The flow of finance
Creation process
1. Project planning
Understanding the Objective & Audience
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First, I define the goal of the video: Is it to educate, inform, or engage?
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I identify the target audience (e.g., employees, clients, or leadership) to tailor the messaging and tone.
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I would typically collaborate with stakeholders to align on key messages and desired outcomes.
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Additionally, I start preparing my folders and project files for organisation and efficiency​
Example: If the video is about explaining notional pooling to non-financial teams, I ensure the language is simple and use analogies to enhance understanding.
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For this project, my target audience was a global audience

2. Scripting & storyboarding
Scripting & Storyboarding
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I draft a script that aligns with the key message while keeping it engaging and concise.
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I create a storyboard or visual outline to map out how the content will be presented.
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For the story board I may use reference imagery to speed up the storyboarding process, but the finalised piece would be something on-brand
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If animation or motion graphics are involved, I ensure the visuals reinforce the message effectively.
Example: For a compliance training video, I might use a scenario-based script to make it relatable and interactive.


Here are some reference images I was inspired by
Visually, I wanted to convey something quite literally in terms of liquidity/ pooling, but making it creative by using it in an analogy.
Using the script I created below, I made a brief storyboard using the reference images I found online, describing how each scene would work.
"Imagine you're in the office, and the juice (finance/ currencies) dispenser in your department has run out of juice.
Without notional pooling, once your departments dispenser runs out, your colleagues (accounts) are left without a drink—while another dispenser still has plenty to spare.
Now, picture a virtual pump that automatically balances the juice levels across all dispensers. No refills needed—just a seamless flow ensuring everyone gets their share.
That’s how notional pooling works in finance, optimising cash across accounts without physically moving it. Smart, efficient, and always balanced!"
3. Production & asset creation
Depending on the format (live-action, animation, or screen recording), I gather necessary resources:
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For live-action: I plan the shoot, arrange locations, and coordinate with speakers.
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For animation: I use Adobe software to create assets., Fortunately, as I have a bank of characters I have created, it sped up this process as I was able to repurpose them. On the right, are how the characters looked originally when I created them
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For screen recordings: I ensure clarity and smooth transitions.
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I typically record high-quality voiceovers or interviews, ensuring clear audio and professional delivery. However, in this case, I used my iPhone
Example: If the video involves leadership messaging, I ensure proper lighting, framing, and branding consistency in the visuals.

4. Editing & post production
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I use editing software (Adobe Premiere Pro, After Effects) to assemble the video.
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I enhance engagement by adding:
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Transitions & animations to reinforce key points.
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Subtitles & captions for accessibility.
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Music & sound design to enhance the viewing experience.
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I review the video for clarity, pacing, and brand alignment before seeking stakeholder feedback.
Example: If the video is an internal announcement, I ensure the tone is warm and engaging while keeping the message clear.
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I imagine something like this would be used for a global internal use. Training perhaps
5. Review, feedback and finalisation
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I share the draft with stakeholders for feedback and make necessary revisions.
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I ensure compliance with branding guidelines and accessibility standards.
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Once approved, I implement the changes and export the final version in the required formats and distribute it through the appropriate channels
Example: If the video is for internal training, I ensure it's uploaded to the company’s LMS with tracking enabled for completion rates.
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I made use of my my friends and asked them for some honest feedback, here is what they came back with. Typically, this would be the changes I would implement

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6. Measuring success & continuous improvement
After release, I track performance metrics (e.g., engagement rates, feedback, completion rates).
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I gather input from viewers to refine future videos.
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I document lessons learned to improve efficiency in the next project.
Example: If analytics show employees drop off at a certain point, I adjust future videos for better engagement.