How to create an End of Financial Year Report Video

Thought of creating an End of Financial Year Report Video?

An End of Financial Year Report is a great reporting tool for any business. They’re detailed and extensive… perhaps even too detailed and too extensive. In some instances, when all stakeholders want is an overview, giving them the full report is just overkill. 

Lucky for you there is a way to do just that, with video.

Seriously, why not make a video? It’s an effective and engaging way to communicate top-level findings, performance and conclusions of the past year and recommendations for the coming financial year.

That sounds pretty cool and innovative, right? We think so too. 😎

Now, how do you actually translate such a detailed report into a short and to the point video? Good question! Here are 5 easy tips on how to nail an End of Financial Year Report Video.

5 Simple Steps to Plan for an Effective (and Engaging) End Of Financial Year Report Video

1. Set a deadline

Set a Deadline
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It might sound pretty straightforward, but timing is essential for this type of video. Its content is time sensitive. There is no point in releasing an End of Financial Year Report Video weeks or even months after the end of the financial year. Make sure you can have it ready early in the new financial year to keep it relevant.

2. Define your target audience

Who is your target audience
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First things first: who are you making this video for? Who needs to know about your financial update? Just staff or all stakeholders and the broader public? You are probably not going to share the same information in an external facing video as you would in an internal-only video.

This is an important first question as it leads to the next step of nailing an End of Financial Year Report: defining what you want to say to your target audience.

3. Define your message

Craft your message
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The ideal length for an engaging End of Financial Year Report video is between 3 to 5 minutes. Make sure your message short and to the point to keep your audience’s attention. Direct your viewers to access the full EOFY report for more details.

Defining a message consists of two parts: One, determining a core message. In other words, what is the one thing they should take away after watching?; and two, determining supportive messages. Try to find a balance between what your target audience needs to know and what they would like to know.

In general, End Of Financial Year Report videos focus on the past year’s results and the year(s) ahead, irrespective of whether the audience is internal or external.

External facing video reports will specifically include strategies, market conditions, significant business events, new management and directors’ and company initiatives going forward.

Whereas Internal facing video reports, on the other hand, will include financial results (profitability, efficiency, performance and position) for the company overall, as well as by division/segment.

4. Define a style

Nail your style
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Now you know what you want to report to whom, let’s think about how you want to communicate it. How can you report in an engaging way?

To help you work out how you want to communicate it, there are two questions you need to ask yourself:

  1. How do you want it to look and feel? e.g. clean and simple, high tech, fun and colourful, …
  2. How do want it to sound? What tone of tone of voice is needed? e.g. informative, inspiring, alarming, celebratory, …

Try to keep it on message and on brand, and as always; less is more. Don’t overthink or overkill it an End of Financial Year Report Video needs to be as functional as it is informative.

5. Make a script

Make a script
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The final step in creating an End of Financial Year Report video is to complete the message with visuals using a script.

Need a script to get you started? You can download a Free Script template here: Shootsta Script Template 

Write your message word for word, this will give you the most accurate indication of the actual video length and each section. Then determine how you want to present that part of the message visually. Via …

  • a Piece-to-camera? e.g. by your CFO perhaps?
  • a voice-over?
  • animated text on screen?
  • cutaways/b-roll? (Illustrating images/footage) We made a handy list of stock footage for financial reporting for you at the bottom of the page

Once you have selected the ideal way to present your message, simply list it in the ‘Image’ column of the Script template provided above.

To create a good flow and to keep your audience watching, you’ll need a combination, of at least two, of these options throughout the video.

And that’s it! All you really need is a good understanding of your target audience, a clear message, a defined style and then the scripting is easy!

Need help with your video content? Simply contact your Customer Success Manager.

Not one of our lucky customers? Simply send us an email to hello@shootsta.com

If you enjoyed this article, we’d love for you to share it with your peers. Want to stay abreast of all things video?

 

Getty Images – Stock Video Footage Examples

Money: Generic Coins

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Money: American notes

American Dollar Notes
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Money: Australian notes and coins

Australian Fifty Dollar Notes
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Australian Dollar Coins
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Data

Report Data
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Calculating

Calculating
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Financial Analysis

Financial Analysis
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