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Workplace Writing

Case Studies

Select from the list below of typical workplace writing projects  to read about the diverse services we provide and project deliverables. While some materials we produce for our clients are confidential and cannot be shared, a number of pdf samples are available upon request as indicated in the descriptions.






Centers for Medicare and Medicaid Services Proposal

Technical Proposal Volumes for Quality Innovation Networks-Quality Improvement Organization  (QIN-QIO) Contract

Alliant Health Solutions (via Shipley Associates

Services provided:

Supported in-house and Shipley Associates ( contract proposal-development teams responding to an RFP issued by the Centers for Medicare and Medicaid Services (CMS).

Working remotely via email and Skype, wrote and edited various, state-specific technical volumes, utilizing best practices for compliant and responsive proposal writing to effectively communicate the client's approach to meeting CMS requirements. This approach encompassed all aspects of providing a regional network designed to engage patients, caregivers, practitioners, and providers to improve key health outcomes for Medicare beneficiaries, especially those most at risk for experiencing disparities in healthcare service delivery, across six states in the U.S. Southeast.


Deliverables included:

  • Technical volume draft content for five volumes reflecting approach for Mississippi, Georgia, Alabama, North Carolina, South Carolina, and Virginia as part of the company's prime offering

  • Technical volume content for two volumes (Georgia and South Carolina) for a Joint Venture proposal

  • Graphics recommendations and information design consulting



State Farm Insurance — Learning and Development Project Quality Assurance

McKinnon-Mulherin (


Services Provided:

Editing and proofreading as well as review of instructional and information design for diverse online training products for State Farm Insurance.  Ensuring that all components consistently meet learning and development as well as branding and design standards of State Farm.


Deliverables included:

  • Edited course modules in PowerPoint and Adobe Presenter

  • Edited job aids and self-study guides in Microsoft Word



National Science Foundation Advanced Technology Education Grant Application

University of Central Missouri


Services provided:

Grant writing to support the University of Central Missouri's grant application to the National Science Foundation for a multi-tiered program for providing professional development services and tools for Missouri's career and technical education teachers.


Deliverables included:

  • Compliance checklist based on grant requirements to assist subject matter experts to gather content

  • Written and rewritten grant proposal sections

  • Charts and graphs to support key proposal strategies



Proposal Management and Coordination Services — Software Industry

Microsoft - Americas Cloud Services (via Shipley Associates

Services provided:

Proposal coordination and preparation support services for business development professionals throughout the western United States as well as writing and editing support for presentations and internal training tools.


Deliverables included:

  • Tailored proposals for Enterprise Cloud Services opportunitites

  • Written documents and presentations for business development and internal training support



Print and Online Marketing Support Services — Architecural, Engineering, and Construction Industry

ARCOM (, Publisher of MasterSpec for The American Institute of Architects (AIA)


Services provided:

Consulting, writing, editing, and information design support for diverse marketing collateral and sales materials as well as content for extensive company Web site over a five-year period


Deliverables included:

  • Written content for product data sheets, advertising, and direct mail collateral

  • Marketing communications plan

  • Communications style guide

  • Written copy for 1,200-page Web site

  • Ongoing content strategy consulting

  • LEED specification manual


User Guides for Sports Officiating Web-based Software Products

ArbiterSports (


Services provided:

Working with IT support services and management, provided communications consulting and writing/publication design to produce highly readable, usable user documentation for two different Web-based software products used by referees, school districts, and sports assigners throughout U.S. sports and recreation community.


Deliverables included:

  • Revised 70+ page user documentation for ArbiterGame product including graphics library, style guide, written content,  desktop publishing in Adobe InDesign, and hyperlinked PDF files

  • Original 90-page user documentation for ArbiterWorks product including graphics library, style guide, written content, desktop publishing in Adobe InDesign, and hyperlinked PDF files



Full-service Virtual Marketing Department — Engineering Firm

Taliaferro & Browne Civil Engineers


Services provided:

Consulting, writing, editing, and information design support for diverse marketing collateral, sales materials, and proposals as well as content for  company Web site and e-newsletter over a two-year period.


Deliverables included:

  • Proposal content strategy and boilerplate files for project descriptions and resume database

  • Management, writing, editing, design, and coordination of all proposals and qualifications documents (e.g., 86 opportunities in six months) in response to government RFPs and RFIs

  • Created and implemented business development strategic planning working directly with CEO and company president

  • All company marketing and sales materials for both online and print distribution



ISO-9000 Procedures and Work Instructions

Martin Doors (


Services provided:

Coordinated all aspects of the process control sections of ISO-9000 documentation, including observing and documenting industrial manufacturing processes, rewriting input from workers, designing flow charts, and formatting documentation for ISO-9000 audit.


Deliverables included:

Written and formatted  procedures and associated work instructions for overhead garage door manufacturing operation compliant with ISO-9001 standards.



Environmental Compliance Workbook

State of Utah, Department of Environmental Quality (


Services provided:

Wrote enviromental compliance workbook including developing worksheets and decision flow charts for the woodworking industry.


Deliverables included:

Detailed workbook, written and formatted for readability and usability

Fact sheets highlighing environmental issues for various industries



Toolkit for Outcome-based Evaluation

Institute for Museum and Library Services (IMLS) via Aeffect, Inc. (


Services provided:

Development of a 100-page, self-paced study guide/course workbook for museums and libraries throughout the U.S. to use in planning and implementing outcome-based evaluations in conjunction with IMLS-funded grant programs, including introductory information on outcome-based evaluation and process content with case studies.


Deliverables included:

  • Design concept

  • 100-page manual written and desktop published, including overview and process chapters as well as appendices and glossary

  • Case studies

  • Charts, graphs, annotated "thumbnail" forms



Copy Writing for Multi-page Marketing Brochure

Heil Construction (via Spatafore Design)


Services provided/deliverables:

Information design consulting, research, and writing all copy for a 16-page, full-size marketing brochure for graphic design firm representing Heil Construction.



CMS Proposal
State Farm
NSF Grant
Utah DEQ
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