01 pROGRaM pLaNNING WORKFLOW steps GUIdecontentmanagement.pearson.com...Program Planning Step Role(s) Job Aid eLesson 1 Create and/or Modify the Team Structure and Resource Plan PJM,

Last Updated / May 8, 2013

INteRaCtIVe

pROGRaM pLaNNING WORKFLOW steps GUIde01

View a list of all Program Planning workflow steps, as well as each role’s steps.

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Acquisitions Editor Editorial Assistant Program Manager Project ManagerAll Program PlanningWorkflow Steps

PROGRAMPLANNING

01

CONTENT DEVELOPMENT

PREPARATION / ASSEMBLY

PUBLISHING

ILM / REPORTING / ARCHIVING

CONTENTPLANNING

02

04

05

03

06

PROGRAM PLANNING WORKFLOW STEPS MENU:“ALL PROGRAM PLANNING WORKFLOW StepS:” on page 2

“EDITORIAL ASSISTANT WORKFLOW StepS” on page 5

“PROGRAM MANAGER WORKFLOW StepS” on page 6

“PROJECT MANAGER WORKFLOW StepS” on page 7

“ACQUISI-TIONS EDI-TOR WORK-FLOW StepS” on page 4

ALL PROGRAM PLANNING WORKFLOW StepS:M

ENU

Acquisitions Editor

AE EA

Editorial Assistant

PGM

Program Manager Project Manager

PJM

All Program Planning Workflow Steps

PROGRAMPLANNING

01

CONTENT DEVELOPMENT


PUBLISHING


CONTENTPLANNING

02

04

05

03

06

Step Order Program Planning Step Role(s) Job Aid eLesson

1 Create a New Program and Main Program Component EA, PGM ü ü

2 Record Target Signing AE ü ü

3 Create Program Components and Sets EA, PGM ü ü*

4 Create and/or Update Manuscript Information EA, PGM ü ü

5 Associate and/or Disassociate Program Components EA, PGM ü

6 Create and/or Update Target Market Information AE ü ü

7 Associate and Create Competing / Comparable Titles AE, EA ü ü

8 Create and/or Update Profitability Factor AE ü ü

9 Select Version AE, EA, PGM ü

10 Forecast Sales AE, EA ü ü

11 Forecast Plant and Edition Costs AE, PGM ü ü

12 Determine Royalties EA, PGM ü ü

13 Version Program Components EA, PGM ü ü

14 Compare the Gross Margins of Various Versions AE ü ü

ALL PROGRAM PLANNING WORKFLOW STEPS:

* Create Program Components and Sets is divided into two eLessons:• Create Main Program Components • Create Sets and Supplements




“ACQUISITIONS EDITOR WORK-FLOW StepS” on page 4

MEN

UAcquisitions Editor

AE EA

Editorial Assistant

PGM


PJM


PROGRAMPLANNING

01

CONTENT DEVELOPMENT


PUBLISHING


CONTENTPLANNING

02

04

05

03

06


15 Promote the Program State from What If to Potential PGM ü ü

16 Generate P&L Statement AE ü ü

17 Create and Submit Program Proposal AE ü ü

18 Revise the Program Proposal EA, PGM ü ü

19 Develop Rights Strategy AE, EA, PGM ü ü

20 Review Program Proposal AE ü

21 Resolve Issues with Program Proposal AE ü ü

22 Secure Commitment on Versions and Adaptations PGM ü ü

23 Create and/or Modify the Team Structure and Resource Plan PGM, PJM ü ü

24 Secure Content Creation Resources on the Plant PO Tab PGM ü

25 Create and/or Revise Schedule PJM ü ü

26 Create and/or Revise the Detailed Budget PJM ü ü

27 Create and Communicate the Program Proposal Report PGM ü ü

28 Convert a Program to Workflow PGM ü*

ALL PROGRAM PLANNING WORKFLOW STEPS CONTINUED:

* Refer to the Convert a Program to Workflow job aid





ACQUISITIONS EDITOR WORKFLOW StepSM

ENU

Acquisitions Editor

AE EA

Editorial Assistant

PGM


PJM


PROGRAMPLANNING

01

CONTENT DEVELOPMENT


PUBLISHING


CONTENTPLANNING

02

04

05

03

06

ACQUISITIONS EDITOR WORKFLOW STEPS AE


1 Record Target Signing AE ü ü

2 Create and Update Target Market Information AE ü ü

3 Associate and Create Competing / Comparable Titles AE, EA ü ü

4 Create and/or Update Profitability Factor AE ü ü

5 Select Version AE, EA, PGM ü

6 Forecast Sales AE, EA ü ü

7 Forecast Plant and Edition Costs AE, PGM ü ü

8 Compare the Gross Margins of Various Versions AE ü ü

9 Generate P&L Statement AE ü ü

10 Create and Submit Program Proposal AE ü ü

11 Develop Rights Strategy AE, EA, PGM ü ü

12 Review Program Proposal AE ü

13 Resolve Issues with Program Proposal AE ü ü

VIeW JOB aIdGO tO MILOtRaINING ReGIstRatION GUIdes




“ALL PROGRAM PLANNING WORKFLOW StepS:” on page 2

http://contentmanagement.pearson.com/workflowtraining/01%20program_planning/WKFL_Role_Based_Trg/acquisitionseditor/Job_Aids/HE_WKFL_Program_Planning_AcEd.pdf

https://milo.pearson.com/Saba/Web/Main

https://neo.pearson.com/docs/DOC-66162

EDITORIAL ASSISTANT WORKFLOW StepSM

ENU

Acquisitions Editor

AE EA

Editorial Assistant

PGM


PJM


PROGRAMPLANNING

01

CONTENT DEVELOPMENT


PUBLISHING


CONTENTPLANNING

02

04

05

03

06

EDITORIAL ASSISTANT WORKFLOW STEPS


1 Create a New Program and Main Program Component EA, PGM ü ü

2 Create Program Components and Sets EA, PGM ü ü*

3 Create and/or Update Manuscript Information EA, PGM ü ü

4 Associate and/or Disassociate Program Components EA, PGM ü

5 Associate and Create Competing / Comparable Titles EA, AE ü ü

6 Select Version EA, AE, PGM ü

7 Forecast Sales EA, AE ü ü

8 Determine Royalties EA, PGM ü ü

9 Version Program Components EA, PGM ü ü

10 Revise the Program Proposal EA, PGM ü ü

11 Develop Rights Strategy EA, AE, PGM ü ü

EA

* Create Program Components and Sets is divided into two eLessons:• Create Main Program Components • Create Sets and Supplements






http://contentmanagement.pearson.com/workflowtraining/01%20program_planning/WKFL_Role_Based_Trg/editorialassistant/Job_Aids/HE_WKFL_Program_Planning_EdAssistant.pdf



PROGRAM MANAGER WORKFLOW StepSM

ENU

Acquisitions Editor

AE EA

Editorial Assistant

PGM


PJM


PROGRAMPLANNING

01

CONTENT DEVELOPMENT


PUBLISHING


CONTENTPLANNING

02

04

05

03

06

PROGRAM MANAGER WORKFLOW STEPS


1 Create a New Program and Main Program Component PGM, EA ü ü

2 Create Program Components and Sets PGM, EA ü ü*

3 Create and/or Update Manuscript Information PGM, EA ü ü

4 Associate and/or Disassociate Program Components PGM, EA ü

5 Select Version PGM, EA, AE ü

6 Forecast Plant and Edition Costs PGM, AE ü ü

7 Determine Royalties PGM, EA ü ü

8 Version Program Components PGM, EA ü ü

9 Promote the Program State from What If to Potential PGM ü ü

10 Revise the Program Proposal PGM, EA ü ü

11 Develop Rights Strategy PGM, EA, AE ü ü

12 Secure Commitment on Versions and Adaptations PGM ü ü

13 Create and/or Modify the Team Structure and Resource Plan PGM, PJM ü ü

14 Secure Content Creation Resources on the Plant PO Tab PGM ü

15 Create and Communicate the Program Proposal Report PGM ü ü

16 Convert a Program to Workflow PGM ü*

* Create Program Components and Sets is divided into two eLessons: Create Main Program Components & Create Sets and Supplements

* Refer to the Convert a Program to Workflow job aid

PGM






http://contentmanagement.pearson.com/workflowtraining/01%20program_planning/WKFL_Role_Based_Trg/programmanager/Job_Aids/HE_WKFL_Program_Planning_ProgramManager.pdf



PROJECT MANAGER WORKFLOW StepSM

ENU

Acquisitions Editor

AE EA

Editorial Assistant

PGM


PJM


PROGRAMPLANNING

01

CONTENT DEVELOPMENT


PUBLISHING


CONTENTPLANNING

02

04

05

03

06

PROJECT MANAGER WORKFLOW STEPS


1 Create and/or Modify the Team Structure and Resource Plan PJM, PGM ü ü

2 Create and/or Revise Schedule PJM ü ü

3 Create and/or Revise the Detailed Budget PJM ü ü

PJM






http://contentmanagement.pearson.com/workflowtraining/01%20program_planning/WKFL_Role_Based_Trg/projectmanager/Job_Aids/HE_WKFL_Program_Planning_ProjectManager.pdf



Documents

01 pROGRaM pLaNNING WORKFLOW steps GUIdecontentmanagement.pearson.com...Program Planning Step Role(s) Job Aid eLesson 1 Create and/or Modify the Team Structure and Resource Plan PJM,