I am a very systematic person, probably attributed to my type A personality. And as part of my methodical approach, I use checklists to keep me organized and to help my scattered brain remember and think of all the things.
I have made these checklists available for you to download and modify to suit your needs. Additionally, I walk you through my system and process for using the checklists.
If you also have a great system, leave a comment explaining what works for you. It is great to learn from others.
Description of the Checklists
- Copyediting Checklist: A list of grammar and punctuation concepts I have to make a conscious effort to look for. These are errors I more easily gloss over. So this is obviously not an extensive list of everything to look for while copyediting as I don’t need reminders for the grammar and punctuation concepts I naturally notice and fix.
- Substantive(Developmental) Editing Fiction Checklist: A list of big-picture issues to keep in mind when editing a fiction manuscript.
- Substantive (Developmental) Editing Nonfiction Checklist: A list of big-picture issues to keep in mind when editing a nonfiction manuscript.
- Editorial Process Checklist: This walks me through the steps I go through with each client during each stage: intake, editing round one, editing round two, and finishing the project. These checklists reference tasks I need to mark in mytrackers, which are available for purchase.
How I Use the Editing Checklists
How I Use the Editorial Process Checklist
I added a picture of just the checklist since it is hard to see on the board. Using the wet-erase markers, I have checked off each stage in the assigned color for each project.
When this picture was taken, I had sent the invoice for the green project and was awaiting payment before I sent the final. When this project is done, the green marks will be erased and the next new project will be assigned green.