Tag Archives: project management

Building the best team for editorial project management

What is editorial project management?

bringing the pieces together

Editorial project management involves taking a piece of content (primarily words, and related images and figures) from its raw form to its published state – whatever content that may be, and however it is published. Traditional publishing companies have in-house editorial project managers (EPMs), as do many corporations, charities, government bodies, research institutions – any organisation that wants to disseminate information. Those EPMs come with a plethora of job titles: publishing manager, desk editor, content specialist, project coordinator, content lead, development officer. Some organisations use freelance editorial project managers, expanding their publishing team without longer-term overheads.

Editorial project management is, in one way, similar to copy-editing and proofreading: every organisation will do it slightly (or completely) differently. A different workflow, a different content management system, a different scheduling tool, different reporting mechanisms, different responsibilities. Even within one organisation, no two projects will be managed in exactly the same way.

In many other ways, of course, editorial project management is a whole other beast. Whereas copy-editors and proofreaders often work almost in isolation – taking content, doing the necessary task and then returning the content – EPMs have to collaborate with internal stakeholders and external suppliers over schedules that cover a few, or many, months. That collaboration relies on the softer skills: communication, time management, the ability to quickly adapt and learn, cooperation, delegation, networking, organisation, and the ability to prioritise. Technical expertise is less important, but experience and training in other areas of the editorial process can be an advantage when briefing suppliers and checking their work.

Training for editorial project management

A lot of EPMs learn those skills and gain their expertise through on-the-job experience and training. Experience from life outside work – volunteering, running a household, playing an active role in a community – also contributes to building an EPM’s repertoire. To support that knowledge, or to provide a strong foundation on which to build a project management career, the SfEP has launched a new Editorial Project Management course. This online course uses two fictitious projects to guide students through the publishing process and understand what an EPM does. The Publishing Training Centre offers several classroom-based courses covering different aspects of project management.

What does an editorial project manager do?

The actual tasks involved in editorial project management vary depending on an organisation’s needs, but it’s very likely that, over the course of a project, an EPM will need to arrange for the content to be copy-edited, typeset, proofread (at least once) and indexed. That will involve sourcing, briefing and feeding back to the specialists carrying out those tasks. There will be liaison with the author(s) – perhaps also the commissioning team, rights and permissions experts, designers and illustrators. An EPM has to keep all these people and their related tasks (and budgets) on track, being aware of any issues and risks; if issues do arise, they need to be addressed appropriately and quickly so that they don’t snowball into bigger problems.

Building your team

building a team

Freelance EPMs – whether an individual or a company – can be an excellent, flexible resource, enabling organisations to share the workload of a busy team for a specific time period. Those EPMs bring with them a fresh pair of eyes and experiences from other organisations and projects, as well as a network of trusted suppliers. They may also be able to take on other specific tasks in the workflow, such as copy-editing or indexing. Many freelance EPMs are SfEP Advanced Professional and Professional Members and have a listing in the SfEP’s Directory.

A knowledgeable and approachable EPM can make a big difference to a publishing project – getting content out into the wider world requires more than box ticking. The right EPM for a project will not only produce great content but will also build good relationships and unite a team – it is the ultimate exercise in editorial collaboration.

Abi SaffreyAbi Saffrey is an Advanced Professional Member of the SfEP. She project manages, copy-edits and proofreads a cornucopia of fascinating material in her editing shed in Essex. Her office assistant, Gaston the Cat, provides no useful editorial support whatsoever.

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

Editorial project management: what, who, how?

By Hazel Bird

project managementAn editorial project manager (PM) can have a lot of control over how a book turns out. As such, project management can be a rewarding and enjoyable way for experienced copy-editors and proofreaders to expand their editorial horizons. For less experienced copy-editors and proofreaders, it can be beneficial to have an understanding of everything that PMs juggle when working on a project. But what does project management involve, who does it, and how does a copy-editor or proofreader get started on the path towards working as a PM?

What is project management?

In publishing, project management refers to the tasks involved in overseeing the journey of a manuscript from the end of the writing process to printing and/or electronic publication. However, within that broad definition, there is great variety in what a PM might be asked to do. Tasks may include some or all of the following.

Dealing with freelancers and other suppliers:

  • arranging for a manuscript to be designed, copy-edited, typeset, proofread, indexed, and converted to electronic outputs
  • creating briefs for each person carrying out the above tasks
  • maintaining a list of freelancers and suppliers
  • giving feedback
  • approving invoices and making other financial arrangements.

Dealing with authors and other stakeholders:

  • keeping everybody and everything on schedule
  • attending project meetings
  • keeping stakeholders updated
  • negotiating solutions when problems arise
  • sourcing and checking permissions.

Taking overall responsibility for quality and consistency:

  • sourcing or chasing missing content
  • collating corrections, arbitrating where necessary
  • checking that corrections are made and managing any knock-on effects
  • maintaining a project-specific style sheet and/or ensuring a house style guide has been consistently applied
  • checking artwork
  • problem solving – both by anticipating issues and fixing unexpected blips.

Who does these tasks?

Traditionally, project management was almost entirely carried out in house. However, changes in the publishing industry mean these tasks are now sometimes sent out to freelancers and other entities. Other changes have led to entirely new roles being carved out.

  • In-house person: Some publishers still keep all project management tasks in house. Others might keep certain aspects (e.g. creating a typespec or design; sourcing permissions) in-house and engage an external PM to manage copy-editing, typesetting, proofreading, and indexing.
  • Freelance project manager: A freelance PM may be briefed by an in-house editor to do some or all of the tasks above. The PM may work with a high degree of independence or may work closely with the in-house contact, who may be managing other aspects of the project simultaneously (see previous point). A freelance PM may also be the copy-editor, proofreader, or typesetter of a project.
  • Packager: Often a typesetting company, a packager usually manages large numbers of titles for publishers, often fairly independently after an initial workflow has been agreed.
  • Copy-editors and proofreaders: Increasingly, copy-editors and proofreaders who work with self-publishers are finding themselves doing – or deliberately setting out to do – tasks reserved to PMs in more traditional publishing workflows, even if they’re not providing a full project management service. For example, they may do the copy-editing themselves and then arrange for proofreading. Alternatively, independent authors often want an editor who can provide a whole package of services, right up to uploading the final files and helping with details such as Amazon author pages.

How do I get started?

Becoming a PM requires a lot of experience and knowledge, and excellent organisational skills. While publishers who hire PMs will almost certainly have their own comprehensive workflow documents for you to follow, it’s still important to have sufficiently broad experience and training to enable you to properly plan a project and manage issues as they arise; as the above list of tasks implies, project management is a lot more than following a checklist.

Butcher’s Copy-Editing (UK-oriented) and the Chicago Manual of Style (US-oriented) both contain a great deal of general information on readying a manuscript for publication. In terms of training, the Publishing Training Centre (PTC) runs courses on digital project management and editorial project management, and these can help to boost confidence in one’s skills. You can also get training in Agile and PRINCE2 qualifications (not specific to editorial work but recommended by editorial PMs Emily Gibson and Zoe Smith).

There is no single way to find project management work, just as there is no single way to find copy-editing or proofreading work. Advertising in the SfEP Directory or another professional directory may lead to clients finding you, though many PMs seem to enter the field via a chance encounter or incrementally through offering additional services to existing clients. Experience in house isn’t essential, but it does seem to be common.

Project management work can be rewarding in terms of the breadth and depth of involvement it allows. And, even if you don’t aim to offer a full project management service, it’s still beneficial to be aware of what it involves.

Hazel BirdHazel Bird is a project manager and copy-editor who handles over 5 million words per year, mainly in the academic humanities and social sciences. She started out managing encyclopaedias at Elsevier and went freelance in 2009. When she’s not editing, she is generally roaming the Mendips or poring over genealogical documents.

She blogs at Editing Mechanics and tweets as @WordstitchEdit. Find her at sfep.org.uk/directory/hazel-bird and wordstitch.co.uk

Posted by Margaret Hunter, SfEP marketing and PR director

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