OCS Optimization Quick wins and deep dives

Three stage optimization process Planning Assign project Evaluate and prep Identify specific optimization and globalization goals Content creation Write Review Revise Edit Revise Final sign off Completion Implement and publish for US, UK, DE Factualize for CA, CAFR, AU, and GBH Translate Publish

OCS optimization planning WHO: Grace WHAT: Project assignments DURATION: 1 day Assigns project to a lead content manager (CM) Helps CM identify SMEs (team of stakeholders including CS service team, OCS PMs, others if needed) WHO: Lead content manager (CM) WHAT: Evaluates and prepares project (CM) DURATION: 1 to 3 days Gathers available data Audits content Creates content document with US, UK, and DE content (WE NEED TO UPDATE TEMPLATE) Distributes content document and data summary to SMEs and editorial team for workshop (next step) Schedules workshop Creates preliminary schedule WHO: CM with US, UK, and DE SMEs and editorial review team WHAT: Identify goals DURATION: 1 to 2 hours Review material from CM (before workshop) Participate in workshop to identify optimization and globalization goals Call out additional information CM needs

OCS optimization content creation WHO: Lead content manager WHAT: Write/revise DURATION: 3 to 5 days Revises or creates master content Indicates regional differences (links, country- specific details) Distributes content to reviewers WHO: SMEs WHAT: Substantive review DURATION: 5 days Review content for usability and relevance to globalization and optimization goals Return written comments to CM WHO: Lead content manager WHAT: Revise copy DURATION: 1 to 3 days Reworks content based on reviewers feedback This step might require iteration WHO: Grace, Dan, Brian WHAT: Editorial copy review DURATION: 1 to 3 days Edit for OCS style and standards, grammar, completeness WHO: Lead content manager WHAT: Revise DURATION: 1 day Revises based on editors’ recommen- dations This step might require iterations WHO: Editorial board, OCS leads, SMEs. WHAT: Final signoff review DURATION: 1 day turnaround Editorial board session and sign off (Thursday) OCS leadership signoff SMEs courtesy review

OCS optimization completion WHO: Lead content manager WHAT: Implements for US, UK and DE DURATION: 1 to 3 days Implement in production for US, UK, and DE (in US English) US and UK CMs proofread, regional fact check, and link check their respective content. Initiate and coordinate metadata tool changes (via Hayley and Dirk) Initiate channel changes (via PM) Publish US and UK Create subtask ticket for DE translation (either Marcus or Peggy/Marina) DE content manager proofread, regional fact check, and link check Publish DE WHO: Regional content managers WHAT: Factualize for AU, CA, CAFR, BR, RU, and LATAM DURATION: 5 days CM created ticket for g12n for GBH, CA, CAFR, and AU. Factualize for GBH, CA, CAFR, and AU WHO: Marcus WHAT: Translation for CAFR, BR, RU, LATAM DURATION: 5 to 10 days CM create jira subtask tickets for translation into GBH and CAFR Marcus manages translation by vendors WHO: Regional CMs WHAT: Post edit and publish DURATION: 1 day Post-machine translation edit and publish