Client processes – HM Processes

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HR & administration

13

Employee handbook
People HR
How to add People HR to Outlook calendar
Timesheets
Payslips
Travel bookings
Stationary
Document sharing
Calls, meetings & messaging
Communication channels
Emails
Changing a process
Administrative passwords

Confidentiality

3

General Data Protection Regulation (GDPR)
Confidentiality
Non Disclosure Agreements (NDAs)

Copyright & Newspaper Licensing Agency

2

Guidelines for sharing coverage
Guidelines for sharing coverage on the HM website

Branding and corporate guidelines

1

Branding and corporate guidelines

Client processes

4

Client approval
Client call actions
Client update report
Client facing passwords

News releases

9

Distribution
Checking for coverage
Google & Talkwalker alerts
Newsletters
Folder structure
Sending coverage to the client
Social media channels
Posting on to the Highland Marketing website
Checking coverage links against dashboard

Coverage dashboard

2

Internal.io
Dashboard

Roxhill

5

Roxhill
Roxhill guide
Account manager
Research team
GDPR

Document formatting

8

Attention to detail
Typeface and font size
Line spacing
Margins
Tables
Bullet points
Headers and footers
Check list for documents before sending to client

HM templates

3

HM templates
How to use the blank templates
How to use the designed templates

Writing styles

4

Introduction
Commonly encountered HM inconsistencies
Case Sensitive
Hyphens

Document naming

1

Naming documents

Microsoft Teams

14

Teams help and support
Teams video training
Files within MS Teams
OneDrive
Microsoft forms
Microsoft planner & to do
SharePoint
Teams owner
Teams users
How to use HM templates within MS Teams
How to hide clients within the MS Teams channel
How to rearrange clients within the MS Teams channel
Searching in MS Teams
How to use Office365 online

Quotes & financial

3

Quotes, proposals and fee crib sheet
Client profitability
Outsourcing services to a third party

NHS

1

NHS acronyms

Awards

1

How to write a killer award entry

Media

7

Targeting the media
Publication details
Setting up and attending journalist interviews
Journalist briefing documents
Subscribing to newsletter
HM media grid
Sponsored content

Social media

6

HM channel credentials
Twitter
LinkedIn
How to post using Hootsuite
Link tracking
How to create a Twitter List

Healthcare Roundup

2

HCRU process
How to post HCRU

HM calendar

2

HM calendar spreadsheet
HM outlook calendar

Stock media

1

Stock media

Technical issues

3

Contacting technical support
Troubleshooting first steps
Technical issues

Video and voice comms

3

Microsoft Teams
Mobile phone
International calls

Passwords

1

1Password

Lunch & learn sessions

2

Webinar processes
Google Analytics

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Client processes

Client processes

Client approval
Client call actions
Client update report
Client facing passwords