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Welcome to the Jungle, I Mean Boardroom – Presenting The True Return on Investment (ROI) of Social Media Marketing

October 27, 2010 By Glenn Gabe

Presenting Social ROI

Last Wednesday, I presented at Trenton Small Business Week on behalf of the Princeton Chamber of Commerce. The topic of my presentation was, “Understanding the True Return on Investment (ROI) of Social Media Marketing”. It’s one of my favorite subjects since it combines two topics that I’m extremely passionate about, Social Media and Analytics. Actually, it combines much more than just those two subjects, which comes across as I take people through the 53 slide presentation.

Although Social has gotten a lot of coverage in digital marketing, it’s clear that business owners are still wondering what the return will be. As I explain during the presentation, there unfortunately isn’t an easy formula for calculating ROI when it comes to Social Media. One of the core reasons ROI is tough to calculate is because Social Media impacts so many other channels and efforts, that it would be hard to run a straight formula. In addition, I’ve found that most companies completely underestimate the time and resources needed to effectively drive a Social strategy. And time and resources can quickly be seen in your costs. So, the combination of not understanding the ways Social is helping your company mixed with easily seeing the costs involved makes for a lethal combination from an executive viewpoint.

The Digital Ecosystem and Tracking
During my presentation, I first want to make sure the audience has a solid understanding of the digital ecosystem, including how all the various parts can work together (and often do). After that, I try and explain the various ways that Social Media can impact the bottom line. That includes impacting both revenue and costs. And weaved throughout the presentation is an extreme focus on tracking and analytics, with the core point being that if you’re not tracking your digital marketing efforts on a granular basis, you’re essentially flying blind. And if you need to make a case for your Social Media efforts to your boss or executive team, then flying blind won’t turn out very well for you. If you are only armed with opinion, you might be kissing your budget goodbye. In my experience, you can debate opinion until the cows come home, while data is hard to ignore. Always come armed with data.

You’re On in 5 Minutes. And Don’t Waste My Time Mr. Social Media Hot Shot
Executives, ROI, and Social MedaiAfter I go through numerous examples of how Social can impact a business, the presentation culminates with one slide that hits home for many marketers. It hits home because it puts the audience in the role of having to present to an executive team that wants to know how the company’s Social efforts are impacting the business. The slide presents a long list of possible answers to that question (based on the tracking you will hopefully have in place). So, I’ve decided to provide that list here in this blog post. It is by no means complete, but I think it gives you a quick understanding of the types of data that can be presented to make your case.

Before you view the list, here are a few important notes:
1. Every point in the following list will not tie to your own business. I’m simply providing possible answers to questions about Social Media ROI based on what I have seen first-hand. Also, I have been on both sides of the presentation. I have led presentations like this, but I have also helped executives understand the ROI of their social efforts (as a consultant).

2. In order to provide answers like what’s listed below, you must fully understand the various ways that your specific business can be impacted from a cost and revenue standpoint. Every business is unique. Don’t jump in without fully understanding the specific nuances of your own business.

3. You must have a solid strategy in place for Social Media Marketing. That’s not simply setting up a Twitter account and creating your Facebook Page. If you blindly jump in, I can tell you with almost 100% certainty that you will fail. And many companies are failing when it comes to Social Media Marketing. My presentation covers the core reasons why this is the case (but that’s for another blog post).

4. You must have tracking in place. As mentioned earlier, do not fly blind. Map out an analytics strategy in order to track both on-site and off-site metrics. Track as many KPI’s that make sense for your business and have a mechanism in place for tracking and trending that data. Note, you should track both quantitative and qualitative data. Remember, we are talking about “Social”, so some of your data will include actual correspondence (emails, tweets, messages, comments, etc.)

Setting The Stage – Welcome to the Jungle
As you step into the boardroom, you notice that the room goes silent. The CEO gives you a minute to hook up your laptop and then says, “OK, I gave you a budget last year to launch our Social Media efforts. We want to know today how that’s doing. So, what’s the ROI of Social Media FOR US?

{So, if you’ve mapped out a solid strategy, executed at a very high level, have tracking in place, and understand all the ways that Social can impact your business, your answer might look like the following.}

Well, I can’t give you a hard ROI number today. {3 members of the executive team gasp while the CFO snickers.}

But, I do have a number of data points to present.
{Remember, data is good, opinion is bad.}

Since we started our Social Media Marketing efforts 12 months ago…

Overall site traffic levels have increased by x%.

Traffic from Social Media sites has increased by y% (as you show trending graphs for each).

Overall revenue has gone up by x% since we launched our Social efforts…

And revenue directly from Social Media sites has increased by y%, but this doesn’t tell the whole story. More on that shortly. {BTW, to show revenue from Social, you set up an advanced segment to only show data from all Social sites.}

Overall support costs went down by x% as we were able to handle y# of customer issues via Twitter and Facebook.

Further, according to a post on Bitcoin Era Erfahrungen, based on using Social Media to nip support problems in the bud, we saved x # of customers that were ready to leave us. Our typical response time was y minutes from the time of the first sign of a problem (via monitoring real-time updates.)

Here is a document containing all customer and prospective customer correspondence via Social Media for the past year. {Document is so long is rolls out onto the floor.}

Since we know how much it costs to acquire a customer and how long it takes for a customer to become profitable, our Social efforts have saved the company $x in cost (by decreasing the Quit Rate of customers and not having to make up for those lost customers).

Our Social efforts also drove y # of new customer sign-ups, with the strongest number of sign-ups coming from blogging, Twitter, Facebook, and YouTube. Trending shows an increase in new customer sign-ups 4 months after our Social efforts launched, while maintaining higher levels of sign-ups throughout the year. (The black hole of Social Media was 4 months for our company.)

We increased our in-house email list by x number of subscribers…

With a majority of new sign-ups coming from organic search, blog posts, and referrals from both Twitter and Facebook. More on how Social impacts SEO soon.

And our in-house email list drives y% of revenue for the site (our second largest driver of revenue for the site.) Each subscriber accounts for $z per year.

We now have x Twitter followers and y FB fans.

These two assets enable us to engage our customers on a regular basis…

Which leads to powerful insights regarding our company and products, like… (add qualitative data here…) As a specific example, we launched the new version of Product X in March, only to find out via Twitter that many customers were experiencing problems with Y feature. We worked quickly and resolved the issue and formed even a stronger bond with many of those customers. Some of those customers ended up backing us up when other unhappy customers started attacking our company. The resulting positive word of mouth marketing about how we handled the situation resulted in x number of articles written about our company, which led to y number of new visitors to the site, which resulted in x number of new blog subscribers, y number of email subscribers, and z number of FB fans.

Trending shows spikes in traffic, orders, and revenue each time we share special offers, discounts, and exclusive deals via Twitter and Facebook. Here are the spikes I am referring to (showing trending graph with revenue overlaid).

Our blog now has x subscribers…

And our blog has helped us boost our website’s SEO power, which has led to an increase in natural search rankings…

And SEO accounts for x% of revenue on the site. It is currently the top driver of revenue.

Further, our blog accounts for most of our website’s inbound links (the valuable links anyway). These inbound links have a direct correlation to the trending you are seeing in this graph. {showing trending again} We’ve seen an increase in rankings, organic search traffic, and revenue from organic search. And there is no advertising spend for organic search traffic (while showing budgets for paid efforts).

Our increased natural search rankings led to a decrease in paid search spend, which we then reallocated to our Social efforts (to drive more of what I am presenting here).

Our blog also led to guest posts on highly influential blogs and sites. Those posts helped us gain incredible exposure in our industry…

Which led to x # of visitors back to our blog.

Which led to an increase in email subscribers, Twitter followers, and Facebook fans. As presented above, these three assets led to $x in combined revenue.

{Your CEO cuts in: Can you start over? I want to take notes.
The CFO is already through his second pencil, he’s been writing so fast.
Your CMO: {on phone with executive assistant to set up personal Twitter account.}

And after all of this planning, tracking, execution, and presenting, you might just have a new seat in the boardroom (see below). :)

Social Media Represented On The Executive Team

Can You Make A Case Like This?
As you can see, data can be your best friend. You might not be able to easily show the hard ROI from Social Media, but you sure can have a lot of data backing your efforts. In closing, have a strategy in place, understand the black hole of Social Media, track everything you can, trend changes over time, and document both quantitative and qualitative data. This is the type of information that your boss will love (and his boss too). Become obsessed with data. You won’t regret it.

GG

Filed Under: blogging, ecommerce, facebook, google, SEO, social-media, Twitter, web-analytics, wom, youtube

Advanced Segmentation in Google Analytics: How to Set Up and Use Advanced Segments to Analyze Social Media Traffic

March 4, 2010 By Glenn Gabe

How to set up and use advanced segments in Google Analytics to analyze social media traffic.When I’m helping clients analyze website traffic and performance, I try and help them avoid the time-consuming process of “report browsing”. Instead, I emphasize entering the process with a very specific goal in mind. You need a purpose when diving into reporting or else you run the risk of spending hours scanning metrics with nothing to show at the end but a headache and a bottle of Visine. I also emphasize focusing on actionable data, or information you can analyze and then make decisions based on. This is why segmentation is so important. I’ll explain more about segments below, but for now think of a segment as a slice of your site traffic (based on traffic source, type of visitor, etc.) For the example I provide in this post, visitors from Social Media websites could be a segment of your site traffic.

Back to web analytics and actionable data. Aggregate data from a broad view of your site traffic doesn’t tell you very much. However, data related to specific traffic sources, locations, keywords, and campaigns can reveal incredible information (and you can act on that data). For example, an aggregate website bounce rate of 70% tells you almost nothing. You cannot take action from that metric alone, since you might have dozens of traffic sources all with varying bounce rates. Some may be low (15-20%), while others may be extremely high (90%+). If you just focus on the average bounce rate at the site level, you won’t be able to make an impact easily. On the flip side, if you had a 70% bounce rate for a specific ad group in paid search (which focuses on a specific theme based on your product line), then you know there’s a problem. That’s actionable data. You can then start to analyze the keywords you are bidding on, the ad text you are using, the landing pages you are driving visitors to, etc. And actionable data impacts conversion, revenue, registrations, and overall campaign performance.

The Social Media Segment

With all the buzz about social media marketing, many companies are trying to figure out how to effectively analyze traffic from social media sites. Sure, it’s easy to see visits from social media sites, but in order to understand the impact of that traffic, you need to dig deeper and have a clearer view. It’s sometimes hard to analyze the specific data you want when several sources of traffic are mixed in your reporting. It can get extremely frustrating to say the least. For example, what content on your site do social media visitors consume the most, how engaged is that traffic segment, how much revenue do they generate, do they return to your site, so on and so forth. So, wouldn’t it be great to isolate that traffic and then run Google Analytics reporting just for that custom segment? The good news is that you can set this up using one of the most powerful features of Google Analytics – Advanced Segmentation.

What is Advanced Segmentation?

Setting up advanced segments in Google Analytics enables you to analyze very specific slices of traffic. Instead of analyzing reporting based on major types of traffic, you can slice and dice the traffic to glean actionable insights. For example, you can set up segments for social media traffic, visitors from specific countries or cities, visitors that searched for specific keywords, campaign traffic, etc. You get the picture. It’s extremely flexible and the segments you choose to set up are based on your specific online marketing initiatives. Once you set up an advanced segment, you will only view data for that segment while you traverse your reporting in Google Analytics. Advanced Segmentation is incredibly handy, and again, you gain actionable intelligence from the reporting for the segment you are analyzing. You can view the Google Analytics help area for more information about advanced segmentation.

Setting Up Your Social Media Segment

Let’s say you’ve been focusing heavily on social media marketing and want to gain a clearer picture of how that traffic is performing. For argument’s sake, let’s say you have a Facebook page and accounts at Twitter, Stumbleupon, Delicious, and Digg. You hired a social media marketer who is managing each account and that person has started gaining traction. Based on your social media efforts, you want to find out as much as possible about how that segment is performing. Sure, you could go into referring sources and view some top-level data for each traffic source, but you want more. You want to drill into several more reports to see what content they are viewing, how much revenue they are generating, which events they are triggering, where they are located geographically, etc. Let’s get started.

How to Set Up Your Social Media Segment in Google Analytics:

1. Log into Google Analytics and find the Advanced Segments dropdown in the upper right-hand corner of your reporting. It will be located above the date range and the default segment will say “All Visits”.

Finding the advanced segments dropdown:

Finding advanced segments in Google Analytics.

2. Click the “All Visits” dropdown and find the link on the left-hand side that reads “Create a new advanced segment”.

Creating a new advanced segment:

Creating a new advanced segment.

3. Now you will see a slick drag and drop interface for creating your custom segment. I love that Google Analytics made this so intuitive. On the left hand side, you will find a list of dimensions and metrics that you can use to create your custom segment. On the right-hand side, you will find an area where you can drag those dimensions or metrics and then define them. Clicking the arrows next to each category on the left hand side will reveal all of the dimensions and metrics you can utilize.

Dragging metrics and dimensions to define a new segment:

Dragging metrics and dimensions to create a new segment.

4. For our purposes, we want to define several referring sources as our segment (various social media websites). Click the arrow icon next to “Traffic Sources” and then drag the “Source” tab to the area that says “Dimension or Metric”. The “Source” tab is located near the bottom of the list under “Traffic Sources”. When you drag the source tab over the box labeled “dimension or metric”, you will see the bounding box change from a light grey dotted line to a dark grey dotted line (indicating that you can drop it there). Once you drop the source tab in the box, Google Analytics will let you type the first few letters of the site in a text field to select the specific traffic source. Google Analytics will also auto-populate the field with your current traffic sources (as you type). So, if you start typing Twitter, you will be able to select Twitter.com. You will also notice a “condition” dropdown, which gives you the flexibility for setting matching options. For our purpose, we want to use “Matches Exactly” as we want the exact social media website.

Entering specific traffic sources to define the custom segment:

Entering specific traffic sources to define a segment.

5. Once you set up Twitter.com, you can add more traffic sources by clicking the “Add or statement” link and then dragging another “Source” tab to the dimension or metric box. Start typing Digg and then select Digg.com. Note, Google Analytics will only auto-populate sites where visits exist for your website. So if you don’t have any visitors from Digg.com, then it won’t show up. You will need to manually enter Digg.com in the field if that’s the case.

Adding more traffic sources to your custom segment:

Using the add or statement to include more metrics or dimensions.

6. Add traffic sources for Stumbleupon, Facebook, and Delicious as explained above.

7. Name your custom segment by typing in the text field below the drag and drop section you have been using up to this point. You can enter something like “Social Media Traffic” for this example.

Naming your advanced segment:

Naming your advanced segment.

8. At this point, you can click “Test Segment” to see the data that Google Analytics will pull for the segment. The “Test Segment” link is located on the right side of the screen next to your various social media traffic sources. It’s not required that you test the segment, but it’s always a good idea to ensure you set up your custom segment properly.

9. Finally, when you are ready, click “Create Segment”, which is located next to the Name Segment field mentioned earlier.

10. After creating your segment, you will be sent back to your Google Analytics reporting. Note, your new segment will not be active at this point. You will still be viewing “All Visits” until you manually select your segment. To do this, find the “Advanced Segments” area again in the upper right-hand corner of the reporting and click the “All Visits” dropdown. You should see your new segment titled “Social Media Traffic” in the list. You can click the checkbox next to “All Visits” to remove that segment from your reporting and instead check the box next to “Social Media Traffic” to include the segment in your reporting. When you click “Apply” at the bottom of the advanced segments form, you will be able to view only social media traffic in your Google Analytics reports (as defined by your segment). Voila, you’re done.

Now comes the fun part. Go ahead and browse your reporting to view data just for your social media segment. This includes the content the segment is consuming, locations they are visiting from, conversions, revenue, event tracking, return visitors, etc. Pretty cool, right? Note, you can also activate multiple segments at one time to compare them in your reporting. But, that’s for another blog post. :)

Go Ahead, Segment Away…

Although this was a quick tutorial, I hope you have a better understanding of what advanced segments are and how to use them to analyze specific slices of traffic. Based on how flexible and powerful advanced segmentation is, I plan to write more about the topic in future blog posts. So go ahead and log into Google Analytics and create some custom segments. Don’t worry about corrupting your reporting or messing up any of your data. Advanced Segments won’t hurt any of your current profiles or reporting. It simply filters data for you based on the dimensions and metrics you choose. It’s like a segmentation sandbox (less the shovel and pail of course). Have fun.

GG

Filed Under: facebook, google-analytics, linkedin, social-media, Twitter, web-analytics, youtube

The Domino’s YouTube Video and the Ripple Effect on Fast Food Restaurants

April 30, 2009 By Glenn Gabe

The infamous Domino's YouTube video and its impact on fast food.My guess is that you’ve heard about the appalling Domino’s YouTube video by now. It’s the one featuring two employees performing some disgusting acts to ingredients as they prepare orders for customers. For example, one employee sticks pieces of cheese up his nose while making a sandwich with that very cheese. And if you watch the video, it only goes downhill from there. The employees then decided to upload the video to YouTube for the entire world to see. You know, because nobody visits YouTube, so they probably wouldn’t get in trouble, right? :) The videos (which I won’t link to from this post) went viral, which ignited a PR firestorm for Domino’s on a massive scale. Patrick Doyle, the President of Domino’s, released his own YouTube video explaining more about the situation, but the damage had been done. The two employees have been charged with felonies for food tampering, and I believe Domino’s is considering filing a civil suit against them (although what could you really get other than a moral victory.)

I’ve been asked at least one hundred times over the past few weeks what I think the impact will be on the Domino’s brand? Will the incident impact sales? How long before people forget about it? Is it already over? These are all great questions, but I unfortunately don’t have a crystal ball. That said, you don’t have a to be a Harvard MBA to know this will impact sales, it has tarnished the brand, and it will ultimately lead to poor business results (at least in the short term). And yes, this was all done by two people (jerks) who are now learning a hard lesson…but unfortunately at the expense of Domino’s.

Becoming Part of the Domino’s Case Study

Let’s see how an incident like this really impacts a brand and a business. It’s one thing to project how this will impact sales, the brand, etc. and it’s another thing to become part of the case study. Last Thursday I ended up taking a later train home from New York and knew I wouldn’t have much time to make dinner. As I was ready to get off my train, I decided that I would quickly pick something up on my way home. I got off the train and knew there were a few fast food restaurants right by the train station. This is where it got interesting.

As recently as a few weeks ago, I would have no problem making a quick stop at one of the fast food restaurants to pick up some dinner. But this time was different. The first thought that hit me was of the two Domino’s employees messing with the food they were preparing. I feel horrible saying that, but that image was simply the first thing that came to mind. I could not for the life of me get that image out of my head. As I walked to my car, I couldn’t get over it. That’s when I pulled out my Blackberry and ended up ordering a much more expensive dinner from a restaurant in my area (even though I knew that I would have to wait 20-30 minutes to pick it up.) Yes, I decided to spend four times the amount of money and wait an extra 20-30 minutes in order to avoid fast food restaurants. As I waited for my food at the restaurant, I started to think about how many other people this might have happened to. How many people were about to order from Domino’s, stop off at Taco Bell, visit a Burger King, and then thought of the infamous Domino’s YouTube video? How much revenue has Domino’s lost? And beyond Domino’s, how much revenue is being lost by the fast food category based on what happened? I believe there is a ripple effect from the Domino’s incident.

Could It Happen Anywhere?

Listen, I’m not naive enough to think that more expensive restaurants are free from food tampering. But, I did work in restaurants growing up and I know what an Executive Chef is like… Most are fanatical about their kitchen and their reputation. They run a tight ship and would probably physically harm anyone on their staff that pulled the sort of stunt that the two Domino’s employees pulled. So, when I thought about where to buy my dinner, I went with the higher end restaurant with the Executive Chef who would saute any person who thinks it’s funny to stick cheese up his nose and use it while preparing a dinner (or worse). I’m sorry Domino’s, I really am, but I’m not sure I can get over this so quickly…

How Many Glenn’s Are Out There And How Much Money Is Being Lost?

Let’s say there were 50,000 people in the United States like me who decided to bypass fast food restaurants for lunch or dinner. Next, let’s estimate that they would have spent ~$25 per month. That’s probably a few meals at a fast food restaurant.

50,000 people x $25 per month x 12 months would be $15 million in lost revenue per year.

That’s a lot of dough, no pun intended. So the two ex-Domino’s employees could be responsible for approximately $15 million dollars in lost revenue annually. And that doesn’t take into account the damage to the brand… Amazing, isn’t it?

In closing, I feel horrible for Domino’s. They don’t deserve this. In addition, I’m not sure their competitors are benefiting either… If there are others like me, and I’m sure there are, they are running for the hills when thinking about fast food. Personally, I’d rather dish out more money and wait on longer lines to ensure I have an Executive Chef overseeing the preparation of my dinner. How about you?

Post a quick comment below and let me know.

GG

Filed Under: reputation-management, social-media, viral-marketing, wom, youtube

How to Make a YouTube Video, A Beginner’s Checklist for Marketers

January 22, 2008 By Glenn Gabe

How to Create a YouTube Video, Follow This Video Production Checklist

Last week, I was helping a client produce a YouTube video and I explained the various steps involved in the production process. After our meeting, it hit me that the list of steps could be a valuable blog post for anyone interested in creating their own video. So, if you are thinking about shooting your own YouTube video and don’t know where to start, this post is for you. The list below is a great starting point and covers the essential elements to consider while planning and creating your video production.

Disclaimer: Creating a high quality video isn’t easy…even if your intent is to create a low budget, guerrilla-style video. You’ll read many articles on the web about how easy it is, but I’m here to tell you that it’s not. Here’s what is easy: It is easy to shoot a shaky video, with bad sound, bad lighting, horrible edits, copyrighted music, and one that’s completely disjointed. But, that’s not what you want to do, right? You want a video that you can be proud of, something that’s viral, and that gets people talking. So, don’t just grab your camera, run out with a few friends, and start shooting. You might get lucky and have some good footage, but my guess is you won’t be so happy. End of disclaimer. :)

1. Concept Development (Brainstorming)

OK, so you want to create a YouTube video, but you are staring at a blank sheet of paper… Yes, concept development isn’t easy and it’s why the creative brains behind TV shows, movies, commercials, etc. can make boat loads of money. :) I recommend getting your hands on a white board, grabbing a few of your coworkers and hitting a conference room. Then begin a divergent thinking session. Brainstorm lots of ideas related to your core concept. DO NOT LIMIT ANY IDEAS AT THIS STAGE. Please, don’t let any idea killers in the room. That’s why it’s called divergent thinking… Start jotting them on the whiteboard, organized by major category (humor, serious, action, parody, etc.) If you have the right group of people in the room, then you should have a few dozen ideas on your whiteboard. During the process of working through your favorite ideas, think about the following:

a. How original is the idea? Has it been done 50 times already or is it a new angle? Will you build upon or parody an older concept? Originality is key.

b. Cost (if you have a great idea, but it’s going to cost an arm and a leg, it might not work…)

c. How viral can your concept be? Is it something you believe your target market will enjoy enough to pass along?

d. Location, location, location. Where are you going to shoot the video? Shooting a video in a baseball stadium would be great, but is that really possible? Is a park better? Do you need permission to be there? So on and so forth.

e. How complex will the editing be? Will you need to create a dozen effects for the final edit? How will you accomplish that? Do you even have the software or skillset to do it?

2. Script and Storyboard

Excellent, you have your concept and it’s a killer idea that’s completely possible to shoot on your budget. :) Now what? Well, it’s time to write your script. This is also not an easy task. If you’ve never written a script before, there’s a good chance that you’ll be in pain. If you find yourself cooking along, then you might want to do this full time. :) Personally, I love this stage… This is where you get to flesh out your concept. The script and storyboard are the foundation for your production. If you have a poorly mapped out script and storyboard, you are setting yourself up for failure. Take as much time as you need at this stage to get it right. You should determine your main characters, how much dialogue will there be, determine locations for the shoot, and of course begin writing the actual script. Just to clarify, the script covers what your characters will be saying and doing during the shoot, where the storyboard helps you map out the flow of the video. Keep in mind that the storyboard doesn’t have to be a work of art…I’ve created several storyboards that were on 8.5×11 sheets of white paper, framed with pencil, using stick figures. I’ve also developed some storyboards that were more elaborate…it’s all about timing and how involved your production will be.

3. The Shot List

By now your script and storyboard should be done. Now you need to create your shot list from your script and storyboard. A shot list is essential. It helps you determine every shot you need for your production. And it’s not just about your core shots, it’s also about getting additional footage for your edit. For example, if you were shooting at a baseball field like I mentioned earlier, you definitely need to get some establishing shots. Maybe you will pan up to reveal the stadium sign or get a 360 shot from inside the stadium. You need to think about all of your shots or you’ll find yourself cursing a lot in post production. :) The shot list can be a simple Word document listing each shot you need to capture with some notes about the scene. In addition, I would buy a clipboard and attach the script, storyboard, and shot list to it on the day of your shoot.

4. Necessary Video Production Equipment

You are getting closer to the shoot and you’ve got a solid script, storyboard, and a well planned shot list. Now you need to think about your equipment. I can write an entire post about each of the bullets below, but I’ll try and keep each description as brief as possible. Also keep in mind that this is a basic list. You can really go nuts with video production equipment, which is why the title of this section is “Necessary Video Production Equipment”. :)

a. Your Camera

Duh, right? Just like with other electronic equipment, video cameras have come down in price. Just make sure you have one (or buy one) that can do the job at hand. You don’t absolutely need a $5000 HD camera, but you also don’t want a $100 hunk of junk that captures horrible video and audio. You won’t have a chance… I’ve provided a few links below to CNET’s editor’s picks for both home video and pro/semi-pro cameras:

Pro and Semi-Pro Cameras – Editor’s Choice

http://reviews.cnet.com/4370-6500_7-135-103.html?tag=lnav

Home Video Cameras – Editor’s Choice

http://reviews.cnet.com/4370-6500_7-135-102.html?tag=lnav

b. Microphones

There is one thing you should keep in mind when thinking about audio. Most people don’t really notice high quality audio…they just know bad audio as soon as they hear it. They are used to great audio on TV, in movies, in commercials, etc. There are some really cost effective ways to capture quality audio and I highly recommend making the investment in a few microphones. For example, I have a great wireless lavaliere microphone from Audio Technica that only cost $50. It’s easy to use and works great. Audio is extremely hard to adjust in post production (while you are editing), so it’s critically important to capture the best possible audio during the shoot. You know the old adage, garbage in, garbage out…

c. Lighting

It’s not easy to light a set. I actually think it’s an art form! I would look into buying a professional lighting kit. If you don’t want to buy a lighting kit, then you’ll need to find locations for your shoot that provide the best possible lighting. Shooting outdoors might be a good way to go, as long as Mother Nature cooperates. If you are flexible with the date of your shoot, then this may be the way to go. Test out various locations PRIOR to your shoot and watch it back on your video monitor or TV. Jot down the best locations, lighting-wise, and try and go back during the same time of day. Lighting is another element that can make or break your production (and it’s hard to adjust in post production.)

d. Smooth Motion (Using a Steadicam or Glidecam)

If you are going to capture a lot of motion, definitely look into building or buying a steadicam or glidecam. There is almost no way to achieve smooth motion without one… Don’t believe me? Grab your camera and walk down your street while shooting. Watch it back and see how fast you get motion sickness. :) A steadicam or glidecam will help smooth out those bumps and can provide a cinematic effect that’s hard to achieve without using one. Note, you will need to practice to achieve smooth motion while keeping your subject in the frame, but it’s well worth it. If you want to build a steadicam, then check out the poor man’s steadicam. I built one a few years ago to see how it would work and it actually works really well. It cost me $25-$30 for supplies and then took me 2 hours to build. If you want to buy a Glidecam, then you might want to check out http://glidecam.com/product-2000-pro.php to learn about the Glidecam 2000. I believe it’s their least expensive product.

e. Backdrop

If you will be shooting any interviews, make sure you have a good location with a nice backdrop. If you want, you can also buy a professional backdrop for about $60-$100. If you think you’ll be shooting several more video interviews, then you can also buy a frame to hold backdrops for about $150-$200. It’s a small investment and will bring a level of professionalism to your production.

5. The Shoot

I can write 10 pages about the day of the shoot, but I’ll keep it brief. Don’t forget your script, storyboard, and shot list. Think about the essentials for your shoot. Make sure you have backups for everything. For example, batteries, microphones, video tape, battery packs, AC power, headphones, duct tape, adapters, wardrobe, etc. Capture lots of footage…you can always delete footage, but you can’t go back and get more! Even if you did choose to go back and shoot more footage at a later time, the lighting would be different, your subjects might look different, the surroundings might have changed, etc. So shoot away. Make sure you bring headphones so you can hear what your camera is recording. Try and minimize any problems before each shot. Before you end the shoot, check your script, storyboard, and shot list again to ensure you have everything you need. You should try and minimize the “Darn, I wish we would have captured more of…” syndrome. :)

6. Post Production (Video Editing)

Now that your video shoot is over, run back to your office to log and capture your footage. Actually, depending on how much footage you shot, you just might want to capture all of it. Hard drive storage is so cheap now that it just might be easier to capture all of the footage. If you need to log and capture your footage, just make sure you give yourself a few seconds before and after each clip (so you have room for editing on each side of the clip).

a. Video Editing Software

There are several popular video editing software packages to choose from. Which one you go with really depends on your requirements. I highly recommend both Adobe Premiere andApple Final Cut. Both packages are not cheap, but well worth the money. In addition, I believe both have “light” versions of the software for less money. In my opinion, you probably won’t need all of the power of Final Cut or Premiere, so the light versions may work well for you.

Disclaimer: Video editing is not easy. You will improve with time, but chances are your first editing experience will not be pleasant. Keep at it, watch movies, TV shows, etc. to see how the pros do it. There’s a lot you can learn from watching Steven Spielberg, Martin Scorsese, Clint Eastwood, Peter Jackson, and James Cameron. :)

b. Length

I would try and keep your YouTube video less than 3 or 4 minutes in length. Attention spans are lower than ever, so if your video is 15 minutes long, good luck. Keep it clear and concise. Keep your viewers in mind. Most people don’t have time to sit through more than a few minutes. Factor this in as you edit.

c. Video Bumpers

Since you’ll be providing your video on several video sharing websites (including YouTube, Google Video, Daily Motion, and numerous other video sites), you’ll want to add bumpers to your video. Bumpers are basically short segments at the beginning and end of your video that provide viewers with information about the production. This is a great place to add the product name, company name, URL, etc. In addition, since viewers have the ability to add your video to their own websites or blogs from YouTube and the other video sites, adding a URL to learn more about your subject matter is a smart idea. This is where bumpers can play an important role in driving viewers to your website or blog!

In closing, I know this was a lot of information, but I hope it gives you the confidence to produce a well made YouTube video! At a minimum, I hope this post contains enough information to get you started. I plan to write more posts about interactive video production so definitely check back often. As usual, if you get frustrated and need assistance, don’t hesitate to contact me. Now, begin your divergent thinking and create a killer YouTube video!

GG

Filed Under: social-media, youtube

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