<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.>

Who

Does what

When

 

 

 

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:

Who

Does what

 

Information development planning.

 

Managing/leading project.

 

Updating plan/schedule.

 

Coordinating information development.

 

Researching and writing.

 

Designing.

 

Editing.

 

Reviewing.

 

Moderating review meetings.

 

Coordinating translation.

 

Translating.

 

Producing camera-ready-copy.

 

Printing.

 

Distributing.

 

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:

Who

Does what

When

 

Creates first draft of the design, which includes all items specified under "Design specifications." Submits dummy and design specifications to <name>.

 

 

Studies design. Holds review meeting. Returns review comments to <name> by <name>.

 

 

Changes design according to review meeting report and resubmits design for approval.

 

 

Approves design.

 

.>

<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:

  1. Problems
  2. Solutions
  3. Features and benefits
  4. Technical details (as needed)
  5. For more information
  6. Your company presentation

<Suggest that writers use a table like this during draft reviews so that missing information can be located more quickly and easily, for example:>

Problems

Solutions

 

 

 

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:>

Features

Benefits

 

 

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:>

Stage

Who

Does what

1

 

Assigns articles to contributors.

2

Contributors

Research, write, and then submit the first draft to <name> for an edit.

3

Copyeditor

Copyedits first draft of each article. Returns article to contributor for review and approval.

4

Contributors

Return corrections and comments to the copyeditor.

5

Copyeditor

Inserts contributors’ comments into newsletter. Submits first draft to reviewers after all articles are in.

4

Reviewers

Inspect the first draft.

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>.)

6

Copyeditor

Inserts change requests from review meeting (marks changes with revision bars), submits the second draft for approval.

7

 

Approves second draft.

8

Copyeditor

Sends second draft to <name>.

9

Designer

Submits first draft in layout to <name> for editing.

10

 

Translation plan.

11

Copyeditor

Edits first layout draft.

12

Designer

Inserts <name> corrections, issues second draft to <name>.

13

 

Reviews second layout draft, sends corrections to <name>.

14

Designer

Insert corrections, creates final layout draft.

15

Copyeditor

Final check of all changes.

16

Designer

Prepares camera-ready copy (CRC) for printing and online copy for placement in the system.

17

 

Checks printer’s proof.

18

 

Approves CRC for printing.

>

 

Information development coordination

<Specify:>

 

Who

Provides this assistance

Dept.

or co.

 

 

 

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.>

Project schedule

<Update this table, as needed, and distribute it to project members.

Who

Does what

When

 

Project kick off.

 

 

Researches and writes first draft.

 

 

Edits first draft.

 

 

Inserts editor’s comments and issues first draft to reviewers.

 

 

Read/study first draft, hold review meeting, compile input.

 

 

Sends first-draft review meeting input to <name>.

 

 

Inserts corrections into second draft

 

 

Edits second draft.

 

 

Inserts editor’s comments, issues second draft, gets approval.

 

 

Creates first layout draft.

 

 

Edits first layout draft.

 

 

Corrects first layout draft, issues second draft to <name>.

 

 

Reviews second layout draft, sends changes to <name>.

 

 

Inserts changes into second layout draft.

 

 

Approves camera-ready copy.

 

 

Inspects printer’s proof print, ensures changes are in, approves.

 

 

Printing.

 

 

Distribution.