Practice Support Resource Checklist

Published resource files O:\Marketing\CDA Practice Support\Resource Library\{Category}

“Working analyst” files O:\Marketing\CDA Practice Support\Resource Library\{Category}\_Working Analyst

• Yes
• No 

2. Resource Layout & Update Process 

SME identifies need for new resource based on member activity or new law or regulation.

SME assigns final draft version to Marketing in Basecamp, Is the request clear?

SME formatting with the following details in the Basecamp request:

• Objective – What is it and how will it be used?

• Deliverable – What final product do you want (PDF, Word doc, PPT, other)?

• Medium – Where will it live or be utilized?

• Target audience – Who is the target audience?

• Category – primary category resource should be listed under

• Sub-category – sub-category resource should be listed under

• Web summary – 1-2 sentence summary of what the resource is and how a members should use it (will appear on cda.org for listings that show add'l info, or when you see add'l info when hovering over a link)

• Deadline – When do you need it to be completed/published? 

• Dependencies – Does the request/project have time-sensitive dependencies and what are they?

• Expiration/next date to review – this is the date the resource needs to come up for review

  • 1 year for legal or regulatory items

  • 2 years for all other items

• Yes
• No 

Does this resource need design edits? Flowchart and checklist will need design edits

If Yes, details should include:

1. Resource Name

2. Description of edits and edits doc

3. Deadline

4. Previous resource InDesign file & PDF

5. Resource ID

6. cda.org resource URL

7. When designer posts revision, review against edits provided if anything we missed, or you noticed additional edits that need to be made before the PS analysts should review, work with designer to update until revision is ready for PS analyst review.

8. Route to PS analyst for review; if additional edits, reroute to designer and repeat steps 1-7 until approved.

• Yes
• No 

If No, details should include: informational documents i.e. no artwork required can be placed inside of the template. If the resource does not need to be download it can be placed as web copy

1. Open CDA resources template

2. Previous resource word doc file: (shared folder link)

3. Review Word document with edits in tracked changes and add to the template.

4. Update resource ID. Note B2P has a different ID compared to PS resources

PS Resource Example:

B2P Example:

5. cda.org resource URL

6. Route to PS analysts for review; if additional edits, repeat steps 1-5 until approved.

3. Route for Approval

• Review document and confirmed all edits are completed regarding SME request.

• Yes
• No

• Double check resource ID is updated with new month and year.

• Yes
• No

• Respond to SME with clear overview of changes made. Include questions you or the designer may have. Request SME provide approval within 2 day’s.

4. Posting Online

Did SME provide approval to post? If Yes follow the steps below:

1. Name/rename the updated version of the resource the exact same filename as the previous version (for example, “sick-leave-faq.pdf”)

2. Upload the updated version to File Management folder. practice_support > category folder

3. Get file URL.

   1. Example https://www.cda.org/Portals/0/practice_support/employment_practices/alternative-workweek-checklist.pdf?ver=HrKaqfuFFfSPqUoHQHRGew%3d%3d

   2. You will only need the red section to replace on the website.  

4. Place updated URL code into “article detail type” source code.

5. Scroll towards the bottom and update Publish date to the date of posting.

6. Click update & View.   

• Yes
• No 

5. Keywords/Meta Data Reviewed

Does this resource page have the following sections filled out?

• Name

• Title

• Description

• Keywords

If No, SME or Content team will need to provide any missing section.

If Yes, confirm with SME if anything will need to change/update for the new resource.

• Yes
• No