PerfectIt 4: an upgrade

With PerfectIt 4 now available, Dr Hilary Cadman, a long-time devotee of PerfectIt, reviews the updated program.

Daniel Heuman and the team at Intelligent Editing have heeded feedback from users and made this fabulous program even more impressive.

Simpler to start

PerfectIt has always been user-friendly, but now it is even more so, with an expanded Start panel. As soon as PerfectIt launches, it is immediately obvious which style is selected, and you can change it using the dropdown list in the Start panel rather than having to go to the ribbon. Also, with ‘Choose Checks’ upfront, it is quick and easy to see which tests are selected. Previously, if you deselected particular tests when running PerfectIt, it was easy to forget you’d done that, and then wonder why PerfectIt was missing things the next time you ran it (speaking from experience 😊).

Faster and cleaner

A major improvement from previous versions is the speed of PerfectIt 4. The initial step of assessing the document is impressively speedy, with it now taking only seconds for PerfectIt to complete its scan, even if your document is hundreds of pages long or contains lots of tables and data.

Another new feature of PerfectIt 4 that makes it faster is the function to fix errors. Whereas in previous versions the ‘Fix’ button sat to the right of the ‘Locations to check’ window, it now sits within that window, and each location to check has its own ‘Fix’ button. If you drag the task pane to make it wider, the ‘Locations to check’ window expands, making it easy to see each possible error in context. Thus, instead of having to click on a location, look at it in the document to see it in context and then return to the PerfectIt task pane to fix it, you can now work just within the task pane, saving time and effort.

Initially, I found that I was trying to click anywhere in the highlighted location to apply the fix, but once I realised that you need to have the cursor on the word ‘Fix’, it was fine. Activating the keyboard shortcuts (with F6) speeds up the process even more, because you can use one hand to move the mouse down the list and the other to click ‘F’ to apply a fix.

Also new are the little buttons near the top of the PerfectIt side bar that allow you to easily rerun the test that you’re in, or to open the whole list of tests and move on to an earlier or later one if you wish.

Styles made easier

Managing styles is another thing that’s better in PerfectIt 4. Creating a new style sheet based on an existing one used to involve exporting a style sheet, saving it to the desktop and importing it with a new name. Now, the whole thing can be done from within PerfectIt simply by opening ‘Manage Styles’ and selecting ‘New’ – this opens a window in which you can give your new style a name and say which style you want to base it on.

Another welcome style change is that the built-in styles are now preserved, but if you want to make a change to one of those styles (eg to UK spelling), PerfectIt will automatically create a new version of that style sheet (eg ‘My UK spelling’), which you can modify. Also, the built-in styles will automatically update if Intelligent Editing makes changes to them. A further useful new feature is the option to combine style sheets, nominating which style should override the other where they differ.

Finally, the style sheet editor, which works behind the scenes, was always a rather daunting part of PerfectIt, particularly in comparison to the front end of the program. The basic set-up looks much the same, but a welcome improvement is that changes to the style sheet editor now save automatically, rather than the user having to click on ‘Save and exit’ to save changes.

The verdict

I would highly recommend updating to PerfectIt 4. The upgrade is relatively cheap (currently only US$49/year – around £40 – for those already on subscription), and the benefits will be obvious immediately, particular in terms of time saving. Also, for those who are used to previous versions, the interface is sufficiently similar that updating won’t hold up your work.

If you’re still in doubt, why not give it a try. Free trials for permanent licence holders and new customers are now available (and any style sheets that created in PerfectIt 3 will automatically be brought into PerfectIt 4).

Disclosure: Hilary received a 2-year subscription to PerfectIt as an incentive to pen this review.

Hilary Cadman is a technical editor who has been using PerfectIt for nearly 10 years and has produced online courses to help fellow editors get the most out of the program.


This article originally appeared in the July/August 2019 issue of Editing Matters, the SfEP’s digital magazine.


Proofread by Emma Easy, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

Why Run On?

By Cathy Tingle

Editing is an overwhelmingly sedentary profession, and sitting too much doesn’t do you any good, according to a range of authorities including the NHS. If you work alone it can be difficult to motivate yourself to step away from your screen rather than edit one more page. After all, who will know if you do or you don’t? (That same argument can also be used in deciding whether to have another biscuit.)

Thankfully, in May Tanya Gold came up with #StetWalk – a chance for editors to escape their desks, appreciate their outdoor surroundings, get some exercise, and take a picture and report back to the rest of the editing community on Twitter, thereby making it a brilliant accountability group.

But walking isn’t the only way to take a break from editing, or to counteract its effects. Since #StetWalk was launched, #StetCycle, #StetSwim, #StetDance and more have been enjoyed by editors. When #StetRun appeared, I approached the SfEP to discuss launching Run On, a virtual running group.

Reasons for Run On

Why would we bother launching our own group when there’s the whole #Stet thing? Well, to begin with, running can get pretty nerdy: runners like to talk kit, race times and nutrition plans that would bore the pants off everyone else. Few people post a picture of themselves running as their social media avatar because, well, it’s just not very flattering, is it? But you might share a photo in a more restricted group. And running has its highs, undoubtedly, but also its lows. Coping with a frustrating injury. Managing a long-term health issue. Falling over a kerb. These aren’t things you’d necessarily want to tell everyone on Twitter.

Since Run On launched its Facebook group in mid-June we’ve gained 26 members. Not all of them are running at the moment or post updates regularly. We have one member who ran a marathon on her birthday as a treat, and we have another member (me) who thinks 4km is a pretty long way to run all in one go, thank you very much. We chat about all sorts: dolphin-spotting on coastal routes, looking like a beetroot post-exercise, what we listen to while running. Most of all, we aim to be supportive, no matter where members are with their running. Because, as you’ll see below, every runner’s journey is different.

Marieke Krijnen

Running helps me get away from my desk. I love it most for its flexibility (you can run almost everywhere, at any time) and its solitude (running can be done by yourself). Come to think of it, I’m a runner and a freelance editor for the same reasons: I like being alone, and I like having flexibility in terms of schedule and location. Running also provides me with a chance to catch up on my favourite podcasts, like Grammar Girl and The Editing Podcast. It gives me an opportunity to get out of the house, get healthy and enjoy some quality alone time. At the same time, I am very motivated by the support that my edibuddies provide through groups like Run On and the #StetWalk and #StetRun hashtags. It’s wonderful to hear everyone’s stories, get advice and see photos of what everyone encounters while out on their runs!

Luke Finley

I run despite – partly because of – a chronic pain/fatigue condition called fibromyalgia (FM) which I was diagnosed with a decade ago. I’m always conscious that many people live with worse than FM. That said, though, it’s hard not to feel yourself defined by such ever-present pain. For a long time I let it keep me on the sofa, until the realisation dawned that doing nothing also hurt. My son was little then: stepping outside for a ten-minute route round the local cemetery (where I’d be less visible than on the seafront in the other direction) was the easiest form of exercise to fit in. Now, I can run a half-marathon on my best days, and I wouldn’t face the pain – or my working life – without the greater fitness level and the regular dose of endorphins and sea air (yes, I brave the seafront now!) I get from running three or four times a week.

Cally Worden

A dodgy right knee has blighted my previous running attempts, so I’ve always favoured cycling and swimming as low-impact alternatives. But these are more time-hungry, and in a busy day of editing I’m often woefully inactive. So, I decided recently to give running another try; it offers the chance to stretch my body and free my mind in compact pockets of time that can be as intensive or relaxed as I want. And I’ve found that I love it. As a running newbie I’m a hot mess (literally!) by the end of each run, but I return to work invigorated. The old knee injury has flared up, frustrating my plans to build up speed and distance, but the generous support and inspiration from members of the SfEP Run On group has kept me on track while I await a physio appointment – I can’t wait to hit the road again.

Heather Musk

I read an article when I first started running that said, ‘Don’t run to get beach ready, make it part of your life and who you are.’ I laughed at first, never thinking of myself as a runner, so never thinking it could/would be part of who I am. But now, it’s so much a part of who I am I miss it when I have a break and, more surprisingly, my body misses it. As with my editing/writing career, I needed to stop wishing I was that person and start acting like that person.

Running is my ‘me time’ and it’s vital for keeping my head in the right place. It helps me refocus on work when it starts to send my mind fuzzy and provides the best distraction, an open road for as far as I want to go.

Andrew Hodges

I have a ‘stop-start’ relationship with running. Right now, I’m more ‘interval’ than interval training as I recently sprained my ankle running over cobbles by the river Danube. As an editor and translator, I often spend a few months each year in parts of Europe where I used to work/have clients and friends (Germany, Croatia). Running is the perfect sport for these trips away as it is free, doesn’t need planning in advance and is a great way to see a new city. All you need is the right shoes, clothes and – the difficult part – enough motivation to get out the door. I usually sign up for a 10K or half-marathon in a different city each year to keep me focused, but don’t always make it to race day. If I do, managing to keep running all the way is more than victory enough!

Ayesha Chari

I’ve been a runner in my head all my life. I ran competitively in school, then life took over and, quite unintentionally, I turned into a serial walker and swimmer. (Besides, it isn’t easy to run for leisure/pleasure in India; worse, if female.) So, after weeks of walking past the poster of a jogging group, the first scary social thing I did in the UK was to join it!

2016. I decided to give a little back. The Oxford Town and Gown 10K was my first charity run.

2019. Two and a half years since my last run. We moved cities, had a baby, I lost my runner mates, life happened (again!) – and that I’m keeping count reminds me I miss it. Running let me pay it forward to others but, selfishly, also to my future self. It has been my go-to mender and problem-solver, for body and mind, editing or not. Easing back to work after maternity leave is still a struggle; running, even more. I jumped onto the Run On bandwagon in the hope I will be bullied (read: motivated) into my trainers soon.

Run On is open to all SfEP members who are interested in running. Find us on Facebook . Or you can join our extended community on Twitter with the #RunOnEditors hashtag.

Cathy Tingle (DocEditor) is an Advanced Professional Member of the SfEP. In her glory days of running (around the turn of the millennium) she completed marathons in London and Berlin. These days she’s content with trotting to and fro along the sea wall in north Edinburgh.

 

 

Picture credit: Luke Finley: Siglion/Sunderland City 10K


Proofread by Victoria Hunt, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

 

Inclusion and diversity

Susie Dent's Wonderful Words

Curiously, the word ‘inclusion’ was once all about shutting someone in as a form of imprisonment. Its beginnings are in the Latin claudere, to shut, which means that ‘include’ and ‘close’ are unlikely siblings. The idea of confinement gradually shifted to mean embracing someone within the boundaries or circle of a group.

That sense of an embrace lies hidden behind some unexpected words in English. At the heart of ‘accolade’, for example, is the Latin ‘col’, meaning ‘neck’. The first accolades were knighthoods given by a monarch to their subjects by means of a royal hug – the recipients were literally ‘collared’. Similarly, to ‘fathom’ once meant to embrace with outstretched arms: the average length of such arms was thought to be around six feet, hence the use of fathom to measure the depth of the water in order to take soundings (when we fathom a situation or fact, we are essentially taking soundings with our minds).

Diversity, like inclusion, is a word with a classical heritage. At its heart is the Latin vertere, to turn, which also produced ‘vertigo’ (‘a whirling around’), ‘advert’ (which makes us ‘turn toward’ something), ‘anniversary’, (the turning of the year), ‘extrovert’, (someone who ‘turns’ outwards), and a whole host of other English words. ‘Diverse’ simply means ‘turned in different directions’ – in other words, embracing all.

Susie Dent, honorary vice-president of the Society for Editors and ProofreadersWonderful Words is a regular feature by Susie Dent, honorary vice-president of the SfEP. Susie is a writer and broadcaster on language. She is perhaps best known as the resident word expert on C4’s Countdown.

 

 


The SfEP has undertaken its first equality, diversity and inclusion audit – Vanessa Plaister explains why and how in ‘Taking the SfEP forward into an inclusive future‘.

This Wonderful Words article first appeared in issue 9 of Editorial Excellence,
the SfEP’s e-newsletter.


Proofread by Liz Jones, Advanced Professional Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

Taking the SfEP forward into an inclusive future

As the SfEP prepares to report on the findings of its first equality, diversity and inclusion (EDI) audit, we interview Vanessa Plaister, community director, and explore what led the SfEP to take this step.

You’re relatively new to the SfEP Council, Vanessa, and you’ve hit the ground running with an equality, diversity and inclusion (EDI) initiative. How did that come about?

It was all a bit of a whirlwind! One minute I was reaching out to Sue [Browning, then community and now membership director] in my capacity as local group coordinator for Mid-Somerset, asking her for a steer towards the SfEP’s equality statement, and the next I found myself co-opted onto the Council, taking the lead on developing just such a statement – and more…
As a member, I’d never considered putting myself forward – but being on the Council has been the challenge I didn’t know I needed and I’m thrilled not only to be part of a vibrant, dynamic team, but also that not one director has questioned why the SfEP needs to be embedding equality, diversity and inclusion across its activities. I think there was Council buy-in on this before I even raised a hand.

It’s clear that EDI issues matter to you and to the Council. Can you tell us why?

Good question. Because these are issues so woven into who I am – who I want to be – stepping back and trying to put the why into words is difficult. For me, I guess, if you’re not concerned about issues of equality, diversity and inclusion in the UK where the wealth gap is ever growing, in which women are raising their voices to call out everyday sexism and in which structural racism is ever more exposed, you’re not listening. I can’t speak for the other directors as to why these and other related issues matter to them, but for me it’s imperative that I do what I can to amplify those voices that are and have historically been less heard and to lift up those folk who are and have historically been ground down.

And although I’m not really on board with the requirement for a business case – a profit motive – to underpin any social good, part of inclusive practice is acknowledging that not everyone thinks quite the same way I do… And some folk need to know that diversity and inclusion are demonstrably good for business. They open up markets and embrace excluded audiences, and they build the bottom line.

And what about the SfEP’s members? Why should equality, diversity and inclusion matter to them?

It’s firmly established within the SfEP standards and editorial syllabus that some general knowledge and awareness of cultural issues is essential if an editor is to practise effectively. Sarah Grey has written on inclusive language for the SfEP blog, and there’ll be a session on editors and inclusivity at the SfEP Conference 2019; Erin Carrie has twice written on the issue of linguistic prejudice, both in theory and in practice, which is something to which it’s all too easy for an editor to fall prey. In publishing on these sorts of issues, the SfEP is clearly positioning itself in opposition to those who misrepresent editors and proofreaders as fusty grammarians, clinging to outdated prescriptions that don’t keep pace with modern communications, which I think couldn’t be further from the truth!

For members, it’s also essential to remember that, as an association of members, the SfEP is its members. From the Council through the local group coordinators, the social media team and the ambassadors, to name but a few, every role is held by a member and every activity is member-led. What this means is that barriers to participation are barriers to the SfEP delivering value to its members. The more diverse and inclusive the SfEP’s activities, the more valuable those activities become.

And that means the SfEP must embed policy that’s not only informed by the shape of our membership now and our goals for the future, but also action-focused to widen participation and meet the needs of our members meaningfully.

You started work on developing that policy by delivering the SfEP’s very first EDI audit to members in late April and early May this year. Tell us a bit about that.

When I joined the Council, I wasn’t interested in drafting a policy that simply paid lip service to the subject, copying and pasting from other organisations’ templates. The SfEP needs a strategic EDI policy – and the first step towards setting out where we need to go is figuring out where we are now.

There were two sections to the audit: the first focused on issues of equality and diversity, including protected and other personal characteristics; the second, on indicators of inclusion, such as fairness, belonging and voice. We can benchmark the findings in the first section against the Publishers Association (PA) survey of diversity and inclusion across the publishing industry as a whole,1 and against figures for the UK more widely. We based the questions in the second section on questions developed by data analysts at SurveyMonkey and social scientists at Paradigm, fine-tuning them to allow SfEP members to reflect on their membership experience. We also added questions on participation in each of the SfEP’s shared spaces – local groups, forums, conference – as well as the experience of members as volunteers. And we asked The Diversity Trust to review the audit questions and the accompanying communications because professional standards matter.

Using SurveyMonkey, we conducted the audit anonymously to maximise participation and authenticity, and we assured members that their responses would be held confidentially and accessed only by a single named individual (the community director), with the results to be published in aggregate only.

I think it’s also important to note that we delivered a sequence of communications before and during the audit, including FAQs each time, and that this may have contributed to our remarkably high response rate of 41 per cent.

Since the audit closed, data analysis has been time-consuming – not least because language professionals may be more likely than other respondents to take advantage of free text spaces to add commentary. There’s so much of value in this textual data that I’m consequently still working on the report – but we hope to be in a position to publish it very soon…

Okay. So, you’re still working on the report – but can you give us any sneak peeks into your findings?

[Pauses for thought] I don’t think it would come as any great surprise to anyone if I were to confirm that, of the 883 members who responded, a massive 80 per cent were women, which is considerably higher than the 63.4 per cent of respondents to the PA survey of diversity and inclusion within the publishing industry more broadly and the 52 per cent of women within the UK population.2

Another finding that’s perhaps unsurprising is that while the PA found a significant peak (37.9 per cent) in the age of its respondents at the 25–34 range,3 only 9.6 per cent of respondents to the SfEP’s EDI audit fell within that range, the more prevalent being 45–54 (ie 45–49 plus 50–54, grouped to map onto the PA’s ranges). The Council has long anticipated that a lot of our members may have come to editing and proofreading as a second career or after working in-house for a period of time, and these findings suggest that this may well be the case.

What’s especially interesting to me is the way in which these sorts of findings are intersecting with other factors, such as disability and mental health, or barriers to participation such as childcare or accessibility – but you’ll need to wait for the full report to be published to find out more!

Sounds interesting – and exciting.

It is. It really is.

For me and for the Council, it’s about core values – about signalling what kind of organisation the SfEP is and wants to be, and about embedding those values to take the SfEP forward into an inclusive future. When I work with the SfEP’s social media team and when I follow our members on Twitter, I see language professionals who engage thoughtfully and constructively with progressive ideas, and who know that our work is keenly relevant to equality, diversity and inclusion.

  • We talk about the inclusivity of gender-neutral pronouns and we embrace the long-established singular ‘they’.
  • We talk about the access issues that learners might encounter if their textbooks are taken out of print and available on-screen only.
  • We talk about the physical and mental health of freelancers, and we engage with #StetWalk or establish the SfEP’s Run On Group on Facebook…

This is who we are already.

And I’m so excited to showcase the evidence and take the next steps.

1      The Publishers Association, Publishing Industry Workforce Diversity and Inclusion Survey 2018, available online at https://www.publishers.org.uk/activities/inclusivity/survey-of-the-publishing-workforce/

2      Ibid, p7.

3      Ibid, p6.

Vanessa Plaister is an Advanced Professional Member (APM) who became SfEP community director in September 2018 and is working to bring equality, diversity and inclusion to the fore in all SfEP policy and procedure. She can commonly be found smothered by cats and surrounded by strong coffee or else risking whiplash at the front of a sweaty rock gig – and you can also find her in the SfEP Directory of Editorial Services here.


Proofread by Liz Jones, Advanced Professional Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

‘Pedantry is not a good look’: the radical message of English Grammar Day

By Julia Sandford-Cooke

So, when I told another SfEP member that I was going to English Grammar Day at the British Library, he was like, ‘I hope it doesn’t just involve complaining about Americanisms and overworked shop assistants writing “Out off order” signs’. Well, I was kind of expecting it would be just that – but, you know, it actually turned out to be kind of a subversive celebration of language change. And, yes, it also acknowledged the numerous linguistic tics I’ve already used in this opening paragraph. I suspect that prescriptively inclined delegates went home despairing of the deteriorating state of the English language. But, if they did, they weren’t paying attention.

Editors tend to be descriptive, not prescriptive, in their approach

For me, the day raised the issue of how we, as editors, can balance the prescriptive and descriptive elements of language use. It’s all very well for academics to shrug their shoulders and agree that things change, but where do we stand when our job is to ensure that text in the public domain is correct?

Or is that our job? Perhaps we should regard our work more as facilitating communication. Most modern editors would probably agree that it is. SfEP members formed a good proportion of the audience and I didn’t hear any of them grinding their teeth (except when it was suggested that nobody would miss the possessive apostrophe). In fact, most of us nodded at Rob Drummond’s graph indicating that pedantry decreases as language knowledge increases.

When people criticise the language of others, it’s almost always about more than language

Take Zwicky’s bias warnings, quoted by David Denison:

  • The recency illusion – a belief that things you notice recently are recent.
  • The frequency illusion – once you’ve noticed something, you see it everywhere but that doesn’t mean it happens all the time.

We all have our tics and bugbears. I hate constructions like ‘We were sat on the bench’ and ‘Come with’ (it’s ‘come with ME’, dammit!) and would correct these in written text without a second thought. On the other hand, I am aware that all my conversations are peppered with the oft-despised ‘like’. As Rob Drummond said in his talk, ‘standard’ English is an arbitrary accident of history, reflecting the balance of power and personal choices that may, or may not, have gained wider traction. The speech of those who decry ‘like’ or the exclamatory ‘so’ almost certainly features other discourse markers that nobody seems to mind – ‘kind of’, ‘well’, ‘you know’, ‘I mean’, ‘actually’. Your ‘overuse’ of linguistic tics may be someone else’s normal. They’re not necessarily devoid of meaning, either – it was pointed out that certain academics’ use of ‘as it were’ could imply that the speaker feels that ordinary words are not adequate to express the brilliance of their insight!

There is evidently a difference between what people say and what people think they said, and, frankly white, middle-aged, middle-class men – those with the power – receive less linguistic criticism than other groups in society. Everyone has preferences but when these become judgements and prejudices, these preferences are problematic. The use of ‘he’ as a singular generic pronoun has, thankfully, fallen out of favour but the lack of an alternative term raises new issues. Charlotte Brewer analysed actor James Woods’ recent tweet complaining about the singular ‘they’, taken by many to be transphobic. Dictionaries tend to avoid the matter, as well as failing to reflect new definitions of other gendered words – ‘husband’ and ‘wife’, for example. Do dictionaries record or sanction use – or neither? A woman may have a wife, whether or not the dictionary says it’s possible.

Non-standard may become standard but, even if it doesn’t, non-standard does not mean sub-standard. In fact, it often does a better job of communicating than standard forms. A good example is the sophistication and eloquence of much grime music and rap. Check out The Hip-hop Shakespeare Company for more evidence.

To misquote Taylor Swift: ‘Hey, kids! Grammar is fun!’

Grammar is often taught in primary schools by those who are not confident in describing the technical details. To be honest, many editors make a good living without knowing what a modal verb is, or caring about the difference between ‘which is better?’ and ‘which is best?’. Does it matter? Probably not, if the aim is to pass Key Stage SATs or to make a passage of text easier to understand. But English Grammar Day showed that grammar is about much more than whether fronted adverbials improve a piece of prose.

Editors normally work with the written word. Most users of English differentiate between writing and speaking modes, but younger people often blend the two. Electronic forms of communication (texting, for example) may reflect spoken language written down, but we don’t yet have the terminology to grammatically assess it.

There is always an element of choice in how we use language. Non-standard grammar can both reflect, and play a role in, the performance and expression of our identities. Code-switching is not a problem for most speakers if they first recognise the need and then choose to do so. Contrary to rumour, there is apparently no evidence that GCSE and A-Level examiners have come across text-speak – clearly, young people know how to meet the standards appropriate to the situation. The theme of our 2017 SfEP conference was ‘context is key’ – nobody is saying that students shouldn’t use standard grammar in formal essays, but they don’t need to use it in everyday writing and speech, as long as their audience understands them.

Which brings us back to how editors could address these issues. There’s one short answer. Rob Drummond added a coda to his graph that, ‘You can become a pedantic anti-pedant and that’s unattractive as well.’ Our job, as those with the language knowledge, is to educate pedants. And, sometimes, our job is to recognise that we are those same pedants.

With thanks to the day’s speakers, who provided the springboard for my thoughts in this blog post and to whom I apologise for any inadvertent plagiarism: Charlotte Brewer, Jon Hutchinson, David Denison, Ingrid Tieken-Boon van Ostade, Barbara Bleiman, Rob Drummond and John Mullan.

And with apologies to my proofreader for the first few sentences.

Julia Sandford-CookeJulia Sandford-Cooke of WordFire Communications has 20 years’ experience of publishing and marketing. She has written and edited numerous textbooks, specialising in vocational education, media studies, construction, health and safety, and travel. Check out her micro book reviews on Ju’s Reviews. Don’t ask her to explain what a modal verb is.

 


You can brush up your grammar with the SfEP’s online course.


Proofread by Joanne Heath, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

Customer service: a cautionary tale of red flags and safety nets

By Vanessa Plaister

In their recent contributions to the SfEP blog, Cathy Tingle and Sue Littleford focused on how editors can keep customers sweet and distinguish themselves professionally. Each offered insights into how to handle complaints: for Cathy, the key is ‘to really listen to your customer’; for Sue, ‘it’s all about imagination’.

So what might happen in practice should things turn sour?

Let me take a deep breath and reflect candidly on a recent experience, laying bare what I learned …

Setting up the safety nets

I’ve long known that one of the most effective safety nets an editor can set up is the sample.
By this, I don’t mean the sort of sample for which some authors ask before placing a project; rather, I mean early submission of an edited chapter or two, so that a client can check the level of intervention and feed back to an editor should their work not quite meet the brief.

For many clients, particularly in publishing, such a sample is a contractual requirement. This project was one of those instances and the production editor approved my samples, noting nothing more than that the work was ‘great’.

But what of the author?

Sometimes, a publisher will send the sample on to the author for their review. Others will ask the copy-editor to liaise directly with the author and specify nothing more about how they’re to do so.

Whatever the publisher’s preference and faced with ever-shorter schedules, I standardly practise a lean (vs linear) workflow. In other words, immediately I’ve completed holistic work (general clean-up, formatting, house style, etc) and I’m engaging with the text at a substantive line level, I start to send edited chapters to the author(s) for their review and amendment. This allows us to explore at an early stage any editorial interventions with which the author(s) may be uncomfortable and these conversations can inform the ongoing edit.

In this way, I try to position myself at the outset as the author’s ally – sometimes even their advocate, should they vehemently and for good reason disagree with a matter of house style – and it allows me to build a solid professional relationship with both publisher and author that’s rooted in confidence and trust.

What’s more, not only does this protect me against the reputational risk of authors first encountering edits only at proof stage and perhaps being unhappy, but also it minimises likely amendment at proof stage, with all of the associated time and cost savings for the publisher.

So when the publisher told me that this author had said no, she would look at the edit only once I’d completed the whole (some 325,000 words), this was the red flag that should have stopped me in my tracks.

Reading the red flags

When I first contacted the author, then, it was not to deliver the first one or two chapters, but to deliver 15 files in one fell swoop.

I’ve been asking the publisher for some time when this would arrive, she replied. Had she known, she could have met our deadline, but it was now unlikely that she’d be able to find the time.

Some red flags are subtle.

When the files came back, they were unmarked other than to resolve direct queries. Had she read through at least two of the chapters in full, as I’d asked?

I didn’t, no.

And why would she, when she had imagined that my intervention could extend no further than correcting typos? When substantive amendments for reasons of stylistic consistency were simply the tail wagging the dog?

I warned the production editor immediately I suspected that the situation might escalate – and my fears were soon confirmed.

Caution: here be dragons …

The complaint was presented to me, in the first instance, in general terms.

The author was alarmed.

The author had concerns.

We had to do anything to make the author comfortable.

I asked whether the author could deliver examples and committed to using that evidence to inform an action plan – and I tried to examine that evidence with eyes and heart open to the possibility that I might have got it wrong.

Editing isn’t a competition and, as an Advanced Professional Member of the SfEP, I don’t need to prove my credentials. I worked hard for that designation, and it’s indicative of both qualifications and experience, as well as my commitment to a rigorous Code of Practice.

So while I could tell you here that, of x examples given, I found only y of the challenges to be justified (which instances have been valuable reminders that querying the apparently obvious can, paradoxically, save time when working under pressure), I won’t. Because that doesn’t move us forward.

The most helpful thing I can tell you is that a good editor’s first reaction to an allegation of incompetence should not be defensive, but deferential.

What if I did mess up?

The schedule was tight. Super tight. And that meant working long hours.

Was there a chance that those long hours saw me miss more than a reasonable number of errors or ambiguities – or, worse, actually introduce errors?

It’s not easy, being willing to be wrong and when our professional identity is intertwined with our personal identity, a challenge to our work can feel like a personal attack …

Read that again.

When our professional identity is intertwined with our personal identity, a challenge to our work can feel like a personal attack.

While the best authors recognise their editors as their allies, the inexperienced – or perhaps insecure – author experiences editing as an attack. And, sadly, when an author – when anyone – feels under attack, there’s a good chance that trying to reassure them will end only in them doubling down on their defence, hearing not a conciliatory I know what I’m doing and I can help, but a competitive I know more than you.

So while an author and editor should be a collaborative team, working together to win–win, it quickly became clear that there was no win for me here.

Yes, the publisher had approved my work at the sample stage.

Yes, the author had rejected early involvement that would have precluded the stressful situation in which we all now found ourselves.

And yet I was faced with a stark choice:

  • agree to work back through the whole of the book, reversing every edit unless it met a narrow specification, all for a tiny budget uplift that worked out to less than minimum wage; or
  • refuse to bend, risk not being paid at all for that original work and risk losing a long-term client, as well as put my professional reputation in jeopardy.

Should I take a stand against demands I considered to be objectively unreasonable – or did it matter more that I got paid and that I did what I could to keep my client?

Taking a beat before breathing fire

I’m not going to lie: did I shout at my screen as I worked through, reversing sensitive edits and taking in the author’s subsequent revisions and remarks, infuriated when she dismissed or denigrated standard practice or sound advice?

Of course I did.

But, for all that I may have high professional standards, it’s not my name on the book and if an author wants to retain an error or perpetuate ambiguity, whatever their reason, then that’s their prerogative.

And what of my client?

I remembered that when Sue spoke of ‘imagination’, I heard the word empathy, and what I tried very hard to remember is that my production editor was nothing more than the messenger.
I tried to take a beat before breathing fire – to keep my emotional response within these four walls, tempering my frustrations when emailing my client with my eye always on the prize: preserve that relationship.

Office politics aren’t fun and I don’t envy the in-house production editor the tightrope they tread.

We might imagine that employment gives an in-house editor income security and we might privilege our precarious position as freelancers above the risks involved in relying on any single-source income. And, yes, it’s worth reminding our clients that externalising a crisis has consequences for us that are different from the consequences it might have for them – but it’s equally worth us remembering the impact on the in-house editor should that crisis threaten their one job.

So while I don’t know yet what the long-term fallout of this experience will be, I do know that I did all I could to preserve my relationship with a client of 13 years’ standing and that the relationship I think – I hope – I’ve preserved with the production editor means that he’s promised to do all he can to mitigate the impact on my cash flow by expediting payment.

And, most crucially, I know that if any author ever again refuses to review a sample of my work ahead of the whole, I will be hitting pause on the project.

I’ll be hitting it hard.

 

 Vanessa Plaister is an Advanced Professional Member of the SfEP who accidentally became the SfEP’s community director in September 2018 and is working to bring equality, diversity and inclusion (EDI) to the fore in all SfEP policy and procedure. She can commonly be found smothered by cats and surrounded by mugs of strong coffee or else risking whiplash at the front of a sweaty rock venue.


The SfEP upholds editorial excellence. All members sign up to the Code of Practice, which sets out best practice for everyone in editorial work, whether freelance or in-house, and their employers and clients.


Proofread by Victoria Hunt, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

National Freelancers Day 2019

By Abi Saffrey

Over the past five years, IPSE has hosted the ever-expanding National Freelancers Day. A friend joined the IPSE board last year and it prompted me to find out more, and I then bought an early bird ticket to this year’s event (for all of £20). The event was packed with sessions sorted into four streams: Winning Work, Digital, Health & Wellbeing and Finance. The day started with a keynote speech by Pip Jamieson, founder of The Dots, a diverse community of ‘no collar professionals’. No collar professionals are freelancers, or job hoppers, with generally creative-led skills, motivated by purpose. The Dots allows those people to detail projects they have worked on, and credit other contributors – a shift away from the linear career approach of CVs and LinkedIn. The key points I took away from those 45 minutes with Pip were:

  • Free is not always a dirty word.
  • Think laterally: tech and digital pay.
  • You are as good as the networks you build.
  • Work hard and be nice to people: use interpersonal skills and have human relationships.
  • You are the average of the five people you hang out with the most.

Winning work

Following Pip’s keynote, I concentrated on sessions in the Winning Work stream, including one on collaborative working by Hela Wozniak-Kay (share your knowledge, charge for your expertise), a panel discussion with five young entrepreneurs about how to succeed as a freelancer, Erica Wolfe-Murray’s flash talk on understanding your difference (made even faster by the previous speaker overrunning by 10 minutes – each flash talk was due to be 15 minutes long) and Carl Reader’s full-on Q&A session about ‘Building brand YOU’. The key themes in these sessions were:

  • social media, in particular Instagram, and the importance of engaging with followers and commenters
  • coworking spaces, great for networking
  • people do business with people – human to human
  • passion for what you do and how you do it.

Wear clothes

The day finished with another keynote speaker, this time Adam Kay, author of This is Going to Hurt. Adam talked (and made us laugh) about his shift from junior doctor to freelance writer and comedian, and offered his key advice for freelancers:

  • Wear clothes.
  • Wear shoes.
  • Food is fuel, not a distraction.
  • Don’t work on a sofa.
  • Say ‘no’.
  • Do things you’re passionate about even if it doesn’t make you money.

As well as over 20 presentations, workshops and panel discussions, there were also opportunities to talk to companies specialising in insurance, mortgages and bank accounts for freelancers – and to get a free headshot from The Headshot Guy or be drawn by Emmeline Pidgen. I got the photo (see my bio below), but was too slow to sign up for an exclusive original portrait.

Being the only editor

It was a different experience to a publishing or editing networking and professional development event: the sheer number of people meant fewer in-depth conversations, the variety of skills and industries meant a different range of ‘in jokes’, and some of the sessions I attended were city-centric (with limited awareness of how working life in rural areas or small towns is different). The goody bag wasn’t overflowing with pens but did include a fish-eye lens to clip over my phone’s camera lens (which of course will now be used for all photos until I sit on/drop/let the children near it).

I spent most of the day out of my comfort zone, but encountered inspiring people and came home with some ideas about refreshing my business and some ideas about what I don’t want to do. I will go again next year, with an updated elevator pitch and a shorter description on my name badge.

Abi Saffrey is an editorial project manager, copy-editor, proofreader, cat minion, tea drinker, Advanced Professional Member of the SfEP, sunflower grower and walker. She is author of the recently published Editorial Project Management guide and co-author of the SfEP’s Editorial Project Management course. Connect with her on LinkedIn; you can follow her on Twitter too but be prepared for cat pictures and ranting.

 


Proofread by Emma Easy, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

The SfEP mini-conference: the Newcastle edition

By Annie Deakins

When I heard that the North East Editors were organising a one-day SfEP mini-conference in Newcastle, I was very tempted. The train journey from Essex would be relatively easy, with an overnight stay at the Holiday Inn. On the morning of the conference, I headed to the venue – the stunning Royal Station Hotel – adjacent to the railway station. Victoria Suite was sumptuous and spacious for the 68 delegates.

An interesting variety of sessions had been planned. They were:

  1. Marketing your editing business, with Denise Cowle
  2. The changing world of academic publishing, with Matt Deacon (from Wearset)
  3. Ministry of (Business) Training (MO(B)T), with Melissa Middleton
  4. Efficient editing – how to make the most of your fee, with Hester Higton
  5. Panel discussion: Navigating a course in publishing, chaired by Luke Finley, with Sarah Wray, Debbie Taylor, Alex Niven.

Eleanor Abraham (@EBAeditorial) wrote excellent summaries in her live tweeting throughout all the sessions. I have relied on some of her tweets for accuracy.

Marketing your editing business

Denise is the SfEP marketing director and she belongs to the Content Marketing Academy. Some of her points included:

  • It’s important to make the shift from ‘freelance’ to ‘business owner’.
  • Have a website. Your website is yours to do with what you want.
  • Be brave and network with colleagues.
  • Like, comment and share content from colleagues.
  • Be helpful and demonstrate your knowledge.
  • Add value. Give away brilliant free stuff on your website (be like Louise Harnby, the room chorused!).

Time for coffee and CAKE!

The changing world of academic publishing

Next, Matt Deacon, the project manager at Wearset (one of the conference sponsors), talked about the pressures that publishers are against. Pressures from profit-driven markets, the internet, expectations on speed of delivery, globalisation and increased competition. He asked if artificial intelligence is going to take our jobs. No. Context, style and subtlety of language need the human element. Automation tools (such as PerfectIt) can carry out mundane tasks and reduce the time taken to edit, leaving us to focus on language and sense. Matt suggested how to future-proof editing: spot change, embrace and innovate, and spearhead development. Another thought was, how can we as editors encourage standardisation of templates among publishers? He suggested that the SfEP has a role to play in encouraging cleaner formats for editing by sharing discussions between publisher and author clients.

Ministry of (Business) Training

The third session, with Melissa Middleton, was lively. She runs Project North East, promoting enterprise. In groups, we listed all the ways we do daily CPD … what? It turns out we do quite a lot, especially if we use the SfEP forums. One activity had us listing our top skill on a sticky note placed on a poster of collective skills, then listing a weakness to improve on another sticky note for a second poster. By the end we had created a ‘Skill Swap Shop’ to be shared. Very simple and effective. Melissa finished by sharing a useful Interactive CPD Toolkit.

Efficient editing

After lunch, Hester’s session was fascinating, if intensive. Our task was to judge what can and can’t be done in a job when clients are cutting costs and driving down schedules. Given non-fiction texts to discuss and prepare for copy-edit, we analysed each brief and project.

Hester’s tips on efficient editing were:

  • What essential work must be done within budget and by the deadline?
  • Know what your key priorities are and stick to them.
  • Use clean-up routines, keep track of the project and analyse when finished for timings and cost.

Navigating a course in publishing

The last session was a panel discussion chaired by Luke Finley. On the panel were Sarah Wray, Debbie Taylor and Alex Niven. Some questions from the delegates for discussion were:

  • How do editors deal with …?
  • How have you tackled a ‘muscular’ (*top* word of the conference) or heavy editing job with an author?
  • When do you get time to work on your own novel when you are an editor and enjoy writing?

All in all

Mini or one-day conferences are valuable for a variety of reasons.

  • Lasting only a day means they are not expensive in terms of time or money.
  • Their location may be nearer to you than the main SfEP annual conference.
  • They present more regular networking opportunities than waiting for the annual conference.
  • Participants are eligible for upgrade points.

After the surprise raffle, the final (unofficial) session headed to a nearby bar for drinks, which I had to miss in order to catch a train. But bravo and cheers to the NE Editors, especially Kia Thomas, for a valuable day!

Annie Deakins was a primary teacher in Essex for 30 years before retraining as a proofreader three years ago. An Intermediate Member of the SfEP, she runs Proofnow Proofreader. Connect with her on LinkedIn. She tutors primary children, edits her local parish magazine and blogs as #TallTartanTells.

 


Check out all the tweets from and about the day: #SfEPNEConf

The annual SfEP Conference takes place in Birmingham this year, on 14–16 September –  booking is still open!

Local SfEP groups organise mini-conferences: the next one, on 6 November, is in Toronto. If you would like to organise a mini-conference close to you, contact the Society’s Community director.


Proofread by Victoria Hunt, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

 

Customer service: it’s all about imagination

By Sue Littleford

Towards the end of April, Cathy Tingle wrote an excellent post here on customer service. A bit of chat on the SfEP forums resulted in Cathy suggesting I write a follow-up, so here we are!

True story: I recently had to chase a client for payment. The due date was missed, so I emailed. I was told the same day that the project manager had emailed their manager and accountant to find out what was going on and to chase payment. Six days later I email again. That email is ignored. I wait five more days and email a third time, adding ‘3rd reminder’ to the subject line.
The manager hadn’t authorised my payment before going on a business trip to China, and his staff were having difficulty reaching him. Someone else in the company would now be responsible for pursuing this. Sorry. And that was it. I wasn’t told how long it would be before the manager was back in the UK, or at least in a country where they could expect to reach him. I wasn’t told how soon after the payment was authorised that I could expect the money to land in my bank account. It had taken nearly two weeks to get this far, which, as far as customer service goes, is pretty sucky (happy ending – I was paid three days later).

I’ve worked in customer service, one way or another, since I was 14 (and that’s a loooong time). I’ve handled complaints from the public, from colleagues, from MPs. I’ve held senior customer-facing posts in a major government department, and in the private sector. I’ve handled complaints face-to-face over a counter, in writing, by phone, in large meetings and by parliamentary question. And here’s what I’ve learned.

In a nutshell, good customer service comes down to an active imagination. Imagine – if I were the customer, what would I want? And then do that.

Easy? It can be, although some customers are just going to be a nightmare – keep those antennae attuned to your red flags and hope you sidestep all such folks. Assuming you’ve got a regular person for your customer, here are a few elements, unpacked.

1. Manage customer expectation

This is something my client signally failed to do. What does this mean? Put yourself in your customer’s shoes. Remember Kipling’s The Elephant’s Child? Set out your who, how, what, why, when and where. That should be in your contract, and it should be in your email or phone communication. Don’t be above issuing a gentle reminder on due dates, both yours and theirs, for things like sending out and getting back author queries. Talk to your client!

2. Make sure you’re on the same page as your client

Ensure they understand precisely what they’re paying for – what you won’t do as well as what you will. Make sure they understand how well you will do the work, when you’ll do it by, and how many rounds of editing that can involve for the price. Novice indie clients may need a lot more hand-holding with regard to the terminology of editing – we’ve all had people say they want a proofread when they need a developmental edit. On the other hand, publisher clients will occasionally call things by weird names. If in doubt, ask. Ensure you understand precisely what you’re being paid for.

3. Under promise and over deliver

But don’t be too far out of whack or your customer will think you’re either taking the mickey or are really, really bad at estimating.

Well, my client had managed to under promise by one definition, but that’s not what I mean. If they’d said ‘We’re so sorry about that; there was an internal breakdown in communication. But you’ll be paid by next Thursday’ and then paid me on Tuesday, that’s under promising and over delivering. There’s another aspect of this I’d like to sound a dire warning about: I just wish we could ban editorial folks from claiming to ‘perfect’ text. Some people even have it in their business name! With so much of English being subjective, how can you ever deliver perfection? Your perfect may not be your client’s perfect. But with some folks persisting in waving their ‘perfection’ banner, it makes clients think you’ve messed up even when you really, really haven’t.

If you do these three things, and the quality of your work is up to snuff, then you’re unlikely to get caught up in a complaint. But it can happen – maybe you messed up, maybe your client did (inaccurate or ambiguous brief, anyone?). Either way, your client isn’t happy with you or your work. What next?

1. Don’t ignore the complaint

Here be dragons. Pretending the complaint didn’t happen is truly awful customer service, and quite foolish since social media happened. Get a quick holding reply out – apologise without accepting responsibility (initially). ‘I’m so sorry to hear this. Let me take a look at it and get back to you. I hope to be able to do that [by when].’ That gives you time to check the brief/contract/your files and work out how valid the complaint is. If it is down to you, even in part, you’ll say so and apologise properly soon enough. A little tip – if the complaint comes in while you’re between jobs, and you have acres of time right now, still do the holding reply. Don’t rush your analysis of the complaint, and don’t rush your response. Complaints are emotional things, whether you’re in the right or in the wrong. Give yourself time to calm down.

2. Don’t reference satisfied customers as the norm

NEVER tell a customer that all your other customers are perfectly satisfied, even if it’s true, because if you’ve messed up for that client, your failure rate is 100% as far as they’re concerned. I’ve had this happen to me, and it just got my dander up. You don’t want to rile an already annoyed client. Don’t compare them with your other, perfectly content, customers – it can be read as a form of victim-blaming.

3. Put a lot of effort into responding to complaints

Make sure you’ve addressed each issue the customer has raised, even if you think it’s utter garbage; address each issue in full, anticipating as many rebuttals as you can; check and recheck and rerecheck your reply before sending it out. Again, use your imagination – put yourself in your customer’s position and craft the kind of response you’d want to receive; keep your zingers to yourself and don’t reply until you are perfectly calm. If you fail to do any of this, I can pretty much guarantee that the correspondence will continue to suck time out of your life, complaints will get escalated, perhaps to the SfEP complaints panel, and the complainant will tell all their friends that you are useless. Or they’ll use social media to tell the world that you’re useless.

4. Keep full records of the complaint and your response

Some complainants simply don’t know when to let something go, so you’ll want to have everything at your fingertips should they re-erupt. If your red-flag-o-meter didn’t go off and you have got a nightmare client, remember some people nurse their grudges and are quite happy to keep the complaint going as long as they can. That is taking up your working time, or your private time. Either way, the job is now earning you less and less per hour.

5. Know when enough’s enough

Some clients simply don’t know when to let go. If you’ve responded in detail to their complaint, and you consider you weren’t at fault, but the client keeps coming back, perhaps demanding a refund you know isn’t justified, there’ll come a time when you simply have to tell the client that you won’t engage in any further correspondence. Similarly, if you realise you were at fault, and you’ve rectified your mistake and/or made a partial refund, you may have a client who decides they want your work free of charge and keep nagging for a total refund. You’ll have to decide for yourself when the time has come to put an end to the exchanges. Nowadays, that does involve the risk of being attacked on social media, sadly, but you can’t be held hostage. This is why it’s more important than ever to ensure you and your client understand each other, and understand what each side’s responsibilities are in your transaction.


We’re all human, which means we all make mistakes. It’s how we deal with those mistakes that spells out the quality of our customer service. And how we avoid them in the first place.

I’ll finish up with a favourite quote from Henry Ford, who knew a thing or two about customer service. When checking the exact wording, I was delighted to see it included the I-word!

‘The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.’

Sue LittlefordSue Littleford was a career civil servant before being forcibly outsourced. That was such fun she changed tack altogether and has been a freelance copy-editor since 2007, working mostly on postgraduate social sciences textbooks plus the occasional horseracing thriller. She is on Facebook and Twitter from time to time.

 


The SfEP upholds editorial excellence through high standards; all its members sign up to the Code of Practice.


Proofread by Joanne Heath, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.

 

 

 

Wise owls: the best CPD I’ve ever done

The wise owls are soaring into summer with some reflections on the best continuous professional development (CPD) they have undertaken.

Melanie Thompson reading the SfEP guide 'Pricing your project'Melanie Thompson

About 25 years ago my employer sent me on a three-day training course called ‘Selling for non-sales staff’ (or some such title). The underlying ethos of the course was that people buy from people and that it’s best to engage potential clients in conversations to try to find out their aims and needs rather than to deluge them with a list of your (your company’s/product’s) ‘features and benefits’. It all seems rather obvious, once you pause to think of it, and it’s something I’ve tried to remember ever since.

But I learned a much more important lesson during the role play (two words that fill many freelancers with dread); namely that it’s important to ask open questions. At that point, with only a few years’ work experience under my belt I’d never even heard of the concept of ‘open’ and ‘closed’ questions. That was one of the most valuable lessons I have ever been given – of benefit for both business and personal interactions.

Sue LittlefordSue Littleford

I’ve done plenty of CPD as a copy-editor, but the best was probably a one-day business finance course I did yonks ago. From that course I picked up two nuggets, both of which I’m apt to trot out at the least provocation: (1) it’s easier to save money than to make money (as I said last time) and (2) cashflow is even more important than profit.

Cashflow is simply having enough money coming in to cover your commitments: enough to pay your mortgage or rent, fuel and power, tax bill and internet connection, and still put food on the table. But freelancing doesn’t lend itself particularly easily to smooth cashflow. This is why budgeting is so important – you need to understand how much money you need to make and when your invoices are likely to be paid, follow up late payment quickly and often, and price your work correctly. It’s also vital to do all you can to build up a cushion to tide you over the lean months. With many business clients paying on a 30-, 45- or even 60-day cycle, you can find yourself with loads of cash one month and almost nothing the next, even if you’ve been working steadily. Calculate what you need and make it a priority to save enough in the bank so that you can still pay your bills – and replenish what you spend. Then squirrel away a bit more to help you should a client suddenly go bust. After that, you can go and whoop it up in the fat months!

Liz Jones

I’ve undertaken plenty of CPD in the decade I’ve been freelance, including attending various SfEP courses and five conferences. They’ve all helped me a lot in terms of teaching me new things, giving me more confidence to run my business, and helping me access a wonderful international community of editorial professionals. Perhaps the thing that has been best for my own learning, though, has been teaching other editors via the SfEP’s mentoring programme.

Helping others learn how to do things has compelled me to examine my own practice, and improve it. It’s been necessary for me to find out more about how to do things myself to be able to explain to others how to do them. I’ve been amazed by the high standard of many of the people I have mentored over the years, in copy-editing and proofreading – and inspired to up my game as a result.

Nik ProwseNik Prowse

I was lucky when I started in publishing that I found an employer willing to train me, fresh from my PhD, in copy-editing and proofreading. Those classroom courses at Book House in London – three days of copy-editing and one of proofreading, run by the Publishing Training Centre – were the most valuable of my career as they set me up in what I was going to do, every day, working in-house. The experience I gained on the job after that had a firm bedrock on which it could be built. But is that CPD? I’d only just started so it was more like IPD – initial professional development.

But since being freelance it’s harder to point to any one day or piece of CPD and say ‘yes, that’s the best bit’ because CPD builds you incrementally into the publishing professional you are at any point. Once you have done the basic training the continuation and building of a career is less about huge leaps in knowledge and more about little nuggets of information and wisdom that change one’s practice and allow you to make small improvements in the services that you provide. On reflection, in recent years my most inspiring piece of CPD in terms of the renewed enthusiasm that it gave me was the SfEP’s Education Day in London in early 2018. It featured a day of speakers who weren’t so much teaching as giving a state of the industry, a snapshot of the state of affairs for editors. After that event I wanted to improve the service I give to educational publishers, as it’s an aspect of my work that I hugely enjoy but which is also challenging too, at times. That day was less about learning something new and more about garnering a new resolve for the work that I do.

Margaret HunterMargaret Hunter

The best CPD I’ve ever done is undoubtedly all the opportunities I’ve had for learning on the job. I love how pondering the different writing styles (and quirks) of different authors makes me question my assumptions. If something’s not written the way I would do it, is it wrong, or do I need to broaden my editorial horizons?

I’ve been editing for a long time but I still get stopped in my tracks and have to look things up, and I think that’s no bad thing. It also makes me think about how much (or how little) to change and how to let the author’s style through, rather than my own preferences. (But I do love a job where the author doesn’t care and is happy for me to preference away!)

Sometimes an author does something ‘odd’ so consistently that I begin to doubt myself, and often the more I look at it the more odd it looks! It’s a great opportunity to look up various style guides, consult the reference books or ask on the SfEP forum. It’s great revision, or it’s a great revelation. In any event, it’s great CPD.

LLouise Bolotinouise Bolotin

Back in 2001, I joined the editorial team at a large investment bank in the Netherlands where I worked on a huge range of equity analysis reports. I had only a lay knowledge of stocks, shares and the markets when I took the job. My boss sent me to London for a week to learn how to analyse and value a company. I didn’t quite manage to complete the final tasks on the last day – they required too much algebra, but I learned so much anyway. I’d never thought myself very numerate, despite being able to tot up Scrabble scores in my head and check a restaurant bill is correct. The course proved otherwise – I am. And I can read balance sheets, profit and loss accounts and more like a pro. I can skim a financial report and instantly understand the underlying issues. I can scan financial tables and errors leap out at me. Best of all, I gained confidence in my ability to handle figures. And while I still edit financial materials of all sorts, I can apply what I learned on the course to all kinds of other things I edit (annual reports a speciality). So thank you, Frans!


The SfEP’s parliament of wise owls started sharing wisdom and experiences back in 2016. All of the wise owls are Advanced Professional Members, with many years of experience and thousands of hours of CPD between them.


Proofread by Emma Easy, Entry-Level Member.
Posted by Abi Saffrey, SfEP blog coordinator.

The views expressed here do not necessarily reflect those of the SfEP.