Free YouTube planning guide and workbook

Plan your next YouTube video before you hit record.

Choose a clear idea, create a title and thumbnail that work together, and build an outline that delivers on the promise.

Before You Hit Record gives you practical examples and worksheets to turn a rough idea into a usable video plan.

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Before You Hit Record guide by Spencer Berry

Go from a rough idea to a plan you can film.

  • Compare three ideas and choose one you can support with real proof.
  • Create three title and thumbnail concepts before filming.
  • Write an opening that matches the promise people clicked.
  • Build a clear outline and a usable video brief.
  • Review your results with a clearer sense of what to improve.
Created by Spencer Berry

Practical decisions before the edit.

I bring 10 years of content experience, including six years working professionally across editing, content strategy, and creative direction. This guide helps you make the decisions that give your next video a stronger starting point.

A few things to know

Is this a course?
This is a 21 page PDF guide and printable workbook, with examples and planning worksheets.

Can I type into the PDF?
The worksheets are designed to print or use alongside your own notes. They do not have interactive form fields.

Do I need special equipment?
No. Start with your viewer, your message, and the proof you can show.

Will this guarantee more views?
No guide can promise views. This helps you plan a clearer video and make more deliberate creative decisions.