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Editing Guidelines & Codes
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Process PhaseA.1.1.1CategoryCodePrincipleOSP Pillar
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A. Scope & Narrative StructureA.1.1OpeningLEDEDon't bury the lede. In the article, or even in a sentence. Clarity
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A. Scope & Narrative StructureA.1.2OpeningFRONTClearly identify your main point or idea up front, in the opening section.Clarity
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A. Scope & Narrative StructureA.1.3OpeningSPFICMake the scenario or problem space specific instead of vague, general claims. Address audience pain points.Clarity, Trust
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A. Scope & Narrative StructureA.1.4OpeningWHOMIdentify (explicitly or implicitly) your audience in the opening section. This is not a grammar issue, it is to help readers self-select and identify with a pice (or not). "Teams delivering client sites often ..." "Managing large number of servers ..."Clarity
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A. Scope & Narrative StructureA.1.5OpeningWIIFMLead with the benefit. Clearly show why the audience will care about the idea/thesis in the opening section. Clarity
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A. Scope & Narrative StructureA.3.1Logical RigorPOINTPoints supporting an argument, thesis, or claim can be strong, weak, or missing. This is somewhat subjective! Editors, please expand on this when you use this code. Clarity
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A. Scope & Narrative StructureA.3.2Logical RigorSPOCKUse clear, logical thinking. Avoid logical fallacies. Check that all evidence is directly connected with a cause/effect relationship to the claim.Clarity
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A. Scope & Narrative StructureA.3.3Logical RigorFACT_Back all factual claims by evidence with examples, testimonials, statistics or other research.
_Emotional claims are/can be acceptable without evidence, especially in a quote like a testimonial.
_Include supporting points or information to add value to the narrative and/or thesis.
Trust
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A. Scope & Narrative StructureA.4.1Closing CTAClose with a clear call to action.Clarity
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A. Scope & Narrative StructureA.4.2Closing SUMMSummarize your points/evidence and why it matters in the closing section.Clarity
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A. Scope & Narrative StructureA.4.3Closing THESISSummarize your points/evidence and why it matters in the closing section.Clarity
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B. Flow & ReadabilityB.1.1FlowFLOWOrganize the sections and paragraphs in a logical order and ensure they have an elegant flow and transition to them. Clarity
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B. Flow & ReadabilityB.1.2FlowRHYTHBe aware of the length of paragraphs, avoid overly long blocks of text. Stagger length. Create rhythm and visual variation for your reader. Empathy
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B. Flow & ReadabilityB.2.2Structural AidsSUBHDRelevant subheads assist the reader by breaking up copy and defining the purpose of each text block. This is the structural perspective on the code HEAD.
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B. Flow & ReadabilityB.2.2Trust and evidenceEXMPLExamples enhance the thesis or claims by helping to create a picture in the reader's mind. Trust, Empathy
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B. Flow & ReadabilityB.2.3Trust and evidenceQUOTEQuote your subject matter expert directly wherever possible to build trust, authority, and add interest.Trust
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B. Flow & ReadabilityB.2.4Trust and evidenceTRUSTWhere possible, mention or highlight signals of trustTrust
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B. Flow & ReadabilityB.3.1Tight WritingCASEMake sure each point in each paragraph is valid, relevant, and unique.Clarity, Trust
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B. Flow & ReadabilityB.3.2Tight WritingCLUTTCut all clutter (no extraneous words, sentences, or paragraphs). If your words do not build the case toward the conclusion or your thesis, they are extraneous. Good writing is often a process of rewriting, and editing with a critical eye. Judge your writing as if someone else wrote it. Clarity
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B. Flow & ReadabilityB.3.5Tight WritingTOOMAvoid over explaining or providing too much detail. Only explain what is relevant in the context of the article.Clarity
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B. Flow & ReadabilityB.4.1Coherence & ReadabilityHEADRelevant subheads assist the reader by breaking up copy and defining the purpose of each text block. This is the readability perspective on the code HEAD.Clarity
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B. Flow & ReadabilityB.4.2Coherence & ReadabilityLISTBulleted lists efficiently present information (usually, only once per article). This format is easily scannable and provides a visual break in the copy.Clarity
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B. Flow & SectionsB.4.3Coherence & ReadabilityWALL_ Use headers, paragraphs, blockquotes, and lists to add visual variation and interest.
_ A wall of words will put off a reader at a glance.
Clarity
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B. Flow & ReadabilityB.4.6Coherence & ReadabilityILLUS_ Add non-text explanations, metaphors, and data using photos, charts, diagrams, or illustrations where possible.
_ Images provide visual interest and a variation in long articles.
_ A picture is worth 1000 words for conveying some kinds of information efficiently.
Clarity, Empathy
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B. Flow & ReadabilityC.1.?AudienceSEPSeparation of concerns. Sometimes two different points are combined in a single sentence, and should be made separately. This can also apply to a paragraph, section of an article, or even an extraneous topic in one post that you can remove or break out into its own article.Clarity
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C. Style & PhrasingC.1.1AudienceCNECTUse language that will connect with your target audience, but avoid jargon that will prevent non-experts from gaining value from your writing.Empathy
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C. Style & PhrasingC.1.5PhrasingEMPATHWrite with the needs, problems, perspective of the target audience in mindEmpathy
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C. Style & PhrasingC.1.9Grammar, Style and PhrasingANLGYUse analogies to help make raw (dull) data more interesting and help people visualise it. e.g. "That's enough people to fill 2/3 of Yankee Stadium," "That's enough cable to go to the Moon and back 3 and a half times," "That's enough electricity to power the city of New York for a week." (see chap. 19 "Everybody Writes" Ann Handley where she says to us "common, but surprising" analogies)Empathy, Clarity
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C. Style & PhrasingC.2.1ToneCRITHidden or Implied Criticism Don’t tell people they’re "doing it wrong" ... Avoid telling the reader she is doing it wrong, or is weak, stupid, or inadequate. Externalise the problem away from the reader, "a common problem is", "a common mistake is." We can blame the software. We can suggest way to do something better, make your day better, improve efficiency. Empathy
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C. Style & PhrasingC.2.2ToneBRANDMatch the tone to the brand guidelines on tone. Empathy
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C. Style & PhrasingC.2.3ToneTONEMatch the tone for the right use case (eg. support versus marketing). Follow client voice guidelines where provided.Empathy
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C. Style & PhrasingC.2.4ToneFUDAvoid negative copy and FUD marketing (fear, uncertainty, doubt). We want to make a positive difference in the world. Highlighting the positive, the benefits or USPs a given product offers is far stronger and clearer in our opinion than resorting to criticizing the competition.Empathy
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C. Style & PhrasingC.2.5Trust and evidenceHYPERAvoid hyperbole, exaggeration, binary comparisions (good/bad), and claims you can't back up.Trust
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C. Style & PhrasingC.2.6Tight WritingCRISPWrite sentences that are spare and concise. Use occasional longer sentences to vary the rhythm of your writing. Aim for active voice, rhythm, and pace. Avoid flowery, long-winded words and sentences. Color is okay, but be mindful of the difference: “I would like to take this opportunity to extend my most hearty congratulations.” v “Congratulations.”Clarity
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C. Style & PhrasingC.2.7Tight WritingREDUNAvoid redundant words (e.g. future plans, unexpected surprise, most optimized)Trust, Clarity
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C. Style & PhrasingC.3.1Inclusive and human-centric languageINCLUse inclusive lanaguage to make sure readers feel respected and welcomed. Avoid language that shows prejudice, bias, discrimination, or a lack of sensitivity.
Balance use of she/her with he/him in texts. Our preference is for a majority to be she/her. All she/her may be often acceptable; all he/him may not be. "They" can also be acceptable.
Empathy
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C. Style & PhrasingC.3.2Inclusive and human-centric languageJUDGNon-violent language. Replace subjective evaluations or judgements with specific outcomes or needs.Empathy
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C. Style & PhrasingC.3.3Inclusive and human-centric languagePAXNon-violent language. Aim to use non-violent language by replacing metaphors around war, sports, and sex, with other, more peaceful, constructive ones like art, carpentry, and gardening.Empathy
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C. Style & PhrasingC.3.4Inclusive and human-centric languageDIRCTUse direct address when appropriate. e.g. replace "Many customers benefit from our product," with "You will benefit from our product." Make instructions simple and direct: replace "Please be aware that we can also make instructions simple and direct," with "Make instructions simeple and direct."Empathy
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C. Style & PhrasingC.4.1AccessibilityA11YWrite for accessibility. We love The Stanford Online Accessibility Program guide on this.Empathy
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C. Style & PhrasingC.4.2AccessibilitySIMPLUse simple language where possible. This is especially important for international audiences. Clarity
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C. Style & PhrasingC.5.1PhrasingFEELYour sentences should create pictures, feelings, emotions for the reader. Empathy
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C. Style & PhrasingC.5.2PhrasingDIRUse the direct path to the explanation. Avoid longwinded paths to the point. Clarity
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C. Style & PhrasingC.5.3PhrasingKISSAvoid making points sound needlessly complicatedClarity
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C. Style & PhrasingC.5.4PhrasingREPETAvoid careless repetition Clarity
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C. Style & PhrasingC.5.6PhrasingFRESHAvoid cliches or stale expressionsTrust
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C. Style & PhrasingC.5.7PhrasingMETPHBe consistent if you use a metaphor. Try to carry it through the entire article and/or its logical conclusion.Clarity
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C. Style & PhrasingC.5.8PhrasingCOLORColor and energy. Choose interesting, exciting ways to express things—but not at the expense of clarity and allthe rest :-) Empathy
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C. Style & PhrasingC.5.9PhrasingCLEARClear writing. Avoid vague descriptions of benefits. Be as specific as possible. Clarity
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D. Word choiceD.1.1Strong verbsACTIVUse the active voice (mostly) to center the reader in the action. Check if gerund (-ing) phrases are weakening your message.Empathy
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D. Word choiceD.1.2Strong verbsVERBSReplace common, weak or vague verbs with more specific, colorful ones.Trust, Clarity
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D. Word choiceD.1.4Strong verbsLEADLead with verbs and actionsClarity
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D. Word choiceD.1.5Strong verbsTENSETense. Check it’s in the right tense and consistent throughout.Clarity
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D. Word choiceD.2.?Accuracy & TerminologyAMBIGAvoid ambiguity. Avoid being vague. Word choice can leave things open to interpretation. Be as specific as possible.Clarity
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D. Word choiceD.2.1Accuracy & TerminologyTERMTechnical terms and technology names - Explain what they are, what they do to make sure your audience (at relevant levels of experience) are all on the same page with you. Define technical terms directly in the article. Link to other articles with deeper explanations, where it makes sense.
Ensure technical accuracy (research, ask an expert, ask the client). Mistakes of this type can impact overall credibility of the content.
Trust, Clarity
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D. Word choiceD.2.3Accuracy & TerminologyBUZZJargon and Buzzwords. Replace jargon, buzzwords, and clichés with a clear and concise statement that expresses your point. This can be expressions like "clear as a bell" or technical acronyms like "IEEE Std 802.11-2007" . The former lacks any specific information helpful to the reader, while the latter can prevent a reader who is not an expert in the field from understanding the copy. (ref: "Everybody Writes" Ann Handley)Trust, Clarity
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D. Word choiceD.2.4Accuracy & TerminologyACROAcronyms - explain what they stand for (what they are, what they do as needed)Trust, Clarity
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D. Word choiceD.2.5Accuracy & TerminologyDATEStay current and relevant, don’t date your content. ("Last September," "earlier this year," etc.)Clarity
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D. Word choiceD.2.6Accuracy & TerminologyANTEBe clear about what "this, "that", "they" refer to Clarity
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D. Word choiceD.3.1Grammar and punctuationGRAMCheck for grammar errorsClarity
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D. Word choiceD.3.2Grammar and punctuationMODIFPut modifiers (words that alter others) in the correct order.Clarity
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