Regional Environmental Authority • Ref #REA-2026-DOC
Regional Waterway Management Initiative
Project Stage Tracker
Status: Pre-Production
✓
Brief
✓
Contract
3
Pre-Prod
4
Shoot Set
5
Filming
6
Editing
7
Review
8
Delivered
Needed From You Right Now
2 Actions Pending
Confirm Marine Safety Permit for Coastal Wetlands Shoot
Required prior to confirming underwater filming schedule. Due: 28 Sep 2026
Supply Vector Brand Logos (.EPS / SVG)
Needed for overlay graphics and lower-third credits.
Review & Approve Video Cuts
Rough Cut Stage: Scheduled for delivery 14 Oct 2026
Embedded player and frame-accurate review tool will activate here.
Institutional Approval Trail
-
Creative Brief & Narrative Sign-OffApproved (12 Sep)Signed by Marcus Vance (Environment Officer)
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Approved Supplier PO Registration (#PO-45021)Approved (15 Sep)Signed by Council Procurement
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Environmental Impact Risk Sign-OffPending ReviewPending Executive Director Review
Studio Management
Active Pipeline & Onboarding Standard Operating Procedures
Active Onboarding Pipeline
| Client & Project | Current Stage | Status / Blocker | Direct Lead |
|---|---|---|---|
| Regional Environmental Authority Waterway Management |
Pre-Production | Waiting on Client (Permit sign-off) | Lead Director |
| National Health Outreach Alliance Educational Video Series |
Brief Received | Waiting on Studio (Drafting Proposal) | Lead Director |
| Coastal Tourism Board Marine Conservation Stills |
Contract Signed | Ready for Prep | Contractor / Assistant |
Reusable Onboarding Checklist Template
Derived from Past Client Emails
Standardized onboarding steps extracted from historic email threads. Split into founder-only tasks vs delegable contractor tasks.
1. Initial Discovery & Narrative Framing
Founder Only
Aligning creative vision, documentary tone, and primary project objectives.
2. Council/Institutional Vendor Verification
Delegable to Contractor
Issuing certificates of currency, verifying PO numbers, compliance registration.
3. Asset Gathering Dispatch
Delegable to Contractor
Sending automated checklists for logos, branding guides, and site contact lists.
4. Call Sheet & Safety Brief Preparation
Founder Only
Underwater safety planning, equipment prep, and site risk assessments.
Contractor Delegation Plan
Roadmap to offloading administrative overhead:
- Stage 1: Delegate asset requests and routine chasing.
- Stage 2: Delegate PO tracking & compliance paperwork.
- Stage 3 (Retained): Core creative direction, client strategy, and underwater DP execution.