The Legacy Preservation Process

Our process has many steps to ensure we're thorough and accurate. Here are the steps we take:

Step 1: Preliminary discussion and explanation of services.


Step 2: First client interview:

  • Agree on project goals.

  • Get brief overview of family or business history.

  • Determine general approach and interviews needed.

 

Step 3: Provide memo of understanding to client. Take temporary possession of photos, documents, news clippings, correspondence and other historic records.


Step 4: Interview key contact(s). Record (audio/video), transcribe and edit interviews. Provide draft to key contact(s) for additional ideas.


Step 5: Interview additional sources (family or business), record (audio/video), transcribe and edit all interviews. Provide draft to each for additional ideas.


Step 6: Construct timeline of historic events. Expand to outline of entire book. Create special graphics, including maps and explanatory materials. Conduct research, as needed.

 

Step 7: Scan photos and documents using high-resolution system. Return originals. Photograph heirlooms, homes, buildings, family groups.

 

Step 8: Work with publication designer to develop design approach. Determine what other materials are needed. Ensure that page/chapter design closely follows writing and editing.

 

Step 9: Provide client with cover design, book title proposals and sample chapter. Reach agreement on title and design. Estimate total project hours and costs.

 

Step 10: Draft/write remaining chapters. Submit each to customer for review, changes, approval.

 

Step 11: Incorporate client changes/edits. Proof-read each draft. Obtain final client approval. Supervise production, printing, binding and delivery.