Editorial Project Information Checklist (EPIC)
Scoping tool for non-fiction editorial projects
What if you could make your quotes more accurate, your schedule more realistic and your inbox free of last-minute surprises?
‘It goes far beyond the basics’
‘A fantastically useful resource that has already expanded the way I think about project planning. It goes far beyond the basics, prompting you to consider details you might easily overlook. An EPIC tool for anyone working on or managing editorial projects!’
Begin every editorial project on a solid footing
The Editorial Project Information Checklist (EPIC) is a practical tool for freelance and in-house editors, proofreaders and project managers who want to scope projects faster, plan smarter and work with confidence.
The EPIC is an easy-to-use, fully customizable checklist that guides you through everything that matters in a non-fiction editorial project – from word counts and images to style decisions, technical requirements and communications.
The EPIC helps you:
- Capture the information you need to accurately quote a project (if you’re a freelancer) or cost suppliers’ work (if you’re a manager)
- Plan a schedule that reflects the project’s realities
- Identify technical complexities that add time (images, tables, mark-up, etc)
- Flag permissions, copyright and fact-checking needs before they become late surprises
- Understand your place within the project’s culture and communications
The Editorial Project Information Checklist (EPIC) is an eight-page fully editable Word template. It contains some guidance followed by a checklist in table format, for you to complete and customize to suit your projects and client base.
The EPIC is for freelance copyeditors and proofreaders, production editors, editorial project managers, and anyone who needs to scope, quote or manage text projects reliably.
It scales from short reports to multi-volume books and encyclopedias.
The EPIC aims to help you achieve:
- More defensible quotes and schedules
- Less time spent chasing missing files or permissions
- Fewer surprise queries mid-project
- Smoother handovers between editors, designers and authors
- Clearer conversations and fewer scope disputes
Birds' eye view
Ready to use but fully customizable
Eight-page checklist
25 checklist areas (e.g. tables, project history, work culture)
65 questions to pinpoint the project’s unique characteristics
Specifically designed for non-fiction projects
Guidance included
£30 (inc. tax)
‘A range of variables – especially ones that are easily overlooked’
‘A great resource that sets out a range of variables – especially ones that are easily overlooked – and how they might affect a project’s timeline and budget. It’s something I do informally, but it’s great to have a checklist I can customise for any project.’
Gabriella Sterio
Freelance non-fiction copyeditor and proofreader
‘An immensely useful, adaptable checklist’
‘I wish I had this checklist earlier in my career. Hazel has brought together an epic checklist that covers everything you need to know before going ahead with any non-fiction project. The checklist includes information we generally gather at the initial stage, but also prompts the editorial professional to think further. For example, it’s fine to know how many images or references there are, but by using the checklist you can really dig down to ask about the finer points that can trip you up if you forget about them – and save yourself from nasty surprises once the work starts! Working through Hazel’s checklist will also flag areas of ambiguity or missing information, allowing you to confidently return to the client for clarification. Whether you’re new to the editorial profession or are an experienced editor, this is an immensely useful, adaptable checklist that I’d recommend.’
Sara Donaldson
Freelance editor, proofreader and writer
Editorial Project Information Checklist (EPIC)
Each purchase includes a single-user licence. For bulk orders, please get in touch.
£30 (inc. tax)
Do you work on large editorial projects?
The Editorial Project Information Checklist (EPIC) is included free in my course Handling Large Editorial Projects. See how this course can equip you to handle large editorial projects’ unique challenges.
‘It will give freelancers a well-equipped head start’
‘The checklist provides comprehensive points for any freelancer to consider before undertaking a big project. Hazel has prepared this thorough checklist based on her vast experience in this area. It will give freelancers a well-equipped head start to prepare themselves for editorial projects, both in individual and collaborative capacities. The best part about the checklist is that it can also be customized as per individual requirements. I highly recommend it.’
Alka Joshi
Developmental editor (fiction/non-fiction) and copyeditor