
Planning video content on a weekly basis is exhausting and inefficient. Every Monday you start from zero: "What should we make this week?" By the time you decide, script, film, and edit, the week is half gone. The alternative: spend one focused day planning 90 days of video content. Walk out with every topic selected, every video categorized by funnel stage, and a production timeline your editing team can execute against. Here's the exact playbook for running a quarterly video planning day — the agenda, the frameworks, the templates, and the output you should walk away with.
Weekly content planning has three problems that quarterly planning solves:
1. Decision fatigue. Making the same decision 52 times a year ("What should we create?") drains cognitive energy. Making it 4 times a year frees you to focus on execution.
2. No strategic arc. Weekly planning produces disconnected content. Quarterly planning creates narrative arcs, topical clusters, and progressive depth that builds audience over time.
3. Production inefficiency. When you plan a quarter at once, you can batch similar topics (record 4 related videos in one session), coordinate across teams (book the product lead for all their segments in one afternoon), and give your editing team predictable volume.
The planning day ROI: One day of planning saves 30-45 minutes per week of "what should we make?" discussions. Over a quarter, that's 6-9 hours saved — plus the strategic benefits of coherent, intentional content versus reactive, ad-hoc output.
The planning day is only as good as the preparation that precedes it. Spend 2-3 hours preparing these inputs before the planning session.
Pull your last quarter's video performance: views, watch time, click-through rates, conversion events, and revenue influenced. Identify your top 5 performers and bottom 5. What patterns emerge?
Ask your sales team (or review call recordings in Gong/Chorus): What are the top 10 questions prospects ask? What objections come up most? What competitors are they evaluating? Each question or objection is a potential video topic.
Run your core keywords through Ahrefs, SEMrush, or vidIQ to identify: high-volume keywords you're not targeting, questions people search in your space, and competitor videos ranking for your target terms.
Map out the quarter: product launches, feature releases, events, conferences, seasonal trends, and major campaigns. Video content should align with these moments.
Review your top 3 competitors' YouTube channels and LinkedIn video content from the last quarter. What topics are they covering? What gaps can you fill? What can you do better?
Review last quarter's performance data. Identify what worked, what didn't, and why. Set 3 strategic goals for the upcoming quarter (e.g., "grow YouTube subscribers by 40%," "produce 3 customer testimonials," "support product launch in Month 2").
Using the inputs from preparation, brainstorm 40-60 topic ideas. No filtering at this stage — quantity over quality. Use sticky notes (physical or digital) so ideas can be grouped later. Include everyone: marketing, sales, product, CS.
Step away. Let ideas percolate. Come back refreshed for the analytical work ahead.
Group brainstormed topics into pillars and funnel stages. Run each through the prioritization matrix (see below). Select 24-36 topics for the quarter (8-12 per month).
Place selected topics on the 90-day calendar. Assign publish dates, funnel stages, content pillars, and production deadlines. Ensure weekly variety (don't stack all product demos in one week).
Identify recording batches (group similar topics for efficient filming). Assign on-camera talent. Schedule filming days. Brief the editing team on the quarterly plan and expected volume.
Review the complete calendar. Assign owners for each video. Set up the tracking system. Schedule the first batch recording day. Celebrate — you just planned 3 months of content.
Generating 40-60 topic ideas sounds daunting. Use these five lenses to systematically generate topics:
Every question your prospects and customers ask is a video topic. Pull from: sales call transcripts, support tickets, onboarding conversations, and community forums. "How do I..." and "What is the best..." format naturally into great video content.
Video topics that target specific search queries your audience is googling. Focus on keywords with video intent (YouTube results in Google SERP) and reasonable volume in your niche.
Feature launches, product updates, use case spotlights, integration announcements. Align with the product roadmap for the quarter.
Your founder's or executives' unique perspectives on industry trends, predictions, contrarian takes, and frameworks. These build personal brand alongside company brand.
Customer stories, case studies, community highlights, and partnership announcements. Schedule testimonial recordings 3-4 weeks before you need the published video.
You'll generate more ideas than you can execute. Use this 2x2 matrix to prioritize:
| High Business Impact | Low Business Impact | |
|---|---|---|
| Easy to Produce | DO FIRST — Quick wins with real results. Schedule these in Month 1. | FILL GAPS — Use these to maintain publishing consistency when nothing higher-priority is ready. |
| Hard to Produce | PLAN CAREFULLY — Worth the effort but need advance planning (customer testimonials, complex demos). Schedule in Month 2-3. | SKIP — Not worth the effort. Save these for a slow week or deprioritize entirely. |
"Business impact" = likely to drive pipeline, close deals, or grow audience significantly. "Easy to produce" = can be recorded with minimal coordination (one person, screen recording, simple setup).
For a company publishing 3 videos/week (12/month):
| Slot | Content Type | Purpose |
|---|---|---|
| Monday | Educational / How-to | TOFU — attract new audience via search |
| Wednesday | Thought leadership or product | TOFU/MOFU — build authority or demonstrate value |
| Friday | Rotating: testimonial, comparison, or social clip compilation | MOFU/BOFU — social proof and conversion |
Give each month a theme that aligns with your business calendar:
Pre-built quarterly planning template with topic slots, pillar distribution, funnel mapping, and production timeline — ready to customize for your team.
Download the Template See PricingInstead of recording one video per day throughout the quarter, batch similar recordings together:
| Batch Type | Videos per Session | Setup | Frequency |
|---|---|---|---|
| Founder/exec talking head | 3-5 videos | Camera, mic, teleprompter/outline | 1 day per month |
| Screen recording (demos) | 4-6 videos | Screen capture + voiceover | 1-2 sessions per month |
| Customer interviews | 1-2 per session | Zoom/Riverside recording | As scheduled with customers |
| Social clips | 8-12 clips | Phone/webcam, quick setups | 1 session per month |
Batching saves 60-70% of setup and context-switching time compared to one-off recordings. A founder who blocks one morning per month for recording can produce 3-5 pillar videos in 3-4 hours — enough for 2+ weeks of content.
After your planning day, brief your editing team with:
Download our B2B Video Brief Template for a ready-to-use briefing format. For more on managing editing teams, see our guide on vendor management for SaaS teams.
Book a call to discuss how a dedicated editing team can turn your quarterly video plan into consistent, published content — without adding headcount.
Book a Call
