Process Owner: Carolyn Kocjan
Last Updated: 10/29/24
SOP: linked here
The goal is to have all client facing work reviewed by someone else on your team OR a senior member of the department (Sr. Strat or above) to ensure there are no errors in what we send to clients.
Main things to look for when QA’ing:
Grammar
Spelling
Context/Storytelling
Correct Data/Information
Consistent Formatting
Documents that should go through QA:
Client emails
PA’s
Reports
PR Plans
Messaging Docs
Press Releases
Strategy Decks
Pitches
Forecasts
Paid Placement Proposals
Reporting QA:
Monthly Reports
AM Review: Exec Summary, Review Strategy Slides, etc.
AD Review: Final Review (Ensure there is context provided behind performance dips and what the strategy is looking ahead)
Weekly Reports
AM Review
AD Review: As needed
Technical QA:
Network Tracking Issues
Submit support ticket to reach out to rep
Deliverables Timelines:
Forecasts: 3 business days
Strategy Decks: 3-5 business days
Email write-ups: 1 full business day
Deliverables QA:
Pitches
Strategist Ownership
AM Review (AD Final Review as needed)
Call Recaps/Next Steps
AM Ownership
Strategist QA
PR Plans
AM Ownership
AD Review
Messaging Docs
AM Ownership
AD Review
Press Release
Strategist and AM Ownership
AD Review
Strategy Decks
Strategist Ownership
AM QA
Forecasts
Strategist + AM Ownership
AD Review
Paid Placement Proposals
Strategist Ownership
AM Review