03 May 2011

A New Outlook is Needed Regarding Document Review

Companies need to become more evaluative and methodical regarding their own work practices.
The costs associated with planning, authoring and reviewing research reports and regulatory submission documents are difficult to determine. If we consider the direct time and costs invested in authoring, reviewing, and publication preparation, then a conservative estimate on the cost of the final report will range from $50,000 to $200,000. If we add in the opportunity costs for time spent on endless draft versions versus other more productive professional work, then the costs start to skyrocket. When you add up the collective costs across a volume of documents generated in a year, well, now you are talking about some really big numbers.

Why in the life sciences are the gross inefficiencies of review practices tolerated? Is it the old "Out of sight, out of mind" approach? Then again, it may be comfort in a bias for action: "Hey we hit the deadline, so no worries, the end justifies the means."

Much can be done in terms of specific actions to shine a spotlight on the inefficiencies of review and encourage effective work practices:
  •  Articulate and rely upon meaningful document quality standards and and best-of-craft guidance for executing effective reviews. Emphasize shared standards over individual preferences.
  • Define the scope, purpose, audiences, and argumentative strategy for the document before drafting. In turn, use this early document planning to guide reviews. In other words, practice "Aim, ready, fire!" as the standard documentation method.
  • Define reviewer focus and responsibilities, acknowledging unique and strategic expertise. Involve specific reviewers for specific purposes. Inform all reviewers regarding roles and points of review focus and the differences between reviewer and editor. Problems of word choice, style preferences, transcription accuracy, and format should only be handled by the writer/editors and not made the objective, intentional or otherwise, of review.

We do not believe that changing non-productive practices is an easy matter, or companies would have already done so. We do believe that recognizing non-productive review practices should be an object of focus for more organizations. We understand that collaborating to develop complex documents with sound arguments involves difficult cognitive and social practices. If a company establishes the goal of producing quality documentation through efficient and effective review practices, it will find that it must do a lot of work to counter the ingrained tendencies of people to focus on low-level stylistic edits as opposed to high-level strategic and rhetorical concerns.