Process Owner
Kassandra Ferrante
Last Updated
September 2024
SOP Linked: HERE
NOTE: While your teammates are providing an additional layer of QA support, you should run through the following steps yourself before submitting any deliverable for QA. |
Purpose: Strive for and maintain strong product quality and this includes attention to detail like grammar, typos, branding, creative elements, and more.
Organic Social Deliverables + Process:
1. The deliverable is submitted for QA in #organicsocial_qa using the template below, with at least 1 full business day to review (Social Analyses require at least 2+ days):
QA Partner: [tag handle]
Client:
Deliverable: [describe + hyperlink]
Review Needed By:
Client Due Date:
Notes:
2. Tagged individual QAs the deliverable, leaving any notes/feedback in the thread.
3. When QA is complete, the individual leaves a ✅ on the original message
QA PARTNER PROCESS
Additional Notes to Consider:
|
What Deliverables Should Be QA’d?
In general, any client-facing deliverable should be QA’d, but priority items include:
Content Calendars + Pinterest Clusters
Social Analyses
M1 Deliverables (Optimizations, Community Management Matrices, etc.)
What Other Deliverables Can Be QA’d?
Anything you want another set of eyes on! This can include:
Client-facing outlines
Ad Hoc Posts
Trends
Creative Refreshes
What does “QA” mean? What does success look like?
QA stands for “quality assurance” and that’s what we’re meant to do through this process! A thorough QA-er should consider all of the following:
Spelling
You may see a product name or technical term that you need clarification on. As the QAer, a quick Google search can confirm this for you.
Grammar
Basic grammar, as well as extra spaces, capitalizations, etc.
Creative
This includes spelling + grammar ON the creative, as well as basic creative elements and optimizations for social like: words being centered, specs, animations being too fast, words being covered by buttons, etc.
Character Count/Best Practices
Overall Tone
While as a QAer you may not have all of the context to the client, you can assess based on product or look and feel if the tone feels off. Provide your honest feedback!
Assumptions - NEVER DO IT.
Per the spelling note, if you don’t know how to spell a word or are unsure, do not assume the strategist does as well. A quick Google search or spell check will get it right.
National Holidays - always gut check these to ensure what they’ve put in the calendar is on an accurate day.
An additional QA expectation for decks includes all of the above as well as:
Formatting throughout the deck is accurate
Fonts, font weight, header sizes, etc.
Confirming headers + footers are accurate and match
Confirming if a deck was duplicated that ALL CLIENT NAMES HAVE BEEN CHANGED and industry-specific details have also been changed
I.e. if you duplicated a CPG brand deck for a B2B client, ensuring we aren’t copy + pasting language about “buying your product on IG shop” (i.e. things that won’t be caught by find+replace).
A successful deliverable / QA process ensures that the client has no feedback related to typos, grammar, etc.
QA Tips + Resources
EVERYONE should have Grammarly downloaded. It will catch errors in Gmail + Collab
If you are using Google Sheets/Slides, you MUST run spellcheck before submitting
Run deliverables through an AI spell/grammar checker if needed
Purpose: To ensure budgets are properly and accurately allocated, accounted for and dispersed across all paid influencer client programs.
Influencer Budget Process:
1. During the designated Reporting Block at the beginning of every month, each influencer lead will update their client budgets for the month (ie: If it is October 1st, you are confirming budget for October) in the Ad Spend Tracker
Note: If you have visibility into your client budgets ahead of time, you are encouraged to update this in advance!
2. During the designated Reporting Block at the beginning of every month, each influencer lead will drop their campaign tracker into the #influencerbudget-qa Slack channel and tag their managers to flag that budgets are ready for review. This review process will encompass the previous month of partnerships to ensure all budget has been spent or carried over into incoming months/campaigns. The template for this is below:
Ex. Hi (@your manager) my budgets are ready for review!
Client A - $X for October, $X spent
Client B - $X for October, $X spent
Client C - $X for October, $X spent
Client D - $X for October, $X spent
Client E - $X for October, $X spent
3. Managers will be prepared to review their DRs trackers each month to ensure accuracy across all budgets, cross-referencing notes in the Ad Spend Tracker as needed. In your 1:1s, Managers are expected to confirm discrepancies with budgets (overages, unders) and ensure this is accounted for with Lizzie + Frank Hawthorne (Accounting)
Why do these need to be QA’d?
In general, client budgets should be accurately documented and are vital to accomplishing our contracted KPIs. Additionally, we need to be prepared to bill back any unspent budget, or conversely bill a client for additional budget. Every team member is expected to own and allocate all budgets properly and will enlist their managers as a safety net/second set of eyes.
Other deliverables available for internal partner QA upon strategist request:
Influencer Lists
Influencer Strategy Decks
Creative Briefs
Audits