Start with the work your project needs. Buying several overlapping tools can add cost without resolving the difficult step. This guide provides a project-based checklist, not a paid-tool ranking or a promise of faster production.
Research and write
Use a browser, a notes document and primary sources to define the question. Store the source URL next to important facts. Draft a short script with a specific opening and a useful ending. If you use an AI draft, check it against the sources and rewrite anything that does not serve your audience.
Plan the scenes
A paper sketch or spreadsheet is enough for an initial storyboard. Write one visual action beside each sentence. Mark what appears, what changes and what the viewer should notice. A shared whiteboard is useful for collaboration but is not necessarily a video editor.
Prepare visual assets
Create original drawings or obtain assets with suitable permission. Keep the style, outlines and color palette consistent. A picture generator can help explore a visual brief, but its output still needs inspection and appropriate rights. Do not imply that a generated illustration is an actual product screenshot.
Record audio
Record narration in a quiet setting and listen before editing the scene timings. For generated voices or music, inspect the current license for your intended use. Keep source and license records with the project. A clear message can work without music.
Edit and export
Choose an editor based on the correction you need to make: individual asset changes, timing, captions, sound or aspect ratio. Dedicated whiteboard tools suit some illustrated explanations. A general video editor may be necessary for footage-heavy projects. Confirm export limits in the plan.
A small toolkit worksheet
- Research: the source and notes tool you will use.
- Script: where you will write and revise.
- Storyboard: how you will arrange scenes.
- Visuals: original or permitted asset source.
- Audio: recording method and license record.
- Edit: required controls, output size and full cost.
Your scene-planning worksheet
Write one action and one sentence of narration for each scene. Use fewer boxes if the idea needs less explanation.
Narration: __________
Narration: __________
Narration: __________
Narration: __________
Narration: __________
Narration: __________
Considering a whiteboard video tool?
If your next step is an illustrated video, our InstaDoodle buying guide explains the vendor’s published approach, what to verify and where this style may fit.
We may earn a commission if you purchase through affiliate links on our site. Our exercises are original planning examples, not evidence of product performance.
By Whiteboard Video Guide. Original editorial exercises. Published 2026-11-02. Our editorial approach.
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