Hello! Welcome to the final lesson of your course on editorial publishing.
In our last session, you learned how to adapt your feedback style to an author's specific experience level and temperament. This nuanced communication is a cornerstone of effective author management. Today, we will build on that by creating the structure that supports this relationship: the project plan. Where adapting your style is the art of author management, project planning is the science.
Your learning outcome for this lesson is to develop a project plan for a manuscript edit, including a revision schedule and author communication milestones. While managing a short article may be an informal process, a book-length manuscript involves multiple stages over several months. A formal project plan is therefore indispensable for setting clear expectations, managing deadlines, and building the author's trust and confidence in your editorial partnership.
1. The Foundation: Why a Plan Matters
Before diving into the "how," let's establish the "why." A project plan is not just a schedule to be imposed on an author; it's a collaborative document that aligns the editor, author, and publisher around a shared set of goals and expectations. It transforms an ambiguous, often stressful process into a clear, manageable journey.
Let's begin with a few foundational principles for this kind of collaborative work.
Developmental Editing - The University of Chicago Press
The book Developmental Editing from The University of Chicago Press provides several excellent "Ground Rules" for the editor-author partnership. We'll focus on a few that directly relate to planning.
Please read the section titled 'Some Ground Rules'. Pay particular attention to Rule 2: make a plan, Rule 3: address logistics upfront, Rule 7: set milestones, and Rule 12: keep the plan current.
As the text makes clear, a plan isn't a rigid, one-time document. It’s a "touchstone" that flushes out assumptions, sets concrete goals, and provides a sense of accomplishment through milestones. A well-constructed plan has three core components:
- Scope Definition: What will be done, and what are the deliverables?
- Revision Schedule: When will each stage of the work be completed?
- Communication Milestones: How and when will we check in with each other?
Let's break down how to build each of these components.
2. Component 1: Scoping the Project with a Brief
The first step in any project is to define the scope. Misunderstandings about the scope are a common source of friction. The best way to prevent this is by creating a simple, clear project brief at the very beginning. This document serves as a "north star" for the entire edit.
Manuscript Editing | BubbleCow
The article 'Manuscript Editing' from BubbleCow offers a fantastic, practical template for a 'one-page editing brief'. It's a powerful tool for aligning editor and author from day one.
Please read the section titled 'A one-page editing brief'. Review the components listed and study the fiction and nonfiction samples provided.
This brief is your first and most important communication tool. It forces clarity on key questions:
- What is the goal of this edit?
- Who is the target reader?
- What are the author's primary concerns?
- What are the constraints (e.g., timeline, budget)?
Sharing and agreeing on this brief before work begins ensures that you and the author are working toward the same outcome.
3. Component 2: Building the Revision Schedule
With the scope defined, the next step is to map out the timeline. A realistic schedule is built on a clear understanding of the sequential nature of editing. You can't line edit a chapter that might be cut in the developmental edit.
The Ultimate Guide to the Book Editing Process
To quickly refresh our understanding of the editing sequence, let's watch this short summary from editor Alyssa Matesic's video, 'The Ultimate Guide to the Book Editing Process'.
Watch the segment from 09:12 to 10:27, where she reiterates the road map for revision, moving from big-picture edits down to the sentence level.
This "funnel" approach—from developmental to line to copyediting—is the backbone of your schedule. Each stage requires its own block of time, as does the author's own revision work between your editorial rounds.
Manuscript Editing | BubbleCow
Let's return to the BubbleCow article, which provides an excellent framework for creating a schedule.
Please read the section 'Scheduling and Budgeting Your Editorial Process'. Pay close attention to the subsections 'Build a realistic timeline' and 'Milestones to anchor the schedule'. You can skim the budgeting advice but focus on the time-based elements. Also, review the subsection 'Map a simple Gantt-style calendar' to see how to visualize the schedule.
Key takeaways for scheduling:
- Work Backward: Start from the final deadline (e.g., submission date, publication date) and build your timeline backward.
- Include Buffers: Always add recovery time between stages for both you and the author. Rushing from one stage to the next leads to burnout and mistakes.
- Define Milestones: Break the project into smaller, achievable goals (e.g., "author revision of Part 1 complete," "developmental edit delivered"). This makes the process less daunting.
- Use "Manuscript Freeze": This is a critical concept. A manuscript freeze is a cutoff point before an editorial stage begins, after which the author agrees not to make any more substantive changes. This ensures you aren't editing a moving target.
4. Component 3: Planning Communication Milestones
A schedule of tasks is not enough; you also need a schedule for communication. Proactive, planned communication prevents anxiety and ensures the project stays on track.
Manuscript Editing | BubbleCow
The BubbleCow article also provides practical advice on managing the workflow and feedback process, which are key parts of your communication plan.
Read the sections 'Collaborating With an Editor' and 'Hold a kickoff call'. Note the emphasis on agreeing on tools, setting check-ins, and clarifying expectations at the outset.
Your communication plan should be more than just "we'll email when needed." It should be a series of defined milestones, such as:
- Kickoff Call: A 30-minute call before the project starts to review the brief, confirm goals, and establish rapport.
- Mid-Point Check-in: A brief email or call halfway through your edit to share initial impressions or ask clarifying questions.
- Delivery of Edit: When you deliver your editorial letter and marked-up manuscript.
- Post-Delivery Q&A Call: A scheduled call about a week after delivery to allow the author to ask questions after they've had time to digest your feedback.
- Revision Check-in: A scheduled check-in during the author's revision period.
Visualizing this can be helpful. While you don't need complex software, understanding how these events fit into a calendar is key.

5. Practical Application: Draft Your Project Plan
Now it's your turn to apply these principles.
Scenario:
You've been hired by a debut novelist to edit her 90,000-word contemporary fiction manuscript. She has received a "Revise and Resubmit" (R&R) request from her dream agent, who has given her a three-month deadline to resubmit the manuscript. The agent's feedback was that the "premise is great, but the pacing sags in the middle and the protagonist's voice isn't consistent." You and the author have agreed that the project requires a developmental edit followed by a line edit. Today is June 1st, so the submission deadline is September 1st.
Your Task:
Based on the scenario, create a draft of a project plan. Your plan should include three parts:
- A one-page editing brief (summarize the key points in a list, following the BubbleCow model).
- A revision schedule with key dates and tasks for both editor and author.
- A list of 3-4 key communication milestones.
My Approach:
Here is an example of how I would structure the project plan for this scenario.
1. One-Page Editing Brief (Summary)
- Project: Developmental Edit + Line Edit for a 90,000-word contemporary fiction manuscript.
- Goals: Address agent feedback to strengthen the manuscript for resubmission. Specifically:
- Fix pacing issues in the middle third.
- Strengthen protagonist's voice for consistency.
- Target Reader: Fans of contemporary fiction; agent who requested the R&R.
- Non-negotiables: The core plot twist at the end must remain.
- Author's Top Concerns: Making the manuscript "good enough" for the agent; not knowing where to start with revisions.
- Constraints: Hard deadline of September 1st for resubmission to the agent.
2. Revision Schedule (June 1 - Sept 1)
| Task | Owner | Start Date | End Date | Duration | Notes |
|---|---|---|---|---|---|
| Kickoff Call | Both | June 3 | June 3 | 30 mins | Confirm plan & goals. |
| Manuscript Freeze #1 | Author | June 4 | June 4 | - | Final draft for dev edit delivered. |
| Developmental Edit | Editor | June 5 | June 26 | 3 weeks | Editor performs structural analysis. |
| Dev Edit Delivery | Editor | June 26 | June 26 | - | Editorial letter + MS notes sent. |
| Author Digest Period | Author | June 27 | June 30 | 4 days | Author reads feedback. No work required. |
| Post-DE Q&A Call | Both | July 1 | July 1 | 1 hour | Discuss dev edit & create revision plan. |
| Author Revision | Author | July 2 | July 29 | 4 weeks | Author implements structural changes. |
| Manuscript Freeze #2 | Author | July 30 | July 30 | - | Revised draft for line edit delivered. |
| Line Edit | Editor | July 31 | Aug 15 | ~2 weeks | Editor performs line-level polish. |
| Line Edit Delivery | Editor | Aug 15 | Aug 15 | - | Tracked changes + style sheet delivered. |
| Final Author Review | Author | Aug 16 | Aug 29 | 2 weeks | Author accepts/rejects changes, preps MS. |
| Final Submission | Author | Sept 1 | Sept 1 | - | Manuscript resubmitted to the agent. |
3. Communication Milestones
- June 3: Kickoff call to align on goals and process.
- July 1: Post-developmental edit Q&A call to discuss the editorial letter and collaboratively map out the author's revision strategy.
- July 15: Mid-revision email check-in to see how the author is progressing and offer support.
- August 16: Brief email sent with line edit delivery, explaining how to work with the tracked changes and queries.
This plan provides a clear, professional, and supportive roadmap for the author, turning a daunting three-month deadline into a series of manageable steps.
Conclusion
Congratulations! You have reached the end of your course in editorial publishing.
Over the past ten modules, you have built a comprehensive toolkit for a successful editorial career. We began by surveying the publishing landscape and the different roles an editor can play. You learned the analytical skills of manuscript assessment and the strategic thinking behind acquisitions. We then dove deep into the craft itself, mastering the architectural work of developmental editing and the fine-tuned prose styling of line editing. Finally, you have explored the critical, relationship-driven skills of author management, from delivering feedback to navigating conflict and, today, building a professional project plan.
Key Takeaways from Today's Lesson:
- A project plan is a vital tool for managing complex book projects, building trust, and setting expectations.
- An effective plan includes a clear scope, a realistic schedule, and proactive communication milestones.
- Tools like the one-page brief, working backward from a deadline, and planned check-ins are hallmarks of a professional editor.
You entered this course with a strong foundation in writing and short-form editing. You leave it equipped with the advanced principles and practical applications needed to guide authors and shape book-length manuscripts with confidence and skill. This is a challenging but immensely rewarding field, and you are now well-prepared to make your mark in it.