What is pre-production? What are the steps that a filmmaker must take to transfer an idea in their head into a form that is ready to be filmed on camera?
Pre-production is the planning phase where you finalize all of the details of your film (eg., the script, budget, location, actors, and schedule) before you start creating anything. The steps that a filmmaker must take in order to turn an idea into something that is ready to be filmed are: (1) breakdown the script, (2) determine the budget, (3) work out a production schedule, (4) assemble your crew, (5) finish planning, (6) hire talent, (7) rehearse with the cast.
The first step is to breakdown the script. This is a necessary step to take as it lays everything that is required out. This is typically done by having the AD go through the finalized script to create a breakdown of most every detail: times of day, locations, characters, stunts, extras, special effects, props, music cues, costumes, etc. This covers everything from the script on a logistical level and prepares you for what you'll need to put that script into reality.
The second step is to determine the budget. This is the step where you find the pathway to achieve your vision as to the best of your ability (and budget). Figuring out the costs requires research on everything you'll need and you will have to decide where you should allocate funds within your budget. Having a higher budget gives you more leeway and the capability to invest in better tools for your film, but having a lower one means you'll have to get more creative on how you use your money.
The third step is to work out a production schedule. A production/shooting schedule helps you and everyone involved know when and where scenes are being shot. You have to use your time effectively as natural elements such as the weather and daylight may end up working against you and affecting the production.
The fourth is to assemble the crew, which includes the crew and department heads. Some key roles that need to be filled are the director, first assistant director, production manager, cinematographer (or director of photography), casting director, and a production ad costume designer. These departments will expand as the pre-production phase progresses and are vital throughout the making of your film.
The fifth step is to finish all the planning. Typically, each department will work with the line producer (or production manager) to figure out what needs to be done to execute the vision. This stage includes location scouting and securing permits, creating a shot list and storyboard, and figuring out the props and equipment. After these are established the production manager will revise the budget to ensure everything fits. Settings, props, or scenes may have to be revised or even removed in order to fit within your budget.
The sixth step is the hire the talent. This is typically led by the casting director, who will hold auditions for all the roles according to the script breakdown and director's notes. Finding cast who fits the role is important as it is difficult and may subtract from the film if roles are changed to fit the actor.
The seventh step is the rehearsal process. This is a important thing to do before shooting begins as it prepares the cast for their roles and helps to understand the emotion behind their acting. This also gives time for the department heads to go through the final prepping stages to make sure everything is ready. Once this step is complete, you can sent out call out sheets to the whole cast and crew and begin the production phase.