Once you have the green light on a topic and subjects for your video, the next step is to create a thorough beat sheet or treatment. This will outline the potential shoot in a bullet pointed and organized format so that supervising producers can review before any further approval.
Know what it story is and how your sequences, interviews, b-roll etc contribute to the story. The more you know about a story going into it the better your footage will be.
U.S. Procedure
International Procedure