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Pre-Production

The handoff an out-of-town agency needs before a Chicago shoot

A practical handoff for agency producers planning a Chicago shoot, with a copyable decision record for scope, locations, remote review and delivery.

7 min read
Jump to the handoff example
A camera operator works with a body-mounted stabilizer and cinema camera outdoors.
Production in practice. Illustrative stock, not a Bada project.
Photo: Jakob Owens / Unsplash.

Before an agency travels to Chicago, the production handoff should give the local lead the approved creative, intended deliverables, location details and decision owners. A room can be booked while its loading route is still a question mark.

A handoff earns its keep in the details that are easy to leave between emails: freight-elevator access, the route for remote notes, the editor's delivery requirements. Give each unresolved item a named owner and a point in the schedule when an answer is needed. Use the structure below as a starting point for the job.

Establish who owns which part of the job

Start with the agency's client relationship and agreed strategic and creative role. Define the production partner's scope alongside it: pre-production, filming, post-production or a specific combination. Put the division of responsibility in the brief.

Write down who approves creative changes, who can authorize additional spending and who carries those decisions back to the client. One person may hold several roles. Give the crew a clear account of that person's authority before a question arrives on set.

For an agency working with a Chicago production partner, this is also the place to explain how the two teams will appear in client conversations and project credits. Agree on introductions, attendance and credit language for the actual engagement. Treat requests for confidential or uncredited work as terms to resolve explicitly.

The handoff, at a glance Visual reading aid
Agency producerCreative + decision owners
Local production leadReadback + open items
Receiving editorCapture + delivery requirements

Give each unresolved item an owner and a point in the schedule when an answer is needed.

Send the decisions with the creative

A reference film arrives as a finished whole: movement, framing, light and pace together. Tell the local team which of those choices matters to the brief. Send the latest treatment, boards or interview guide with a short decision record, labeling each element as approved, reference only or open.

A slow camera move might be the useful part of a reference whose lighting would be wrong for the scene. Name the choice you want the crew to carry forward.

Include the intended deliverables, essential shots or interview topics, required supporting footage and anything that must stay out of frame. Identify the receiving post team and attach its requirements. If the editor has not supplied them, give that request an owner before the crew chooses a recording approach.

Ask the local lead to return a brief readback covering the proposed scope, assumptions and open items. Resolve differences before anyone treats an assumption as authority to book. This decision exchange belongs in pre-production planning; the broader Chicago shoot checklist can support whole-project readiness.

Make the Chicago location usable on paper

For each location, collect the details that let the production lead assess how the work can happen:

  • Access hours, the person authorized to grant entry and an on-site contact.
  • Loading arrangements, equipment routes, elevators and any access restrictions.
  • Sound conditions, usable power and space for equipment, participants and reviewers.
  • Permission, insurance and permit questions for the specific activity, assigned to the people responsible for verifying them.

Keep the unanswered questions in view. A room can look right in a scout photograph while the equipment route and recording window still need checking. Mark access and sound conditions as unverified until the responsible person confirms them.

For a company move, ask the local lead to assess the actual route, anticipated travel period and time needed to pack, move and reset. Record weather-dependent shots, the available alternative and who decides whether to use it. Chicago is the location for these checks; exact access conditions and applicable requirements depend on the project. Verify them with the relevant property and public authorities.

Leave a preferred location provisional until its sound and access questions are answered. Record the checks that will let the team commit to it.

Define how the agency will participate

Write down who will be on set and who will review remotely. For remote participation, specify what each reviewer needs to see and hear, how notes reach the crew and when the production lead should pause for a decision.

Test the agreed connection in the intended setup before the session. Name a fallback communication route and the person who will use it. A phone call may support a scope discussion while providing too little information for a framing approval. Match the fallback to the decision.

A remote reviewer may be pulled into another meeting just as the crew is ready for a decision. Agree in advance which choices the local lead may make, which may proceed under an existing approval and which must wait. Discuss the effect of a hold while the agency producer can still change the schedule.

Copy this handoff example

This is a fictional planning example for an agency commissioning a single interview in Chicago. The role assignments and open items are illustrative. Replace them with the people, terms and decisions agreed for the job.

Fictional planning example

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Project and responsibility record

  • Project: fictional facilities-team profile. Brief revision: 02.
  • Agency producer: owns client communication, creative approval routing and scope-change requests.
  • Local production lead: proposes the physical production plan and flags unresolved requirements.
  • Receiving editor: supplied by the agency; confirms capture and delivery requirements before equipment is committed.
  • Creative status: interview topics accepted for planning; background composition still open.
  • Required material: one interview and supporting footage of a demonstration, subject to location permission.

Open decision: interview room

  • What is known: the agency has proposed a conference room.
  • What needs checking: sound during working hours, access window and equipment route.
  • Owner: local production lead, coordinating with the authorized location contact.
  • Resolve before: location confirmation and final call-sheet distribution.
  • If unresolved: agency producer and local lead assess another room or a revised plan before confirming the location.

Open decision: remote framing approval

  • What is known: the agency creative lead intends to join remotely.
  • What needs checking: connection quality and availability during setup.
  • Owner: agency producer for reviewer attendance; local lead for the agreed review setup.
  • Resolve before: the interview setup is approved.
  • If unresolved: follow the written delegation rule or hold that decision and escalate to the agency producer.

For another open item, copy the same five fields: what is known, what needs checking, owner, resolve before and consequence if unresolved. Use a named person in the working document so the request has somewhere to go.

Optional working document

Your next open decision

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Decision title: [Not recorded]

What is known: [Not recorded]

What needs checking: [Not recorded]

Owner: [Not recorded]

Resolve before: [Not recorded]

If unresolved: [Not recorded]

Agree on the receiving end before filming

Keep the handoff to post focused on the receiving editor's requirements. Confirm recording specifications, audio organization, naming, transfer method and who will check the delivered media. Attach the detailed technical instructions separately so they can be reviewed by the people doing the work.

Assign responsibility for backup, transfer verification and retention. Specify how the recipient will confirm that the expected files arrived and are usable, and who may authorize removal of source media under the agreed retention plan. Keep access to releases and other sensitive documents limited to the appropriate recipients.

Before travel, read through the open decisions with the agency producer and local lead. Gather the current brief revision, decision record and attachments into one clearly identified handoff, and point the call sheet to it. The next person joining the job should be able to find the current plan without reconstructing it from email.

To discuss a Chicago production brief with Bada Bing, get in touch with the project requirements. Include the creative, intended deliverables and decisions that still need an owner.

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