Tag: PMs
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QC and Proofing
Purpose of this SQ How To: Provide a guide to proofreading and quality control. Owner: Project Manager Applicable to: Proofreader/Quality Control Customers: All Timescales: Within 24 hours of receiving a piece of content (unless otherwise specified) Introduction
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CONTENT – How To – Newsletters
CONTENT – How To – Newsletters Purpose of this SQ How To: To provide guidance on the process of delivering a Newsletter ‘mailshot’ from initiation to reporting. Applicable to: Account Managers, Project Managers, Content Team, Reporting Customers: All Timescale: 2hrs (guess – RC) Introduction Newsletters are predominantly features of Platinum or Gold Retainers, here follows…
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How To – Accelo HTML5 Banners
This guide will provide you with step by step instructions on the HTML5 Banner process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. AM – Submits HTML5 ticket and completes initial information request DM PM – Review the requested HTML5 Banner ticket to check it has the required…
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GENERAL – How To – Book Annual Leave
GENERAL – How To – Book Annual Leave Purpose of this How To Guide: To explain our process for booking Annual Leave at SQ Digital Applicable to: All Customers: NA Timescale: Line Managers discretion, minimum of 1 weeks’ notice required. Introduction Any questions about your Annual Leave allowance, or any other employment matters can be…
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PROJECT TEAM – How to – Schedule Planning Pods
PROJECT TEAM – How to – Schedule Planning Pods Purpose of this How To Guide: To clarify how Planning Pods are scheduled (in a time efficient manner). Applicable to: Project Managers Customers: Silver Customers Timescale: It takes around 20 minutes to schedule a complete Planning Pod (of around 4 individual Silver Customers) Introduction Silver…
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How To – Accelo: Silver Campaign Planning
This guide will provide you with step by step instructions on Silver Campaign Planning in Accelo. Please note that this Guide refers to 2 documents (Silver Campaign Planning Meeting Prep Form, and Silver Campaign Plan Form). Both are found with that individual Customer’s Digital Assets folder on OneDrive (in the Work Plans folder). The URL for…
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How To – Accelo: Silver Proofing & Quality Control
This guide will provide you with step by step instructions on the Silver Proofing & Quality Control in Accelo. The steps will be in the format of role/which department the step is for followed by the details. PM – Assigns task to Primary Writer. Primary Writer – Reads task description & writes the article. Primary Writer – Proofs article & makes changes. Primary Writer…
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SQ How to: Proofread & Quality Control
Purpose of this SQ How To: Provide a guide to proofreading and quality control. Owner: Project Manager Applicable to: Proofreader/Quality Control Customers: All Timescales: Within 24 hours of receiving a piece of content (unless otherwise specified) Introduction All content should be sent through quality control before going to the customer or being uploaded. Content written by a “Secondary Writer” for Platinum customers will…
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How To – Accelo: Platinum Proofing & Quality Control
This guide will provide you with step by step instructions on the Platinum Proofing & Quality Control in Accelo. The steps will be in the format of role/which department the step is for followed by the details. PM – Assigns task to Primary Writer. Primary Writer – Reads task description, reviews their schedule and decides if they will write the task or their Secondary…
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GENERAL – How To – Accelo schedule management & timekeeping
Purpose of this SQ How To: Inform people of how to maintain their Accelo schedule & timekeeping daily, in line with SQ Digital best practices Applicable to: Digital Marketing Timescale: Performed daily Introduction As an Accelo user, you are expected to maintain your schedule, keep tasks up to date & log time. These practices help SQ Digital keep…
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PROJECT TEAM – How to – Platinum Accelo Entry
PROJECT TEAM – How to – Accelo Entry (Platinum) Purpose of this How To Guide: This How To Guide describes how to perform the Task called “Planning – Accelo Entry“. This is required for every Platinum Customer every Interval. Applicable to: PMs (Project Managers) Customers: Platinum (and at time of writing some higher Gold) Customers…
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HR – Process Flow Chart – Recruitment
HR – Process Flow Chart – Recruitment The Recruitment process mapped below is described in this online How To Guide. The Recruitment process mapped below makes use of this downloadable Recruitment Request Form (docx format).
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SEO – How to – SEO and Content Pool
SEO – How to – SEO and Content Pool Purpose of this How To Guide: To ensure all SEOs Executives know what the SEO / Content Pool is when planning for a new interval, and tips on how best to utilise the budget provided. Applicable to: SEO Executives Customers: Bronze, Silver, Gold Timescale: N/A Introduction…
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PROJECT TEAM – How to – Report QC
PROJECT TEAM – How to – Report QC Purpose of this How To Guide: This How To is a short description of what needs to be considered when performing Quality Control (QC) on a report. Applicable to: PMs (Project Managers) Customers: Platinum & Gold full report customers Timescale: A 10 to 20 minute task that occurs…
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GENERAL – How to – Meeting Best Practice
GENERAL – How to – Meeting Best Practice Purpose of this How To Guide: A guide of SQ Digital best practices for holding a meeting. Applicable to: All Customers: All Timescale: Usually 15 minutes to 2 hours Introduction In this How To we run through some SQ Digital best practices for holding & attending meetings.…
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PROJECT TEAM – How To – Close an MC Interval
PROJECT TEAM – How To – Close an MC Interval Purpose of this How To Guide: To inform Project Managers and Leads how to check and close Intervals in Accelo. Applicable to: Project Managers, Leads and other MC Managers Customers: All with Monthly Contracts Timescale: Of concern once the Interval has, or is about to, expire.…
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PROJECT TEAM – How to – Check an Interval
PROJECT TEAM – How to – Check an Interval Purpose of this How To Guide: Following this guide will let anybody check intervals (IE perform Project Manager interval checks). Applicable to: All Customers: All Timescale: Check Every Interval roughly every 2 days Introduction Project Managers check intervals every day. Duncan checks with a systematic method that…
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PROJECT TEAM – How to – Report Nearly Due
PROJECT TEAM – How to – Report Nearly Due Purpose of this How To Guide: To demonstrate how to make a new report for a new interval, run pre-report data on Ninja Cat and completing the ‘Report Nearly Due’ task. Applicable to: Project Team Customers: All Timescale: The Report Nearly Due task is due 4-5 days…
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GENERAL – How to – Request Process Changes
GENERAL – How to – Request Process Changes Purpose of this SQ How To: To ensure all the colleagues know how to request changes to version locked documents that outline company processes and best practices. Applicable to: All Customers: All Timescale: Dependant on size of requested change. Major changes that will impact multiple departments will require…
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GENERAL – How To – Handover to a Colleague
GENERAL – How To – Handover to a Colleague Purpose of this SQ How To: This ‘How To’ will give clarity over the types of things that may be handed over within SQ Digital and how each handover should be carried out. Applicable to: All Customers: All Timescale: Up to 1 Hour Introduction There…
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GENERAL – How To – Cover Absence
GENERAL – How To – Cover Absence Purpose of this SQ How To: Ensure responsibilities are covered effectively when an individual has a planned or unplanned absence. Applicable to: All (Especially Leads and Managers) Customers: All Timescale: Potentially several hours to organise. Implementation will extend for the duration of the absence. Introduction Ensuring that…
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How To – Accelo: D&D Ad Hoc Work
This guide will provide you with step by step instructions on the D&D Ad Hoc Work process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. D&D PM – Review the requested D&D Ad Hoc Work ticket to check it has the required details D&D…
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GENERAL – How To – Nominate a colleague for a Thanks Very Much Award
GENERAL – How To – Nominate a colleague for a Thanks Very Much Award Purpose of this SQ How To: To ensure that all colleagues know how, when and what information is needed to nominate a colleague for a ‘Thanks very much award’ Applicable to: All Customers: All Timescale: 5 min Introduction SQ Digital…
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How To – Accelo: Technical Support
This guide will provide you with step by step instructions on the Technical Support in Accelo. The steps will be in the format of role/which department the step is for followed by the details. D&D PM – Review the requested technical support ticket to check it has the required details D&D PM – Accept…