, a shot list template–or any filmmaking templates that will assist you in knowing how to put together your pre-production book. 

Blitzer’s agency projects are proprietary, but he shared screenshots from a past personal project for reference as a pre-production book template.  Shown are storyboards, script breakdown, shooting schedules and talent examples.

Example of a script page in a pre production book.

Example of a storyboard page in a pre production book.

Example of a talent page in a pre production book.

Example of a shoot schedule page in a pre production book.

If you don’t want to build your pre-production book from the ground up, you can use  Assemble’s asset management platform, which allows you to create your production binder virtually in the cloud.

Assemble's asset management platform for film producers.

  • Create phases to break down your project and organize assets (i.e. casting, location, etc.) 

  • Share the production binder with anyone, including client, crew and agency.

  • Set user permissions for who can see what in case you have private internal documents for your team.

  • Avoid spending hours trying to design a custom book by using Assemble’s clean, presentable interface.

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