Skip to main content

How to work with subject matter experts

Follow this step-by-step guide to help make working with subject matter experts run smoothly.

  1. 1

    Choose your tools

    Before you begin, choose a tool for managing drafting, review and sign-off.

    You could use:

    • Microsoft Word, with the Track Changes and comment functionality
    • GatherContent.
  2. 2

    Clarify the role of the SME

    Before you talk to the SME, decide:

    • Will the SME write content with you?
    • Do you want the SME to be able change drafts?
    • Do you want the SME to be able to leave comments?
    • Who makes a final decision if there is disagreement?
    • Will you send all pages together, or 1 at a time?

     

  3. 3

    Contact SME

    Get in touch with your expert, and check they’re the best person for the job.

    Talk about:

    • the project
    • deadlines
    • the content design and publishing process
    • their role
    • tools.
  4. 4

    Send drafts

    Remind the SME about their role and deadlines when you send the content.

  5. 5

    Iterate and publish

    Evaluate the suggestions from the SME.

    When a suggestion isn’t clear, start a discussion. Provide clear rationale for changes.

    Sometimes, you’ll need follow your plan for disagreements.

    When you’re both happy with the content, follow your process for publication.

Utility links and page information

Did you find what you are looking for?

Your feedback will help us improve this website.

Thanks, do you want to tell us more?

Do not enter personal information. All fields are optional.

Page last updated: