Best Practices for Proofreading – A practitioner’s guide

In the world of fine dining restaurants, the ‘Pass’ is a place where orders coming in and food going out of the kitchen is monitored.
In quality-obsessed restaurants, the Pass, usually sentineled by the head chef, is the ultimate test of quality before it is handed over to the service staff to take it to the customer. It’s a brilliant practice that should be replicated, especially by marketing, communication and content teams. Identify the expert and let that person be the sentinel at your Pass;
the final custodian of quality for your content.

Now for the best practices, ordered in sequence…



Edit first, proofread last
Yes, because editing is different from proofreading. Editing is a deeper exercise where the editor examines the style, tone, structure, choice of words etc., and rewrites it for overall refinement and appeal to the audience. Proofreading is more about spellings, grammar, syntax, typos and punctuation.

It is highly likely that one edits while proofreading and proofreads while editing. Still, make sure that editing and proofreading get their respective, dedicated focus. Edit first, proofread last.

The writer does not proofread
The writer/author owns the thought. An objective eye for proofreading therefore, becomes difficult. Get a second pair of eyes to proof your content.

Never proofread all aspects at the same time
Proofing requires you to be highly organised. Resist the temptation to fix everything at one go. Check only one aspect at a time. Make a checklist, print it and fix it on your soft board. Example:

Grammar and language
Facts
Sentence casing
Headlines
Subheads
Formatting
Names and spellings

Assign at least three to four rounds
Some folks, especially managers in a hurry, will ask why proofreading can’t be done at one or two rounds. Tell them that it takes more than one round to spot all the errors. Poor copy results in poor impression. Be stubborn about allocating sufficient time to proofreading. The written copy that will go into public domain deserves a keen eye and lots of patience.

Proofread on printed copy, please
The last two rounds of proofing should be on a printed copy, preferably in 14 to 16 point size.

Spellings – Check. Punctuation – Check. Formatting – Check. Establish your own Proofreading Pass for every Check
In the world of fine dining restaurants, the ‘Pass’ is a place where orders coming in and food going out of the kitchen is monitored. In quality-obsessed restaurants, the Pass, usually sentineled by the head chef, is the ultimate test of quality before it is handed over to the service staff to take it to the customer. It’s a brilliant practice that should be replicated especially by marketing, communication and content teams. Identify the expert and let that person be the sentinel at your Pass; the final custodian of quality for your content.

Hit ‘send’ to a test team first
That ‘ouch!’ moment when you spot errors after hitting the ‘send’ button is every communication manager’s nightmare. Cheat that law by sending the email, newsletter, article, blog etc., to an internal ‘test’ team first. It will let you spot the naughty, elusive errors and fix them. Do some more ‘tests’ before you are ready to go official!

Phase out the ‘send’
This best practice works for online campaigns, especially when you have a large database that includes internal and external readers. Phase out the launch of your campaign across two or three rounds. Start with the marketing and communication team in your organisation. Then move to company staff. If you’ve got global offices, send it to branch offices first and then to headquarters. Wait for a day to see if anyone points out errors. It’s a fantastic opportunity to fix something that might have been missed. The last ‘send’ should be to the customer and partner database.

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