Make sure you hand off the baton gracefully: PR transition docs

By Linda VandeVrede on November 6th, 2009 In Best Practices, Uncategorized

What information do you pass on regarding your client to the next PR person or agency to handle them?   PR transition documents help take care of the client and ensure your handoff is graceful, regardless of the circumstances.   Here’s an outline of what you can include:

  1. Overview (”State of the State”)
  2. Partners and subsidiaries
  3. Spelling conventions, boilerplate, trademarks
  4. Product descriptions
  5. Vendors/services (newswire, clipping services used)
  6. Processes (contracts, invoicing, website changes, etc)
  7. Recent status reports
  8. Editorial opportunities underway
  9. Current white papers and case studies
  10. Corporate presentation
  11. Competitive info
  12. Company experts and their niches of knowledge
  13. Recent PR plan
  14. Media and analyst database
  15. Recent PR coverage/clips

This document should only take a few hours to compile, since it leverages information you should already have prepared for your client.   If you know your relationship/contract with the client is winding down, let them know you are creating it to hand off to the next PR contact.

Make sure you hand off the baton gracefully: PR transition docs

Comments

Marketing $ociologist Says:
November 6th, 2009 at 8:27 am

In my experience, the incoming agency or new personnel toss these without even giving them a glance. Still a great idea.

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