Joyce Flory, Ph.D. Communications for E-Business and Health 260 East Chestnut Street Chicago, IL, USA 60611-2407 312-944-3654 gojoyce@aol.com
 
 
   
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"Joyce has consistently proven her ability to come up with creative ideas.  Whether she's working on an e-newsletter or developing a speech for a corporate executive, she produces accurate, timely and intriguing copy. She is a delightful person to work with."    
Chuck Lauer, editorial director, Modern Healthcare 

 

RESOURCES
Newsletter Sign Up Email:  
Sample letter of agreement
Sample contract
How to assess an independent communications professional
Tips for working with an independent communications professional
The process of developing communications materials



SAMPLE LETTER OF AGREEMENT


The following memo constitutes a proposal to serve you as a writing consultant—specifically to write and edit a nine-page article. The project will include some of the following activities:
• Develop an outline.
• Confer with authors by telephone.
• Confer with publication editor.
• Develop article draft.
• Process rewrites based on corrections of client and editor.

FEE: My fee for this service is estimated to be ____________at the rate of _________per hour or a guaranteed maximum price of ________.

ESTIMATED COSTS OF FEES AND EXPENSES

Please note that this figure is not a quote. Rather, it is an estimate of what I believe the job will take given the information you’ve already provided. If more work is involved, the actual price will be higher. If less work is involved, the actual price will be lower. I will, however, inform you of any change that exceeds 10 percent.

Please note that these fees are unrelated to the acceptance of an outline or article. In the event that an editor has no interest in the outline as developed, I will bill for the hours involved in creating the outline. However, if you choose to move ahead with the development of the complete article, I will bill for both the outline and the article.

Terms: If any phase of this assignment is delayed for longer than 60 days, I will bill for work completed. If this proposal meets with your approval, please indicate your changes and fax a copy to me. I will then provide you with originals. All invoices will be payable with three weeks of receipt. Interest of 1.5 percent per month is charge to past-due accounts.

Approved:___________________________
Date:________________________________

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SAMPLE CONTRACT


Agreement by and between CLIENT with offices in ______________, represented by _____________________ and CONTRACTOR.

SCOPE OF AGREEMENT
CONTRACTOR shall provide research, interview, writing, editing and copyediting services to CLIENT to facilitate the development of an e-newsletter.  This includes interviewing and conferring with sources prior to writing, editing and rewriting of copy, integrating sources’ feedback, and making final corrections.


COMPENSATION
Invoices will submitted every two weeks or upon completion of newsletter copy. CONTRACTOR also agrees to provide CLIENT with regular progress reports concerning the number of hours worked. CONTRCTOR will request approval before completing further editing or rewriting of copy

CLIENT will pay CONTRACTOR within ____of submission of an invoice, assuming that completed copy has been received by the mutually agreed upon deadlines. CLIENT shall pay CONTRACTOR at the rate of _______per hour for research, writing, editing, processing sources’ corrections and feedback, and performing other assignments, including, but not limited to, telephone research, development of media lists and article development.

CLIENT shall reimburse CONTRACTOR for all appropriate expenses, including telephone, publications or source material, and limited secretarial support. CONTRACTOR agrees to request prior approval of any extraordinary expenses.

APPROVAL PROCESS
CLIENT shall review all work submitted under this agreement.  CLIENT has the final authority with respect to all work under this agreement and may terminate the agreement prior to the submission of author-approved copy if CLIENT deems that progress on the project is unacceptable.

OWNERSHIP RIGHTS
All materials under this agreement shall become and remain the sole and exclusive property of the CLIENT.  Upon termination of the agreement, CONTRACTOR shall return all materials, including drafts and notes, to CLIENT.

CONFIDENTIALITY
Contractor acknowledges that all information concerning the work of CLIENT, including, but not limited to, proposed, revised and final work is confidential information and agrees to hold such information in strict confidence and agrees not to provide, disclose or otherwise make available any such information to any third party without written permission of the CLIENT.

INDEMNIFICATION
CLIENT assumes entire responsibility and hereby agrees to protect, indemnify, defend and save the CONTRACTOR harmless against all liabilities, claims, causes or action, and losses and damages to persons or property, including expenses and attorneys’ fees, arising out of or caused by CONTRACTOR.

DURATION/CANCELLATION
This agreement will commence on _________________and terminate ___________, or at such time when final copy is submitted to CLIENT.  CLIENT agrees to compensate CONTRACTOR for all writing or editing services completed prior to the signing of this agreement.

This agreement may be terminated by either party within 30 days with written notice,

GOVERNING LAW
This agreement is governed by the laws of the state of Illinois.  In WITNESS Whereof, the parties have executed this agreement.

 

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HOW TO ASSESS AN INDEPENDENT COMMUNICATIONS PROFESSIONAL 


Following are only some of the questions you’ll want to ask colleagues and contacts in evaluating the past performance of an independent communications professional:

General Effectiveness:  In what areas does this person excel/?  What are her greatest strengths?  Of the independent communications professionals you’ve worked with in the past, how would you rate this person?

Professionalism:  Did the person’s behavior ad work reflect the personality and values of your organization?  Was the person willing to take risks and express difficult or controversy opinions?  Did the individual perform well against a predetermined timetable or schedule?  Did she meet all deadlines?

Results:  Did the person’s work live up to expectations?  What the copy effective?  Were others in your organization pleased with the results?  Would you hire this person to perform other assignments?

Communications:  Did the communications professional keep you informed throughout the development process?   Did she return phone calls and e-mails?   Was she clear on what she needed from you?  Did she offer constructive criticism on how to improve copy quality or enhance the writing process?  Overall, did you find the relationship comfortable and productive?

Costs:  Did the total costs of the assignment fall within the estimated range, or were there extra costs?  Were out-of-pocket expenses in line with the scope of the assignment?  Were fees reasonable and justified given the quality of final copy? 

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TIPS FOR WORKING WITH AN INDEPENDENT COMMUNICATIONS PROFESSIONAL


Make meetings matter.  Schedule regular phone, Web or face-to-face meetings.  Plan to consult with your communications advisor at least once a week. Develop an agenda for each work meeting, including time restrictions and objectives. 

Look for progress.  Set up a mechanism for progress reports. Such reports will help you ask pointed questions about what was accomplished, as well as how it was accomplished.

Share the knowledge.  Keep your independent communications professional informed and up to date. Let her know about booked speeches and presentations client success stories, and new and emerging trends and challenges in your industry, discipline or profession.

Pass it on.  If your independent communication professional works outside of your industry, be sure to provide her with copies of articles written by industry experts or competitors. Forward relevant e-mails and URLs of Web sites.  

Ask questions.  Be candid if you have questions about the quality of work being done, or if you don’t understanding how a project is being executed.

Turn to the team.  Develop a project team to review all communications materials produced by your independent communications professional.  Include colleagues as well as individuals who might ultimately read or access the materials.

Start with a plan.  Create a detailed, but flexible media relations, promotion or communications plan.  This plan should include goals and objectives, as well as deadlines for research, writing, editing, approvals, production and dissemination.

Get it together.  Work with your independent communications professionals to develop consensus on topics such as purpose, structure, format, language, tone and style.  See the Process of Developing Communications Materials under the Resources section of this Web site.    

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THE PROCESS OF DEVELOPING COMMUNICATIONS MATERIALS


Joyce Flory develops articles, brochures, Web sites, speeches, presentations and  white papers by interviewing her clients and focusing on these questions: 

FOCUS:  What is the central issue, theme, topic or focus? What are the lessons learned from previously developed materials in the same category?  Are there problems or pitfalls you want to avoid?

PURPOSE:  What is the purpose or objective or the material?  What will readers know or be able to do after reviewing the material?

AUDIENCE:  Who is this material for?  Who is the typical or most probably reader or user?  Do you want this material to be shared with other parties?  If so, with whom?  What content strategies can be used to enhance visibility or pass-a-long value?

CONTRIBUTION:  How does this material represent a contribution to the profession and industry?  How does it compare with other materials in the same category?  What is its significance?  What are its hoped-for benefits and advantages?

PHILOSOPHY AND ATTITUDE:  Does the material need to meet specific criteria?  How do you want readers to describe the material after they’ve finished reviewing it?  Practical? Accessible?  Strategic?  Different? Unique? Future oriented?  Useful?

CAREER ORIENTATION:  Will the material offer any recommendations for career success—either in terms of moving into hot areas or maximizing opportunities?

SCOPE:  What is the scope of the material?  What will it cover?  What is its proposed length in terms of word count or number of double-spaced typed pages?

TIME ORIENTATION:  Will this material provide short-term direction or long-term strategic advice?  How far out do you want to go?  When do you expect to do a follow-up  piece?

MULTIPLE USES:  To what extent could this material be used with other audiences or within other publications? How could the content be converted into a speech or a speech or convention presentation?  Could it be expanded into a more extensive white paper or special report?       

FEATURES AND SUCCESS FACTORS:  What are the material’s unique features?  What will make it unique and different from materials in the same category?  Quotes or case examples from people in the field?  Biographical profiles of executives who illustrate principles?  Interviews with experts.  Research findings?  Practical assessment tools?  Lists of resources and directories?  Charts and graphs?

STYLE AND LANGUAGE:
What is the preferred tone and style of the article?

EXPERTS AND SOURCES:  Will there be a panel of experts to provide input and serve as sources?  How will these sources be selected and approved?

BUSINESS FOCUS:  To what extent will this article use information from other industri4es?  Is so, what industries? What business leaders?

APPROVAL PROCESS/ TIMEFRAMES:  What is the approval process?  What is the schedule and timeline for this project?

PROMOTION:  How and where will this material be announced?   For example, will a press release be developed?  Who will assume responsibility for promotion?

APPEARANCE:  What will the material look and feel like?  What’s the prototype?

 

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