How to create video case studies for funding

Video case studies really bring a subject to life much more than a document ever will. Better Connect wanted a video case study to help them gain funding for their RISE project. They wanted a 3 minute video case study highlighting the impact the project had in its first year.

RISE (Reducing Inequalities, Supporting Employment), is a support programme for adults in North Yorkshire and York who are currently out of work and have barriers to engaging with employment and/or training.

The video was initially to be used as part of a larger presentation to help Better Connect gain further funding for the project. Subsequently, the video was used as part of a social media campaign by Better Connect.

Filming the video case study

The video was shot on location at York Learning offices in the City of York Council building and involved interviewing three people on their experiences taking part in and delivering the RISE programme.

Hannah Prole of Better Connect interviewed the participants as part of her Impact report for the organisation.

We chose three locations in the office to film the interviews to ensure that we could give the video some pace and keep the interest of the viewers. In addition, we shot lots of ‘B Roll’ footage to help break the talking heads up and provide atmosphere.

Editing the video to bring it to life

Once the filming was complete we edited the video together to show the flow of the project and keep the video to the desired length as set out in the brief. This involved us listening very carefully to all the footage we had to pull out the most impactful segments of the interviews. To keep the video moving along we intercut some of the “B Roll” footage we took and changed the position of the people being interviewed.

Once we had the interviews storyboarded so that we had a good flow, we needed to edit them for colour and placement, zooming in and reframing shots where needed to ensure we had a consistent feel to the overall production.

This version then went over to Hannah at Better Connect as a first draft for approval.

video case studies for funding

Adding graphics, sound and captions

Following a few tweaks to this draft, we then applied opening and closing graphics to the video and applied background music which helps viewers stay engaged.

We also supplied a thumbnail image which works as a placeholder for social media channels and YouTube.

Once this version was approved we added closed captions to the video. These are important for several reasons.

Captions are vital for inclusivity and accessibility.

A large percentage of videos on the internet are watched in silence so adding captions helps with viewing time.

We also supplied Better Connect with a version of the video with ‘Burned in’ captions. Caption files are normally supplied separately so that channels can enable users to turn them on and off.

As Better Connect were showing the video as part of a larger presentation they needed to ensure the captions would play as a default, this is exactly what ‘Burned in’ captions achieve.

video case studies for funding

Video case study results

At the time of writing Better Connect has only just had their presentation so they don’t know if their funding bid has been successful yet.

However, our feedback is that the video was very well received and the meeting overall was very positive.

The video has now been shared on social – LinkedIn, Facebook and Instagram. It is gathering lots of comments and views which is helping to spread the message about the RISE programme and gaining new participants to the scheme.



  • 1 x HD video with burned-in captions, usable for TV and screen projection
  • 1 x HD video
  • 1 x SRT captions file which is compatible with all social media channels
  • 1 x Bespoke thumbnail image
  • All raw footage, including B Roll, from the video shoot

It was a pleasure to work with The Marketing Optimist on this project. It felt like a true collaborative effort on the day and they made the interviewee's feel at ease whilst talking about their journey on our RISE programme. The final video was professional and engaging, we have received great feedback around the quality and creativity of the case study. Including the video in our presentation made it come to life, with real humans sharing their stories, so thank you to the Marketing Optimist!

Hannah Prole

Impact Manager, Better Connect Limited

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