PMI 101 Updated: 6/22/12. Brief Overview of what you can expect PMI Process Basecamp PMI Template...
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Transcript of PMI 101 Updated: 6/22/12. Brief Overview of what you can expect PMI Process Basecamp PMI Template...
PMI 101
Updated: 6/22/12
Brief Overview of what you can expect
PMI Process
Basecamp
PMI Template (incl HEOA)
Stages of a PMI
PMI Community Page
Weekly PMI Audit
Questions and Answers
What is PMI?
Product Messaging InformationWhat is a PMI?
PMI Coordinators: (as of December 2011)
PMI Coordinators Role: Populate Basecamp with initial record
Sends weekly status reports
Secure copywriter and copyeditor
Update Basecamp When back from copywriter and copyeditor Close record when team completes
Sends final PMI to MSA on Scott Souders’ team to enter into ORCA
Nicole SalaNicole Sala
Andrea McNairyAndrea McNairy
Jamie Lupo-PettaJamie Lupo-Petta
Refer to the contact list out on PMI Community page for the disciplines they cover
TYPICAL PROCESS FLOWCHART
PMI SCHEDULE
Stage 1 Brief posted 9 months prior to pub date
Contact your PMI coordinator if you need a title loaded in Basecamp
Team is to make PMI final by six (6) months prior to pub
Used by Reps in Magellan
Sent to resellers/retailers such as Amazon and Barnes & Noble to meet retail buying schedules
Posted to our website to comply with HEOA (allows reps to present title)
Basecamp
What is Basecamp?
Basecamp Login
https://pmidocs.basecamphq.com/login
Contact your PMI Coordinator if you forgot your username or password
Dashboard
List of ALL Disciplines you are assigned to!
Overview Tab
List of ALL team members assigned to this discipline
Message Tab
Click “Post a new message” to compose message
March 2011
Message Tab
Message sent to Outlook email
Writeboard Tab
Click here to edit
Shows who worked on the PMI
Writeboard Tab (cont.)
Tip: Copy to Word for easier editing
Compare to see changes
March 2011
Writeboard Tab (Edit Mode)
Tip: Copy to Word for easier editing
Click here to save
Writeboard Tab (Compare)
Compare to see changes
Writeboard Tab (Compare Mode)
Tip: Copy to Word for easier editing
Color Key
Files Tab
When the PMI was sent to ORCA
PMI Template
PMI Heading
Author: Sala/McNairy/Lankford
Title/Subtitle/Edition: PMI 101, 1E
ISBN 13: 9780495000000
ISBN 10: 0495000000
Only the PMI heading will be filled in when working on a 1st edition PMI
Revision PMIs will include additional fields populated with previous edition information
PMI Population
Specs
Total Page Count: total number of pages
Trim Size: dimensions of the book
Colors: number of colors inside the book
Binding: type of book ie: softcover, hardcover
Imprint: Publishing Company ie: Brooks/Cole
Alternate Formats:
Different bindings – same TOC (softcover, hardcover, or looseleaf)
Required by law to disclose - HEOA
Alternate Versions:
Same family, different TOC
Used for splits, volumes, etc.
Do not include International and Instructor Editions
Variations
Please indicate the International Treatment for this title:____ none (will sell US Edition globally)____ ISE treatment (International Version Section must be completed at the end)____ AISE treatment (International Version Section must be completed at the end)
Related Products: (different family)[website]
Faculty Description: [Instructor Product Pages, Magellan]
Student Description: [CengageBrain]
Book/Only/eBook Description: [websites, Magellan, ebook agency vendors]
iNET/Retail Description: [Hot sheets, datafeeds]
Faculty One-Line Description: [Magellan, Back to Campus Email]
Product Descriptions
Market Description - Academic: [academic hot sheets]
Market Description – Retail:[retail hot sheets, title cards]
Trade Marketing Notes (TMN) Description – Retail:[retail hot sheets]
Retail Audience Description:[retail hot sheets]
Market Descriptions
Author Information:[all apps, feeds, and sites – affiliation & bio – product pages]
1st Author Name:
Affiliation:
Bio:
Acquisitions Editor, Marketing Manager & Program Manager:[Magellan] Acquisitions Editor:
Marketing Manager:
Softside Only:
Program Manager:
New to the Edition:
Required Information for the HEOA
Supplement Information
KEY FEATURES – Required for
substantial changes
Multiple benefits to having descriptions
and key features called out for
ancillaries
Table of Contents: [product pages, Magellan]
Supplements:[product pages, Magellan]
CengageBrain eBook Content Default Access Length:[website] 6 Months (typically used one semester) 1 Year (typically used in 2 semesters) 2 Years (typically used in 3 or more semesters)
Bundle ISBNs to be in Magellan/Cengage.com: [Magellan, website]
Series Name: [Product Pages]
Enhanced Product Pages (EPP)[Product Pages] http://inside/sites/APG/mktg/web/epp/default.aspx
CengageBrain ebook, Bundles, Series Name & EPP
Channel Flag: [Magellan] HED/Career College Yes___ No___ High School Yes___ No___ Retail/Professional Yes___ No___
Course Codes: [Magellan] Primary Course Code (1 max): Secondary Course Code: Additional Course Codes:
Internet Indexing: [websites] Catalog: HED, Professional, School Section: Discipline: Subject: Topic:
Competition: [Magellan]
Custom[Magellan]
For the Custom Tab in Magellan:
Reviewer Quotes: [website, Magellan, Reseller website]QUOTE 1: Provide First and Last Name of Reviewer:
Reviewer’s school/affiliation:
Quote:
*Please check one of the options below for your reviewer quote – if you do not check one the reviewer quotes cannot be displayed on the website*
___ Written approval – display on website
___ No Written approval – will not display on website
Most current editions/not yet published
Demo URL: [websites]
Related Links: [website]
Key Words[website search]
Interview Guide: [Magellan]
1A. Things to ASK:
1B. THINGS to KNOW:
1C. THINGS to SHOW:
International Versions: [websites, Magellan] Author:
Title:
ISBN-13:
ISBN-10:
Table of Contents (should reflect what was agreed to in GPP Versioning Meeting)
*Please check one:*
___ Same as US TOC listed above
___ Alternate TOC per Version Plan (AISE REQUIRED: List alternate TOC below)
Alternate Table of Contents:
Stage 1 Brief Stage 2 Draft
Overview of the PMI Process
Stage 1 Brief
March 2011
Stage 1 Brief: In Basecamp
• PMI Coordinator: Will post the PMI to Basecamp 9 months out prior to Pub Date.
•Log in → Select your discipline → Click the whiteboards tab
← Labeled: (Stage 1 Brief)
• Team: Now can go in and edit the PMI.
Stage 1 Brief: Template
What information will it include?
1st Edition: All fields empty except =
Author:
Title:
ISBN:
Revised Editions: 2nd Edition (and beyond)
The PMI will have as many field’s filled out using the information from the previous edition beforehand by the PMI coordinator.
Revised Editions: The information that is presented to you in the Stage 1 Brief is all the previous edition information. During this stage you will update & rework the content to reflect the new edition information and marketing message. A critical component in being compliant with the Higher Education Opportunity Act.
Point person* will notify the PMI Coordinator of the next phase.
3 Options:
To Copywriter, OR
To Copyeditor, OR
To ORCA (Will not go to Stage 2 Draft, goes Final immediately)
All required fields are complete – what next?
Completing the Stage 1 Brief:
*Point Person: We encourage each team have a point person to work together with the PMI Coordinator to drive the PMI to completion.
Completed Stage 1 Brief – Editing Closed
What you will see in Basecamp:
• PMI Coordinator: Closes all editing on PMI and sends the PMI on to the next phase.
•Labeled: zzz EDITING CLOSED.
* Once a PMI status in Basecamp has been changed to EDITING CLOSED, there is to be no additional editing until the PMI is returned and posted back into Basecamp as a Stage 2 Draft.
Stage 2 Draft Final
Refining and Finalizing
Stage 1 Brief Stage 2 Draft
Upon return from the Copywriter or Copyeditor –
Sent to Marketing Communications Manager (MCM) for approval prior to being posted in Basecamp
PMI Coordinator will post to Basecamp
Copywriter evaluation is added to Draft
Fill this out to ensure quality work is being provided
Can be filled out by anyone on the team
Where to find the Draft
Stage 2 Draft - Message
Message sent to team
Appears in Message Tab
Sent to each person’s email
Message requests edits & approval
Marketing team
Editorial team
Point person notifies the appropriate PMI Coordinator
Going Final: Sent to a copyeditor, then to the appropriate ORCA MSA
Copyeditor provides one last “polish” to the PMI
Sent to the ORCA MSA
Final version remains on Writeboard tab for 30 days, labeled with “zzz EDITING CLOSED Final PMI for… “ so it drops to the bottom of page
Going Final
Files Tab
Posted to the Files tab
No edits may be done at this stage
Any changes must be sent to the MSA in the ORCA Change Form
Permanently stays on the Files tab
http://www.cengagesites.com/academic/PMI/?site=1916
Weekly Audits Help You Manage your PMIs
Includes Tips & Tricks for using the audit
Includes a link to the audit files posted to the PMI Community Page
Weekly Audit eMail Includes Current Status Grid
Pub Team Counts – PMIs Done, PMIs to be done, PMIs for AutoRolls
MOST IMPORTANT: PMIs to be completed & AutoRolled PMIs to be completed (do those first)
Color Key for reading the Audit Spreadsheet
Audit Spreadsheet has Valuable Information
AutoRoll (which wave) | In Magellan (IPR=Y if it is) | Ready for the web (EPR = Y if it is)
Other useful info:
Pub Date/Instock Date (for EIS)
ISE/AISE pub date (alerts you there is an Int’l treatment)
In ORCA?
S=date sent to MSA for entry
P=date MSA posted PMI to ORCA
Thank You!For more information please visit the PMI Community page:
http://www.cengagesites.com/academic/PMI/?site=1916
Questions??