Editorial Project Management

Managing editorial projects brings risks and challenges but also rewards – whether you work in-house or freelance. This course will give you the confidence to navigate your way successfully through each stage of your project.
Clear explanations of best-practice theory and terminology, combined with hands-on practical experience, will give you the tools to effectively manage both print and digital editorial projects.
The course promotes active learning, using a blended approach of self-study, interactive activities, group work and an in-depth editorial case study to guide you through the practical tasks required for the job.
You will learn how to set up a project, handle issues and changes, manage resources and prioritise effectively.
At the end of the course, you will have gained skills and knowledge you can put into practice immediately. Plus, you will have access to a suite of templates and documentation to help keep your editorial projects running smoothly and successfully from start to finish.
Please note that this course focuses exclusively on editorial projects. If you have a non-editorial role and want to gain an understanding of general, non-editorial projects, we recommend Introduction to Project Management.
Who is it for?
Anyone who manages editorial projects, in-house or freelance, including:
- desk editors
- editorial project managers
- editors
- freelance editors
- managing editors who are responsible for the management of complete editorial projects
- production editors
- project editors.
What will you achieve?
On completing this course you will be able to:
- assess the scope, needs and risks of an editorial project
- set up robust processes to maintain and document progress and issues
- accurately estimate timings to produce a detailed and reliable schedule
- create and maintain the project budget to ensure profitability
- effectively manage and communicate with your team and other stakeholders, wherever they are.
Programme
Before the first session, you will be sent details of the editorial case study that forms the central example for the course. Completing the tasks will take 30 minutes and is required before attending on Day 1. There will also be homework tasks set between the three days, each requiring around 30 minutes' study time.
Day 1
- Leading a project – skills, accountability and responsibility
- Understanding goals and objectives
- Determining workflow and dependencies
- Assessing and mitigating risk
Session 2: Managing content and processes
- Documenting progress, content and issues
- Managing complex, multi-part projects
- Working for continual improvement
Day 2
Session 3: Managing your time and tasks
- Techniques to keep on track
- Defining and prioritising tasks
Session 4: Scheduling
- Estimating and allocating time
- Mitigating delay and why
- Scheduling tools and tips
- Linking dependencies
Day 3
Session 5: Budgeting
- Estimating costs
- Understanding profitability
- Using contingency
- Keeping to budget
Session 6: Working with suppliers
- Negotiating fees
- Briefing suppliers – local and offshore
- When things don’t go to plan
Session 7: Talking teams
- Roles and communication
- Leading virtual/hybrid teams
Course format
- Virtual classroom
- 9.00am to 12.30pm
- 3 x 3½-hour sessions including breaks, comprising 3 sessions on 3 days
Date information for future sessions
October 2025
- Dates: 20, 22 & 24 October 2025
- Times: Each session will run from 9.00am to 12.30pm
February 2026
- Dates: 9, 11 & 13 February 2026
- Times: Each session will run from 9.00am to 12.30pm
June 2026
- Dates: 15, 17 & 19 June 2026
- Times: Each session will run from 9.00am to 12.30pm
October 2026
- Dates: 19, 21 & 23 October 2026
- Times: Each session will run from 9.00am to 12.30pm
What you will need
To join the course, you will need access to a computer or laptop with a camera and microphone. You will need to activate a free Zoom account to join the course. This takes 2 minutes and does not require any payment. It is purely for administrative purposes.
How the course is delivered
The course consists of 3 x 3½-hour sessions, each a mixture of delivery and interaction using Zoom breakout rooms and other online tools. There will be breaks in the session with the opportunity to do exercises and take a break. The course will run on from 9.00am to 12.30pm on each day.
You will need to activate a free Zoom account to join the course. This takes 2 minutes and does not require any payment. It is purely for administrative purposes.
Any information to be completed beforehand will be sent via email.
Accessibility
Please contact us at with any accessibility or special requirements, for example having in-session captions or the learning materials sent to you in advance.
If you have any concerns about technical requirements or access please contact us on or telephone +44 (0)20 8874 2718.
In-company training
This course is also available for in-company training, either virtually or in person at your office. Course content is tailored to suit your requirements. Group sizes range from 5 to 12 attendees. To find out more, email or telephone +44 (0)20 8874 2718.
Delegate feedback
"A great course, with the perfect balance of presentation and group work. I've gained ideas on how to change ways of working." Liverpool University Press delegate
"Enjoyed the course a lot and thought it was instructive. I have a clear overview of project management and tools to keep everything on track." Freelance Editorial Project Manager
“The course was brilliant. I have gained the confidence that I can project manage! It was great to go through all the aspects of it. Really liked the templates folder too.” Senior Development Editor, Oxford University Press (in-company training)
“The course was excellent and the teaching style couldn't have been better. I’ve gained new time-management tools.” Headline Home delegate
“The course was excellent – engaging and a safe environment to learn, grow, and try new things. I’ve learned how to budget and schedule tutorials and gained team-delegation advice.” Project Editor, Edco
“The course was excellent, and the teaching and level of interaction very good. I’ve learned how to schedule and track projects.” Library Manager, The Institution of Structural Engineers
“Sarah is an excellent teacher and was positive and supportive throughout, encouraging us to share thoughts and giving useful feedback on homework. I also enjoyed the breakout rooms – Sarah went through the tasks really clearly beforehand. I’ve gained confidence in briefing and staying updated with freelancers, a better understanding of project costs and some really good ideas on how to improve my schedules and collaborate with others using Google Sheets and Miro.” Assistant Editor, Bloomsbury Publishing
“This course will really benefit me as a new editor. The pacing throughout was great, Sarah's energy was good and she was really relatable. I’ve gained practical skills, industry knowledge and tools for management.” Edco delegate
“Sarah was engaging, clearly experienced and helpful with feedback and advice. The content on scheduling and budgeting, and the templates provided, have been particularly helpful. It was great to have group tasks to complete to practice and work together.” Kogan Page delegate
“The content was clear, interesting, and engaging. There was a lot of extremely useful practical advice, applicable to my own projects and work. Sarah was a great trainer and I would like to thank her for putting this course together! I have already started applying things I've learned in the course to my own work, such as time management and organisational skills, and have already seen an improvement in my day-to-day work. I have also applied the key learnings such as project scheduling, risk assessment, and stakeholder management to my project plans and feel like I am on track for success with these tools.” Springer Nature delegate
"Sarah was absolutely brilliant. She made it relevant, personalised, engaging and fun! I have a greater overall understanding and some very specific helpful techniques." Oxford University Press delegate (in-company training)
“An excellent course that covered all areas of project management, from technical skills to teamwork. I learned that a good project manager is empathetic as well as pragmatic, and structured but flexible in their approach. Sarah has an engaging style and drew on anecdotes from her years of experience to illustrate the coursework, which made the course very enjoyable. I’ve gained confidence and knowledge." Project Editor, Gill Education
“The programme, content and teaching were excellent. I am moving to a new editorial project management role next week and the skills I have learned on this course will be invaluable.” Hodder Education delegate
“I really enjoyed the course. Sarah is a great teacher and went in-depth into topics. I liked the breakout room exercises as well. I have a better understanding of project management, including budgeting, and have learned new Excel skills – which was great!” City and Guilds delegate
About the tutor(s)
Since 1999, Sarah Sodhi has proofed, tagged, bound, corrected, edited, managed, commissioned, subbed, scheduled, estimated and produced a great deal of content – from interactive, multi-media resources to marketing leaflets, from monthly magazines to 900-page medical tomes.
Starting her career at a small medical publisher in Oxford, Sarah produced medical textbooks, journals and a bi-monthly magazine. She then moved into the public sector to work for an adult education charity, introducing formal scheduling procedures, progress-chasing systems and detailed budgets. After this, she immersed herself in the education sector, editing and managing digital and print resources for primary, secondary and adult education publishers.
Related courses
The PTC offers virtual classroom courses, self-study distance-learning courses, and a range of e-learning modules. See below for those that complement or build on this course.
Virtual Classroom Courses
- Advanced Copy-Editing
- Building a Successful Online Content Strategy
- Copyright – the Basics
- Developing Effective Management Skills in Publishing
- The Fundamentals of Public Speaking
- Grammar and Punctuation – the Basics
- How to Mark Up PDFs with Adobe Acrobat
- Line Editing Workshop (Fiction or Non-Fiction)
- Negotiating for a Win-Win Outcome
- Publishing Strategy Toolkit
- Rewriting and Substantive Editing
- Working with Authors
- Writing for Online Audiences
e-Learning Modules
- A Copy-Editor's Guide to Working with Authors
- An Editor's Guide to Working with Typesetters
- An Editor's Guide to Author Queries
- An Editor's Guide to Editing Fiction
- An Editor's Guide to Editing Illustrations
- An Editor's Guide to Editing References
- An Editor's Guide to Editorial Style
- An Introduction to Publishing
- Essential Copyright for Publishers
- Essential Editorial Project Management
- Proofreading PDFs: A Complete Guide for Editors
For more information about any of these courses, please email or sign up to receive our newsletter for updates on these and our other offerings.
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