Video Playbook - Upload & Publish - How to Use Metadata

Sep 24, 2026

Video playbook focused on maximizing performance for YouTube videos through a clear workflow from pre-production to post-production. Covers how to upload and publish with the right metadata, including titles, descriptions, thumbnails, tags, keywords, playlists, and interactive elements. Explains distribution and measurement using relevant metrics for performance tracking. Includes a style guide for brand consistency and a practical checklist covering keyword research and script writing, then HD export, filename creation, and an end card template.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages44

Reading Time15 min

AccessFree to download

upload & publish

How to use the right meta data for your video

All the things you need to do & check before you upload & publish

distribute

How to distribute your video on the right channel

measure

How to measure the success of your video

style guide

Maintain brand consistency with templates

how to

01 upload & publish new videos

01.1 keywords research

01.2 writing the script

02 postproduction checklist

2.1 upload your video in HD

2.2 create the right filename

2.3 use end card template

video playbook This playbook will help you maximise performance for all your videos. Let’s do this! disclaimer This playbook is initially developed for everyone who creates and publishes new video content on Youtube, but it will also help to start optimizing existing video content on Youtube. upload & publish How to use the right meta data for your video; titles, description, thumbnails, tags, keywords, interactive elements, playlistsand many more. All the things you need to do & check before you upload & publish a video. distribute How to distribute your video on the right channel? This part of the playbook will explain why, how and where you will reach your audience and make sure you will get the best results. measure How to measure the success of your video? In this part you will find all the relevant metrics you need to focus on to understand the performance of you video. style guide To maintain brand consistency (messaging and visually ) we developed a style guide which includes practical how-to’s and templates. how to 01 upload & publish new videos 01 02 03 04 pre production post production upload checks measurement 01 pre-production checklist Before shooting the video you have to take into account two main topics regarding your video’s ranking. 1.1 keywords research 1.2 writing the script 01.1 keyword research Before shooting the video and writing the script we should have determined which are the primary keywords of the video. Based on keyword research we determine the keywords that should be focused on in the video. Tools we are using in this Fase: ‣ TubeBuddy/VidIQ ‣ Google Search Console ‣ Ahrefs/Keyword planner 01.2 writing the script When we are writing the script we have to be sure the selected keywords are implemented in the script. Adding the keywords into the script gives YouTube an extra signal about relevance of the video about this speciﬁc topic 02 postproduction checklist After hard weeks of pre-production,ﬁlming and editing the moment to export your video is almost there. But before you do that you need to consider the following 3 steps. 2.1 upload your video in hd 2.2 create the right filename 2.3 use end card template 02.1 upload your video in HD It’s important to export your video in the best resolution because the quality has a strong correlation with search rankings. The minimum HD resolution on Youtube is 720p (or 1820x720) . By uploading this resolution or higher, your video will automatically display with a small HD badge.

FAQs

What does the video playbook focus on for improving YouTube performance?

It focuses on maximizing performance across the full process, including upload and publish, distribution, and measurement, supported by practical checklists and templates.

How should keyword research be used before writing the script?

Primary keywords should be determined through keyword research, then those keywords should be implemented in the script to reinforce relevance for YouTube.

What steps are recommended during post-production before exporting and uploading?

Before exporting, it recommends uploading in HD, creating the right filename, and using an end card template.

Sep 24, 2026

Upload by Guten tag