Proofing Checklist

Jackie Winton

Jun 24, 2019

Cases/Exercises

All Cases and Exercises created by a Designer unless otherwise specified should be full proofed by the Design Associate before being pulled into a handbook. If the handbook is already created, be sure to check that any global changes in the handbook are made to the cases and exercises.

Cases and exercises should be created using the current templates in the system.
- These are either in the program folder in Design SharePoint Library or the Products Library.
- The Leader’s Guide page usually contains a section called “With Thanks To:” that is included to give credit to the role play interviewee. This should be close to the bottom of the page.

Handbooks and Workbooks

Generally, handbooks are not full proofed unless specified — only proof tracked changes unless otherwise specified by your designer. Workbook exercises are always full proofed.

Proofing Checklist

Are page numbers correct?
Is the client name consistent and correct throughout all materials? Is the correct logo on the cover page? *If you do not have a logo, check with the AD/Designer or pull one off of the company website.
Are the headings consistent?
Is the copyright correct on each page?
Are Client and Salesperson titles consistent throughout? Is customer and client consistent throughout?
Have globals all been done?
Are the critique forms correct/do they occur after every case/exercise? Do they match the model/framework? Are they in past tense?
Do HB and Leader headings match?
If page references are used, are they all correct?
Are continueds used when information carries onto a new page?
Is the full page used without any wasted space?
Are margins and background images correct?
Are graphics, frameworks, capitalization, etc., consistent?
Are styles correct?

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