- typical workflow and stages -

Each project is different, but here you can get an idea of my typical editorial process for copyediting, proofreading or developmental editing. Over the years, I’ve carefully developed a workflow that is clear and methodical but that can also be tailored to the needs of any project. In this way, I can offer maximum efficiency while ensuring that no detail is left untouched.

Project management work is far more complex and may have many stages and components. If you’re interested in my project management services, please get in touch to discuss your requirements.

  • Jun 12, 2020

    1 | Contact

    We will discuss your requirements, publication plans and deadline, so I can fully understand your goals and expectations. I will likely ask to see a sample of your text. We might use a sample edit as a way of helping us each to better understand whether I am the right editor to help you meet your goals.

    I will send you my terms and conditions as part of the discussion process, but you can also access them here: Terms and conditions.

  • Jun 12, 2020

    2 | Free sample

    You can request a free sample of up to 1,000 words. Even if you don’t ask for one, I may decide to complete a sample anyway, to gain a better understanding of your text.

    You can read more about why a sample is helpful for you and me here.

  • Jun 12, 2020

    3 | Agreement, contract and deposit

    I will send you a quote and timescale, and we will agree any last details. I don’t ask clients to sign a contract, but I will send you my terms and conditions if you haven’t seen them already. For new clients, I usually ask for 50 percent of the fee in advance of the start date. We’ll then be ready to go as soon as the agreed start date comes around.

  • Jun 12, 2020

    4 | Set-up queries

    Once I’ve got started, I’ll start to dig into your text properly. I will likely send you some overarching queries on your style choices, preferred approach and other things.

  • Jun 12, 2020

    5 | Main editorial or proofreading phase

    Depending on the size of the project, I might then go quiet for a while, but don’t worry: I’ll be meticulously working my way through your manuscript, ensuring that I carry out your brief.

    What happens next depends on the workflow we’ve agreed.

    Option 1: If we’ve agreed a one-stage service where I edit the document and then send it back to you for you to resolve my queries, we’ll go straight to step 8.

    Option 2: If we’ve agreed one or more rounds of follow-up queries, we’ll first move through steps 6 and 7. For complex projects, we might cycle back through steps 6 and 7 again (and potentially again!) to deal with follow-up queries.

  • Jun 12, 2020

    6 | Back to you: queries

    I’ll send you the amended document with my edits and queries. For documents in Microsoft Word, edits are usually shown with track changes and queries appear as comments in the margin. For documents in PDF, edits and queries are usually shown using Adobe’s in-built commenting tools.

  • Jun 12, 2020

    7 | Back to me: harmonisation

    You’ll send me back the document with your replies to the queries plus any other feedback or tweaks to the edits.

  • Jun 12, 2020

    8 | Back to you: final files

    I’ll send the final files prepared according to your requirements. If we’ve agreed a one-stage service (see step 5), this will include my queries for you to resolve yourself.

  • Jun 12, 2020

    9 | Conclusion

    Once you’ve confirmed you’re happy with the completed work, I’ll send you an invoice for whatever amount is outstanding. Payment of the final invoice is usually due within 30 days. Full copyright of the edits passes to you upon receipt of payment.

  • Jun 12, 2020

    10 | Ongoing support

    You might have questions as you move forward with the edited or proofread text. That’s fine – I remain available to answer queries on the completed work for as long as you need.

Ready to find out more?

Get in touch to find out how I can help to move your project forward.

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Ross-on-Wye, Herefordshire, UK