Key guidelines to create a storyboard for video training

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The storyboard is a key component of the process to create a video training course efficiently. In this article, we are sharing some guidelines and pro tips to help you design the perfect storyboard for your training videos - every time.

A storyboard is a sequential graphic organization of each frame of the video for the purpose of pre-visualising each scene in detail. This will allow you, and the entire production team, to know exactly what is supposed to happen in each scene, what type off scene it is, the camera plan, and other important information.

When you are creating training videos there are 3 previous steps in the video training creation process -  scope, structure and script - that will be the base to create the storyboard, and there are some important guidelines to follow that relate to the pedagogical purpose of the video(s).

The storyboard has two main functions:
1. Planning for production: to help visualise the shots you will need, their order, how the script is reflected in each frame. By creating the storyboard you are planning ahead and it will help you understand potential challenges in advance, while you can still fix them or prepare for them without a big impact on your schedule.
2. Communicating with your team: The storyboard will ensure that what you want to convey is clear and everyone is aligned on what you want to accomplish. If you tell a story to a group of 10 people, each person will visualise it differently in their heads. The same happens when you want to convey your idea to a production crew or other team members.

4 steps to create your storyboard

1. Create the base template: draw a series of rectangles that will represent the frames (like a filmstrip) or find a tech solution. Place your intro and ending covers. We advise you to use Power Point for this.

Tip: You have other different free and paid options available, like Storyboarder, Boords, Plot, Canva, etc.

2. Split your script into chunks: divide your script in paragraphs and add each piece to a frame.  If you’re using power point, you can add the script in the notes area. At this time you can also decide where your interactivity and evaluation moments (quizzes, surveys, assessments) will take place.

3. Define the global formats: decide which chunk of information you want to be depicted by a presenter, animation, role-play (…).

4. Add notes to each frame or when necessary. These can be notes for the designer in your team, tips for recording, post-production, editing, and so on.


Guidelines to create the perfect storyboard for video training

When creating a storyboard for a training output, the main goal is to offer your audience a great user experience, and to enable high levels of attention and retention all throughout the learning experience.

Here are some guidelines to help you achieve these goals:

Make it human
Training should be human, warm and friendly. To accomplish that in video, use presenters and narrators that can be professional communicators or actors, or members of your team.

Add visuals
Visuals are graphic representations of various types that are created and added to the video to promote learning and engagement. These can be produced as illustrations (static visuals), or animations (animated visuals) and can be a variety of things such as words, topics, sentences to highlight the idea that is being addressed, pictograms (representation of a concept), schemes like processes, step-by-steps, timelines, etc, characters, illustrations, and so on. Remember to keep it simple and easy to understand as it is to be seen across all devices.

Define a format for each goal
When creating training videos, you need to consider that each video will have a different goal and that different types of visuals and camera plans will work better for different learning goals.

Here are 6 examples:
- Presenter: to welcome your audience, to transmit an important, motivational and strong message.
- Presenter and visuals: to complement what the presenter is saying. This will help the audience understand the key words and topics and focus on the highlights.
- Pictograms: to represent conceptual information
- Infographics: to represent processes, step-by-step explanations, present diagrams, pipelines, timelines.
- Real demo: to explain a practical procedure or record someone performing it.
- Screen casting (recording a computer or mobile device screen): to show how to use a software or app.

Keep consistency throughout
When creating a storyboard, you need to maintain consistency in different areas: branding, formats, visuals, intros, endings. Make sure you’re using the same colour scheme and that you’re using the same visual to represent a concept.  This will assure your audience retains information and you accomplish learning goals


Add rhythm
Your storyboard should reflect and promote a good rhythm throughout the video or course. The visuals and their cadence and appearance will help maintain the rhythm of the narrative and the audience’s engagement.

Make it easier for the editing stage

The storyboard will have a huge impact in all the following steps of creating a video training course. It will be the visual blueprint for planning, recording and editing. So, when creating your storyboard make it easier for editing, and logical for the audience. For example, if you need to cut and edit, remember to change the wideness of the plan.


The storyboard is step 4 of the process to create an effective video training course. If you want to check out the 8 steps of the process, you can download this guide created by our Digital Learning Solutions team.

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You may also find interesting: 

How to create your video training course (Guide)
11 secrets to make sure your training videos rock (article)
7 ways to make your training truly learner-focused (article)
How to setup a studio with less than 1.500€ (article)
How to prioritize your academy's course production pipeline (article + template)

Writen by Diana Gonçalves and Inês Lemos
19-Dec-2019 09:15:00

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