CHAPTER 1
GETTING TO KNOW YOUR SUBJECTS
Andy Collins
CHOOSING YOUR CHARACTERS
IN NON-FICTION, REAL PEOPLE are the heart of the story. How you choose them, and how you build a relationship with them before filming, will affect your entire production. When faced with a complex or multi-faceted story to tell, think of all your opportunities as a âmatrix,â with the definition of matrix being âan arrangement of parts that shows how they are interconnected.â Before we shoot, I need to find how those inter-connections work in order to make an interesting story. Cup of coffee in hand, Iâll typically ponder this set of story possibilities using a whiteboard filled with potential on-camera subjects. Each one could fill a needed role in telling the story, but also might stand in for a particular audience perspective.
For example, in a story I produced about women experiencing discrimination in higher education, we whittled down our matrix from dozens of candidates across the United States. We ended up focusing on one high-level administrator, one department chair, one PhD candidate, and one professor. They were women with very different personal styles, yet they were all passionate about their stories and we thought they would be compelling on camera. They were also of differing ages, backgrounds, and came from different geographic areas. In this particular story, each woman provided her personal narrative, while also becoming part of a broader narrative about gender bias in education.
Figuring out your âmatrixâ of people is the first step to non-fiction storytelling.
Credit: Amy DeLouise.
In any given matrix, you might have people who tell parts of the same story. Or they might represent opposing points of view on an issue. Each person brings a unique viewpoint to the contentâgeographic, gender, ethnicity, age, job type, or other life experience. A character might even serve as a foil to the main character in the story. In the film Cainâs Arcade, one of my favorite mini-docs of all time, the father provides some of the narrative glue for the story, and the back-story on his son Cain. Besides being an important person in Cainâs life, he provides a character foil for the idealistic and excited Cain with his real-world, low-key style. In a short historical educational doc I produced, we used a similar character-foil approach. The main character was a dynamic but also eccentric person. To ground the story, we sought out an interview with a professor who could provide historical context and serve as an outside authoritative voice.
Whatever your challenges and your matrix, itâs a puzzle to be solved. Your solution needs to serve the story. So as you begin to meet your potential characters, ask questions. Not simply âWhat part of the story could this person tell?â but also âWhat style of storyteller is she?â and âWhat can help uncover facts about another character?â When you work your way through the matrix to the right mix of characters, you often âjust knowâ youâve hit on the right combination. Throughout the pre-production research process, try to build good relationships with all the potential characters. Even if they donât end up in the final on-camera group, they may help uncover essential facts, or provide valuable photos or footage. And, of course, make no promises about who will be filmed until you are really ready to commit. That way, you keep your options open.
Pre-Qualifying On-Camera Subjects
The best way to cast any program, whether reality TV, educational, or documentary, is to stay focused on your story arc. Who is serving as the protagonist? If thereâs not an antagonist, per se, is there a character foil to keep scenes from becoming monochromatic? Are there validators who can support the main characterâs story? How will the central conflict or challenge unfold? Will people tell this story (together or separately), or will the narrator reveal it as some kind of dichotomy between characters and story lines? Donât let others determine your characters. I know there will be pressures. âWe need to use this expert, who helped us on the last show.â âWe should really have a left-handed, conservative economist represented here.â Or worse, âThe executive producerâs nephew is super-cute and will be great on camera!â If at all possible, bring your editor and your executive team into the world of your prospective matrix. Put the show goals at the top of your chart or whiteboard. Show them all the possibilities, and what perspective or texture each character could bring to the story. This is just as true for re-enactments as it is for on-camera delivery or interviews. Ideally, you want to choose from the best of the best, not from the least bad of the terrible.
On reality TV shows, itâs common to look for characters who make a big splash on screen. Pre-qualifying Skype interviews may be quickly followed by some informally taped discussions to see whoâs got charisma. Character reels are often assembled by the production company in order to assess each potential on-camera subject and how they might fit or contrast with one another as a full cast. In his article in The New York Times, âDonald Trump, our Reality TV Candidate,â reality TV producer Seth Grossman explains that he can tell in just 30 seconds of a Skype interview whether someone will be the right kind of larger-than-life character for a slot on a reality TV show. He describes passing up a fascinating subject who sold custom-armored vehicles to African warlords because he was too soft-spoken and self-aware to make a good reality TV character.
Casting is a two-way street. You are looking for someone with charisma whom viewers will find engaging, but also someone with whom you can develop a relationship over time. For the show True Crime, producer Benjamin Adams Trueheart casts by making cold calls to investigators.
I get a sense of how willing they are to just talk, whether or not they give simple yes/no answers. If someone is of interest, I build rapport with them through ongoing dialogueâin phone calls, emailsâfor weeks, even months. I want them to feel as comfortable as possible about the show.
(Truehart: interview, February 13, 2015)
In an interview with Terry Gross on NPRâs Fresh Air (NPR, July 8, 2015), filmmaker Asif Kapadia talks about his extensive audio-only pre-interviews with the people featured in Amy, his documentary about singer Amy Winehouse. Asif describes how he built relationships of trust over the course of researching the film, and in doing so, received unique home videos, photographs, and other material to help him tell the story of Amyâs life. In the same interview, we learn about the flip side of the interview relationship from Nick Shymanksy, Amyâs first manager, who appears in the film. He talks about how he was initially against participating in the project. What changed his mind was meeting Asif and his team, and seeing their extensive research into her life story. Building trust and developing this two-way relationship are critical to effective storytelling.
Whatever type of project you are producing, and whatever timeline you have in which to do your research, you will want to become as comfortable as possible with your key characters as human beings. Thatâs really the joy of working with âreal peopleâ on camera. Itâs a gift to meet so many different people, and be trusted with stories about their lives. People will often surprise you. Occasionally those surprises wonât be happy ones. But mostly, as the control freaks we tend to be in this business, we need to embrace the relationship-building process that goes beyond casting to something more personal, more real. When you vest this process with the importance it deserves, when you respect your subjects, then the storytelling has already begun.
Casting Children
When âcastingâ a childâwhether for an interview, a re-enactment, or a direct-to-camera situationâyou must cast the parent too. Believe me, for every child who wants to be on camera, there is a âstage momâ (or dad) behind them. This person will either be fantastic to work with, or a nightmare. There doesnât ever seem to be something in between. For me, the best and only way to cast children is in person. You need to meet the child, and you need to meet the parent or guardian involved. I like to set aside an intimate physical space for our first interactions togetherâa couch or living-room setting, rather than an office. Itâs important to talk, but also to listen; watch the dynamic between the parent and the child. Youâll learn right away if the child is really interested in participating. This is the exception to the rule of the phone pre-interview which we discuss in a moment. In person, you can get a pretty accurate read on whether or not the parent will be easy to work with, will be prompt, can get to the shoot location, and if theyâve got any major concerns you canât resolve. Parental concerns can include everything from the child missing too much school (usually solved by creating a later start time for their appearance) to their child not receiving sufficient compensation (which you may or may not be able to solve; in some productions, you canât pay people to participate because it is unethical to do so). I once produced an educational show with a cast of real kids, and one parent was so problematic that sadly, we had to remove their child from the show. The parent had too many stressed interactions with her child, and was almost always late for every run-through and taping. It started to affect how the other children felt and interacted. Looking back, I realize that a member of my production team had flagged this potential problem during casting, and I could have saved usâand the childâsome headaches by acting on that information from the start.
Pre-interviewing children means building a relationship with both child and parent.
Credit: RHED Pixel.
Casting for a Direct-to-Camera Read
The direct-to-camera read brings out the best, or worst, in non-professional talent. Unfortunately you may not know what will happen until you are rolling. But there are a few ways you can be better prepared. If this person gives regular speeches, try to watch some footage of one or two. It could be shot with an iPhone. The quality isnât important. You want to know a few things: Do they like to get out from behind the podium, walk around, and interact with the audience? Do they grip the podium as if they are hanging on for dear life? Do they need notes? Have they ever used a teleprompter? (Are you going to use a teleprompter or expect them to speak extemporaneously directly to camera? Oh dear, please say you arenât going to try that.)
If someone grips the podium, you have your work cut out for you. Youâll need to do their read seated, possibly in a higher chair with good arm-rests and an apple box or two for the feet, so that they can feel more authoritative than when seated in a low chair. For people who are accustomed to speaking to a room, the biggest danger zone you will have on set is that they will view your crew as their audience. They will glance around. They will forget to keep their eyes on the true audience by looking at the lens. As a result, youâll have âshifty eyeâ syndrome. So if you have an audience-oriented person, you know right away three things youâll need to do on set:
1. Keep crew from making eye contact.
2. Spend time helping them to imagine their true audience, just beyond the lens.
3. Have them deliver their talk standing up.
I donât know why, but for many people accustomed to public speaking, this helps to keep their delivery up-beat and to the point.
Casting Re-Enactments
One of the most challenging environments for non-actors is a re-enactment. What do I mean by re-enactment? What comes to mind is hundreds of people in period costumes, re-enacting a scene from the Civil War. Yes. But a re-enactment is also that short scene of b-roll in your production that results from you asking someone, âCould you please open the front door again?â In this brief moment, you are asking a non-actor to do a re-enactment. And planning for successful re-enactments with real people takes a bit more work than you might expect. The biggest challenge you have to overcome is the notion that because the re-enacted scene is something the person does every day, somehow, magically, they will be able to do or repeat this action naturally in front of the camera. Cinematographer Richard Chisolm says he can always tell when a âfake momentâ has been re-created on a shoot, and tries to avoid putting real people into situations that will make them fail.
Youâve got a guy in a low-budget re-enactment. Heâs wearing a costume. Heâs got to walk in a certain path for the camera. The last thing you want him to do is say âIâm here to see General Billingham.â The audience will say this is cheesy. Use the narrator.
(Chisolm: interview, May 13, 2015)
Heâs got a point. Let the subject focus on one aspect of your productionâeither some kind of action, or something they would naturally say, rather than a specific line of dialogue.
There are a few exceptions to the rule about having non-actors âre-enact.â Iâve found that people who work in noisy, stressful, or equipment-filled environments, such as emergency room (ER) nurses and surgeons or workers in a factory, can usually handle re-enactments without breaking into a sweat. Since they already work in an environment in which they must filter out external distractions to focus on whatâs truly important, they arenât thrown off by additional equipment and personnel. But for most people, doing something they do every day once the cameras are on feels unnatural, and that awkwardness can translate onto the screen.
So to help themâand youâbe prepared for your re-enactment, and so you can figure out how you might best accomplish your story goals, youâll want to do the equivalent of a pre-interview. Even before conducting a location scout, which weâll discuss in detail in Chapter 3, youâll want to get a handle on what this scene or scenes might look like. You can ask your program subject to shoot some cell-phone footage of their day, so that you get a sense of where your challenges are going to be. The obvious exceptions to this are re-enacting emergency response, or re-enacting medical events like surgeries. But even here, there may be surprising sources of footage that you can rely on to get a sense of what might happen. A hospital I work with tapes surgeries for educational sharing with medical students. In my city, we have crisis response drills which are usually taped for educational reviewing. And of course, YouTube is filled with civilian footage, so to speak, of just about every activity you can imagine. So take advantage of opportunities to plan ahead for your shoot day.
There are other challenges when trying to re-create a scene with non-actors. Itâs often common to find your subject is unwilling to re-do a âmomentâ for the camera. I had one interview subject who said she just couldnât place a phone call unless it was to a real person. I was somewhat prepared for this, as I had spoken extensively to the person, and built a relationship over several months of background research and emails. I knew she was both a very literal person and an experienced corporate executive who would want a detailed schedule, with a very specific list in advance of any âre-enactmentsâ we might be doing. We were able to provide this well in advance of shooting, so she could alert other non-actors in the story that they might be called upon to help us re-create some scenes.
When Itâs Unwise to Cast or Pre-Interview
There are times when a director needs to roll with the moment, and pre-casting or pre-interviewing can ruin the magic. How do you know? Sometimes itâs the context for the film that dictates this decision. Sometimes itâs the content. For example, for a documentary about Catholic women religious working in Appalachia, our main characters were the sisters, who I learned were not called nuns during my extensive pre-interview process well in advance of our shoot. But the main focus of the film was their impact on poor and underserved communities. The people they worked with were critical characters in the film, and yet ...