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Working Outside the Box

11/2/2010

2 Comments

 
Posted by BJ
Several Strategic Proposals team members and I are currently working on a proposal effort. This effort was underway when we were brought in and had been in the works for some 6 months or so prior to our becoming involved. Despite having been worked on for a seemingly long time, not much progress had been made and much of the content had not been developed.

As we reviewed status on the project, we discovered what was slowing things down. We learned that the people who were responsible for the content – the subject matter experts.  (SME) – had been given a format to use and asked to submit their content in that format The format consisted of various boxes on a page, each a specific size and designated for a particular type of content.
As many of these SME’s had little to know understanding of how to work within the formatting, each time they worked within a box, either the content didn’t fit or it would corrupt the format. As a result, they would spend as much, if not more time, attempting to correct the formatting as they did working on the actual content. They also often limited the amount of content they provided in order to make it fit within the specified box.

Recognizing that the formatting was what was slowing down the SME’s, we immediately issued instructions to have them work without the format. They were instructed to focus solely on the content. We asked them to identify which box the particular piece of content would ultimately go in, and we did let them know they should be as concise as possible, but we told them not to concern themselves with formatting. We let them know formatting would be handled towards the end of the effort and that it would be done by someone who was an expert at formatting. They collectively gave sigh of relief.

This simple change had a huge impact. The SME’s, no longer having to deal with formatting and able to focus solely on content, produced better content and did so much quicker.

Are you perhaps making the task of content development more difficult than it needs to be by attempting to work within a format, rather than making the formatting of your document a discreet step at a later stage in the process? If so, you might want to consider ‘working outside the box’ on your next effort.​
2 Comments
bj
3/25/2016 04:03:44 pm

A side note -
According to the APMP Foundation Level accreditation syllabus, “mandating the use of a standard format by those contributing content provides efficieny”.
Jon and I disagree with this premise (and this is one of the several topics which we’ve requested be reviewed and revised.)
We take the approach that those contributing content (sales, subject matter experts, etc.) should be able to do so in a manner that is as easy and quick as possible and they should not be concerned with or spend time on formatting.

Counter to the thinking behind the APMP syllabus, we therefore DON’T have them work within a specified format. Formatting is done at a later stage and is done by someone who has the necessary skills and enjoys doing such work.

(That said, as I tell the participants or the APMP Foundation LEvel accreditation Preparation Workshop and Exam,for now, the correct answer for the purposes of the exam is ‘mandating a specified format for content contributors will provide efficiency.”)

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Tim Pepper
3/25/2016 04:03:57 pm

I’ve usually applied the spirit of the mandate as content based instead of a literal interpretation of the word “format” when asking for SME inputs.

We provide a consistent content structure (outline, notional storyboard, or document mockup) for their inputs, but let them use their fonts, styles, bullets and so on in order to remove barriers to the writer.
It may be more work on the desktop processing end later to pull across into a master template, but we do that anyway to avoid corrupting styles.

The only quibble I have with the syllabus phrase is the use of the word “format” because it carries with it the connotation of font, margins, style, and so on. If by “format” they mean “structure” or “outline” I’m okay with that.

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