Exhibit G (Business Requirements)

This business requirements exhibit establishes a simple, enforceable structure for defining what must be delivered. It uses a clear priority designation: Mandatory for required deliverables, Optional for nice-to-have items, Not Required for out-of-scope items, and External for third-party dependencies. It also points to functional requirements, so teams can translate goals into concrete actions. This structure helps align production, legal, and operations before work begins.

In a film or video production setting, the matrix can classify obligations tied to production type. For example, labels can mark compliance items for SAG-AFTRA union members, such as first meal timing, daily meal breaks, and rest periods. You can flag cast and crew logistics like transportation, route plans to each location, rehearsal schedules, wardrobe fittings, makeup calls, and screen test sessions.

Items involving a minor can be tagged Mandatory with notes on guardian presence and limited hours. If the main agreement references penalties for non-compliance, the exhibit can show where those risks apply without restating legal terms.

The exhibit supports a practical process. Teams submit updates as details firm up, such as actor availability, week-by-week call sheets, and location access windows. External items may include permits, union clearances, insurance certificates, or a transportation vendor.

Optional items might include a behind-the-scenes film for sales use or a camera test for a new lens package. Not Required markers keep scope tight and avoid drift. This clarity helps production stay on budget and on time.

Example use cases include a union commercial shoot with multiple locations and a tight week of rehearsals; a branded content project requiring wardrobe coordination and makeup across a traveling route; or a training video where sales, production, and post agree on which deliverables are mandatory and which are optional. The same approach works for non-union projects, while still documenting best practices for rest, meal breaks, and safety.

Proposal Kit can streamline this approach. Its document assembly organizes the exhibit and related schedules, automated line-item quoting supports precise scoping, and the AI Writer can build supporting documents like call sheets and requirement lists from your inputs. With an extensive template library and ease of use, teams can standardize requirements and deliver repeatable, professional results.

Beyond defining deliverables, a priority designation system becomes a governance tool. It provides a single source of truth for scope, so producers, legal, and sales can align early on cost, timing, and risk. When the exhibit tags items as Mandatory, Optional, Not Required, or External, leaders can sequence work, allocate budget, and forecast resource needs by production type.

This helps a film team plan cast and crew call times, balance actor availability with rehearsal dates, and lock transportation and route plans to each location. It also clarifies compliance touchpoints for union members, including SAG-AFTRA rules around first meal, rest breaks, and penalties for misses. If a minor is involved, the exhibit can centralize constraints on hours, guardian needs, wardrobe and makeup timing, and school requirements without rewriting the main agreement.

Operationally, the exhibit supports a repeatable process. Departments submit updates against each designation, enabling producers to reconcile the week's schedule with permits, insurance, and vendor capacity. External items can mark agency approvals, soundstage bookings, or a camera test.

Optional items might note a behind-the-scenes clip for marketing. Not Required entries prevent scope creep and keep the production focused. Clear labels reduce late changes and help postproduction plan handoffs, assets, and metadata.

Example scenarios: a multi-location commercial with early call times where first meal windows differ by location; a narrative short that needs a fight rehearsal and stunt safety test; or a social campaign that moves along a travel route and requires portable makeup, wardrobe continuity, and flexible crew rotations. In each case, the exhibit frames what to do, when to do it, and who is responsible, while keeping penalties and compliance visible.

Proposal Kit can help teams implement this structure quickly. Document assembly produces a consistent requirements matrix and cross-referenced schedules, while automated line-item quoting ties Mandatory items to the budget with clarity. The AI Writer can generate supporting documents such as requirement lists, compliance checklists, and scope summaries from your inputs. With an extensive template library and ease of use, teams can standardize contracts and keep production workflows clear and professional.

A simple priority designation can do more than organize deliverables; it can drive accountability and traceability from business goals to functional requirements and acceptance tests. By tagging each item Mandatory, Optional, Not Required, or External, teams create a baseline for scope and a roadmap for approvals. Linking each designation to owner, due date, and acceptance criteria helps production and sales forecast resources, budget, and timelines by production type. It also supports risk planning, so leaders can model schedule impact and cost exposure if a dependency slips.

In scripted and unscripted film work, this structure clarifies who does what, when, and where. Producers can map each location to its transportation plan and route, identify crew call windows, and sequence rehearsals, fittings, and makeup without conflict. For union projects, sag aftra compliance can be flagged at the requirement level: first meal, rest periods, turnaround, and any penalties.

Items for a minor can carry distinct rules on hours and guardian presence. When an actor needs a camera test, wardrobe review, or dialect coaching, those entries become traceable tasks tied to a specific week.

Operationally, the process works when teams submit updates on status and changes through a simple cadence: daily during shoot days, weekly in prep, and post-mortem after wrap. External items might include studio bookings, permits, and vendor deliverables. Optional entries can cover behind-the-scenes content for marketing, while Not Required items remove distractions. This helps prevent scope creep, protect the schedule, and keep the cast and crew focused on the shots that matter.

Example situations include a docu-style series moving city to city with route plans and pop-up locations; a commercial that must coordinate union members across two units, each with separate meal windows; and a music video that needs a stunt rehearsal and lighting test before shoot day. The same structure works for corporate videos, where sales and production align on usage rights, cuts, and handoff materials without confusion.

Proposal Kit can help you operationalize this approach. Its document assembly produces consistent requirement sets, automated line-item quoting ties Mandatory scope to budget, and the AI Writer can write supporting checklists, matrices, and summaries from your inputs. With an extensive template library and ease of use, teams can standardize contracts and keep complex productions clear, compliant, and on schedule.

Writing the Exhibit G (Business Requirements) document - The Narrative

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