Markdown Editor

Editorial Review Checklist Template

Copyedit and proofread record: passes, structural edit, house style, facts and links, WCAG 2.2 accessibility, legal questions, query log, sign-off

Escritura y contenidoEstándarWCAG 2.2; Chicago Manual of Style 18th ed. (named as reference)editorialreviewchecklist

Cómo usar: Use it for each article, post or report before publication. Fill the scope and passes first, then work the checks in order and log every query. The main pitfall is proofreading before the structural edit and fact check are done.

Vista previa

Editorial Review Checklist: [article, post or publication title]

Copyedit and proofread record for one piece of editorial content (article, blog post, newsletter, report or book chapter): review passes and roles, house style, facts and sources, links, accessibility against WCAG 2.2 (W3C Recommendation, 12 December 2024), legal and ethics questions, final proofread, a query log and sign-off. House style comes from your own style guide; The Chicago Manual of Style (18th edition, 2024) is named as an example fallback reference and is not reproduced. Replace every [bracketed] value and every row marked Example. The legal section is a list of questions, not legal advice.

Document control

FieldValue
Review ID[ER-NNN]
Piece[title, slug or file name]
Format and length[feature, 1,800 words]
Author[name]
Commissioning editor[@owner]
Copyeditor[@reviewer]
Proofreader[@reviewer]
House style[writing/style-guide version N.N]
Fallback reference[Example: The Chicago Manual of Style, 18th edition]
Publication date and embargoYYYY-MM-DD [time zone]
Status[In edit / With author / Ready to publish / Published]

Revision history

VersionDateChangeBy
Draft 1YYYY-MM-DDReceived from author[@owner]
Draft 2YYYY-MM-DDAuthor answered queries Q-001 to Q-00N[author]
FinalYYYY-MM-DDProofread and approved[@owner]

1. Scope and passes

PassNeeded?ReviewerDue
Structural edit[Yes / No][name]YYYY-MM-DD
Copyedit (house style)[Yes / No][name]YYYY-MM-DD
Fact check[Yes / No][name]YYYY-MM-DD
Accessibility check[Yes / No][name]YYYY-MM-DD
Legal and ethics review[Yes / No][name]YYYY-MM-DD
Final proofread[Yes / No][name]YYYY-MM-DD

2. Review order

Copyedit and fact-check queries return to the author, and the answers come back to the copyeditor before the piece moves on to legal review.

3. Structural edit

IDCheckResultNote
ED-S-01The piece matches the brief (angle, audience, length)[Pass / Fail / N/A]
ED-S-02The opening states why the reader should keep reading
ED-S-03Sections follow a logical order; no repetition
ED-S-04Headline and standfirst are accurate, not overstated
ED-S-05The ending gives a conclusion or a next step

4. Copyedit: house style

IDCheckResultNote
ED-C-01Spelling variety and dictionary follow house style
ED-C-02Grammar, agreement and punctuation are correct
ED-C-03Numbers, dates, times and units follow house style
ED-C-04Names, titles and terms are spelled consistently (termbase checked)
ED-C-05Headings use house capitalisation and are in order
ED-C-06Quotations match the source and are attributed
ED-C-07Inclusive language rules applied
ED-C-08Plain language: sentences and words suit the reader (see writing/plain-language-review for public-facing notices)
ED-C-09Lists are parallel; abbreviations are spelled out on first use

5. Facts, sources and links

IDCheckResultNote
ED-F-01All checkable claims logged and verified in writing/fact-check-log
ED-F-02Statistics give a source and a date
ED-F-03Every link opens and points to the intended page
ED-F-04Links go to primary or authoritative sources where possible
ED-F-05Citations or references follow the house citation style
ED-F-06Time-sensitive statements are dated ("as of October 2026")

6. Accessibility

IDCheckWCAG 2.2 referenceResult
ED-A-01Every informative image has alt text that conveys its purpose; decorative images are marked as suchSC 1.1.1 Non-text Content (A)
ED-A-02Headings, lists and tables use real structureSC 1.3.1 Info and Relationships (A)
ED-A-03Text in images and charts meets contrast, or the information is also in textSC 1.4.3 Contrast (Minimum) (AA)
ED-A-04Link text describes the destinationSC 2.4.4 Link Purpose (In Context) (A)
ED-A-05Headings describe the topic of their sectionSC 2.4.6 Headings and Labels (AA)
ED-A-06Embedded video has captions; audio has a transcriptSC 1.2.2 Captions (Prerecorded) (A), SC 1.2.1 Audio-only and Video-only (Prerecorded) (A)
ED-A-07Charts have a text summary or data tableSC 1.1.1 Non-text Content (A)

7. Legal and ethics review

IDQuestionAnswerEscalated to
ED-L-01Does the piece say anything that could harm the reputation of an identifiable person or organisation?[Yes / No / Unsure]
ED-L-02Does it use text, images, music or data owned by someone else? Is permission or a licence recorded?
ED-L-03Does it reveal personal data, health information or a private individual's identity? Is consent recorded?
ED-L-04Is any content sponsored, affiliate-linked or paid for? Is it disclosed clearly?
ED-L-05Does any interviewee have an agreed embargo, anonymity or approval condition?
ED-L-06Does the piece give advice (health, legal, financial) that needs a disclaimer or expert review?
ED-L-07Do any conflicts of interest of the author need disclosure?

8. Final proofread

IDCheckResultNote
ED-P-01All author queries resolved and changes applied
ED-P-02Headline, standfirst, captions and pull quotes proofread
ED-P-03Byline, credits and image credits correct
ED-P-04Page title, meta description and social preview text correct
ED-P-05Layout checked on mobile and desktop; no broken lines or orphans in headings
ED-P-06Publication date, time zone and embargo set correctly

9. Query and findings log

IDLocationCheckQuery or findingSeverityOwnerResolution
[Q-NNN][para N][ED-x-NN][question][High / Medium / Low][name][answer, date]
Q-001 (Example)Para 3ED-F-02"Tomato yields rose by a third": source and year?HighAuthorLogged as CL-001 in the fact-check log: corrected to "about a quarter in 2025", source added
Q-002 (Example)Image 2ED-A-01Alt text missing on the raised-bed diagramMediumPicture editorAlt text written, data also in caption
Q-003 (Example)Para 7ED-L-04Seed supplier link is an affiliate link: disclosure neededHighEditorDisclosure line added under standfirst
Q-004 (Example)HeadlineED-C-05Title case used; house style is sentence caseLowCopyeditorFixed

Example: summary for the feature: 4 findings, of which 2 High, 1 Medium and 1 Low, all resolved before sign-off.

10. Sign-off

RoleNameDecisionDate
Copyeditor[name][Approved / Changes needed]YYYY-MM-DD
Fact checker[name]YYYY-MM-DD
Legal reviewer (if escalated)[name]YYYY-MM-DD
Commissioning editor[name][Publish / Hold]YYYY-MM-DD

References

  • The Chicago Manual of Style, 18th edition (University of Chicago Press, 2024), named as an example fallback reference. Official text: University of Chicago Press, purchase or licensed access: https://www.chicagomanualofstyle.org/
  • W3C, Web Content Accessibility Guidelines (WCAG) 2.2, W3C Recommendation, 12 December 2024: https://www.w3.org/TR/WCAG22/
  • Related templates: writing/style-guide, writing/fact-check-log, writing/plain-language-review, docs/termbase, docs/docs-review-checklist, marketing/content-calendar.

Standard and licence note

Based on common editorial practice and on the success criteria of WCAG 2.2 (W3C Recommendation, 12 December 2024), named by number and title. The Chicago Manual of Style is named as a reference only; no rules or wording are reproduced. All checklist wording is original. Check the current editions before relying on them. The legal section lists questions and is not legal advice. Template licence: MIT.

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