<Users’ note
: You may copy and reuse this file as often as you wish. Adapt it, as needed, to comply with your company or organization. Delete all text enclosed in greater-than and less-than signs. If I left out anything, please let me know!>Introduction and scope of the plan
<Introduce the plan, its purpose, and scope.>
Planning schedule
<Create a schedule for the plan.>
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Who |
Does what |
When |
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Purpose of the publication
<Define the objectives of the publication.>
Target audience
<Specify exactly for whom the publication is developed: job titles, ages, education levels.>
Target countries
<Specify the countries in which the publication will be distributed.>
Source and target languages
<Specify the source and target languages.>
Key people and their responsibilities
<Fill in this table:
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Who |
Does what |
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Information development planning. |
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Managing/leading project. |
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Updating plan/schedule. |
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Coordinating information development. |
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Researching and writing. |
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Designing. |
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Editing. |
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Reviewing. |
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Moderating review meetings. |
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Coordinating translation. |
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Translating. |
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Producing camera-ready-copy. |
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Printing. |
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Distributing. |
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Conducting post mortem; updating plan template for the next project. |
>
Design of the publication
<Work with the designer to create a design schedule, for example:
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Who |
Does what |
When |
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Creates first draft of the design, which includes all items specified under "Design specifications." Submits dummy and design specifications to <name>. |
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Studies design. Holds review meeting. Returns review comments to <name> by <name>. |
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Changes design according to review meeting report and resubmits design for approval. |
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Approves design. |
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.>
<Specify company-specific requirements. Refer to other company publications, as needed.>
Design specifications
<Specify these instructions for publications that are translated and ensure that the designer implements them:>
Content
<Specify as much as you can about the content of the publication in the plan.>
<Specify that the person who writes the publication must not use:
Content outline
<Specify the structure of the content, for example:
<Suggest that writers use a table like this during draft reviews so that missing information can be located more quickly and easily, for example:>
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Problems |
Solutions |
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Features-benefits
<Suggest that writers use a table like this during draft reviews so that missing information can be located more quickly and easily, for example:>
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Features |
Benefits |
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Technical details or specifications
<Specify technical details if your target audience needs them.>
For more information
<Describe how readers can find out more. Use the international standard for writing phone numbers: +46 8 731 9268. Do not put a zero in front of the area code (here, 8). Put the country abbreviation in front of the postal code. And add Sweden after the name of the city.>
Company information
<Copy or cross-reference your company’s approved presentation for international publications; indicate where this information is stored or who to contact for this information.>
Standards and guidelines
<Specify your company’s preferred style guidelines.>
Project implementation
<Specify all prerequisites and define the publication development process so that everyone heads in the same direction, for example, for a customer newsletter, you could specify:>
Prerequisites
<Insert prerequisites here, for example, all reviewers must commit x hours of review time to the project.>
The process
<Describe your process here, for example:>
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Stage |
Who |
Does what |
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1 |
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Assigns articles to contributors. |
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2 |
Contributors |
Research, write, and then submit the first draft to <name> for an edit. |
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3 |
Copyeditor |
Copyedits first draft of each article. Returns article to contributor for review and approval. |
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4 |
Contributors |
Return corrections and comments to the copyeditor. |
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5 |
Copyeditor |
Inserts contributors’ comments into newsletter. Submits first draft to reviewers after all articles are in. |
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4 |
Reviewers |
Inspect the first draft. |
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5 |
Reviewers, moderator |
Hold a first-draft review meeting: correct errors, add information, and discuss and solve problems. (The moderator records all decisions and issues a review meeting report to <name>.) |
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6 |
Copyeditor |
Inserts change requests from review meeting (marks changes with revision bars), submits the second draft for approval. |
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7 |
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Approves second draft. |
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8 |
Copyeditor |
Sends second draft to <name>. |
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9 |
Designer |
Submits first draft in layout to <name> for editing. |
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10 |
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Translation plan. |
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11 |
Copyeditor |
Edits first layout draft. |
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12 |
Designer |
Inserts <name> corrections, issues second draft to <name>. |
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13 |
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Reviews second layout draft, sends corrections to <name>. |
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14 |
Designer |
Insert corrections, creates final layout draft. |
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15 |
Copyeditor |
Final check of all changes. |
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16 |
Designer |
Prepares camera-ready copy (CRC) for printing and online copy for placement in the system. |
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17 |
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Checks printer’s proof. |
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18 |
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Approves CRC for printing. |
Information development coordination
<Specify:>
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Who |
Provides this assistance |
Dept. or co. |
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Internal resource requirements
<List all required internal resources.>
External resource requirements
List all required external resources.>
Potential exposures
<Try to describe all potential problems that could occur if the plan is not followed.>
Translation plan
<Put the translation plan in an appendix. Or state the plan owner’s name and where the plan is stored.>
Production, printing and distribution
<Specify the number of copies to print. Describe how domestic distribution will occur. Describe how international distribution will occur.>
<Update this table, as needed, and distribute it to project members.
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Who |
Does what |
When |
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Project kick off. |
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Researches and writes first draft. |
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Edits first draft. |
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Inserts editor’s comments and issues first draft to reviewers. |
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Read/study first draft, hold review meeting, compile input. |
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Sends first-draft review meeting input to <name>. |
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Inserts corrections into second draft |
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Edits second draft. |
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Inserts editor’s comments, issues second draft, gets approval. |
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Creates first layout draft. |
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Edits first layout draft. |
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Corrects first layout draft, issues second draft to <name>. |
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Reviews second layout draft, sends changes to <name>. |
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Inserts changes into second layout draft. |
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Approves camera-ready copy. |
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Inspects printer’s proof print, ensures changes are in, approves. |
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Printing. |
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Distribution. |
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