The Complete Guide to Documentary Filmmaking in 2026

By BlockReel Editorial Team Guides, Documentary, Production
The Complete Guide to Documentary Filmmaking in 2026

Executive Summary

Documentary filmmaking is the art of capturing truth through a subjective lens. Unlike fiction, you work with reality, which means reality can refuse to cooperate, change its mind, or sue you. This guide draws from the methods of masters like Werner Herzog, Frederick Wiseman, Laura Poitras, and the Maysles brothers to provide a comprehensive framework for creating documentaries that matter.

You will learn how to build trust with subjects over months or years, secure funding from organizations like ITVS, Sundance Documentary Fund, and Catapult Film Fund, navigate the ethical minefields of informed consent and fair representation, and position your finished film for distribution across festivals, streaming platforms, and theatrical releases.

This is not a guide about the latest AI tools or speculative technology. Documentary filmmaking in 2026 looks remarkably similar to documentary filmmaking in 1996: you need a camera, access, time, and the patience to wait for real moments to unfold.

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Table of Contents

- The Six Documentary Modes

  • Access: The Documentary Currency
  • Ethics and Informed Consent
  • Pre-Production and Research
  • Equipment for Documentary Work
  • Interview Techniques That Work
  • Observational Filmmaking
  • Production Sound for Documentary
  • Funding Your Documentary
  • The Edit: Finding the Story
  • Distribution Strategy
  • Case Studies
  • Key Takeaways

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    The Six Documentary Modes

    Bill Nichols identified six primary modes of documentary filmmaking, and understanding them helps you choose the right approach for your story.

    Poetic Mode prioritizes mood, tone, and visual associations over linear narrative. Films like Koyaanisqatsi (1982) and Baraka (1992) use imagery and music to evoke emotional responses without traditional storytelling structures. If your subject is better felt than explained, this mode may serve you.

    Expository Mode is what most people picture when they think "documentary." A narrator (often called the "Voice of God") guides the viewer through an argument or explanation. Ken Burns built his career on this mode, combining archival footage, photographs, and expert interviews with a clear narrative through-line. Nature documentaries from BBC and National Geographic typically employ this approach.

    Observational Mode attempts to capture life as it happens, with minimal filmmaker intervention. Frederick Wiseman has spent six decades perfecting this approach. His films like Titicut Follies (1967), High School (1968), and City Hall (2020) contain no interviews, no narration, and no music (except what occurs naturally). Wiseman himself dismisses the term "fly on the wall" as naive: "There's no such thing as unbiased documentary," he has noted. "The bias is built into the selection of what to shoot and what to include."

    The Maysles brothers pioneered Direct Cinema with films like Grey Gardens (1975) and Salesman (1969), following subjects for extended periods to capture authentic behavior. This approach requires enormous patience (Wiseman typically shoots 100+ hours for a 3-hour film) and a willingness to be surprised by what emerges.

    Participatory Mode acknowledges the filmmaker's presence and often makes it central to the story. Michael Moore's films (Roger & Me, Bowling for Columbine) exemplify this approach, with Moore as an on-screen character confronting his subjects directly. Nick Broomfield's work (Biggie and Tupac, Kurt & Courtney) similarly foregrounds the filmmaking process itself.

    Reflexive Mode draws attention to the construction of documentary itself. Man with a Movie Camera (1929) by Dziga Vertov remains the definitive example, explicitly showing cameras, editors, and the filmmaking apparatus. Joshua Oppenheimer's The Act of Killing (2012) takes this further by having perpetrators of genocide reenact their crimes in various film genres, forcing audiences to confront how cinema shapes our understanding of history.

    Performative Mode emphasizes subjective experience and emotional truth over objective representation. Marlon Riggs' Tongues Untied (1989) and Trinh T. Minh-ha's work challenge conventional documentary assumptions about truth and representation.

    💡 Pro Tip: Most successful documentaries blend multiple modes. Won't You Be My Neighbor? (2018) combines expository narration with observational archival footage. Honeyland (2019) uses observational techniques within a carefully constructed narrative arc. Don't feel bound to a single approach.

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    Access: The Documentary Currency

    Access is everything. Without it, you have nothing to film. Gaining and maintaining access requires understanding what you're actually asking of people.

    What Access Really Means

    When you ask someone to participate in a documentary, you're asking them to:

    - Let a stranger observe their life during vulnerable moments

  • Trust that you'll represent them fairly
  • Accept that the final edit is entirely your decision
  • Live with that representation permanently

    This is an enormous ask. Subjects who agree quickly often have agendas of their own, which isn't necessarily bad but should inform your approach.

    Building Trust Over Time

    Laura Poitras spent two years in email contact with Edward Snowden before he leaked the NSA documents that became Citizenfour (2014). The filmmakers behind Making a Murderer (2015) spent ten years with the Avery and Dassey families. Hoop Dreams (1994) followed two students through four years of high school.

    Extended access changes everything. Subjects forget the camera. They stop performing. Real moments emerge. Steve James, director of Hoop Dreams, has described the turning point as the moment when subjects stop asking when filming will end.

    Access Strategies

    Start with intermediaries. Before approaching your primary subjects, connect with people in their orbit: colleagues, family members, advocates. They can vouch for your intentions and explain what participation involves.

    Be transparent about your intentions and biases. Subjects who discover mid-production that you have a particular point of view will feel betrayed. This doesn't mean you must be neutral (no documentary is neutral), but you should be honest.

    Give before you take. Spend time with subjects off-camera. Help with small tasks. Attend events as a guest, not a filmmaker. Build a relationship that exists independent of the film.

    Establish clear boundaries. Subjects should know what they're agreeing to: how long will filming take? Will you need access to their home? Their workplace? Their family members? Put agreements in writing, not to protect yourself legally (though that matters too) but to ensure mutual understanding.

    💡 Pro Tip: The subjects who initially refuse are often the most important. Don't give up after one "no." Return months later. Show them footage of what you've captured. Demonstrate that you're serious about telling this story with or without them (but preferably with them).

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    Ethics and Informed Consent

    Documentary ethics have no universal rules, only principles that must be applied case by case. The Documentary Producers Alliance has developed guidelines that provide a useful framework.

    Informed Consent

    Consent must be ongoing, not a one-time agreement. A release form signed at the beginning of production doesn't cover revelations that emerge later. If your documentary takes an unexpected direction, or if subjects reveal information they later regret sharing, you face ethical decisions that no contract can resolve.

    The power imbalance is inherent. You control the edit. You decide which moments represent them and which end up on the cutting room floor. Subjects can withdraw consent at any time, but practically speaking, their leverage diminishes once you have compelling footage.

    Compensation

    Paying subjects is controversial. Some documentarians refuse on principle, arguing that payment creates transactional relationships and encourages performance. Others argue that asking people to give their time, emotional energy, and privacy without compensation is exploitative, particularly when the film may generate revenue.

    If you pay, be transparent about it. If you don't pay, don't exploit your subjects' financial desperation to extract access.

    Vulnerable Populations

    Children, people with mental illness, incarcerated individuals, and those in crisis deserve additional protection. They may not fully understand the implications of participation or may lack the capacity to give meaningful consent.

    When filming children, consent from parents or guardians is legally necessary but ethically insufficient. The child's assent matters too. A 12-year-old whose parents signed a release but who clearly doesn't want to be filmed presents an ethical problem, regardless of what the law permits.

    The Subject Review Question

    Should you show subjects the film before release? Arguments against: it compromises editorial independence and opens the door to endless revision requests. Arguments for: it's respectful, catches factual errors, and prevents surprises that damage relationships.

    Many filmmakers offer a middle path: subjects can view footage of themselves (not the entire film) to flag factual inaccuracies, but final editorial control remains with the filmmaker. This must be agreed upon in advance.

    💡 Pro Tip: Document your ethical decisions in writing, even if only for yourself. When critics later question your choices, you'll have a record of your reasoning. This protects you professionally and helps you maintain consistency across multiple projects.

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    Pre-Production and Research

    The research phase separates adequate documentaries from exceptional ones. Every hour of research saves multiple hours of wasted production time.

    Understanding Your Subject

    Before approaching anyone, exhaust public sources. Read everything written about your subject. Watch every video. Listen to every interview. Search court records, property records, corporate filings. This serves multiple purposes:

    - You discover angles no one has explored

  • You identify the key players and potential interview subjects
  • You avoid asking subjects to repeat stories they've told dozens of times
  • You demonstrate seriousness when you finally make contact

    Building a Treatment

    A documentary treatment differs from a fiction screenplay. You're describing a film that doesn't yet exist about events that may not yet have happened. Focus on:

    - The central question or conflict

  • The characters you plan to follow
  • The access you have (or plan to secure)
  • The visual approach
  • The emotional arc you anticipate (knowing it may change)

    Keep it under 10 pages. Funders and commissioners receive hundreds of treatments; they won't read long ones.

    Location Scouting

    Even observational documentaries require scouting. You need to know:

    - Where the light comes from and when it's best

  • What background sounds will compete with dialogue
  • Whether you have permission to film and from whom
  • What your crew can realistically access with equipment

    Visit locations at different times of day. Observe traffic patterns, noise levels, and lighting changes. Identify potential filming challenges before you're on the clock with a crew.

    Assembling Your Team

    Documentary crews are typically small. A director, cinematographer, and sound recordist can handle most situations. Larger crews change the dynamic: subjects become more self-conscious, access becomes more complicated, and costs escalate.

    Choose collaborators who understand documentary's particular rhythm. Narrative DPs accustomed to lighting setups and multiple takes may struggle with the "shoot now, light never" reality of observational work.

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    Equipment for Documentary Work

    The best documentary camera is the one you have when something happens. That said, equipment choices affect what you can capture and how.

    Cameras

    The Sony FX6 has become a documentary standard for good reason: it's compact, handles low light beautifully, and offers internal 4K recording. The Canon C70 provides similar capabilities with Canon's color science. Blackmagic cameras offer exceptional image quality at lower price points but with trade-offs in autofocus and low-light performance.

    For run-and-gun documentary work, prioritize:

    - Autofocus reliability: When action happens, you can't miss it for focus pulls

  • Low-light sensitivity: Documentary moments don't wait for lighting setups
  • Size and weight: A smaller camera means longer shooting days and less intimidating presence
  • Recording format: Internal recording simplifies workflow; external recorders add failure points

    Mirrorless cameras (Sony A7S III, Panasonic S5 II) work for many documentary situations and cost significantly less than dedicated cinema cameras. Their limitations show in extended shooting scenarios and professional post workflows.

    Lenses

    A fast zoom (24-70mm f/2.8 or equivalent) handles 80% of documentary situations. It lets you reframe without lens changes when action is happening. Supplement with a wide prime (24mm or wider) for confined spaces and a short telephoto (85-135mm) for intimate moments from a distance.

    Prime lenses offer better low-light performance and shallower depth of field, but the time required to change lenses means missed moments. Most documentary cinematographers favor zooms during active shooting and primes for controlled situations like interviews.

    Audio

    Sound matters more than image quality. Audiences forgive soft focus; they don't forgive inaudible dialogue. Your minimum kit:

    - Shotgun microphone (Sennheiser MKH 416 remains the standard)

  • Wireless lavalier system (Sennheiser, Sony, or Lectrosonics)
  • Portable recorder with XLR inputs (Sound Devices MixPre, Zoom F6)
  • Quality headphones for monitoring

    Plan for the 32-bit float recording revolution. Recorders like the Zoom F3 and Sound Devices MixPre series now offer 32-bit float recording, which makes it nearly impossible to clip audio. This is transformative for solo shooters who can't constantly monitor levels.

    💡 Pro Tip: Always record backup audio. Run a second lavalier to a separate recorder. The moment you get the most important revelation of your film is exactly when your primary audio will fail.

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    Interview Techniques That Work

    The interview is documentary's most powerful tool and its greatest trap. Bad interviews feel like interrogations. Good interviews feel like conversations where you happen to have cameras.

    Preparation

    Know everything possible about your subject before the interview, but don't show off your knowledge. Your job is to get them talking, not to demonstrate your expertise. Prepare questions that elicit stories, not facts. "Tell me about..." works better than "What happened when..."

    Arrive with more questions than you'll need, but be willing to abandon them all if the conversation goes somewhere unexpected. The best moments often come when subjects surprise you.

    Environment

    Interview locations shape responses. A corporate conference room produces corporate responses. A subject's home produces personal responses. When possible, conduct interviews in spaces that have meaning to your subject.

    Control what you can: lighting, background, seating position. The subject should feel comfortable enough to open up but not so comfortable that they check out.

    The Conversation

    Start with easy questions. Let subjects warm up and grow comfortable with the format. Save difficult questions for later, after rapport is established.

    Listen more than you talk. Your job is to create space for their story, not to fill silence with your own observations. When subjects pause, don't immediately jump in with another question. Some of the most revealing moments come after what seems like an ending.

    Ask follow-up questions. When someone says something interesting, dig deeper: "What did that feel like?" "What happened next?" "Why do you think that was?" Surface-level interviews stay surface-level because interviewers move on too quickly.

    The Errol Morris Approach

    Errol Morris invented the Interrotron: a system where the subject sees the interviewer's face reflected on the camera lens, allowing eye contact with both the interviewer and the camera simultaneously. This produces the direct-address intimacy that defines his films.

    You don't need an Interrotron to borrow Morris's philosophy: create conditions where subjects forget they're being filmed and speak directly to you. This often means:

    - Longer interviews (Morris often conducts 4+ hour sessions)

  • Minimal crew (fewer people means less performance anxiety)
  • Genuine engagement (subjects sense when you're actually interested)

    💡 Pro Tip: Record at least 30 seconds of silence before each interview. This gives your editor a clean room tone to work with and helps the subject settle into the unusual experience of sitting quietly on camera.

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    Observational Filmmaking

    Pure observational documentary rejects interviews, narration, and music in favor of watching life unfold. It's the hardest mode to execute and the most rewarding when successful.

    The Wiseman Method

    Frederick Wiseman has made over 40 films using the same basic approach: choose an institution, spend months filming there, and construct a narrative entirely from what you observe. His process:

    1. Research the institution extensively before filming

  • Shoot for 4-12 weeks, capturing 100+ hours of material
  • Watch all footage multiple times, taking notes
  • Construct a narrative that reveals the institution's nature
  • Edit for 9-12 months

    Wiseman never asks subjects to repeat actions or clarify statements. If he misses something, it's gone. This discipline forces attention and keeps the footage authentic.

    Patience as Technique

    Observational filmmaking requires patience that borders on obsessive. You wait hours for moments that last seconds. You film scenes that lead nowhere. You resist the urge to intervene or direct.

    The Maysles brothers described their approach as "trusting the reality." They believed that if they spent enough time in a situation, the truth would reveal itself. This requires faith that your subjects' lives contain the drama you need (they almost always do) and humility about your role as observer rather than creator.

    When to Intervene

    Pure observation is an ideal, not an absolute rule. If a subject asks you a question, responding naturally maintains authenticity better than rigid silence. If you observe something dangerous or illegal, ethical obligations may supersede filmmaking principles.

    The key is intentionality. Know when you're observing and when you're participating. Don't drift between modes unconsciously.

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    Production Sound for Documentary

    Documentary sound presents challenges that fictional production doesn't face. You can't call for quiet on set because there is no set. You can't place microphones precisely because you don't know where action will happen.

    Lavalier Strategies

    Wireless lavaliers are documentary's core audio tool. Best practices:

    - Place the microphone high on the chest, about 6 inches below the chin

  • Secure cables to prevent rustling against clothing
  • Use multiple transmitters when following multiple subjects
  • Carry spare batteries (and change them more often than you think necessary)

    Different transmitters handle interference differently. In urban environments with lots of wireless signals, higher-end systems like Lectrosonics outperform budget options significantly.

    Boom Technique

    A boom microphone captures room tone and natural sound that lavaliers miss. Even when subjects are wired, having a boom operator adds richness and provides backup. For run-and-gun situations, camera-mounted shotguns are compromise, but better than nothing.

    Natural Sound

    Experienced documentary editors obsess over natural sound. The ambient audio of a location does as much to establish atmosphere as the visuals. Capture:

    - Room tone (30+ seconds of "silence" in each location)

  • Environmental sounds (traffic, wildlife, machinery, weather)
  • Specific sounds that define the space (a factory's rhythm, an office's phone rings)

    This material becomes essential in the edit, covering transitions and gaps in ways that feel natural rather than constructed.

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    Funding Your Documentary

    Documentary funding is competitive, slow, and essential to understand. The average documentary takes 3-7 years from conception to release, with funding gaps throughout.

    Grants

    Major documentary funding sources include:

    Sundance Institute Documentary Fund allocates over $1.5 million annually across development, production, and post-production grants. Grants range from $10,000 to $75,000. The application requires a work sample, treatment, budget, and evidence of access.

    ITVS (Independent Television Service) funds documentaries for public television broadcast. Open Call grants provide up to $400,000 in co-production funding for feature documentaries, plus up to $50,000 for stand-alone shorts. Selected projects are distributed through PBS broadcast and streaming platforms. In 2025, several ITVS-funded documentaries have premiered at Sundance, including notable projects in the 2025 and 2026 lineups.

    Catapult Film Fund specializes in early-stage documentaries from first and second-time filmmakers. Research Grants ($10,000) and Development Grants ($50,000) support projects before they're ready for larger funders.

    Chicken & Egg Films focuses on women and non-binary filmmakers. Their Research & Development Grant provide $10,000 for research and $20,000 for development, plus mentorship and access to the Chicken & Egg community.

    Fiscal Sponsorship

    Most grants require fiscal sponsorship through a 501(c)(3) organization. Sponsors like the International Documentary Association (IDA) and Film Independent charge 5-8% of funds received. Apply for fiscal sponsorship before applying for grants; the process can take weeks.

    Equity Financing

    Private investment is less common in documentary than fiction, but possible for projects with strong commercial potential. Investors typically expect:

    - Executive Producer credit

  • Percentage of profits (rarely realized, given documentary economics)
  • First position for recoupment

    Be cautious about giving away too much. Documentary distribution rarely generates significant returns, and excessive investor promises can limit your flexibility.

    Crowdfunding

    Platforms like Kickstarter and Seed&Spark work best when you already have an audience or when your subject has built-in interest. Campaigns require significant time and energy that could otherwise go toward making the film. Consider crowdfunding for gap financing rather than primary funding.

    💡 Pro Tip: Apply to multiple funders simultaneously. The timeline between application and decision often spans 6-12 months. Waiting for one rejection before applying elsewhere extends your timeline unnecessarily.

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    The Edit: Finding the Story

    Documentary editing is where the film is truly made. Unlike fiction, you can't shoot pickups or reshoot scenes. You work with what you have.

    The First Assembly

    Begin by watching everything, multiple times. Note moments that resonate emotionally, not just information that seems important. Your first assembly will be far too long (4-6 hours for a 90-minute film is normal). This is fine. You need to see everything before you can determine what to cut.

    Structure

    Documentary structures vary more than fiction. Some approaches:

    - Chronological: Following events in order (works when the timeline itself creates drama)

  • Thematic: Organizing around ideas rather than time (works for essay-style documentaries)
  • Character-driven: Following a protagonist through a transformative experience (works when you have a compelling central figure)
  • Parallel: Interweaving multiple stories (works when the connections between stories illuminate something larger)

    The structure that seems obvious at the start often isn't the final structure. Stay flexible through multiple versions.

    Scene Construction

    Documentary scenes build from:

    - Establishing material: Where are we? What's the context?

  • Core content: The information or action that justifies the scene's existence
  • Transitions: How do we arrive and depart smoothly?

    Unlike fiction, documentary scenes often lack clear beginnings and endings. Finding entrance and exit points is a primary editing challenge.

    Music and Score

    Music can elevate or undermine documentary. Used well, it enhances emotion without manipulating. Used poorly, it tells viewers what to feel, replacing genuine response with manufactured sentiment.

    Consider whether you need music at all. Wiseman uses none. Many observational documentaries find that natural sound creates sufficient atmosphere. When you do use music, less is usually more.

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    Distribution Strategy

    Distribution has changed more than any other aspect of documentary in the past decade. The strategies that worked in 2015 often fail today.

    Festival Strategy

    Premiere at the right festival for your film. Sundance, Toronto, Berlin, and Tribeca remain the top tier for acquisitions and press. But smaller festivals (True/False, Full Frame, Hot Docs) may serve certain films better.

    Don't apply everywhere. Each premiere reduces the next festival's interest. Apply strategically based on your film's content, likely audience, and career goals.

    Streaming and Sales

    Netflix, Amazon, and Apple acquisitions have contracted significantly since 2020. Max (formerly HBO Max) remains active in documentary acquisitions. PBS remains a viable path for issue-oriented documentaries with American relevance.

    All-rights deals provide upfront money but limit your control and future earnings. Consider whether a smaller advance with better terms serves your long-term interests.

    In November 2025, FRONTLINE launched Frontline Features, a new distribution arm for feature documentaries. This expands theatrical and streaming options for films that might previously have been limited to broadcast.

    Theatrical

    Theatrical releases for documentaries require significant marketing investment for modest returns. A limited theatrical run (New York and Los Angeles qualifying engagements) is primarily valuable for:

    - Award eligibility (Oscar qualifying)

  • Critical reviews
  • Platform for publicity

    Most documentaries that achieve theatrical success combine compelling subjects, star directors, or built-in audiences (music documentaries, true crime, celebrity subjects).

    Self-Distribution

    Platforms like Vimeo On Demand, YouTube Premium, and direct-to-audience sales through your own website work when you can drive traffic. This requires building an audience before release, typically through social media, email lists, and community partnerships.

    💡 Pro Tip: Begin distribution planning before you finish shooting. The premiere you want influences decisions throughout production. A film targeting Sundance requires different deliverables and timeline than a film headed to PBS.

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    Case Studies

    Learning from specific films reveals principles that general advice obscures.

    The Act of Killing (2012)

    Joshua Oppenheimer asked perpetrators of the 1965-66 Indonesian genocide to reenact their crimes in the style of their favorite film genres. The result challenges every assumption about documentary representation.

    Key lessons:

  • Access to perpetrators came through years of relationship-building
  • The reenactment format forced subjects to confront their own actions
  • Anonymous Indonesian crew members (credited as "Anonymous" to protect them) made filming possible in a dangerous context
  • The film was banned in Indonesia but screened clandestinely, contributing to public reckoning

    Honeyland (2019)

    Directors Ljubo Stefanov and Tamara Kotevska followed Hatidze Muratova, a Macedonian beekeeper, for three years. The film won three awards at Sundance and became the first documentary nominated for both Best Documentary Feature and Best International Feature Film at the Oscars.

    Key lessons:

  • Extended access (3+ years) captured a complete narrative arc
  • The filmmakers didn't plan the central conflict; it emerged naturally when new neighbors arrived
  • Purely observational approach with no interviews or narration
  • Trust with the subject developed over time, allowing increasingly intimate access

    Making a Murderer (2015)

    Laura Ricciardi and Moira Demos spent 10 years documenting Steven Avery's case, beginning in 2005. The series became a cultural phenomenon and influenced actual legal proceedings.

    Key lessons:

  • Archival footage proved essential when they couldn't access current proceedings
  • The length of involvement allowed them to capture evolving perspectives
  • Their positioning as documentarians (not journalists) gave them access that reporters couldn't get
  • Ethical criticism followed regarding potentially one-sided presentation, prompting important discussions about documentary responsibility

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    Key Takeaways

    - Access trumps equipment. A smartphone in the right room beats a RED camera locked outside.

    - Documentary modes are tools, not rules. Blend observational, participatory, and expository techniques as your story requires.

    - Ethics require ongoing attention. Consent is not a form signed once but a relationship maintained throughout production and beyond.

    - Sound matters more than image quality. Budget for audio first.

    - Funding takes years. Apply to multiple sources simultaneously and plan for gaps.

    - The edit is where the film is made. What you shoot is raw material; what you cut is the documentary.

    - Distribution has changed. Festival premieres still matter, but streaming has contracted and self-distribution requires audience-building.

    - Patience is not optional. The moments that define great documentaries emerge from extended presence, not quick visits.

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