---
name: subject-research-brief
description: "Generates a structured research brief on a documentary subject before the first filming session, covering their background, their relationship to the film's subject, their on-camera track record, and the areas most likely to yield compelling material."
status: stable
category: tv-documentary
subcategory: pre-production
version: 1.1
eval_score: 4.60
tags: [documentary, pre-production, research, subjects, interview-prep]
---
# Subject Research Brief

## What This Skill Does
Generates a structured research brief on a documentary subject before the first filming session, covering their background, their relationship to the film's subject, their on-camera track record, and the areas most likely to yield compelling material.

## When To Use This Skill
- You are about to begin filming with a key documentary subject and want to ensure the production team is fully prepared
- You have agreed access with a subject but know relatively little about them and need a research framework
- You are a director preparing for an extended observational shoot and want to anticipate the themes and tensions most likely to emerge
- You need to brief a producer or researcher who will conduct a preliminary interview before the director joins

## What You Need To Provide
**Required:** The subject's name, professional or personal role, and why they are relevant to the documentary
**Optional:** Any existing media coverage or prior interviews with the subject; their relationship to other key subjects in the film; known biographical details; the film's tone and approach; any sensitivities the production is aware of

## How the Assistant Approaches This
1. Profiles the subject's background relevant to the film's subject — their experience, expertise, personal history, and what makes them a compelling lens for the story
2. Assesses the subject's on-camera track record: how they typically present in interviews, whether they are guarded or open, whether their public statements show consistency or contradiction over time
3. Identifies the narrative territory most likely to yield strong documentary material: the experiences, relationships, or turning points in their life that connect most directly to the film's themes
4. Recommends how to approach the first filming session: what to establish early, what to save for later, and any sensitivities that need careful handling
5. Closes with a "Next Step" note: what to do immediately before the first session (review any prior footage of the subject, brief the crew on the sensitivities, or run interview-question-generator to prepare specific questions for the initial filmed conversation)

## Output Format
Structured brief, 700–1,000 words. Sections: Subject Profile, Relevance to Film, On-Camera Assessment, Key Narrative Territory (3–5 areas), First Session Approach (including a numbered, time-boxed plan for day one — see template below), and Sensitivities. Professional, conversational register — written to be read quickly before a shoot, not filed as a formal document. Output ends with a "Next Step" note: what to prepare before the first session, whether to run interview-question-generator for opening questions, and whether to review available prior footage of the subject before arriving on location.

## First Session Approach Template
The First Session Approach section MUST include a numbered, time-boxed plan for day one with practical steps the production can follow without further interpretation. Adapt the time allocations to the subject's expected register (more cautious subjects need more observational time before any filmed interview; more open subjects can compress the plan), but the plan must always include:

1. A pre-call the day before (timing, crew names, consent re-confirmation, one human question, and an open invitation for the subject to flag anything new).
2. A no-camera arrival window (introductions, walkthrough of the day on paper, no equipment unpacked).
3. A first observational filming block in a competence environment (the subject doing what they ordinarily do).
4. A shared meal or break with the subject, no cameras, listening for what comes up unprompted.
5. An optional walk-through of a meaningful nearby location, observational only.
6. A light, present-day-only interview at the end of the day — explicitly holding back the most sensitive questions for later sessions.
7. An end-of-day debrief with the subject (how was that, anything to do differently next time).
8. A separate same-evening crew debrief that updates the Key Narrative Territory section based on what was actually said.

The plan must specify which steps require cameras and which do not, and must explicitly name at least one topic to hold back from the first session.

## Quality Criteria
- [ ] Subject profile is specific to information relevant to the film, not a general biography
- [ ] On-camera assessment is based on available evidence (prior interviews, public statements) with appropriate uncertainty where no track record exists
- [ ] Key narrative territory section identifies specific, filmable areas rather than general themes
- [ ] First session approach gives practical guidance on how to open the filming relationship
- [ ] Sensitivities section is specific — names the actual concern, not a generic flag
- [ ] Output includes at least one concrete next action the user can take immediately (review prior footage, run interview-question-generator, or brief the crew on identified sensitivities)

## Example

### Input
Documentary: A feature about the long-term effects of corporate downsizing on a former manufacturing town — twenty years after the plant closures, who stayed, who left, and what the community became
Subject: Gerald Marsh, 64, worked at the main plant from age 18 until it closed when he was 42. Still lives in the town. Now runs a small auto repair workshop. Was briefly a union representative during the plant's final years.
Prior media: One 5-minute local TV interview from 2004 about the closure; no subsequent media appearances.

### Output

**Subject Research Brief — Gerald Marsh**
*Documentary: Manufacturing Town 20-Year Retrospective*

---

**Subject Profile**

Gerald Marsh entered the plant at 18, spent 24 years on the floor, and was part of the union during the closure period. His working life was built entirely within a single institution before it disappeared beneath him at 42. He chose to stay in the town rather than follow many of his coworkers who relocated. He now runs his own business — a significantly different relationship to work than the plant offered. He is, at 64, old enough to have full retrospective perspective on the closure and young enough that its aftermath is still his active present.

---

**Relevance to Film**

Gerald represents the film's core question from the inside. He is not an economist or a sociologist explaining what happened; he is someone it happened to who then made a choice (to stay) that the film will interrogate. His union background means he has both a political framework for understanding the closure and a personal stake in how that story is told. His current business gives the film a present-day anchor — he is not living in the past, but the past is living in him.

---

**On-Camera Assessment**

Gerald's only prior media appearance is a 2004 local TV interview. In that footage, he speaks in measured, controlled terms about the closure — clearly someone who has processed this experience rather than someone still in emotional reaction. He is articulate but careful; likely to avoid dramatic statements without trust. He will probably not be a natural confessional interview subject early in filming. His register will likely open up over time, through repeated filming, or through being in specific places (the plant site, the union hall if it still exists) rather than sitting for formal interviews.

Expected strength: strong on factual and historical detail, credible authority on the working conditions and closure process.
Expected challenge: getting beyond the well-worn story he has likely told many times to find the version that still has feeling in it.

---

**Key Narrative Territory**

1. **The decision to stay:** Why did he stay when others left? What did he think the town would become, and how does that compare to what it did become? This is likely the film's central question in personal form.

2. **The union period:** What it was like to be a union representative during a closure — the responsibility, the futility, the relationships with management and workers. This period likely contains the most specific and unresolved material.

3. **The first years after the closure:** What did he do in the gap between the closure and opening the workshop? This period is probably underreported in the 2004 interview and may contain significant emotional and practical complexity.

4. **His relationship to the town now:** Who is still there, who is gone, what is lost that cannot be named, what unexpected things have survived or grown. A walk through the town with him — not a sit-down interview — may be the best way to access this.

5. **What he would say to the executives who made the decision:** This is a high-value question to save for later in production, not to ask in the first session.

---

**First Session Approach**

Open observationally. Don't lead with the emotional weight of the closure story. Spend time in the workshop first — let him be in his expertise and competence before asking him to be vulnerable. The initial filmed conversation should establish his working life now, his relationship to the town today, and what a normal week looks like. This is also the production's opportunity to establish that you're interested in the whole person, not just the tragedy.

Save the union period and the "why did you stay" question for a formal interview after at least one or two observational filming sessions.

**Practical first-session steps (concrete plan for day one):**

1. **The day before — pre-call (15 minutes, voice or video, no crew):** Confirm timing, walk through what the day will look like, name the crew by role. Re-confirm the consent agreement; flag that no editorial decisions are made on the day. Ask one human question that has nothing to do with the film. End with: "Is there anything that's come up since we last spoke that you'd want me to know before we arrive?"
2. **Arrival (first 30 minutes, no cameras):** Bring coffee. Crew introduces themselves individually, by role. The director sits with the subject and walks through the shoot day on paper. Cameras stay packed during this conversation.
3. **First filmed material — observational (60–90 minutes):** Camera on Gerald in the workshop doing what he ordinarily does. No interview. The director observes, the producer takes notes on themes Gerald raises unprompted (these are gold for later interviews). Sound recordist captures wild track of the workshop ambient sound.
4. **Lunch break together (no cameras, 45–60 minutes):** Eat with him, not separately. The director asks about how the day is going and listens. This is when most subjects mention things they were too cautious to say on camera. Note what comes up — but never film these moments without explicit permission.
5. **Walk-through of a meaningful nearby location (45 minutes):** A short observational walk — to the plant site if accessible, to the union hall if it survives, or simply through his block. Walking subjects talk differently than seated subjects. Camera follows; no interview questions, only invitations ("Tell me about this corner").
6. **Light interview (45 minutes max, seated, end of day):** The director's first formal questions cover the present and the recent past only — the workshop, his current routine, his relationship to the town today. The closure, the union period, and the "why did you stay" question are explicitly held back.
7. **End-of-day debrief with the subject (15 minutes, no cameras):** "How was that for you? Anything that surprised you about the process? Anything you'd want to do differently next time?" Listen for signals about pacing, sensitivities, and what the subject is bracing for in future sessions.
8. **Same-evening crew debrief (30 minutes, separately):** Director, DP, and producer note three things: what landed visually, what themes Gerald introduced unprompted, and what to schedule next. Update the Key Narrative Territory section based on what was actually said.

These steps are calibrated for a subject likely to be guarded; for a subject who is naturally open, the production can compress steps 3–6 into a single longer block. The principle holds either way: the first day's job is to make the second day possible.

---

**Sensitivities**

Gerald was a union representative during a period that ended in failure — the plant closed despite the union's efforts. Be aware that he may carry complicated feelings about that role, including a sense of responsibility for what he couldn't prevent. Do not frame the closure as a failure of union organizing; let him place his own judgment on that period. Similarly, avoid implying that staying in the town was a lesser choice than leaving — the film's job is to investigate that question, not to assume an answer.

**Next Step:** Review the 2004 local TV interview footage before arriving on location, with the director and producer watching together to align on Gerald's likely register and the ground he has already publicly covered. Then run interview-question-generator to draft the seated 45-minute interview questions for day one (workshop / present-day register), and brief the crew on the union-period sensitivity flag before any filming begins.

## Known Limitations
- This brief is based on the information provided and any prior public record. For subjects with no media history, the on-camera assessment will be thin — the brief will note this limitation and recommend approaches for building the filming relationship from scratch.
- Pre-production research can identify likely narrative territory but cannot predict what a subject will and will not discuss on camera. Subjects frequently surprise in both directions.
- Sensitivities identified here are based on the subject's documented history. Personal or psychological factors the production is not aware of will not appear in this brief.

## Related Skills
- [character-arc-planner](../../development/character-arc-planner/SKILL.md)
- [location-scout-brief](../location-scout-brief/SKILL.md)
- [interview-question-generator](../../scripting/interview-question-generator/SKILL.md)