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Unofficial Assistant director's Handbook

Updated: Sep 18


Hi, I’m Dara Oliver. I hold a degree in Film and Audiovisual from Unespar and am currently pursuing a Master’s in Film at Queen’s University Belfast, Northern Ireland.

I work as an assistant director on short films, documentaries and music videos. I’ve spent many late nights on set, been on numerous technical scouts, managed endless spreadsheets, and experienced those situations that only those living the audiovisual routine truly understand.

Between courses, practical work and real-life experience, I realised much of what I’ve learned would be far more useful if shared. That’s how this Unofficial Assistant Director’s Handbook came about: a collection of behind-the-scenes tips, daily tricks, and everything I wish I’d had when I first started.

I’m not a teacher, but I believe sharing knowledge is important. :)

If you’d like to get in touch, you can email me at dara-2405@outlook.com or find me on Instagram @daraoliver.



Summary

  • Introduction to the Assistant Director

  • Roles and Responsibilities

    • 1st AD

    • 2nd AD

    • 3rd AD / Trainee

    • Cast Assistant (São Paulo and South)

  • Differences Between Cinema and Broadcast TV

  • Film Phases

    • Soft Pre / Pre-Pre

    • Pre-Production (Preparation)

    • Production (Filming)

    • Post-Production (Finalisation)

  • AD Tasks in Pre-Production

    • Technical Analysis

    • Filming Plan

    • Preparation Schedule

    • Scout Report

    • Creative Meetings

    • Extra Decoupage

  • Types of Fees (A, B, C)

  • Types of Stunt Performers

  • Figuration Exercises

  • Exercise: Organising the AD Department

  • Short Film: Forever

  • Cinematic Terms Glossary

  • Movie Magic Scheduling

    • Activation and Navigation

    • Completing Technical Analysis

    • Strip Colours

    • Organising Categories and Elements

    • Tips for Editing Technical Analysis

    • Transferring, Replacing and Locating Elements

    • Renumbering and Deletion

    • Element Linking

    • Reports and Technical Lists

    • Creating, Viewing, Editing and Printing

    • Cast List, Photoboard, Export and Import

  • Filming Plan

    • Types of Strip (Cinema, Banner, Day Break)

    • Day Out of Days (DOD)

    • Schedule and Calendar Rules

    • Red Flag (Conflict Agenda)

    • Cast Letter

    • Step-by-Step Guide to Generation

    • Order of the Day

    • Automatic Organisation and Printing of Technical Details



DEPARTMENT OF FILM ASSISTANT DIRECTORS


Normally, on a typical professional feature film production, there are three members of the Director’s Assistant team: the 1st, 2nd, and 3rd AD or an intern, depending on the film’s budget.

For large productions, there can be more than three members. For example, I have worked on productions with two 2nd ADs, one managing everything related to paperwork and documentation, and the other overseeing the cast.

On the other hand, in low-budget productions, I have worked with only two people on the team: myself as 1st AD and a 2nd AD, handling all tasks.

In São Paulo and the South, there is often a “casting assistant” who supports the 2nd AD with casting duties and sometimes handles the entire casting process.


1st AD

  • Usually carries out the first technical analysis alone, which is later updated by the 2nd AD.

  • Prepares the initial shooting plan independently; updates are made by the 2nd AD with the 1st AD’s guidance.

  • Creates the daily preparation schedule; sometimes the 2nd AD does this in certain productions.

  • Produces scout reports.

  • Coordinates all the director’s creative meetings (rehearsals with the cast, technical analysis meetings, shooting plan meetings, concept meetings, technical scout visits, script readings, etc.).

  • Appoints the casting agency.

  • Assists in casting decisions—meeting actors and attending theatre performances are important.

  • Books extras.

  • Oversees the set operations close to the plateau.

  • Directs 2nd unit and stock shots.

  • Inputs cast and crew schedules into the agenda.

  • Assists the director in scene decoupage.

  • Often directs cast tests.

  • Responsible for finding solutions to unforeseen problems during preparation and on set, as the 1st AD has comprehensive information from all departments.


2nd AD

  • The 1st AD’s right-hand person.

  • Manages all computer-based tasks and documentation (technical lists by department, agenda updates, technical analysis, and shooting plan updates). Requests for documents go through the 2nd AD and the documentation team.

  • Manages everything related to the actors: booking rehearsals, tests, and filming; receiving actors on set; escorting them to coffee breaks, dressing rooms, and the set; and managing transport.

  • Updates technical analyses and shooting plans.

  • Books extras.

  • Decoupage and selects extras.

  • Coordinates all charges and communications with departments.


3rd AD or Intern

  • Carries out all tasks assigned by the 1st and 2nd ADs, mainly administrative duties such as photocopying, printing, and sending emails.

  • Manages extras: receives them, escorts them to coffee, dressing rooms, and the set.

  • Marks extras.

  • Assists with cast management when the 2nd AD is overwhelmed.




Exercise – 1st Assistant Director: Short Film “Forever”


You are the 1st Assistant Director of the short film Forever, approximately 10 minutes long, which blends reality and fantasy to explore the psychological impact of domestic violence.

Organise your team (yourself plus three others), describing:

  • Who is responsible for which tasks

  • How responsibilities will be divided regarding casting, extras, documentation, and sets

  • How communication will be managed with other departments

  • How you will handle the non-linear and emotionally complex narrative




Answer?

Everyone has their own way of organising things; here’s how I would approach it so you can compare with your notes.


My Organisation as 1st AD – “Forever” Project

Position

Name/Role

Key Responsibilities

1st AD (me)

General coordination of AD

Technical analysis, filming plan, meetings, scheduling, agenda, set management, 2nd unit direction

2nd AD

Right-hand person / actors and documents

Cast coordination, rehearsal scheduling, liaison with costume and make-up, completing the OD (Organiser Daily)

2nd Auxiliary AD

Support for cast, extras and documents

Assist with casting, scheduling and extras logistics, production checklist, daily logistics

AD Intern

General support and extras

Printing, managing extras on set, café/dressing room organisation, handling physical documents



Detailed Task Distribution


1st AD (me):

  • Conduct the initial technical analysis of the script, especially focusing on the division between reality and fantasy.

  • Prepare the first shooting schedule, considering the subjective transitions between worlds.

  • Coordinate meetings with the director, art department, cinematography, production, and cast.

  • Participate in the technical scout, organising schedules and workflows.

  • Organise the overall shooting and preparation schedule (rehearsals, read-throughs).

  • Prioritise shoot days, taking into account the vulnerability of the subject matter.

  • Supervise the set and oversee 2nd unit filming if necessary (objects, atmospheres, inserts).

  • Ensure a respectful atmosphere on set, aligned with the project’s political and ethical proposal.


2nd AD:

  • Manage all matters related to the actors: contact, scheduling, arrival on set, and transport.

  • Update the daily Agenda, technical analysis, and shooting schedule.

  • Schedule rehearsals with the director and cast.

  • Liaise with dressing rooms, make-up, and costume departments.

  • Welcome the cast on set and accompany them throughout the day.

  • Supervise tests, script readings, and sensitive scenes alongside the care team.


2nd AD Assistant:

  • Support the 2nd AD in managing the cast and extras.

  • Breakdown the extras’ roles (fantasy vs. reality) according to the director’s instructions.

  • Book and confirm extras, ensuring their timely arrival and departure as per the OD (Organiser Daily).

  • Handle daily logistics: transport, catering, and safety protocols.

  • Organise BOMs (Breakdown of Materials) by department.

  • Assist with checking scene elements (props, continuity, etc.).


Intern (3rd AD):

  • Receive extras, escort them to dressing rooms or catering, and position them on set.

  • Assist with organising physical documents (prints, copies, signatures).

  • Accompany the cast when the 2nd AD is overloaded.

  • Support rehearsals and script readings.

  • Responsible for on-set checks (marking positions, silencing mobile phones, etc.).


Communication with Other Departments

  • Conduct departmental meetings with the support of the 2nd AD.

  • Communicate any scene, location, or schedule changes immediately via email and the production group chat.

  • Prepare the daily checklist in collaboration with the 2nd AD and update the Agenda accordingly.

  • Hold briefings before each shooting day with the cast, director, and production team to align mood and ensure safety.


Handling Sensitive Topics

  • For scenes involving abuse or emotional distress, limit the number of people on set to the absolute minimum.

  • Ensure the presence of an intimacy coordinator or, at minimum, provide an emotional support resource for the actor.

  • In scenes with strong subjective content (delirium, temporal confusion), create a calm environment, clearly explain the filming plan, and prioritise the emotional wellbeing of the cast and crew.



Final Summary – My Focus as 1st AD


Technical planning combined with emotional sensitivity. Team organisation with responsibility and clear communication. Fostering an ethical, safe, and collaborative environment. Supporting the production’s political proposal: a cinema of care, listening, and respect.


PHASES OF A FILM


1st PHASE


Soft Pre-Production (SP) or Pre-Pre-Production (RJ)

  • Minimum duration: 3 weeks

  • Participants: Executive Producer, Director, Art Director, Director of Photography, 1st AD, Scriptwriter, Location Producer, Casting Director (or Producer; the term 'Casting Producer' is no longer used, it is now 'Casting Director')

  • Goals to close: Approximately 70% of locations and 70% of cast should be confirmed by the start of pre-shoots


2nd PHASE


Preparation (Pre-Production)

  • The 1st AD acts as the actors’ guardian: knows everything about them — who shares cars, dietary requirements, dressing room arrangements.

  • Script Reading (Team Reading): Conducted with department heads only.

  • Technical Analysis: Listing the requirements for filming each scene. On TV, this is known as the checklist. The Technical Analysis (TA) is a scene-by-scene breakdown where the 1st AD assigns elements from the action/scene rubric to the respective departments. It also identifies responsibilities for unique items (e.g. a specific song or prop).

  • Daily Preparation Schedule: The team’s agenda for organising the shoot, including rehearsals, location visits, TA meetings, script readings, costume fittings, etc.

  • Location Visits: Initial visits typically happen during Soft Pre-Production. The Technical Scout is a detailed visit to chosen locations with department heads. The director discusses the decoupage and shot axes, while department heads raise concerns and technical issues, proposing solutions. If no solution is found, locations may need to be changed. The 1st AD produces the Scout Report after the visit.

    Example: In the film Eduardo and Mônica, a scene was dubbed because it was originally recorded next to a busy road.

  • Technical and Artistic Concept Meeting: Heads discuss artistic concepts, colour schemes, and references — best held during Soft Pre-Production.

  • Character Concept Meeting: Discussion with heads on artistic concepts of characters — ideally in Soft Pre-Production.

  • Visual Concept Meeting (Photography and Art): Best in Soft Pre-Production.

  • Casting Meeting: Discussion of physical requirements for casting — best in Soft Pre-Production.

  • Casting Tests: Conducted during Soft Pre-Production.

  • Meeting with Casting Agency: The 1st AD rarely selects or appoints casting agencies.

  • Finalising Casting Contracts: No scheduling with actors before contracts are signed.

  • Costume Design Approval: The 1st AD assists by defining extras’ profiles — age, gender, profession, and number.

  • Shot-by-Shot Decoupage Meeting: Conducted by the director.

  • Make-up and Costume Tests: Including filmed tests.

  • Production of the Shooting Plan: The 1st AD creates this document detailing the shooting schedule by week and day, including scenes, actors, locations, and times.

  • Technical Scout with Team: Producing the Scout Report.

  • Technical Analysis Meeting.

  • Filming Plan Meeting.

  • Actor Training: Driving, firearms handling, choreography, etc.

  • Rehearsals with Actors.

  • Storyboarding (if any).

  • General Script Reading with Cast: Each actor reads their part.

  • Show and Tell: Presentation of scene props for director approval.


FILMMAKING (Production)

  • Create the shooting agenda — everything filmed must be included in the OD (Daily Organiser).

  • Play the SET — the 1st AD organises the crew and optimises time.

  • Book extras.

  • Book actors.

  • Conduct other necessary meetings.

  • Coordinate 2nd Unit shoots.

  • Shoot stock shots — e.g., landscapes for time passage.


FINISHING (Post-Production)

  • Editing

  • Sound mixing

  • Visual effects

  • Sound editing

  • Colour grading

  • Subtitling and credits

  • Final copy preparation

  • Screening

  • Dubbing / ADR

  • Accessibility features




Practical Exercise – Phases of a Film and the Role of the Assistant Director


Background:You have been hired as 1st Assistant Director on a medium-length feature film, with six weeks of shooting planned. The script alternates between intimate scenes set indoors and more technical exterior scenes, including a moving car sequence and night shoots. The project is currently in Soft Pre-Production.


Part 1 – Phase Identification


Below are various steps that occur throughout film production. Classify each item into the correct phase:

  • ( ) General reading with cast

  • ( ) Screenwriter, director, casting director, AD and location producer are already involved

  • ( ) Implementation of the Filming Plan

  • ( ) Meeting of technical and artistic concepts

  • ( ) Makeup and costume test filmed

  • ( ) Show and Tell (presentation of scene props)

  • ( ) Sound editing and mixing

  • ( ) Closure of 70% of leases

  • ( ) Production of the OD

  • ( ) Technical analysis meeting with departments

  • ( ) Shooting stock shots

  • ( ) Shot-by-shot breakdown meeting with the director

  • ( ) Marking and logistics of extras

  • ( ) Technical scout with department heads

  • ( ) Subtitling and final copy


Part 2 – Planning Challenge


Imagine you are in the second week of Soft Pre-Production, and the director wishes to schedule the first rehearsal with the main cast. However, two actors' contracts have not yet been signed, and the executive producer is out of town.


Question:Would you, as 1st AD, schedule the rehearsal regardless? What would you do in this situation?


Part 3 – Soft Pre and Pre-Production Schedule


Create a basic two-week schedule considering the following:

  • You are still in Soft Pre-Production, but Pre-Production will begin in 10 days.

  • You need to fit in the following activities:

    • 2 concept meetings (visual and character)

    • 1 casting test

    • 1 script reading with team leaders

    • 1 technical scout

    • 1 casting meeting

    • 1 technical analysis

    • 1 meeting with the extras agency


Question:Organise these activities across the weekdays and provide a brief justification for the order you choose.


Part 4 – Set Situation


During filming, a crucial scene will be shot beside a busy road. Direct sound may be compromised, but this is the only day the two actors are available for this location.


Question:What prior actions and on-set solutions can you propose as the AD to minimise the problem? What type of recording should be planned for post-production?


Part 5 – Technical Response


Define in your own words:

  • What is a Scout Report and who is responsible for writing it?

  • Who completes the decoupage of extras and what should it include?

  • What is the difference between a Storyboard and a Shooting Plan?

  • What are the mandatory elements included on the OD?

  • Why does the AD need to know if two actors share a car?


ANSWERS


Part 1 – Phase Identification

Item

Phase

Justification

1

General reading with cast

Pre-production

Reading with full cast takes place after contracts are signed.

2

Screenwriter, Director, Casting Director, AD and Location Producer

Soft Pre (Pre-pre)

These professionals are involved from the initial pre-organization phase.

3

Implementation of the Filming Plan

Pre-production

It is the responsibility of the 1st AD and occurs with a well-defined script and locations.

4

Meeting of technical and artistic concepts

Soft Pre

Initial creative meetings take place in soft pre.

5

Makeup and costume test filmed

Pre-production

Made with a closed cast, close to filming.

6

Show and Tell (scene props)

Pre-production

Final check and approval with management before filming.

7

Sound editing and mixing

Post-production (Finalization)

Fundamental stages of post-production.

8

Closure of 70% of leases

Soft Pre

Minimum target before pre-production begins.

9

Production of the OD

Production (Filming)

Daily document that organizes the recording routine.

10

Technical analysis meeting

Pre-production

Made with a cut-out script, it involves all departments.

11

Shooting stock shots

Production

Recorded as cover or extra material.

12

Shot-by-shot decoupage meeting

Soft Pre / Pre-production

With the director, essential for visual detail.

13

Marking and logistics of figuration

Pre-production

Decoupage, selection and scheduling of extras.

14

Technical Scout with Department Heads

Pre-production

Important technical step after defining the locations.

15

Subtitling and final copy

Post-production (Finalization)

Final part before screening and delivery.


Part 2 – Planning Challenge

No, the trial should not be scheduled until all contracts have been signed. The Assistant Director (AD) must:

  • Communicate with the Executive Producer (even remotely).

  • Check with the Director if there are alternative activities to maintain the schedule (e.g., rehearsals with other actors, partial script readings, technical meetings).

  • Ensure the production does not legally commit to artists who have not yet signed contracts.

The AD must respect the legal hiring process and propose viable alternative solutions.


Part 3 – Soft Pre-Production and Pre-Production Schedule (Suggested Template)


Week 1 – Soft Pre-Production

  • Monday: Visual Concept Meeting

  • Tuesday: Character Concept Meeting

  • Wednesday: Casting Meeting

  • Thursday: Casting Test

  • Friday: Script Reading with Team Leaders


Week 2 – Pre-Production

  • Monday: Technical Scout with the Team

  • Tuesday: Technical Analysis Meeting

  • Wednesday: Meeting with Casting Agency

  • Thursday: Filming Plan Update

  • Friday: Organisation of First Day’s Agenda


Note: The order should prioritise creative tasks during soft pre-production and technical tasks during pre-production, maintaining balance and viability.


Part 4 – Set Situation: Noisy Location

Expected solutions:

  • Inform Direct Sound and Direction teams about the risk.

  • Arrange for possible dubbing in post-production (ADR).

  • Record the issue in the Technical Scout Report and include it in the Agenda.

  • Plan for long visual takes without direct audio, or reinforce audio capture using lapel microphones plus post-production.

  • Consider requesting a quiet window from local production or changing the recording axis.

  • Present technical solutions and record subsequent actions required for post-production.


Part 5 – Technical Response

Scout Report:Document prepared by the AD after a technical visit with department heads. It records technical needs, problems, solutions, and the visual plan for each location.

Costume Decoupage:Prepared by the Assistant Director. It lists the profile of each extra required for each scene, including age, gender, appearance, quantity, and dramatic function.

Difference between Storyboard and Film Plan:

  • Storyboard: Graphic representation (drawings) of shots as defined by the director.

  • Film Plan: Technical document detailing the shooting schedule by day, scenes, locations, actors, times.


Mandatory Elements on the Agenda:

  • Scenes to be filmed

  • Actors involved

  • Cast and crew schedules

  • Location details

  • Information on transport, catering, technical needs, weather, etc.


Car Sharing Between Actors:

  • Organise transport logistics efficiently.

  • Avoid delays on set.

  • Plan the production schedule and daily commutes.

  • Prevent conflicts or discomfort among professionals.


CINEMATOGRAPHIC TERMS GLOSSARY

Establishing Shot

A general geographical or setting shot used to show the viewer the location.


Stock Shot

Time-lapse or “postcard” shots of locations, often purchased from an image bank.


Record / Locked Camera

A camera that remains fixed (cannot be moved) to allow for time-lapse, jump cuts, or post-production effects (e.g., adding more figures). The Assistant Director (AD) organises the team to have a locked camera on set.


Master Shot

The full scene shot from one angle. It is not a sequence shot, as other shots (angles) exist within the same scene.


Jump Cut

Abrupt cuts within the same shot, usually of action or background, creating a noticeable jump.


Pick Up

A repeated portion of a shot to fix a problem, marked on the slate as e.g. SCENE 04 SHOT 02 TAKE 04 PU (Pick Up).


Check the Gate

Originally analogue: checking the film gate for dirt or damage immediately after recording. Today, this is done by the logger inspecting the memory card.


Blockthrough

Rehearsal of camera and actor movements prior to shooting.


Crop

Reframing a shot, usually during post-production.


Match Cut

A cut between two shots matched by visual or thematic similarity, allowing the viewer to make an obvious connection. (Famous example: the bone-to-spacecraft cut in 2001: A Space Odyssey).


ADR (Automated Dialogue Replacement)

The process of calling actors to re-record lines due to poor original audio. Dubbing, by contrast, replaces the actor’s voice with another’s.


Monitor Flicker / Monitor Battering

Old TV and computer screens were concave and flickered on film. To correct this, the shutter speed or angle must be adjusted (usually recorded at 24fps/48Hz).


Moiré

An interference pattern appearing when filming tight lines or repetitive dots through a lens.


Flare

Light from a reflector or bright source entering the lens, causing a visible glare or haze.


Flip

Mirroring the image horizontally to correct gaze axis or composition.


Call Back

A second audition or test for actors, often after initial casting decisions. In advertising, this is often called an “edited” audition.


Logging

The process of the logger taking camera memory cards, checking files, and organising raw footage.


Mock-up / Mocap

A replica of a real object for filming, e.g., fake ice cream that won’t melt, or covering/removing brand logos for legal reasons.


Pack Shot

A product shot, typically used in commercials.


Merchandising / Product Placement

Inclusion of products or brands within a production, usually requiring brand presence on set.


Shot List

A list of shots based on the director’s decoupage, given to the crew.


Encall

When one sound, usually speech, overlaps another on the soundtrack.


M.O.S

“Mit Out Sound” (without sound), filming without recording audio.


Per Diem

Travel allowance covering meals (usually second meal of the day), laundry, and incidental expenses.


Buy Out

Additional payment to an extra or actor who performs beyond their original contracted shot (e.g., from general shot to close-up).


Side / Scene Block

A reduced format script extract listing the scenes to be filmed on a particular day in shooting order.


Jabá

Pejorative term for working on side projects during paid work hours.


Clearance

Checking if specific background elements (e.g., graffiti) are suitable for filming.


Backlot

A large outdoor studio area where sets are built.


Caneting

Manually changing a schedule sheet when there is no time to print a new one.


Pre-light

Setting up lighting in advance of the shoot day. Requires additional rental time, equipment, and crew. Usually planned during the location scout.


B-roll

Footage captured by an independent camera, usually spontaneous and without the director calling “action”.


Additional Notes

  • Blonde actors should avoid standing in front of green screens to prevent colour interference.

  • Standard global frame rate: 24fps; USA often uses 23.98fps.


Acronyms for Schedule

Acronym

Meaning

ATT

Attention

TBC

To Be Confirmed

TBA

To Be Announced

TBD

To Be Defined

FYC

For Your Consideration

FYI

For Your Information

The 8 Steps in Updating the Technical Analysis (TA)


  1. First update:

    • The first AD prepares the initial TA by analysing the script alone.

    • This version usually generates many questions for the director and department heads.

  2. Second update:

    • After consulting the director and heads of department and receiving their answers.

  3. Third update:

    • When new versions of the script arrive.

  4. Fourth update:

    • During rehearsals with the actors.

  5. Fifth update:

    • When the director’s shot list is ready.

  6. Sixth update:

    • After the location scout report has been produced.

  7. Seventh update:

    • After the Technical Analysis (TA) meeting (at least two days after the scout).

  8. Eighth update:

    • On the eve of the shoot.



EXERCISE

Scene Description:

The scene takes place in the city centre at dusk. A character walks alone along the pavement, looking at shop windows. A group of extras crosses in the background. A general shot of the avenue situates the scene.

Then a close-up shows the character looking at a mobile phone screen. The image is recorded with a fixed camera so more extras can be added digitally in post-production.

The director rehearses camera movements and actors before the shoot. The main shot is filmed in one long take, supplemented later with close-ups. The actress will return to the studio days later to re-record a noisy line.


Questions


  1. The shot used at the beginning to situate the viewer is called:

    a) Master Plan

    b) Sequence Shot

    c) Establishing Shot

    d) Pack Shot


  2. The decision to keep the camera locked and add extras digitally means the shot was made with:

    a) B-roll

    b) Camera Registration

    c) Shot List

    d) Flipped shot


  3. The technical rehearsal of camera and actor movements before filming is called:

    a) Pre-light

    b) Clearance

    c) Blocking / Blockthrough

    d) Logging


  4. The main shot covering the entire scene, ensuring coverage even if other shots follow, is called:

    a) Studio shot

    b) Master shot

    c) Jump Cut shot

    d) Flip Shot


  5. The later studio recording to correct noisy speech is called:

    a) ADR

    b) MOS

    c) Call Back

    d) Pickup


  6. The process of collecting memory cards, checking and organising raw files is:

    a) Logging

    b) Mockup

    c) Buy Out

    d) Moiré


  7. The list of shots based on the director’s decoupage given to the crew is called:

    a) Agenda

    b) Pack Shot

    c) Shot List

    d) Side


  8. The technical term for filming an image without sound is:

    a) Jump Cut

    b) B-roll

    c) M.O.S

    d) Bounce


Answers

  1. c) Establishing Shot

  2. b) Camera Registration

  3. c) Blocking / Blockthrough

  4. b) Master shot

  5. a) ADR

  6. a) Logging

  7. c) Shot List

  8. c) M.O.S



EXTRAS


Definition and Profile

  • Extras are defined by age, gender, and profession.

  • Only figurines and actors with signed contracts can enter the scene.

  • Always consult the director if they object to any extra.

Marking the Appearance

  • Check the frame and camera movement.

  • Mark actions precisely: as soon as there is an action, walk, wait a few seconds, etc.

  • Manage interactions between extras to enhance scene realism.


Types of Fee for Extras

Fee Type

Description

A (Special)

Extras with specific skills (e.g., surfing, juggling, skateboarding), pregnant women, dwarfs, disabled people, models (photogenic), look-alikes, ethnic specificity (Asian, Indian, etc.), children, babies, continuity extras (supporting cast on free-to-air TV), extras who speak (with DRT), nudity or body exposure (bikinis, swimming trunks), stand-ins (resembling actors, wearing non-filmed clothes to mark lighting), and those who must shave/grow hair or moustache.

B

Extras appearing in close-ups or significant focus.

C

Extras in general shots, not clearly visible.

Types of Stunts

Stunt Type

Description

Body Stunt

A stunt double who closely resembles the actor or character.

Action Stunt

A professional specified by the stunt agency with specialised skills to perform actions safely.



EXTRA EXERCISE 1


Scene: EXT – NEIGHBORHOOD STREET – DAY


The sun beats down on the hot asphalt of a vibrant Rio de Janeiro suburb. The sound of motorbikes and street vendors fills the air.A general shot reveals:

  • Street vendors selling glasses, phone cases, and water.

  • A doorman watching from the entrance of an old building.

  • A bicycle delivery man weaving through people and parked cars.

  • Three “hotties from Irajá” walking, laughing, and drawing attention.

  • A “suburban heartthrob” leaning against a lamppost.

  • An elderly couple strolling hand in hand.

  • A real couple exchanging discreet caresses.

  • Casual couples in their 30s-40s shopping and walking.

  • Young couples taking selfies.

  • Two middle-aged men chatting outside a bar.

  • Motorbikes passing by, two of them motorcycle taxis.

  • Cars crossing the frame.

In the background, preparations for the evening begin.


List of Extras

Extra

Notes

Type

Fee

1 bicycle delivery man

Specific skill (cycling)

Special

A

1 street vendor

Background only

General Shot

C

1 building doorman

Possible highlight/interaction

Close-up

B

1 elderly couple (continuity)

Change clothes for nighttime

Continuity

A

1 real couple in love

Possible close-up

Close-up

B

2 couples (50-60)

General plan/setting

General Shot

C

3 “hotties from Irajá”

Visual highlight

Body exposure

A

3 couples (30-40) continuity

Change clothes for nighttime

Continuity

A

2 couples (20-30)

General plan

General Shot

C

2 men (50)

Background

General Shot

C

1 “suburban heartthrob”

Striking look, possible close-up

Close-up

B

2 cars w/ drivers

Minimal prominence

Technique

B

3 motorcycles w/ drivers (2 moto-taxis, 1 regular)

Specific skill (driving)

Special

A

Summary by Fee Type

Fee

Extras

A

Bicycle delivery man, elderly couple (continuity), 3 women from Irajá, 3 couples (30-40 continuity), 3 motorcycles w/ drivers

B

Doorman, real couple in love, suburban heartthrob, 2 cars w/ drivers

C

Street vendor, 2 couples (50-60), 2 couples (20-30), 2 men (50)

EXTRA EXERCISE 2


Scene:EXT – NEIGHBORHOOD STREET – LATE AFTERNOON


Workers, students, and elderly people fill the street. A bus unloads passengers. Suddenly, a robber threatens a woman. Chaos erupts:

  • Two students react, one protecting the other.

  • A young couple hesitates, the man trying to intervene.

  • A bus passenger shouts and confronts the robber but backs away.

  • An elderly man clutches his chest.

  • Witnesses freeze or pretend not to see.

  • Another thief assaults the robber, causing panic.

  • People step back, film with phones, and try to help the elderly man.


List of Extras (15 total)

Extra

Notes

Type

Fee

2 male students (15)

Interact directly (protection)

Special

A

3 women in company uniform (30-40)

Background

General Shot

C

3 men in company uniform (30-40)

Background

General Shot

C

1 young couple (20-25)

Interaction (attempt to protect)

Special

A

1 male bus passenger (40)

Confronts robber

Special

A

2 women (50) w/ shopping bags

Background

General Shot

C

1 elderly couple (60)

Man gets sick during scene

Special

A

Summary by Fee Type

Fee

Extras

A

2 male students, young couple, bus passenger, elderly couple

C

3 women in uniform, 3 men in uniform, 2 women w/ shopping bags


MOVIE MAGIC SCHEDULING (MM)


Technical Analysis (AT) — Usage and Completion Manual

1. How to Activate Movie Magic

  1. No diretório compartilhado (DC), clique no arquivo do Movie Magic.

  2. Confirmação de ativação:

    • Windows: será aberta uma janela.

    • Mac: aparecerá uma barra chamada MM Scheduling.


2. Opening a Project

  • Criar um novo projeto:New Schedule from Template

  • Abrir um projeto existente:Open Schedule


Field

Meaning / Remarks

Header

Initial scene information.

Sheet

TA page number.

Cine

Scene number in the script.

IND/OUT

Indicates whether the scene takes place indoors (IND) or outdoors (OUT).

Set

Scenario name — write in ALL CAPS.

Day/Night

Indicates whether the scene is lit during daytime or nighttime.

Pages

Scene size in the script. Large squares = full pages; small squares = ⅛ pages.

Synopsis

Scene summary. Attention: only write up to the set bar to avoid text being cut.

Script Page

Script page number(s). Example: “1/4” means from page 1 to 4.

Script Day

Day within the story — can be “Day 01” or a specific year.

Location

Location where the scene is filmed.

Unit

First or second unit (not usually filled in in Brazil).

Sequence

Scene keyword (usually not filled in in Brazil).

Est Tempo

Hourly time estimate (can be filled in at TA but usually comes from the Call Sheet).

Comments

General comments about the scene.


Props vs Scenography

  • Props: Objects handled by the actors.

  • Scenography: The set of decorative and visual elements (decoration + set dressing).


8 Steps Before Filling Out the Technical Analysis (TA)


1. Save the Project

  • FILE → SAVE AS

  • Save in the project folder.

  • If the project name is too long, use initials.

    • Example: Your Uninterrupted Brief Presence → TIBP


2. Enter Production Information

  • MENU → DESIGN → PRODUCTION INFO

  • Fill in the required fields.


3. Configure Autosave

  • MENU → EDIT → PREFERENCES

  • Set the autosave interval.


4. Manage Categories (Create, Edit, Translate, Delete)

  • MENU → DESIGN → CATEGORY MANAGER

  • To translate a category: double-click it and edit.


5. Export Files

  • FILE → EXPORT


6. Import Files

  • FILE → IMPORT


7. Set Strip Colours

  • MENU → DESIGN → STRIP COLOURS

  • The 4 universal colours every AD must memorise:

    • INT DAY → White

    • EXT DAY → Yellow

    • INT NIGHT → Green

    • EXT NIGHT → Blue


8. Redesign Sheet Page Numbers

  • Reorganise according to production needs.


Important When Filling in the Header


When entering the information below, press ENTER after each entry so the system registers it correctly:

  • Set

  • Script Day

  • Rental



Tricks for Editing Technical Analysis (TA) in Movie Magic Scheduling


1. Transferring an Element from One Category to Another

  • Double-click the element.

  • The element window will open.

  • In the Element Name field, type:

    • The name of the new category (exactly as it appears in TA), followed by a colon (:).

  • Press Enter to confirm.


2. Replacing the Same Element Across All Categories

  • Go to: MENU → EDIT → FIND/REPLACE.

  • In the window that opens:

    • FIND: type the original name of the element.

    • REPLACE WITH: type the new name.

  • Click FIND, then ALL, and finalise with Enter.


3. Finding a Specific Scene or Page in TA

To find a specific scene:

  • MENU → EDIT → FIND SCENE

  • Click VALUE → Enter the scene number → Click FIND

To find a specific page (sheet):

  • MENU → EDIT → FIND SHEET

  • Click VALUE → Enter the page number → Click FIND


4. Renumbering Character Numbers

Useful when the order of characters is incorrect.

  • MENU → BREAKDOWN → ELEMENT MANAGER

  • Click on CAST

  • Organise the characters:

    • Select each character

    • Use the blue arrows to move them up or down

  • Click the 1, 2, 3 icon to renumber

  • Click OK to finalise


5. Deleting an Element No Longer in TA

  • MENU → BREAKDOWN → ELEMENT MANAGER

  • Select the element

  • Click DELETE


6. Repaginating TA Page Numbers

This uses the X field and involves four steps:

Step 1:

  • MENU → EDIT → PREFERENCES → SCHEDULE PREFERENCES

  • Disable Automatic and set to Manual

  • Click OK (this unlocks the X field)

Step 2:

  • MENU → SCHEDULE → STRIPBOARD

  • Check for out-of-order scenes

Step 3:

  • MENU → ACTIONS → RENUMBER SHEETS

Step 4:

  • MENU → EDIT → PREFERENCES → SCHEDULE PREFERENCES

  • Switch back to Automatic


7. Element Link (Red Chain Icon)

  • Used to link continuity elements between scenes.

  • When one element always appears with another, the link keeps them connected.

  • If the link is removed, existing connections remain, but new links will no longer be created automatically.


HOW TO CREATE, EDIT, VIEW AND PRINT TECHNICAL LISTS (REPORT LAYOUTS)


🔹 Login

  • Always access via: MENU → DESIGN → REPORT LAYOUTS


🔹 Important Notes

  • Always save using the floppy disk icon before viewing an edited list again.

  • If an element is distorting the display, double-click on the NAME box (blue) in the list template and enable:

    • Growable

    • Wrap Text


Creating New Category Lists


Option 1 – Create from scratch:

  • NEW REPORT LAYOUT


Option 2 – Duplicate an existing list (recommended):

  • Suggested: duplicate the Cast List as a base.Steps:a. Select the Cast Listb. Duplicate the sheetc. Rename it with the new list’s named. Click the 4th template icone. Select the category you want


Creating a Cast Contact List

  • MENU → BREAKDOWN → ELEMENT MANAGER

  • Enter the actors’ contact information.


Creating a Photoboard

  • MENU → SCHEDULE → IMAGE MANAGER → SCENES

  • Add as many photos as needed per scene.

To print the Photoboard:

  • FILE → PRINT VIEW → IMAGES

  • Select desired images for the Photoboard

  • Click VIEW


Importing/Exporting Technical Lists


Movie Magic will not open two files simultaneously, close one project before opening another.

  • Export:

    • DESIGN → REPORT LAYOUT

    • Select the list

    • Click the green arrow out of the sheet

    • Save the file

  • Import:

    • DESIGN → REPORT LAYOUT

    • Click the green arrow into the sheet


FILMING PLAN (PF)


🔹 Types of Strips


CINE STRIP

  • INT/EXT, DAY/NIGHT, Scene Number


BANNER STRIP

  • Shooting day number, day of week/month, call time, end of daily rate

  • Any key information from the AD


DAY BREAK STRIP

  • Shooting Day + Total Page Count for the Day


Filming-Related Working Hours


  • 12 hours work

  • 12 hours rest (mandatory by law)

  • 15 min coffee/breakfast upon arrival at set

  • 1 hour lunch/dinner (6 hours after arrival)

  • Night shifts: if filming ends on the 10th at 8 pm, the next night shift can only start on the 11th at 8 am

  • Travel, set deconstruction and compensation must be accounted for


Working Scales:

  • Brazil 🇧🇷: 6x1

  • Europe 🇪🇺: 5x2


6 Steps to Set Up a Filming Plan


  1. Set Calendar Dates:

    • MENU → SCHEDULE → CALENDAR MANAGER

    • Example: tick Preparation Start


  2. Duplicate the Stripboard for PF:

    • MENU → STRIPBOARD MANAGER

    • Duplicate the “Default Stripboard”

    • Keep the original as a draft; the duplicate becomes the Filming Plan


  3. Move Unused Scenes to the Boneyard:

    • MENU → SCHEDULE → BONEYARD or click the bone icon

    • To restore scenes: SCHEDULE → BONEYARD or click the spreadsheet icon with a dash


  4. Configure the Three Stripboard Windows:

    • LAYOUT

    • BOARD

    • CALENDAR


  5. Import/Export Strip Layout


  6. Register Conflict Dates in Red Flag:

    • Click the Red Flag icon

    • Or MENU → SCHEDULE → RED FLAG MANAGER

    • Used for:

      • Actor unavailability

      • Location unavailability

      • Set construction delays, etc.


HOW TO CREATE A FILMING SCHEDULE ACCESS:


Go to: SCHEDULE → STRIPBOARD (Select the “Filming Plan” board).


INSERTING A BANNER (Per diem information):Three ways to insert a banner:

  1. Right-click on the scene → Insert Banner

  2. Click the "T" icon

  3. ACTIONS → Insert Banner


The banner will appear above the selected scene.


CHANGING STRIP COLOURS:MENU → DESIGN → STRIP COLOUR


TYPES OF FILMING:

  • Day: 5 am to 5 pm or 6 am to 6 pm

  • Night: Reversed hours (e.g. 6 pm to 6 am)


INSERTING A “DAY BREAK”:Right-click on the Stripboard → Insert Day Break


PLAN DATA (Example of Scheduling Restrictions):


  • Total: 6 filming days

  • Marlene: unavailable on the 21st and 22nd

  • Ball: unavailable on the 21st, 22nd and 23rd

  • Scene 2A must be filmed before the bedroom scene


DAY OUT OF DAYS (DOD) LIST:Path: MENU → FILE → PRINT VIEW


Meaning:

  • S = Start (first day of filming)

  • W = Work (filming in progress)

  • F = Finish (final day of work)


PRINTING THE FILMING SCHEDULE:FILE → PRINT VIEW → STRIPS


  • Choose your preferred layout → Click VIEW

  • To print in colour: tick Print Strips in Colour


MERGING PDFs:Use an online PDF merge tool.


CALENDAR SPREADSHEET (TIMEPLAN):Path: SCHEDULE → CALENDAR


HOW TO CREATE A SHOT LIST FOR A SINGLE CHARACTER(Technical list known as a Cast Letter)


Step 1 – Filter the character:

  • EDIT → FIND ADVANCED

  • Click ADD → Select the desired CATEGORY and VALUE

  • Under LOOK IN, select: STRIPBOARD

  • Click FIND ALL


Step 2 – Identify scenes:

  • On the Stripboard, the character’s scenes appear in red

  • Hold Ctrl and click on the Day Breaks of the red days


Step 3 – Select layout:

  • DESIGN → REPORT LAYOUT → Cast Card

  • Enter the character’s name


Step 4 – Print:

  • FILE → PRINT VIEW → Cast Card

  • Under Range, tick: SELECTED


OD (Order of the Day)


AUTO ORG:Automatically sets the crew’s call time.


TECHNICAL BREAKDOWN (back of the OD):Path: FILE → PRINT VIEW → REPORT → Verso

OD⚠ Do not leave on ALL → Select DAYS or DATES




EXTRAS

Assistant Director on Open Television – Comparison and Functions


Cinema / TV

Broadcast Television

Notes

Roteiro

Script

On TV, it is divided into chapters rather than a single script as in cinema.

Capítulo / Episódio / Texto

Chapter / Episode / Text

Plano de filmagem

Shooting Schedule

In TV, the recording script already includes the schedule and production notes.

Roteiro de gravação (mistura do PF + parte da frente da OD)

Recording Script (a mix of the Shooting Schedule + front section of the Call Sheet)

Ordem do Dia (OD)

Call Sheet

Daily document with timetable, scenes, and technical requirements.

Análise Técnica

Technical Breakdown

Contains technical notes for each department.

Checklist (parte de trás da OD)

Checklist (back of the Call Sheet)

AD (Assistente Direção)

Assistant Director (AD)

Prepares the shooting schedule, manages actors, coordinates extras. Essential role in organising and coordinating filming.

Assistente de Produção

Production Assistant

Provides logistical support to the AD, focusing on performers.

Gerente de Produção

Production Manager

In TV, combines the roles of AD and executive producer.

Diretor

Director

Divides the script into shots and defines the visual style.

Digitador

Script Logger

In TV, often assists the director with the technical breakdown.

Fiscal de figuração

Extras Coordinator

Administrative role linked to production.

AD

AD

Works alongside the extras coordinator to ensure presence on set.







 
 
 

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