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Tracey Anderson

Check Mates: Create a Checklist as an Editing Tool

Copyright: sn333g / 123RF Stock Photo

I admit it: I’m a (sometimes obsessive) list maker. I make them for all kinds of things: to-do lists, grocery lists, vacation packing lists; my list of lists goes on and on. It’s no surprise, then, that I often use an editing checklist.

For me, a checklist is a useful tool for staying organized and for remembering what can sometimes feel like a thousand little — and big — things. Although the specifics change, here’s an overview of the types of things on my editing checklist that may help you develop your own.

Standard guidelines
Even editors have quirky things about grammar, spelling, punctuation and usage standards that we need to remind ourselves about. We know them, yet we don’t always remember to look for them. Those things comprise one part of my checklist. For example, I have a tendency to forget about split infinitives, so that goes on my reminder list.

Style guidelines
My list also contains items specific to the project’s style guide, whether that’s a standard guide such as Chicago Manual of Style or Canadian Press, or an internal one from the organization. For example, when I worked for a large institution, I included the following items:

  • list punctuation
  • table formatting
  • page count
  • cross references
  • forbidden words, symbols and punctuation marks

Visual elements
My list also contains items related to the overall look of the document, such as these:

  • font style and size
  • line spacing
  • heading styles and levels
  • line and page breaks
  • graphics (captions, placement, size)

Blended lists
My checklists usually consist of two parts blended together:

  • a basic set of components that apply to all my editing
  • client- or task-specific components

If I’m working with a regular client or organization, my checklist for that work may change over time based on idiosyncrasies in the writer’s style.

Method: When to use an editing checklist 
A checklist can be useful at any editing stage, but I use mine for the final reading, after I think I’ve caught everything. I then search the whole document again, taking one pass through the text for each list item. That sounds time-consuming — and sometimes it is — but it often goes quickly, especially if you use the search function to help you. In my experience, the longer the document is, the more useful a checklist becomes, because more pages equal more opportunities for something to get missed.

Do you use an editing checklist? How do you decide what’s on it?


Previous post from Tracey Anderson: Editing the Work of Writers Whose First Language Isn’t English.

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3 Comments on “Check Mates: Create a Checklist as an Editing Tool”

  • Anita Jenkins


    Nothing wrong with split infinitive.

  • Glenna M. Jenkins


    Terrific article. I have never used a checklist. However, I can see how one would come in handy and have decided to create one for my own editing work. Consistency in headings and sub-headings is a biggy – I missed one in a recent assignment on a large document. This was probably because the ms was in PDF and I didn’t run it through PerfectIt, which tends to pick up these types of inconsistencies.
    Thanks so much,
    Glenna Jenkins

    • Tracey Anderson


      I am glad you found this helpful, Glenna. Headings can be hard to keep track of, even in a small document. I find the Headings view in the Navigation Pane helps (when you are working in MS Word at least). That tool has been one of the most helpful things I have learned as an editor. It’s also useful for finding wording or capitalization inconsistencies in the headings.

      Have a great day.

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