By definition a tech scout is an on-location walk-through with your production’s department heads – think director, cinematographer, UPM, 1st AD, production designer, etc. – ahead of shooting at that particular location. This walk-through will give each department a chance to familiarize themselves with the location and the challenges it may bring. In other words, it’s a final preparation of the technical logistics associated with each major shooting location.

So, with terms like “department heads” and “technical logistics” being thrown around you’re probably thinking that a tech scout is something reserved for big budget movies, right? Wrong. They most certainly do it, but if you’re helming a low-budget indie production, you probably have even more incentives to do a tech scout before your shoot. Ask yourself this: Can I afford to rent my location for an extra day, if I encounter unforeseen circumstances? Will my lighting package be able to compensate for any changing conditions? Do I have the necessary means to do extensive ADR on noisy takes? No, you say? Then you better plan ahead.

Typically you will do your tech scout during prep week, about one week prior to the actual shoot, when all department heads are able to get together and finalize their preparations. However, if you have access to your locations even further ahead of time, there are benefits to visiting them.

During pre-production Joe did some initial location scouting and we rewrote scenes once we understood the layout and limitations of the locations available to us, so the script reflected accurately the locations we will be using. – Rachel Noll, writer/producer of The Storyteller

Once you have the script locked in, locations secured and shot lists made, you do the full tech scout of all major locations.

Producer, DP, Director, 1st AD, Production Designer, UPM, gaffer, key grip – they were all there. We wanted to make sure all the heads were clear on the limitations and possibilities of any given location, so we could all plan accordingly. Any limitations on power outlets or lighting sources, etc. we wanted to be able to make a note of, and also have an eye on the production design, possible areas for actor holding, for makeup and hair, and other details, so we were prepared come the day of the shoot. I think all the departments can benefit from a scout prior to the shoot, just to know what they are up against and to be able to plan contingencies or brainstorm creatively if things aren’t ideal or there are any surprises. – Rachel Noll, writer/producer of The Storyteller

Let’s break it down.

Producer – will be working with each of the department heads to accommodate any changes in budgeting due to the limitations or possibilities uncovered during the scout.

DP – will be making sure the planned camera movements will be possible. Are there narrow corners to turn? Will there be shots in harsh light? Your DP might change certain shots to accommodate the locations and retain the overall visual aesthetic.

Director – will be balancing the vision of the film with the circumstances and making any necessary changes in shots to stay as true to the original intentions as possible.

1st AD – is largely in charge of scheduling, background actors, callsheets and script breakdown, so any changes to either of these based on the limitations of the location will be noted and arranged accordingly. Is there a proper holding area for the background cast? Will shooting have to wrap an hour earlier than anticipated due to traffic conditions in the area – and what does that mean for the callsheet?

Production Designer – takes note of anything that needs to be dressed for the shots planned and anything on location that will add to or subtract from the environment she is trying to create. Also pay attention to details like whether the centerpiece executive boardroom conference table that’s been rented for a certain scene is able to fit through the doorframe and whether the colors of the the costumes are going to clash with the wall color.

UPM – the Unit Production Manager oversees all the off-set logistics, as well as day-to-day budgets and production personnel, so if a certain location calls for more lighting than initially planned for, the UPM needs to make sure this can be made available, is budgeted and operable with the hired crew – or make the necessary changes.

Gaffer – is the chief electrician on set and will need to make sure there are adequate power sources for the lights that will be brought in. Will a generator be needed? Are the outlets on separate circuits? What’s the maximum load for each outlet?

Key Grip – will in large part be responsible for making the director and DPs wishes come true, so if there is limited space on set or a shot calls for more equipment than can safely be utilized in a certain location, adjustments must be made in advance.

All of these obviously work together, which is why the tech scout is best done with all department heads at once and not separately. Filmmaking is a collaborative process and the tech scout is the perfect opportunity for everyone to contribute in order to make your film the best it can be.

Not only is it an important part of the final stages of pre-production, the tech scout is also a hell of a lot of fun – it’s great to get a chance to know your crew and to be impressed by what they do. And doing the tech scout also means that we are just days away from shooting – at last. – Joe Crump, writer/director of The Storyteller

In some cases you will need to do your tech scout months in advance, so every single aspect of your shots can be meticulously planned and rehearsed, like for the 2015 Academy Award winner Birdman. Because of the extremely difficult long shots used throughout the film, the crew prepared by drawing up a minimalist (but to scale) version of their theatre location in a warehouse and used that space to rehearse camera movement, cast movement and lighting for weeks before the actual shoot. Imagine pulling this off without diligent planning:

Follow the entire process of making a film – up close and personal – through the trials and triumphs of The Storyteller, as told in our on-going article series.

Previously on The Storyteller Series we discussed how breaking down the script is the first step in scheduling your production. Once that process has been completed the next step is to analyze those elements and build your schedule. How is this done?

Well, first you get an Assistant Director. The Assistant Director (or 1st AD) acts as a liaison between the director, producers, cast and crew. They are charged with keeping the production on schedule so the film is efficient. During pre-production, their duties include breaking down the script, assessing and securing locations, assessing actor availability, and working with the director to create a shooting schedule.

Sienna Beckman is the Assistant Director for The Storyteller.

We knew the 3 weeks that we were shooting, so obviously the location dates had to be within that time frame. But we had to work with each location’s schedule and availability, as well as actor availability and consecutive shooting days, etc. A lot of the locations have been very flexible and gracious about us using their space, which makes scheduling so much easier. - Sienna Beckman, 1st AD of The Storyteller

A thing to keep in mind as we’re breaking down the elements of scheduling your shoot is that while most aspects of your indie production might differ from those of a big budget movie, having a cast of A-list stars doesn’t necessarily equal long shoots; Phone Booth, a movie starring Colin Farrell, was shot in just 10 days.

Making Your Schedule: The Key Factors

Shoot Dates = The days of your production.

The idea of shoot dates includes both your general production timeframe, as in ‘we are shooting from May 1st to June 15th’, and what the schedule will be for each specific day.

Location Availability = When you can have access to a certain location.

As we’ve discussed, finding and securing locations is a key part of the the production process. Making sure that you can film in all of those lovely locations is where the need for a schedule becomes key. As very few films are shot in sequence* it’s important to note when each location is available and for how long. A certain location might be available during the whole production whereas another is only available one day.

Example: There are two locations in your script: A bank and an apartment. The bank may only permit you to shoot on the weekend, outside of normal business hours. However, the apartment is available at any point during the production. In this case you would prioritize securing and scheduling the bank location first because it has less availability.

*To shoot a film in sequence means that the first scene you shoot is the first scene in your script, the next scene shot is the second scene in the script and so on until the end. This is rarely done, because if you have a script where, say, two thirds of the film takes place in a grocery store, it isn’t time or cost efficient to shoot one scene, leave the store and then reassemble the cast and crew when it’s time for the next scene in the store. Better to shoot all the grocery store scenes at once.

Know that a locked shooting scheduled may have to be unlocked, if a location suddenly falls through – like in the case of the iconic quote “How do I do a film called The Old Mill when I don’t have an old mill?” from State & Main:

Actor Availability = Making sure the actors are there when you need them.

The AD needs to know if the casted actors have any commitments before or after the production that will affect their schedule. This is because they need to assess which actors are needed on which shoot dates. If an actor is on another movie, and can’t arrive until the second week of production, it would make no sense to schedule scenes that include that member of the cast in the first week of production.

Example: When making Marvel’s Civil War the main actor Chris Evans was needed for the majority of the shoot. However, Paul Rudd (Ant Man) was not. As Paul Rudd is constantly working, the Assistant Director needed to know when he (Paul Rudd) would be available during the Civil War production so that the scenes involving Ant Man could be scheduled around that.

When casting breakdowns are created, companies like Breakdown Services will ask for the Shoot Days so that the actor will know whether or not they are available. A range of dates is acceptable, since the detailed shooting schedule won’t be locked in until much later in the pre-production process.

Shooting Schedule = What scenes are going to be filmed on what day.

The most important things are shoot dates, location availability, and actor availability/travel/time constraints. Then once those factors are locked, I can go in and shuffle around the actual scenes within the days to create the most streamlined and efficient shooting schedule. - Sienna Beckman, 1st AD of The Storyteller

To build a schedule, the 1st AD will compare the key factors along with each element from the script breakdown. There is a variety of scheduling software and online templates that will aide in this process. The most well know is a program called Movie Magic.

I have used Movie Magic several times before for more complicated shoots (multiple units, foreign travel), but for smaller projects like these, Scenechronize is very comparable and is very easy to make quick changes in. I like both, but Scenechronize is a bit easier to learn and it’s a bit easier to manipulate the data entry. - Sienna Beckman, 1st AD of The Storyteller

Scenechronize is a web-based program, which has HUGE advantages for an indie production. The most obvious being that it’s accessible in any location where you can get online. This allows the AD to update the schedule while on set. It also allows all the different departments to have access to the schedule and know exactly what wardrobe, prop or other item pertaining to their department is needed on any given day.

Other Important Factors

The biggest factors have been the locations and the actor availability. Some things might shift around within certain days to accommodate for wardrobe changes or specific lighting/camera requirements. We will know more about that after doing our tech scouts in the week leading up to the actual shoot. – Sienna Beckman, 1st AD of The Storyteller

Example: Towards the end of Seth Brundle’s transformation in Cronenberg’s The Fly, Jeff Goldblum had to sit in the makeup chair for 5 hours. It wouldn’t have made sense to schedule a scene where he’s without makeup before doing one with the makeup.

Similarly, scenes that require big light changes, even if they take place in the same location need to be scheduled accordingly.

Example: On my short film Lucky Charm, there were several scenes that took place in a jewelry store. For two of those scenes, I wanted the same camera set up. Now, if those scenes both took place during the day, we simply would have shot them at the same time. However, one scene took place at night, the other during the day. Because of this we shot all the day scenes first, then broke the actors and the crew changed the lighting so that the set looked like it was now night time* and we shot the night scenes. Bonus info – shooting a night scene during the day is called shooting day for night and is something you want to make note of in your schedule.

The Storyteller is a unique movie in that they have had a very long pre-production process. This has an effect not only on the writer’s ability to sharpen the shooting script, but also for the Assistant Director to prep the production.

My job has just been a bit more spread out. It’s better for the production team to have a longer pre-production process, so they have time to sort out all the details. Most of what I’ve been doing is creating the first draft of the schedule, then making changes as more details are locked by production. It hasn’t affected me too much, but it has been nice to have the time to digest and absorb all the details of the shoot, so I feel prepared and ready when we actually go into production. – Sienna Beckman, 1st AD of The Storyteller

And production is officially underway! The Storyteller’s first shoot day was June 27th and will continue through July 16th. Join us next time when we discuss Tech Scouting. Until then, remember that even with the most meticulous planning, things can and will go wrong. Just ask Terry Gilliam:

Need an example before we get into the nitty-gritty of scouting for locations?

Take a look at this trailer for Woody Allen’s Manhattan.

Now take a look at the trailer for Martin Scorsese’s Mean Streets.

Both Directors are synonymous with New York, both movies are set in New York, but the stories are very different and their locations reflect this.

There are two kinds of Film Locations:

1. A Stage: A stage is basically a building where you can build your sets. The benefit to this option is that you have complete control over the environment and actual structure of the set. A wall can be moved so that a camera can be placed to get a certain angle.

Have you seen Room yet? This Academy Award nominated film’s main location is not only the title of the movie but is also a built set.

Check out this featurette with the Production Designers talking about they created Room.

2. A Practical Location: Often referred to as just a Film Location, this means that the filmmaker shoots in an actual existing location. The scene is set in a house, you film in a house. Low budget/independent filmmakers often utilize this option because it can actually be less money to shoot in a local location and dress it (meaning make it look the way you want) than to rent a stage. There’s also an added authenticity for the audience; they know that what they’re seeing actually exists.

Here’s the trailer for another Academy Award Nominated film, only this one was shot on location.

To the less trained eye, a Film Location is simply the place that a film (or television show) is filmed, but a specific location can really add depth to a story. However, this doesn’t mean that a location should dictate the story. In the case of The Storyteller, Writer/Director Joe Crump and Writer/Producer Rachel Noll found a balance between using locations to fuel their ideas and letting their ideas inspire their locations.

We didn’t restrict the story too much in our first drafts, we let it flow organically and then went back and tailored locations to fit places we knew we could get once we moved into the early stages of pre-production. We did try to keep conscious of not using too many locations or anything that would be hard to find. We kept the story simple and the locations as well. – Rachel Noll, Producer of The Storyteller

Once the script is written, production is tasked with finding suitable locations. There are many factors, both logistical and creative, that a filmmaker should keep in mind when choosing the locations.

The first step is to decide where you are going to film the project.

Did you know?

Many states offer production benefits for companies to shoot in their state/locations? These benefits can include Tax Credits, Cash Rebates, Sales Tax and Lodging Exemption and/or Fee-Free Locations.

• Tax Credits: When a production company works in a specific state, they will have to pay an income tax back to the state. If a production company meets the minimum spending requirements as determined by that state, then they (the production company), will qualify for a tax credit. This means that a portion of the income tax will be given back to the production company. On big productions, this can end up being rather large amounts.
• Cash Rebates: These are similar to tax credits in that money are given back to the production company. However, a cash rebate is based on the production company’s expenses.
• Sales Tax & Lodging Exemption: A state will try to entice a production company to film there by offering an exemption from both sales and lodging taxes.
• Fee-Free Locations: It’s important for any filmmaker to know that government owned locations are often offered for no cost.

Remember – These benefits vary by state so it’s important to do the research and compare your production needs and constraints with the offers provided by each. Here’s a great website that compares state incentives!

Understand that tax incentives offer options, but should not solely dictate where the filmmaker decides to shoot their film. The Storyteller will be shot in Indiana, a state that does not offer incentives. This may seem like a disadvantage, but shooting in a state that doesn’t regularly have production companies shooting can be very welcoming, especially when compared to places like Los Angeles and New York.

Everyone I have spoken to has been so excited and generous. Everyone wants to be a part of a movie out there because they have not been over saturated. Its still exciting. We have gotten such a tremendous positive response from the locations and the owners of the businesses we approach offering us all kinds of things and saying they are honored we thought of them. It’s been really heart warming. – Rachel Noll, Producer of The Storyteller

Once you’ve picked the state you’ll be shooting in, it’s time to start looking for specific locations. A Location Scout can be very helpful at this point. The production company will employ them to find a number of possible locations and present those decisions to the filmmakers. The benefit of having a location scout is that they know the area you’re shooting in and deal with location managers all the time. It can especially help when the production company isn’t local.

We are currently looking to bring on a local location scout to help us with our final house location, because its really specific in terms of what we need it to accomplish for us – multiple locations as well as crew lodging – and since I am based in LA it would be very helpful to have another pair of boots on the ground in Indy to help us find some options. Our UPM is currently vetting some location scouts for us. – Rachel Noll, Producer of The Storyteller

The Key Criteria when looking for location is to know what you are looking for and be aware of your shooting schedule. The filmmaker has to have a vision for the film to understand if the scouted location will help bring the film to life. In addition, you have to understand how shooting in that location will fit into the entire production schedule. The filmmakers of The Storyteller have been sure to keep this in mind.

Joe has had a pretty clear vision in his mind of local spots in Indianapolis that he wants to use, so we always go there first… We are very aware of our time limitations on a three week shoot, and so the more locations we can find that are within close proximity to each other, or can serve as multiple locations, the better off we are. It’s also important that they look and feel like the world we are trying to create. – Rachel Noll, Producer of The Storyteller

Other criteria to remember when scouting locations:

• Lighting: What does the location look like during the time that you’ll be filming? It’s important for your DP to know their canvas. Understanding how light enters a building will inform how the DP lights the scene and even what kind of equipment is needed.
• Power supplies: Are there enough power outlets for your equipment? If not, are you going to need to rent a generator?
• Outside noise: Sound should NEVER be underestimated. Is the building near any kind of airfield? If so, your days will be filled with “holding for sound” until the plane finishes flying overhead.
• Parking: How large is your crew? Is there enough nearby parking? Is it free or will you have to pay? Will you need a permit to park on the street?

Depending on what locations are available, it is possible that your story will change. This is something The Storyteller has had to deal with first hand.

Small adjustments in the script have been made as we began to understand the logistics of the various spaces. Nothing major though. At least not yet. There was one scene we had written to take place at a pond when we thought we had a certain house location with a pond out back. This location fell through, and so we adapted the scene to be in a park we are already shooting another scene in. Small modifications like that. – Rachel Noll, Producer of The Storyteller

Permits, permits, permits.

Once a location has been selected, it needs to be secured. Obtaining a Film Permit is a key part of the process. Issued by the state government, a film permit authorizes the production company to film in the desired location (state owned or otherwise). The requirements for obtaining a film permit are different for each state and usually include: providing location details, date and time of filming, a description of the scene and if there are any stunts involved. In order to obtain a permit, the production company will also have to pay a fee and provide proof of production insurance.

We are too far out to begin obtaining permits – and actually, Indiana doesn’t require permits in the same way California does unless you are closing down a major street, which we are not. We have tentatively secured the majority of our locations already, but will not be able to formally lock them down until we have a locked shooting schedule, which our AD is working on now and we hope to have finished in the next few weeks. – Rachel Noll, Producer of The Storyteller

Join us next time when we discuss Script Coverage, Screenwriting Contests and The Blacklist: What is it and what’s it good for? Until then, here’s the trailer for an Academy Award Nominated film set in Australia – but filmed on location in Namibia!

One such resource is, as mentioned in the video above, Entertainment Partners. Go explore.