{"id":11835,"date":"2017-08-17T10:13:21","date_gmt":"2017-08-17T10:13:21","guid":{"rendered":"https:\/\/www.process.st\/templates\/process-pre-publish-checklist\/"},"modified":"2024-02-28T20:45:52","modified_gmt":"2024-02-28T20:45:52","slug":"process-pre-publish-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/process-pre-publish-checklist\/","title":{"rendered":"Process Pre-publish Checklist"},"content":{"rendered":"<section id=\"process-requirements\">\n<h2> Process requirements: <\/h2>\n<\/section>\n<section id=\"give-the-process-a-title\">\n<h2> Give the process a title <\/h2>\n<div class=\"text-content\">\n<p>First up in this process pre-publish checklist you need to <strong>set the title<\/strong>. Remember that this needs to conform to your company's <strong>naming convention<\/strong> (eg, verb first), and that it should be <strong>as short as possible<\/strong> while still summarizing the process itself.<\/p>\n<p>Record the process' title using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Process title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-who-will-use-the-process\">\n<h2> Define who will use the process <\/h2>\n<div class=\"text-content\">\n<p>Next, you need to <strong>come up with<\/strong> <strong>a target audience<\/strong> who will be using the process. This will be the person responsible for running the process and (usually) the one who will complete most of the tasks inside it.<\/p>\n<p><strong>Record<\/strong> their <strong>name and\/or job title<\/strong> using the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Target audience's job title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"set-out-the-scope-of-the-process\">\n<h2> Set out the scope of the process <\/h2>\n<div class=\"text-content\">\n<p>Now you need to <strong>set out<\/strong> the <strong>scope<\/strong> of the process. This means that you need to use the <strong>form field<\/strong> below to lay out when the process will start and when it will end.<\/p>\n<p>The start and end point may be dates, events, or simple tasks, but no matter what they need to be tangible. Otherwise you'll be left with a process that can never be completed.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Process scope <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"state-how-often-the-process-will-be-run\">\n<h2> State how often the process will be run <\/h2>\n<div class=\"text-content\">\n<p>Just as important as the process' scope is <strong>stating how often<\/strong> the <strong>process will be<\/strong> <strong>run<\/strong>. Again, this could be based on a date or a particular trigger event, but no matter what you need to set out the frequency in writing.<\/p>\n<p>Do so using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Process frequency <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"make-sure-youre-only-documenting-one-process\">\n<h2> Make sure you're only documenting one process <\/h2>\n<div class=\"text-content\">\n<p>The final step in laying out the requirements of your process is to <strong>make sure<\/strong> that you're <strong>only documenting one process<\/strong>. That is, you need to make sure that your process can be run from start to finish every time <strong>without<\/strong> any <strong>unnecessary steps<\/strong>.<\/p>\n<p>For example, when making a cup of coffee you don't need to go out and buy the beans to grind every time - that's a separate process and so shouldn't be part of your document.<\/p>\n<p>If your scope is too large, <strong>edit your process down<\/strong> until you're only documenting one distinct process, then continue.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"documentation\">\n<h2> Documentation: <\/h2>\n<\/section>\n<section id=\"document-your-process\">\n<h2> Document your process <\/h2>\n<div class=\"text-content\">\n<p>Now it's time to actually <strong>document your process<\/strong>.<\/p>\n<p>This step will vary wildly depending on the process you're tackling and the style guide your company has, but in general make sure that each task is limited to one item, and that style elements such as the language is consistent with your other processes.<\/p>\n<p>Use the <strong>sub-checklist below<\/strong> to make sure that you're <strong>remaining consistent<\/strong> while documenting your process.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Each task is limited to one item\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Language (eg, feature names) is consistent with other processes\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Format is consistent\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Color scheme is consistent\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Tense is consistent\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"process-prepublish\">\n<h2> Process pre-publish: <\/h2>\n<\/section>\n<section id=\"run-spell-check\">\n<h2> Run spell check <\/h2>\n<div class=\"text-content\">\n<p>Now you need&nbsp;to <strong>run the content through a spell checker<\/strong>! At this time it's also worth <strong>saving a copy of your process using the form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Initial process <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>One easy way to do this (if you're using <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a>) is to <a href=\"https:\/\/www.process.st\/help\/docs\/exporting-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">export your template<\/a> to a pdf or Word file, then use either Word's built-in spellcheck or copying the whole process into a new Grammarly document.<\/p>\n<p>Although it takes a little longer, I'd recommend using Grammarly, since it is more accurate and can pick up more complex errors.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"proofread-process\">\n<h2> Proofread process <\/h2>\n<div class=\"text-content\">\n<p>Next up, you need to ensure that your<strong>&nbsp;process is proofread<\/strong>. <strong>Record the people who have proofread<\/strong> your process using the<strong> form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First proofreader <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Second proofreader <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Third proofreader <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Although not always necessary, it's good to have <strong>at least two people other than yourself<\/strong> proofread your content to check for errors.<\/p>\n<p>After all, while your spelling may be correct now, there's no telling if your sentences actually make sense.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"check-your-links\">\n<h2> Check your links <\/h2>\n<div class=\"text-content\">\n<p>Ensure your<strong> links aren't broken<\/strong> and that they <strong>link to the correct location<\/strong>. Use (or edit) the <strong>sub-checklist<\/strong> below to ensure that you have the best span of links possible, and<strong> record all of the links you make with the form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Links are working\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Links lead to the correct location\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Link to help resources\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Link to related processes\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Linked items <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-image-size-and-ratio\">\n<h2> Check image size and ratio <\/h2>\n<div class=\"text-content\">\n<p>In order to ensure that your great content is not let down by sub-par <strong>images<\/strong>, you must now <strong>check their size and ratio<\/strong>.<\/p>\n<p>Although these should match the image regulations in your style guide, your images should usually be <strong>at least 1000px wide and ratio 16:9<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"check-your-video-embeds\">\n<h2> Check your video embeds <\/h2>\n<div class=\"text-content\">\n<p>Now that your images are all sorted, you need to pay the same attention to your <strong>video embeds<\/strong>. Once again, <strong>ensure that all are working<\/strong> and are the<strong> correct<\/strong> embeds whilst<strong> recording<\/strong> the videos'<strong> links<\/strong> in the<strong> form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Videos embedded <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-for-any-strange-formatting\">\n<h2> Check for any strange formatting <\/h2>\n<div class=\"text-content\">\n<p>This is pretty self-explanatory; you need to make sure that all of your <strong>content <\/strong>is in a<strong> consistent format<\/strong>. Although this was mentioned earlier it's important to double check the format now that your mind has had time to focus on other aspects.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"have-the-process-approved\">\n<h2> Have the process approved <\/h2>\n<div class=\"text-content\">\n<p>Next up (if required),<strong> have the process approved<\/strong> by the appropriate source. <strong>Record the person<\/strong> who approved the post in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Process approved by <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Process requirements: Give the process a title First up in this process pre-publish checklist you need to set the title. 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