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Processes, Agendas, Documents Overview The Edge - Content (Process) Issue Kickoff/Signoff Takeover/Guest Issue Curation Process *Current* Multiple sources and curation tools checked daily Content links added to spreadsheet (for editorial meeting Review links with SMT at editorial meeting Weekly review of RSS feeds Curation Process *NEW* Spotters Column on The Edge needs reviewing for Phase 2 Comments on the articles on The Edge Commentary Process Learning & Events Process Classics Process Editorial Process Change Agent Process Book club The Edge - Competitor Review (Process) The Edge - Communication (Process) Social Media Process Email to announce issue release Edge flyer for events Promotion of The Edge The Edge - Data (Process) Weekly Stats Issue Review Highlight Report Contingency planning The Edge - Friends of The Edge (Process) Becoming a friend The Edge - Design & Development (Process) Bug Reporting Task/Feature Request NHS Improving Quality - The Edge Author: Dominic Cushnan, Actionable Knowledge Manager & Carol Read, Transformation Fellow

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Page 1: · Web viewWhat’s your one word piece of advice for radicals? What’s your one word piece of advice for non-radicals? Where do you think radicals are most needed today? Who is your

Processes, Agendas, DocumentsOverviewThe Edge - Content (Process)

Issue Kickoff/SignoffTakeover/Guest IssueCuration Process *Current*Multiple sources and curation tools checked dailyContent links added to spreadsheet (for editorial meetingReview links with SMT at editorial meetingWeekly review of RSS feedsCuration Process *NEW*Spotters Column on The Edgeneeds reviewing for Phase 2Comments on the articles on The EdgeCommentary ProcessLearning & Events ProcessClassics ProcessEditorial ProcessChange Agent ProcessBook club

The Edge - Competitor Review (Process)The Edge - Communication (Process)

Social Media ProcessEmail to announce issue releaseEdge flyer for eventsPromotion of The Edge

The Edge - Data (Process)Weekly StatsIssue ReviewHighlight Report

Contingency planningThe Edge - Friends of The Edge (Process)

Becoming a friendThe Edge - Design & Development (Process)

Bug ReportingTask/Feature Request

Editorial Meeting AgendaContent and sign off documentIssue X Content Review Agenda

NHS Improving Quality - The Edge Author: Dominic Cushnan, Actionable Knowledge Manager & Carol Read, Transformation Fellow

Carol Linda Read, 06/14/15,
Have added extra sections Dom. Need these to be added to the main list as now out for the day 😎
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OverviewThis process document is to be reviewed every 8 weeks by the Project Lead & Project Support Officer, with Content Curator on Content.

The Edge - Content (Process)Issue Kickoff/Signoff

● Use master document populate with issue number and publish date● Complete document using processes for each section below● Sign off document by Project Lead and Content Curator● Sign off document with SMT

Takeover/Guest Issue● Email introduction

○ schedule a call to review objective of a takeover○ send relevant documents (curation, technical & comms)

● Send a schedule of communication and events leading up to takeover publication

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● Follow up to clarify any issues● Receive completed content document● Review supplied content with SMT in editorial meeting

○ note and update any issues○ Review new approaches & consider how this contributes to the development of

v2 Edge● Project Support Office to upload content to website

○ Content Curator & Project lead to check○ Publish issue live

Curation Process *Current*● Multiple sources and curation tools checked daily● Community/Internal curate links and send to Content Curator, review articles for

suitability● Encourage virtual community to curate articles & commentary● Helen Bevan twitter list checked weekly, and other influential twitter people● Content links added to spreadsheet (for editorial meeting● Review links with SMT at editorial meeting● Weekly review of RSS feeds● Collate articles under specific theme for issues & relevant key themes for issue

Curation Process *NEW*● Feedly RSS Feeds checked daily by Content Curator and Project Lead● Content links added to spreadsheet (for editorial meeting)● Review links with SMT at editorial meeting● Weekly review of RSS feeds (add, edit, delete)● Project Support Office to develop update and maintain “Content Management Tracker”

Spotters Column on The Edge● needs reviewing for Phase 2

Comments on the articles on The Edge● Daily login to backend of website by Project Support Officer● Review and accept comments that are aligned to Horizon● Send questionable comments to Project Lead and Content Curator for review● Project Support Officer to log how many comments are accepted● Project Support Officer produce weekly document on qty of comments

Commentary Process● Select potential sense making commenters

○ internal & external○ agree with SMT is applicable candidates○ photos & bios and social media links of candidates

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○ send sensemaking guidelines● Get sensemaking commentaries added to agreed links from the curation process

○ Use template document for commentator add to○ Check spelling and grammar of commentaries○ Sign off commentaries by Content Curator

● Collate all links with commentaries and added to editorial review document for editorial meeting

● Review learning from process with SMT● Notify commentator if they are in the next issue

○ if not, why not?

Learning & Events Process● Project Support Officer to continually develop a list of websites to curate from● Review list with Project Lead and Content Curator● Weekly supply separate list of learning and events● Project Lead and Content Curator to review list● Project Support Officer to write the description for agreed lists● Project Support Officer to send spreadsheet for review to a peer

○ Spelling and grammar check● Send document for sign off to Project Lead and Content Curator

○ To be used in Editorial meeting● Put on wordpress weekly

○ remove old events and learning

Classics Process● Content Curator to define possible topics and authors

○ Document list sent SMT to agree topics and authors○ IF not agreed feedback on direction and make suggestions

● Send guidelines document for writing the classics to authors○ set timeline

● Content Curator to review the classics submitted○ QC process based on checklist

● Review classics in editorial meeting● Review learning from process with SMT

Editorial Process● Agree the author of the editorial● Using issue theme to define content to be discussed in editorial

○ SMT to agree topics and authors○ IF not agreed feedback on direction and make suggestions

● Send guidelines document for writing the classics to authors○ set timeline

● Content Curator to review the classics submitted○ QC process based on checklist

Dominic Cushnan, 06/10/15,
define checklist
Dominic Cushnan, 06/11/15,
define checklist document
Dominic Cushnan, 06/10/15,
define checklist
Dominic Cushnan, 06/11/15,
Add the document list template from carol
Dominic Cushnan, 06/11/15,
Produce a checklist document/form
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● Review classics in editorial meeting● Review learning from process with SMT

Change Agent Process

● Review of potential change agents by referral or seeking process● Document in excel spreadsheet● Initial approach email or call● Follow up conversations to define objective, process & additional creative to accompany

profile.● All documentation sent to change agent or representative with deadline● Follow up with change agent after receipt of completed documentation, headshot photo

and bio. Thank them for completing and advise date for publication● Advise on publication and encourage them to tweet about this if on Twitter● Tweet the change agent profile● checklist● Review learning from process with SMT

Book club● review thinking and direction aligned to thinking of The Edge

The Edge - Competitor Review (Process)● Find competitor● Analyse competitor

○ Understand competitor audience ○ Competitor features○ Competitor unique selling point

● Review by internal team of The Edge● Comments from internal team of The Edge● Produce a monthly report for review by senior management team

The Edge - Communication (Process)

Social Media Process● Agree internal members with SMT with a 1 month lead time

○ Team member takes responsibility for 1 week at a time● Assign internal team member to lead on social media

○ Share Horizons social media document● Retweet content relevant to #TheEdgeNHS● Respond to queries with standard business response

Dominic Cushnan, 06/10/15,
define checklist
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● Working hours Monday - Friday 8am-6pm BST● Forward relevant community responses to content curator● Share & produce exciting content from latest issue of The Edge (using tools to create

own images for sharing)● Feedback on what went well and what could be better● Share feedback document with project lead and content curator● Review learning with SMT

Email to announce issue release● Project Lead to choose a number of key pieces from the issue to discuss

○ Get sign off by Content Curator● Project Lead to use template from previous issue to make a relational but short email

○ Get sign off by Content Curator○ After Content Curator Sign off share with Comms Lead○ IF need review amends by Comms Lead○ Get final sign off by Senior Manager

● Add content to Mailchimp● Schedule for send within business working hours● Produce a report after 48 hours of send

○ Open○ Click throughs○ Top Links

Edge flyer for events● Review existing flyer with comms● Amend quarterly to refresh design and message● Print various sizes

Promotion of The Edge● Link to comms and social media strategy● Needs more detail from Comms Lead

The Edge - Data (Process)

Weekly Stats● Review the Google Analytics

○ Top 5 links of the week○ Traffic comparison of previous issue○ Time on website

● Review social media stats

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○ Twitter impact○ Comparison of previous week

● Qty of comments this week● Produce a report with charts● Share report with Business Manager● Get feedback of additional data required and update process

Issue Review● Review the Google Analytics

○ Top 5 links of the issue○ Traffic comparison of previous issue○ Time on website

● Review social media stats○ Twitter impact

● Qty of comments per issue● Produce a report with charts● Share report with Business Manager● Get feedback of additional data required and update process

Highlight Report● Review the Google Analytics

○ Top 5 links of the issue○ Traffic comparison of previous issue○ Time on website

● Review social media stats○ Twitter impact

● Qty of comments● Produce a report with charts● Share report with Business Manager● Get feedback of additional data required and update process

Contingency planning● Plan to be agreed with SMT to cover annual leave● Plan to be agreed with SMT to cover content curator role after 1/10/15● Plan to be agreed with SMT to cover work allocation management with Alison after

1/10/15

The Edge - Writers/curators for The Edge (Process)

Becoming a writer/curator

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● Identify potential candidates● Add to spreadsheet after discussion with individual● Agree process for content & QC● Send relevant documents● Review with writer/curator on a regular basis● Review learning with SMT

The Edge - Friends of The Edge (Process)

Becoming a friend● Add new person to friends of The Edge● Get agreement from Content Curator if person is applicable● Send introduction (template)

○ Clear guide of what a friend does● Add to excel spreadsheet

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The Edge - Design & Development (Process)

Bug Reporting

Task Completion Date Checked by Senior Check

Complete document to report bug

Send document to developer

Get time estimate for bug fix

When developer completes bug

Check that bug still exists

Bug sign off by Project Lead (Dom)

Task/Feature Request

Task Completion Date Checked by Senior Check

Complete document to request feature/amend

Send document to developer

Get time estimate for work carried out

Project Lead to agree time estimate

Testing of feature

Feature sign off by Project Lead (Dom)

Editorial Meeting Agenda

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Objective: A review of current curated content to go in the next issue of The Edge

Date: 01/01/2000 Location: [Enter Room Number]

Time: 11:45 AM (SHARP) 1 hour 55 mins Meeting Type: [Identify type of meeting]

Call-In Number: [List call in number] Call-In Code: [Enter call in code]

Called By: [List Name] Facilitator: Dominic Cushnan

Timekeeper: Carol Read Note Taker: Paul Woodley

Attendees:

Preparation for Meeting

Please Read: The supplied issue content document Please Bring: A pen & coffee

Action and Agenda Items

Action Items from Previous meeting Responsible Due Date1. [List Action Item 1] [Name] [Date]

Agenda Items Presenter Time Allotted0. Norms and roles Dominic Cushnan [5 minutes]

1. Curated Links Review [25 minutes]

2. Theme of issue (to form editorial and classics) [10 minutes]

3. Review commentaries from previous week [20 minutes]

4. Classics update [10 minutes]

5. Events & Learning update [10 minutes]

6. Book club [10 minutes]

7. Data update (Top links, Comments & General Stats) [10 minutes]

8. Development and Design update [5 minutes]

9. Check-out [5 minutes]

New Action Items + for SMT Responsible Due Date1. [List New Action Item 1] [Name] [Date]

Other Notes or Information

Content and sign off document

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CONTENT AND SIGN OFF DOCUMENT

ISSUE NUMBER

ESTIMATED PUBLISH DATE

STATUS DRAFT

OVERALL SIGN OFF

POSITION PERSON Y/N DATE

PROJECT LEAD Dominic Cushnan

Carol Read

SENIOR LEAD Meena Mahil

DIRECTOR SIGN OFF Jackie/Helen

CONTENT EDITORIAL

IMAGE WRITTEN BY SIGNED DATE SIGNED BY SIGNED OFF

Y/N

TEXT AND LINKS HERE

CONTENT CHANGE AGENT PROFILE -

IMAGE WRITTEN BY SIGNED DATE SIGNED BY SIGNED OFF

Y/N

Name :

Brief profile : e.g. who you are,

Dominic Cushnan, 06/11/15,
Guidance document for editorial
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what you do

What has been your most notable radical accomplishment or experience?

When did you first realise that you are a health & care radical?

What advice do you wish someone had given you earlier in your caree

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r?

What is your favourite radical characteristic?

What is your favourite question?

What one clue tells you you’re affecting positive change?

What do you think it’s most important for people to understand about radica

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ls?

What’s your one word piece of advice for radicals?

What’s your one word piece of advice for non-radicals?

Where do you think radicals are most needed today?

Who is your favourite radical from the past 100 years?

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What’s the one thing you should never say to a radical?

How do you rate yourself as a radical:

CONTENT CLASSICS

IMAGE WRITTEN BY SIGNED DATE SIGNED BY SIGNED OFF

Y/N

CURATED CONTENT

Theme 1: Being a change activist in H&C

Title

Link

Author

Source Type

Commentary by

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Image

Commentary

Progress

Editor review

Sign off

Theme 2: Transformational Leadership

Title

Link

Author

Source Type

Commentary by

Image

Commentary

Progress DRAFT

Editor review

Sign off

Theme 2: Transformational Leadership

Title

Link

Author

Source Type

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Commentary by

Image

Commentary

Progress DRAFT

Editor review

Sign off

Theme 3: Thought Diversity

Title

Link

Author

Source Type

Commentary by

Image

Commentary

Progress DRAFT

Editor review

Sign off

Theme 4: Making Change spread

Title

Link

Author

Source Type

Commentary by

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Image

Commentary

Progress DRAFT

Editor review

Sign off

Theme 5: Tools and Methods

Title

Link

Author

Source Type

Commentary by

Image

Commentary

Progress DRAFT

Editor review

Sign off

Weekly meetingsMonday Tuesday Wednesday Thursday Friday

Curation

Editorial meeting[Mandatory]

Paul UpdateAlison Update

Expert in room planning with Kate

Community Update Olly

Paper work.Digital ActivisimCo-creationCommunity networking

Dominic Cushnan, 06/11/15,
get helens diary working with this via harinder
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Debrief meeting(carol,dom & meena)

1:1 Carol & Meena1:1 Dom & Meena

Tech TuesdayDev & Design with Developers

Content document update

Update with writers

Feedback for TIN to give to Meena

Data Review of Edge

Meeting prep for Editorial Meeting

Commentator Bio TemplateName

Email

Telephone

Twitter

Title

Bio

Image

Link to image S:Drive

Progress DRAFT

Editor review

Senior sign off

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Issue X Content Review Agenda

Objective: A content review to go in the next issue of The Edge

Date: 01/01/2000 Location: [Enter Room Number]

Time: Meeting Type: [Identify type of meeting]

Call-In Number: [List call in number] Call-In Code: [Enter call in code]

Called By: [List Name] Facilitator: Dominic Cushnan

Timekeeper: Carol Read Note Taker: Paul Woodley

Attendees:

Preparation for Meeting

Please Read: Review issue 8 Please Bring: A pen & coffee and notes for opinions for what content works for you

Action and Agenda Items

Action Items from Previous meeting Responsible Due Date1. [List Action Item 1] [Name] [Date]

Agenda Items Presenter Time Allotted0. Norms and roles Dominic Cushnan [5 minutes]

1. Lessons learned for content [25 minutes]

2. The process update [10 minutes]

3. Data update on content [20 minutes]

4. Audience insights [10 minutes]

5. Events & Learning update (process) [10 minutes]

6. Book club? [10 minutes]

7. Check-out [5 minutes]

New Action Items + for SMT Responsible Due Date1. [List New Action Item 1] [Name] [Date]

Other Notes or Information