← Instructional Design · Project Management · Visual Information
Case Study
For fourteen years in independent film and television, a large part of my job happened before the camera rolled: getting a new crew ready to act on a plan that only a few people held. I turned that work into three online training samples, set on one fictional production. A branching scenario covers a production assistant’s first day. A job aid and micro-course teach the call sheet. A set safety orientation comes with a plan for proving it worked.
Film sets train people constantly, but almost never on paper. A new PA is handed a walkie and a corner and learns by getting it wrong in front of the crew. Everyone gets the call sheet, and most new people read one line of it. Safety training on a small shoot is the 1st AD talking for two minutes at call. I’ve run that training for years, in person. None of it was in my portfolio, which until now showed learning design only for a tabletop game.
So the samples had two jobs. They had to show the range of instructional design a hiring manager looks for: scenario-based learning, performance support, compliance training and evaluation. And they had to carry the real practice of a set, not a classroom version of it.
Needs judgment on day one: the radio, the lockup, where to stand, who they work for, when to stop work.
Needs to find their own information on the call sheet, fast, before dawn.
Need to catch a draft call sheet’s errors before the crew sees it.
Cast and background included: the few rules that prevent most injuries, the calls the crew shouts, and permission to stop work.
Those are three different kinds of learning, so they got three different formats. Judgment under pressure is practised, not read, so it became a branching scenario. Finding information fast is performance support, so the call sheet itself became the job aid. And safety training only matters if it changes what people do, so that sample came with a way to measure behaviour.
All three samples are set on Last Light, a fictional non-union indie feature in the US. The same 1st and 2nd ADs, key PA, lead actor, streets and diner recur. The call sheet a learner reads in the second sample is for the day after the first sample, and the safety hazard hunt takes place in the diner that call sheet sends the crew to. Someone who takes all three meets one shoot, not three exercises.
The samples needed a look that wasn’t the game’s, so I used my own studio’s. Every colour and typeface was measured from savagelightstudios.com and its logo, then written up as a style guide and one shared style sheet. The logo’s red became “ember”, kept for consequences and hazards only and always paired with a label, so meaning never depends on colour alone. Every text colour passes WCAG AA on the dark page.
The PA scenario is one shooting day in six scenes, from call time to wrap. Every decision offers a best answer, a tempting answer that costs something, and a real beginner’s mistake. The learner sees what happens on set first, then reads the rule. Three meters track crew trust, schedule and safety. A new PA who gets it wrong on a real set is corrected, not fired, so a mistake leads to a recovery scene and the day carries on. I asked for the actors’ eyelines to be part of the lockup scene, and for top-down set maps where the learner taps where to stand. The debrief ends with a one-page card to keep.
Speed never beats safety. Two test runs with the same crew trust end differently because of one safety call, and a low Safety score decides the ending on its own.
Everyone on a set already has the call sheet, so the sample teaches people to use it rather than replacing it. One full Day 2 sheet is used three ways. First it’s the practice field: eight questions people really ask, each asked as a different crew member, answered by tapping the sheet. A wrong tap explains what the learner tapped, so every miss teaches a section. Then the same sheet becomes the job aid, with every section numbered and keyed, and prints as a PDF. I added a second part for new ADs and producers: tomorrow’s draft, with four planted errors to find before the crew sees it.
The content is what I’ve done on sets for years. But anything a crew member would repeat on set was still checked against industry sources before it was taught: the cast status codes, page counts in eighths, the calls crews shout, and the sandbag rule. Two calls were corrected. “Points!” warns of gear with sharp or pointed ends, not anything heavy. “Striking!” is called when a light switches on or off, not only on. Where practice is the authority, as with the radio terms and the 10-hour turnaround, the call was mine.
The safety orientation is for everyone on the show, cast and background included: seven short lessons, each ending on one rule. Its centre is a hazard hunt on a top-down map of the diner set. Eight things are unsafe, and two are set up properly. Tapping a hazard gives the fix; tapping a correct set-up says why it’s fine. A hunt with only hazards teaches people to see danger everywhere. The correct set-ups teach what a safe set looks like.
A crew can pass the quiz and still run cable across a doorway at 6 a.m. So the evaluation plan covers all four Kirkpatrick levels but is built around Level 3: a ten-minute set walk by the 1st AD on days 1, 3 and 10, against a ten-item checklist. The 1st AD owns it and reports to the producer, using only what a small production already has. The plan also says how to read the results. Near-miss reports should rise in week one if the training works, because people start reporting, and fall afterwards as hazards are fixed.
Each sample ends with a printable piece in a print version of the brand: white paper to save ink, and navy in place of cyan so text holds its contrast. The call-sheet job aid is printed from the course page itself, so the two can’t drift apart. Every page works on a phone, from the keyboard and with a screen reader. Each also reads in order as a plain script when JavaScript is off.
All three samples are live in the film section of my eLearning samples: Your First Day as a PA, Reading a Call Sheet and the Set Safety Orientation with its evaluation plan.
The content is field-tested. It’s what I’ve taught crews on real sets for fourteen years: day-one PA training, radio discipline, lockups, reading and checking call sheets, and the safety meeting at call. What’s new is the format. These online versions haven’t yet been run with a crew, so there’s no learner data yet. When they are, the evaluation plan says exactly what to collect.
| Subject, content and design decisions | Me, from fourteen years producing film and television |
| Terms checked against | SetHero, StudioBinder, Careers in Film, MovieMaker, Filmustage, Film Training Manitoba and No Film School |
| Package Deliverables and drafts | Claude (AI assistant), checked by me |