Planning tool

Video archive and handover planner

You will receive finished event videos and source files and want them kept safely afterwards.

Share your date and area, and we will suggest coverage and confirm what is possible.

Tool

The event

List what will be handed over, who gets it and how. The tool builds a folder plan, a checklist and reminder dates. It does not upload anything, and it does not assume how long anyone keeps files.

Reminders that would fall before this date are left out.

What will be handed over

Finished videos, source files (camera originals) and documents such as the agreement or music licences.

Who receives it and how

One row per person or team. Choose how the files reach them. Private videos are not uploaded by this tool.

The date the link or access stops working, if you know it.

Copies and retention

Count separate places, such as one drive at home and one other drive or storage account.

Does the supplier keep a copy after handover?

Future-use permissions

Mark only what has been agreed in writing. Leave the rest as not sure. This is a checklist, not legal advice.

Internal use by your own organisation or family
Public website and social media
Paid advertising
Supplier showing it in their own portfolio
Music, third-party material and people appearing in it
Re-editing or reusing the source files later

Your handover plan

Add an event name and at least one item to see the plan.

Assumptions and limits

  • No retention period, link life or storage promise is assumed. Only dates you enter appear, and reminder offsets (7 and 2 days before access ends, 14 days before supplier retention ends) are suggestions.
  • The tool runs in this page only. It does not upload videos, check links or contact anyone. The time of day and your calendar app are yours to set.
  • Permissions here are a reminder list. Rights, consent and licences are settled in your written agreement, not by this tool.

Want help planning the handover?

This is the message that will open in WhatsApp. Edit it freely. Nothing is sent until you press send in WhatsApp.

This is an enquiry, not a booking. A date is reserved only after scope and booking are agreed.

Everything stays in this browser tab. Nothing is uploaded or saved unless you press Save in this browser.

In short

  • Your own copies and anything the supplier keeps are listed separately.
  • A link that expires creates a download task and reminder dates, never an assumption of storage.
  • Nothing is uploaded. Private videos stay on your device.
  • Open questions show what is not agreed yet, such as retention and permissions.

Use this planner to turn “we will send the videos” into a clear list of what you receive, who holds which copy and by when you need to act. It runs in your browser, uploads nothing and assumes nothing about how long anyone keeps files.

What is it for?

After an event, the videos can arrive in several parts: finished films, source files, documents and links that stop working. It is easy to lose track of which copy is yours and which is only on loan.

The planner separates your copies from anything the supplier keeps, and turns every expiry date into a task. The reasoning is in the guides on organising an event video handover and download-link expiry and access after delivery.

How do I use it?

  1. Enter the event name, the event date and, if known, the planned handover date.
  2. List each finished video, source file and document that should be handed over.
  3. Add each person or team who receives files, how they receive them and, if known, the date access ends.
  4. Say how many copies you will keep yourself, and whether the supplier keeps a copy after handover.
  5. Mark which future uses have been agreed in writing, which are not allowed and which you are unsure about.

How do I read the result?

You get a folder plan with a naming pattern, a checklist, a list of reminders with dates, and a list of open questions. Client copies and supplier retention have their own headings.

Download the reminders as a CSV and import them into your calendar by hand. Dates are all-day suggestions.

What are the assumptions and limits?

  • No retention period, link life or storage promise is assumed. Only dates you enter appear.
  • Supplier links and supplier storage are never treated as a permanent archive.
  • The tool does not upload videos, check links or contact anyone.
  • Permissions are a reminder list. Your written agreement settles rights, consent and licences.

A worked example

This is an illustrative example. You list one highlight film and one full speech recording, to be received by a download link that stops working on 20 December.

The plan adds a task to download both to your own storage before that date and suggests reminders on 13 and 18 December. It also asks whether the supplier keeps a copy and for how long, because you left retention blank.

Where to go next

The guides on keeping independent copies of important event films and retention and deletion expectations for event footage explain what to ask. The Video storage and transfer calculator estimates how much space the files need.

If you are not sure what will be handed over, how long access lasts or whether source files are included, tell us about your event and what you need to keep. We can explain what to settle in the agreement before delivery.

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Useful next steps

Free planning tools for event video

Checklists, worksheets and planners that help you write a clear event video brief, compare quotes and prepare before you message a videography service.

Questions people ask

Does the supplier keep the files after handover?
Only if that is agreed, and for the period agreed. The planner never assumes it. If you leave retention blank, it becomes an open question, and a supplier link or supplier storage is treated as temporary.
What happens when I enter a link that expires?
The plan adds a task to download everything to your own storage before the date, and suggests reminders 7 and 2 days before access ends. If you do not know the expiry date, it asks you to find out.
Can I put the reminders in my calendar?
Yes, by hand. Download the CSV and import it into your calendar app, or copy the dates into it. The tool does not connect to any calendar and the reminder offsets are suggestions.
Does this decide who may use the video later?
No. The permissions list only records what you have agreed in writing and what you still need to confirm. Rights, consent and licences are settled in your written agreement.
Is anything uploaded or saved?
No. The planner runs in your browser tab and does not upload videos. You can copy the plan, download it as text, export the reminders as CSV, or print it.

Planning an event? Let’s talk it through.

If you are not sure what will be handed over, how long access lasts or whether source files are included, tell us about your event and what you need to keep. We can explain what to settle in the agreement before delivery.

Share your date and area, and we will suggest coverage and confirm what is possible.

WhatsApp us