How to plan a YouTube video

image youtube video plan

Follow this step-by-step guide to learn the modern process of researching and planning a YouTube video in Milanote, a free tool used by top creatives.

image youtube video plan

How to plan a YouTube video in 7 easy steps

Planning a new YouTube video is an exciting challenge, but it can also feel a bit overwhelming as you turn your vision into reality. With so many ideas and inspirations swirling around, it's easy to feel lost and unsure of where to start.

This guide is here to help you get organized and simplify the process. We’ll walk you through each step, from refining your ideas and discovering visual inspiration to researching your topic and crafting a clear script. By the end, you’ll have a well-structured plan that turns the video creation process into a smooth and rewarding experience.

1. Describe your topic

Start by imagining the type of video that excites you and aligns with your strengths. YouTube is full of diverse content, so zero in on your area of expertise and think about how to bring a fresh perspective to your topic. Make sure to clearly define the focus of your video to set a solid foundation for your content.

youtube video plan guide step 1
How to do this in Milanote
  1. Add a note to describe the video topic.

    Drag a note card onto your board

    Start typing then use the formatting tools in the left hand toolbar.

  2. Create a new to-do list for the specific deliverables.

    Drag a to-do list onto your board

    Start typing then press "Enter" to create a new item. Add a title to your to-do list using the left hand toolbar.

2. Research your topic

Begin by delving into the specifics of your topic. Break it down into key areas you want to explore and gather information from a mix of sources - think expert interviews, niche forums, and trusted websites. Keep an eye out for emerging trends and different viewpoints that can add depth to your content.

Watching similar YouTube videos can also be insightful - note what captures people’s attention and where others might miss the mark. This will help you spot gaps and opportunities to bring something new to the table. Think about how your unique perspective can set your video apart.

youtube video plan guide step 2
How to do this in Milanote
  1. Drag a link card onto your board to save a website.

    Drag a link card onto your board

    Paste a link then press "Enter" to save a link.

  2. Install the Milanote Web Clipper

  3. Save websites and articles straight to your board. 

    Save content from the web

    With the Web Clipper installed, save a website, image or text. Choose the destination in Milanote. Return to your board and find the content in the "Unsorted" column on the right.

3. Brainstorm ideas

Once you have a solid grasp of your topic areas, it’s time to dive into brainstorming creative ideas for presenting it. This is your chance to let your unique perspective and personality shape your content. Here are some things to consider as you develop your concept:

  • Video format: Take a moment to think about the various formats that could best convey your message. Whether it’s a tutorial, an interview, a review, or a personal story, each format connects with your audience in its own way. What do you think will resonate most with your viewers? How can you weave your narrative authentically to create that genuine connection?
  • Visual elements: Consider how creative elements like graphics, B-roll, and animations can enhance your storytelling. Experiment with different visuals that not only support your message but also elevate the overall viewing experience.
  • Title and thumbnail: These elements are crucial for attracting viewers. Your video title and thumbnail are often the first things potential viewers will see, so make them compelling. When brainstorming titles, aim for clarity and intrigue. Incorporate relevant keywords to boost discoverability, and place your main keyword early in the title.
youtube video plan guide step 3
How to do this in Milanote
  1. Add a note to brainstorm ideas

    Drag a note card onto your board

    Start typing then use the formatting tools in the left hand toolbar.

Pro tip:

Experimenting with video formats, titles, thumbnails, and visual elements is a valuable part of your growth as a creator. Use YouTube Analytics to track engagement trends and test different titles and thumbnails. Encourage feedback through polls or comments, and stay flexible in your strategy. These insights can improve your content and strengthen your connection with your audience.

4. Map out your script

With your ideas mapped out, it’s time to create an outline for your video script that flows naturally.

Introduction: The first 15 seconds are crucial, so start with a compelling hook - whether it’s an intriguing question, a surprising fact, or a relatable story that draws people in and sets the tone for what’s ahead.

Body: In the body of your video, keep your audience engaged by breaking the content into clear, bite-sized segments. Focus on one key topic at a time, allowing each idea to build on the last. Share your own experiences or real-life examples to make your points feel personal and relatable.

Conclusion: As you wrap things up, transition smoothly while reinforcing the main takeaways. Leave your viewers with something meaningful to think about, making sure they feel their time was well spent. This way, they’ll walk away not just informed, but truly inspired to take action or dive deeper into the topic.

youtube video plan guide step 4
How to do this in Milanote
  1. Add a note to plan your script.

    Drag a note card onto your board

    Start typing then use the formatting tools in the left-hand toolbar.

  2. Use Columns to organize parts of your script.

    Drag a column onto your board

    You can drag content into a column to organize your content

5. Collect imagery

Gather or create all the visuals and imagery you'll need for your video. This can include stock footage, custom graphics, or original shots you plan to capture yourself. As you collect these visuals, think about how each element contributes to your narrative and tone. Ensure everything matches your brand's style - consider color schemes, typography, and visual effects to create a cohesive look.

Be strategic with your visuals. Choose stock footage that not only enhances your storytelling but also keeps viewers engaged throughout. Each visual should serve a purpose, helping to draw your audience into the narrative and maintain their interest. By thoughtfully selecting your visuals, you’ll create a more immersive experience for your viewers.

youtube video plan guide step 5
How to do this in Milanote
  1. Add images and documents to the board.

    Upload a file or document  

    Click the "Upload file" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.

6. Organise & refine

Once you have everything you need, it's time to organize your content into logical topics. The goal here is to present the most important points in an inspiring and concise format in preparation for gathering feedback.

youtube video plan guide step 6
How to do this in Milanote
  1. Create a column for each of the main topics in your plan.

    Drag a column onto your board

    Name it, then drag any relevant notes or images into your column

7. Ask for feedback

With any creative project, it’s important to be open to constructive criticism. Now that you have a clear picture of your topic, ideas, and script, it's time to gather feedback on the video plan.

Share it with your team, trusted friend or even potential viewers. Make sure you stay open to suggestions and improvements and try not to take criticism personally.

youtube video plan guide step 7
How to do this in Milanote
  1. Invite a collaborator to provide feedback.

    Invite editors to your board

    Open the "Editors" menu from the title bar of your board. Add email addresses of the people you'd like to collaborate with - they'll receive an invitation via email.

  2. Start a comment thread.

    Start a comment thread

    Drag out a comment from the toolbar on the left and place it on your board. Other editors can reply to your comment.

  3. Mention teammates to get their attention.

    Mention teammates to get their attention

    Type '@' in any text field to mention someone who has access to your board. They'll receive a notification and be able to respond to your comment.

Pro tip:

When considering ways to promote your video, think about creating a "storytelling loop." Share behind-the-scenes snapshots or sneak peek video teasers on social media. This strategy not only pulls your audience in but also builds anticipation as your video release approaches. By giving viewers a glimpse into your creative process, you create a deeper connection that keeps them engaged and excited for what’s coming next!

Your plan is looking good!

Your YouTube video plan is complete and ready to guide you through production. With a clear topic, solid research, and creative ideas in place, you’re well-prepared to start filming. Be sure to review your plan regularly to stay on track and make any necessary adjustments. Now, it’s time to get your camera rolling and enjoy the process of bringing your vision to life.

Start planning your YouTube video

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