New Protocols and Responsibilities for PCs, Writers, etc.
PCs and Writers, here is the protocol for how knowledge is transferred and who is responsible for what aspects of a project. Please review this carefully!
- STWP Purchase
- Meagan creates new project in LGED (or check to see if one already exists & rename it)
- Magical Overview Form – Becky fills out
- Becky uploads Magical Form to Files folder in LGED (and notifies PC via LGED)
- When Pre Kickoff form is submitted, Meagan will add to LGED & notify the PC via LGED
- If Mktg Analysis, Meagan emails Jane MA form.
- If Mktg Analysis, Jane uploads Word doc + video link, subsequent versions to LGED / Files
- If CSM, PC will confirm availability then invite Jane and client via Google Calendar.
- If CSM, Jane uploads mindmap + subsequent versions to LGED / Files
- If CSM, PC uploads meeting notes to LGED / Files
- Before Kickoff or CSM, PC skims Mktg Analysis if there was one.
- Before Kickoff PC consults Master Keyword document.
- After kickoff meeting, the PC knows the page names.
- Established STWP procedures kick in here, whether writer needed or not.
- If MM will be written, PC emails Jessie, using following convention in email title: ASSIGN WRITER: Client Name
- Jessie assigns writer and emails writer and PC to inform that they are working together.
- Jessie inputs info into the Writer Status Google Doc
- PC creates Task for writer in LGED for each individual MM. In the Task, PC provides Page Names, and focus keyword for each page.
- Writer spends 10-15 minutes skimming Mktg Analysis and/or Mindmap if they exists. If not please review client’s current/old website for 10 minutes. Writers skims Magical Overview Form.
- Writer is directly in touch with client.
- Writer sends MM to Jessie for edits, utilizing this convention EDIT: Client Name, Page Name.
- Writer gets final version from client sign off.
- Writer goes to Site Access doc, finds page in cwdevel site or practicebook, pastes in text, does SEO
- Writer completes Task in LGED, PC is informed
- PC formats web page to match + adds links
Juliette Cook, and 
Becky DeGrossa are discussing.
Becky DeGrossa 11:06 pm on March 20, 2014 Permalink | Log in to Reply
Jane – can you edit item #4, to add UNLESS PROJECT ALREADY EXISTS?
We have a problem now where we have double projects created in LGED for same client, and I want to prevent that.
Move #8 up after modified #4 to say, If project already exists in LGED, Meagan will….
Thanks.
Becky DeGrossa 11:10 pm on March 20, 2014 Permalink | Log in to Reply
Also, Jane, there are no tags in this.
Please include several:
Magical overview form, assigning writers, file storage, master keyword document, MA, CSM, mindmap, MM
We need these posts to be findable or they won’t be usable when needed! Tag, tag, tag…
Thanks.
Juliette Cook 3:41 am on March 25, 2014 Permalink | Log in to Reply
thanks for doing this Jane. for #23, formatting text, we will need to have a workshop on the formatting standards and show everyone how to add links to text and how to format text on the dashboard.
Deborah Kelly 3:28 am on March 26, 2014 Permalink | Log in to Reply
I got this by email, but this seems like it’s been updated a bit. Thank you for clarifying processes. I’m looking forward to getting even more clarity in the meeting next week.