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11.53.2  SB/SE CLD Communications

11.53.2.1  (09-23-2008)
Mission of the SB/SE Communications Office (Planning and Support 1 and 2 and Web Communications Branches)

  1. The mission of SB/SE Communications is to help the SB/SE Business Operating Division fulfill the strategic plan. The role of SB/SE Communications is to advance the division in meeting its business objectives through expert communication planning and support for all SB/SE functions. In consultation with the business owners, SB/SE Communications designs, develops and implements communication strategies and plans, and delivers communications for internal and external stakeholders.

  2. To accomplish the mission, the Director, Communications and staff will:

    1. Consult with SB/SE functions to develop and implement integrated strategic communication plans that encompass ongoing and emerging issues.

    2. Provide communication planning and support to the SB/SE functions.

    3. Work with SB/SE business owners to enhance program understanding and taxpayer compliance.

    4. Identify objectives, key messages and appropriate communication products and delivery channels that leverage relationships with stakeholder groups to deliver SB/SE and IRS messages.

    5. Establish and maintain effective collaborative relationships with key internal and external stakeholders.

    6. Support marketing efforts to the practitioner and small business communities by implementing communication plans.

    7. Ensure appropriate communication linkages exist across SB/SE operating units and with other IRS business operating divisions and functions.

    8. Support servicewide realignment issues, as applicable.

  3. The Director, Communications reports to the Director, Communications, Liaison & Disclosure.

  4. The following managers report to the Director, Communications

    • Chief, Planning and Support Branch 1

    • Chief, Planning and Support Branch 2

    • Chief, Web Communications

11.53.2.1.1  (09-23-2008)
Communication Resources and Tools

  1. The SB/SE Communications Resource Center on MySB/SE at http://mysbse.web.irs.gov/CLD/Communications/CRC/default.aspx is a comprehensive collection of communication tools and information for IRS employees to use in communicating with internal and external audiences about SB/SE programs and initiatives. The site features links to policy guides, communication tools and tips, and approved key messages. SB/SE communication analysts are responsible for keeping these resources current within their assigned program responsibilities.

  2. The SB/SE Outreach Initiatives Database (OID) at http://sbse.web.irs.gov/cl2/sl/outreach_initiatives/default.asp contains a consolidated summary of current SB/SE outreach initiatives, delivery schedules, and related products. SB/SE employees use the OID to retrieve information about SB/SE programs for external outreach. The database also features an internal section visible only to SB/SE Communications staff, for communication plans and internal initiatives, communication vehicles and products. Analysts are responsible for uploading communication plans and products for their respective programs and keeping the information current throughout open message delivery timeframes.

11.53.2.2  (09-23-2008)
Communication Planning

  1. The outcome of thorough communication planning is a comprehensive communication package. The process begins with the initial contact between the analyst and a client, proceeds through consultation, and concludes with development and implement of the strategic and/or tactical communication plan.

  2. This section describes how to prepare and deliver a communication plan.

11.53.2.2.1  (09-23-2008)
Roles and Responsibilities

  1. Integrated strategic communication in SB/SE supports and helps deliver the IRS’s strategic plan. Strategic communication should:

    1. Communicate the goals of the IRS and SB/SE and

    2. Change behavior, and/or inform, educate and increase awareness about the organization through accurate content and actionable key messages to internal and external audiences.

  2. Communication analysts in the Communication Planning and Support Branches and the Web Communications Branch fulfill specific program responsibilities, listed in the contacts directory on MySB/SE at http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx

11.53.2.2.2  (09-23-2008)
Communication Planning - Stages

  1. The communication analyst assigned to a client, program or initiative gathers information through research and by conducting an initial client interview. The analyst may also engage in an ongoing consulting relationship with the client and in many cases, the client’s staff, to aid in accurately identifying business and communication objectives.

  2. ) Analysts should use templates to guide the discussion during the initial contact and to draft a jointly-owed strategic and/or tactical communication plan, as appropriate. The analyst should complete the appropriate template shortly after the initial contact occurs.

  3. A strategic communication plan is a comprehensive document that may include: an identified SB/SE and/or servicewide strategy that the communication strategy supports, accurately identified business and communication objectives, target audience(s), key messages for each audience, an environmental scan to determine conditions that might help or hinder communications, the communication strategy that will be employed, and a tactical section that identifies communication products, vehicles and responsible persons. The plan, a working document subject to change, should be marked "DRAFT" until approved by the client and the Director, Communications or designee.

  4. Not all assigned projects require full strategic communication plans. For communication actions not requiring strategies, use only the tactical plan (product grid).

  5. Both strategic and tactical communication plans require clearance, including:

    1. Technical review by client

    2. Sign-off by manager, Communications

    3. Final review by client

    4. Provide copy to client, manager and project backup

    The communication analyst will provide final, approved copies to the client, communication manager, and project backup (Communications) and post the plan to the Outreach Initiatives Database at http://sbse.web.irs.gov/cl2/sl/outreach_initiatives/default.asp.

  6. Communication plans are working documents, subject to change throughout their implementation. The communication analyst and business owner share responsibility to deliver the plans and the communication analyst is responsible for keeping them current.

11.53.2.2.3  (09-23-2008)
Working With Other Functional and Operating Divisions

  1. SB/SE communication analysts should develop and maintain relationships and share information with their counterparts in other IRS functions and operating divisions (i.e. W&I, LMSB, TAS), using appropriate channels. Analysts in field and campus PODs should maintain regular contact in their geographic areas and in other campuses as appropriate.

  2. When exchanging information with analysts outside SB/SE Communications, communication analysts should observe all divisions’ and functions’ chains of command and protocol. They should also use discretion in matters of policy to avoid requesting or disclosing sensitive or proprietary information.

  3. Analysts who are assigned to a cross-functional project team that includes communicators from other divisions or functions may discuss matters pertaining to the project. Analysts should use discretion in discussing or exchanging information that exceeds the project’s scope. When in doubt, the analyst should consult with the manager, team leader or other designated contact, who may elevate the issue to the Director, Communications or designated official in the pertinent operating division or function.

  4. This section does not apply to media contacts or queries.

11.53.2.2.4  (09-23-2008)
Communication Standards

  1. SB/SE Communications strives to achieve clear, concise and active communications. Writing style conforms to Associated Press standards. The Associated Press (AP) Stylebook is the designated writing style guide, supplemented by the IRS Communicators' Style Guide. Resources for writers are on MySB/SE at http://mysbse.web.irs.gov/CLD/Communications/CRC/Writer+Resources/default.aspx.

11.53.2.2.5  (09-23-2008)
Communication Vehicles

  1. SB/SE Communications owns several vehicles that reach internal and external audiences and have access to vehicles owned by non-SB/SE communications organizations. Communication analysts should select the most appropriate vehicle(s) to distribute key messages and other information and coordinate with non-SB/SE communicators to reach audiences outside SB/SE.

  2. SB/SE and IRS employ a variety of "push" and "pull" communications.

    1. Push communications alert readers to news in a less formal way, such as via E-mail. Push is two-way, customized and sender accountable. Users receive communications without actively seeking them.

    2. Pull communications offer readers the opportunity to seek information in a more formal manner, such as through the intranet. Pull is one-way, mass and receiver accountable. In the virtual world, pull communications include blogs, wikis, and Web sites. Users elect if, when, and how they will act on the messages in the pull model of communications.

  3. SB/SE-owned communication tools and/or vehicles that reach internal audiences include:

    1. The SB/SE Outreach Initiatives database at http://sbse.web.irs.gov/cl2/sl/outreach_initiatives/default.asp, is a consolidated summary of all SB/SE external communication activities and related products. This application is primarily designed for SB/SE Stakeholder Liaison (SL) and Governmental Liaison (GL) employees involved in conducting outreach, but may also be useful for other SB/SE employees and managers to ensure consistent messages are used with all external audiences regarding SB/SE programs (pull).

    2. SB/SE Web Connection at http://mysbse.web.irs.gov/CLD/Communications/Products/WebConnection/default.aspx, is a national and regional edition of an online newsletter for SB/SE employees (pull).

    3. SB/SE Collection News , SB/SE Exam News and SB/SE Specialty News , are function-specific e-newsletters sent to those functions’ business unit employees (push) and are available on IRWeb at http://irweb.irs.gov/.

    4. SB/SE Headline News at http://mysbse.web.irs.gov/CLD/Communications/Products/HeadlineNews/default.aspx, contains issues of interest to SB/SE employees. Weekly highlights sent by E-mail to SB/SE employees link to intranet content (push).

    5. SB/SE Managers’ Messages at http://mysbse.web.irs.gov/CLD/Communications/Products/ManagersMessages/default.aspx, contains issues of interest to SB/SE managers. Weekly highlights sent by E-mail to SB/SE managers link to intranet content (push).

    6. SB/SE People and Places at http://mysbse.web.irs.gov/CLD/Communications/Products/PeoplePlaces/default.aspx, contains photos and brief descriptions of SB/SE events such as award presentations and executive field visits (pull).

    7. SB/SE Commissioner’s Messages at http://mysbse.web.irs.gov/CLD/Communications/Products/ExecutiveMessages/default.aspx, contains topical weekly E-mails for all SB/SE employees (push).

    8. MySB/SE Reader Poll , at http://mysbse.web.irs.gov/CLD/Communications/Products/Search_Search.aspx?search=Reader+Poll, contains regular, recurring questions and answers on a variety of topics, posted on MySB/SE for all SB/SE employees (pull).

    9. SB/SE’s Business Unit News , at http://mysbse.web.irs.gov/CLD/Communications/Products/Search_Search.aspx?search=Business+Unit+News, is a link from IRWeb to content posted on MySB/SE of interest to all IRS employees (pull).

  4. SB/SE communication analysts should consult with servicewide Internal Communications on using the following communication vehicles to reach all IRS employees with information of interest to a service-wide audience:

    1. IRWebbies, headline items posted at the top of IRWeb (pull).

    2. IRS Headlines, a weekly E-mail to all IRS employees linking to intranet content (push).

    3. Leaders’ Alert, a weekly E-mail to all IRS managers (push).

    4. What Do You Think?, poll questions on IRWeb (pull).

    5. IRS Today, a bi-monthly theme-based electronic (and duplicate hard-copy) newsletter (push).

  5. SB/SE owns several communication vehicles that reach external audiences, including:

    1. IRS e-News for Small Businesses, E-mails linking to content on IRS.gov (push to subscribers; option available on IRS.gov).

    2. Stakeholder Headliners, e-articles posted on IRS.gov and cascaded electronically by Stakeholder Liaison (SL) to stakeholders (pull and push).

    3. SSA/IRS Reporter, a quarterly newsletter posted on IRS.gov, with hard copies distributed in conjunction with Forms 941 (pull and push).

    4. Tax Talk Today, a webcast that targets tax practitioners (pull).

    5. Practitioner and Small Business Forums/Meetings face-to-face events hosted nationally and locally by SL to provide updates on SB/SE programs and policies to stakeholder organizations (pull).

    6. Phone Forums, events for tax professionals and small businesses coordinated by SL (pull).

    7. Congressional Update, is a newsletter issued at least three times each year that provides information on IRS programs and initiatives to Congressional members and staff. The newsletter is produced as a joint effort between Governmental Liaison, Taxpayer Advocate's Office, Legislative Affairs, and SB/SE Communications (push).

  6. IRS’s Communications and Liaison Office offers several communication vehicles that reach external audiences. SB/SE communication analysts should coordinate placement through the SB/SE communication analyst or branch chief who serves as the liaison with the C&L program owner for each of the following vehicles:

    1. IRS News Releases, announcements dropped to the tax services and issued to the media by IRS Media Relations (push).

    2. IRS Fact Sheets, topical information issued to the media by IRS Media Relations (push).

    3. IRS Tax Tips, issued to the media by IRS Media Relations daily during filing season (push).

    4. IRS e-News for Tax Professionals, E-mails linking to content on IRS.gov (push to subscribers; option available on IRS.gov).

    5. Nationwide Tax Forums, IRS events for tax professionals held in six locations each summer (push).

11.53.2.3  (09-23-2008)
Planning and Support Branches 1 and 2 - Roles and Responsibilities

  1. The role of the SB/SE Planning and Support Branches is to develop and manage communications for targeted SB/SE employee audiences and to collaborate with others in delivering key messages to internal and external audiences. Internal audiences may include all IRS employees and subsets such as SB/SE employees, SB/SE managers, etc. External audiences may include the general public and subsets such as tax professionals, small businesses, stakeholder groups, etc.

  2. The Chiefs, Planning and Support Branches 1 and 2 report to the Director, Communications.

  3. The Chiefs, Planning and Support Branches 1 and 2 and staff will:

    1. Consult with SB/SE business owners to plan strategic communications for SB/SE initiatives.

    2. Develop and deliver strategic and/or tactical communication plans.

    3. Support SB/SE functions by developing and delivering communications for targeted internal and external audiences, as appropriate.

    4. Identify key messages and deliver them via appropriate communication products and delivery channels, with a focus on electronic channels.

    5. Collaborate with the Web Communications branch and other IRS communications functions to reach targeted internal and external groups.

    6. Establish and maintain effective relationships with key internal and external stakeholders. Support marketing efforts to the practitioner and small business communities by implementing communication plans.

    7. Support Stakeholder Liaison’s and Governmental Liaison’s relationships with external stakeholder groups by developing educational products and programs that support external outreach.

    8. Meet SB/SE executives’ communication needs through messaging development and distribution.

  4. One Product Development Group manager reports to the Chief, Planning Branch 1.

  5. One Visual Communication Group manager reports to the Chief, Planning Branch 2.

11.53.2.3.1  (09-23-2008)
Communications for External Audiences

  1. The Planning and Support Branches are responsible for developing, finalizing and distributing communications that reach targeted external audiences, including small businesses, employers and tax professionals, using specific communication vehicles. Distribution may be directly to the target audience and/or through SB/SE functions with stakeholder relationships, such as Stakeholder Liaison, Governmental Liaison, Media Relations and others.

11.53.2.3.2  (09-23-2008)
Communications for Internal Audiences

  1. The Planning and Support Branches are responsible for developing, finalizing and distributing communications that reach targeted internal audiences. Distribution may be directly to the target audience through SB/SE internal communication channels, or distributed via appropriate non-SB/SE IRS communication channels.

  2. Designated coordinators can send story ideas, photographs, completed stories and their accompanying links as well as other submissions to the assigned SB/SE communication analyst or designated co-analyst.

11.53.2.3.3  (09-23-2008)
SB/SE Commissioner's Executive Messages

  1. The Planning and Support branches are responsible for drafting and clearance for the SB/SE Commissioner's topical messages to employees.

11.53.2.3.3.1  (09-23-2008)
Process for Executive Messages

  1. The Planning and Support Branches maintain an ongoing list of topics for the Commissioner's messages, as directed by the Director, SB/SE Communications.

  2. The analyst with program responsibility for the topic consults with the client to draft the messages for distribution on behalf of the SB/SE Commissioner or Deputy Commissioner.

  3. The analyst forwards the approved content to a Branch Chief, who reviews and edits the content and sends it to the Director, SB/SE Communications for any further reviews, edits, clearance and distribution. If the edits significantly affect content at any point in the clearance process, it will be returned to the analyst to secure the client’s concurrence.

  4. Usually delivered via E-mail, executive messages may also be distributed using other vehicles, i.e., VMS, memo, streaming video, teleconference, etc.

  5. The directory listing SB/SE communication analysts’ program assignments is on MySB/SE at: http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx

11.53.2.3.4  (09-23-2008)
International Visitors Program

  1. The Planning and Support Branches serve as SB/SE’s liaison with the Large and Mid-Size Business Operating Division, who coordinates requests under the IRS International Visitors Program (IVP).

  2. The IVP provides foreign officials with opportunities to discuss tax administration matters with IRS officials and observe IRS operations. LMSB’s IVP office uses specific guidelines for approving visits and briefings and generally works through a network of contacts in the IRS’s operating divisions, including SB/SE, to facilitate these requests. The IVP office reviews each request to ensure it is from a proper government taxing authority from that country. Private citizens generally are not approved for visits or briefings and are referred to other sources (i.e., a student studying in the U.S. working on an advanced degree or research paper on U.S. taxation policy).

  3. All requests for SB/SE participation in the IVP should be directed to the analyst with IVP program responsibilities in the appropriate Planning and Support Branch.

  4. The directory listing SB/SE communication analysts’ program assignments is on http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx.

11.53.2.3.5  (09-23-2008)
Liaison with HQ Media Relations

  1. The Planning and Support Branches (PSB) are responsible for coordinating with servicewide Communications and Liaison on communications that are nationwide in scope and appropriate for distribution to the general public through the news media. Communication products may include news releases, fact sheets, tax tips and other vehicles owned by Headquarters Media Relations.

11.53.2.3.5.1  (10-27-2006)
Responsibilities and Process

  1. A PSB chief or an SB/SE communication analyst serves as liaison with HQ Media Relations on all national news issues. All contacts between HQ Media Relations and SB/SE employees, managers or executives will normally be coordinated through the designated PSB liaison.

  2. Before developing communications for release to the news media, the SB/SE communication analyst with program responsibility for the content must obtain confirmation from HQ Media Relations (through the PSB liaison) that the subject matter is appropriate for news outlets and confirm the timing. The analyst should also allow as much lead time as possible, generally at least two weeks before the intended date of issuance. This analyst may be from any SB/SE Communications branch, depending on the program.

  3. The communication analyst works with the program owner to obtain subject matter information.

  4. Either Media Relations or the SB/SE communication analyst drafts the content to ensure proper format and clarity.

  5. The analyst secures all appropriate reviews, which may include review for style by an SB/SE Communications branch chief or delegate and review for accuracy by subject matter experts, IRS Counsel and other technical reviewers. The program owner should provide final review and approval, with the understanding that the content remains subject to edits by Media Relations.

  6. The PSB liaison forwards the product to Media Relations, who finalizes it and issues the communication to the media. Media Relations may also coordinate with IRS Counsel and Treasury on final reviews and approvals.

  7. When the IRS news release, fact sheet or tax tip is issued electronically to media and posted to IRS.gov and the intranet, the analyst may coordinate with other PSB analysts and/or the Web Communications Branch on additional internal communications, including links from MySB/SE. The analyst is responsible for posting Web links to the documents on the SB/SE Outreach Initiatives Database as appropriate.

  8. The directory listing SB/SE communication analysts’ program assignments is on
    http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx.

11.53.2.3.6  (09-23-2008)
Media Queries

  1. A media query is a request by the news media for information they may need for a news story. Inquiries include requests for official comments, interviews and fact checking.

  2. Due to the sensitive nature of media queries, timely and accurate action is essential.

11.53.2.3.6.1  (09-23-2008)
Roles and Responsibilities

  1. HQ Media Relations receive and respond to inquiries from national media such as:

    • The Wall Street Journal

    • New York Times

    • Washington Post

    • USA Today

    • Nationally circulated magazines and The Tax Press

  2. Requests are coordinated through the IRS Headquarters Media Relations office. The HQ Media Relations office will contact the SB/SE CLD or Communications Director or a PSB Branch Chief or liaison for assistance as appropriate with SB/SE related inquiries.

  3. The PSB liaison contacts the analyst(s) assigned to the appropriate program(s) (i.e., Exam, Specialty) requesting either answers to questions or the name of a subject matter expert or executive to respond directly to the reporter. The assigned analyst contacts the appropriate business owner to obtain the information and forwards the response to the PSB liaison. In certain cases the liaison may contact the business owner directly. Responses to sensitive inquiries and requests for executive interviews must be approved by the Director, Communications.

  4. Inquiries from local media and "niche" media, such as industry specific magazines, may be coordinated through the IRS Field Media Relations (FMR)offices. FMR specialists will contact the PSB liaison as appropriate with SB/SE related inquiries. Field or campus SB/SE communication analysts contacted by FMR specialists regarding media queries should refer them to the PMB media liaison.

11.53.2.3.6.2  (09-23-2008)
IRS e-News for Small Businesses

  1. SB/SE communication analysts assigned as editors for e-News for Small Businesses will collect and edit articles, format the newsletter and prepare it for electronic distribution. Before release, the editor should confirm content, timing and any substantive changes to draft articles with the analyst who has program responsibility for the subject matter.

  2. Other SB/SE communication analysts will contribute articles containing content supporting their assigned programs, as appropriate, for e-News for Small Businesses.

  3. The directory listing SB/SE communication analysts’ program assignments is on http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx.

11.53.2.3.6.3  (09-23-2008)
SB/SE Headliners

  1. Either Stakeholder Liaison (SL) specialists or communication analysts may propose topics for SB/SE Headliner articles.

  2. The communication analyst assigned to the article works with the business owner to ensure it is topic-specific and conveys appropriate key messages. The analyst may draft the communication for the business owner’s approval. If the business owner or designee drafts the Headliner article, the analyst should review and edit the article.

  3. The business owner should provide the communication analyst with a subject matter expert to provide background information, supporting documentation and review Headliner drafts.

  4. After the analyst completes the article and secures the business owner’s approval, the analyst forwards the draft, along with a Document Clearance Form, to the appropriate Branch Chief for approval. The form is on MySB/SE at http://mysbse.web.irs.gov/CLD/SL/OutreachMessages/Headliners/HeadlinerProcess/7902.aspx .

  5. The Branch Chief reviews and approves the article, and forwards it and the clearance form to the communication analyst assigned to coordinate Headliners.

  6. The Headliners communication analyst reviews and approves the article, then forwards it with the clearance form to the stakeholder liaison assigned to manage Headliners on IRS.gov. The SL completes a Content Publishing Request to post the Headliner, usually within three business days.

  7. The directory listing SB/SE communication analysts’ program assignments is on http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx.

11.53.2.3.7  (09-23-2008)
SB/SE Multimedia Production

  1. The SB/SE Communications Division is responsible for supporting the multimedia needs of SB/SE functions. Support includes developing videos and webcasts for training, executive messages and other audiovisual needs that further SB/SE’s mission and goals.

  2. Communications staff works with SB/SE functional staff to develop a concept, script and production schedule for each project. Most video projects require coordination with IRS Corporate Television.

  3. The function requesting multimedia support funds all production costs, including travel and contract services. These costs vary depending on the complexity of the project. Normally, video projects require sufficient time to allow for planning, scripting, shooting and post production work, therefore it is important that clients meet with Communications staff early in the project to allow enough time for a quality production. Acceptable times range from a minimum of two months for a simple panel discussion Interactive Video Conference to up to five months for a scripted and edited videotape.

    1. SB/SE Communications produces multimedia programs for distribution through the Internal Revenue Satellite Network (IRSN), Web-based streaming video, and Flash Video, DVD and MP3 files.

    2. Large numbers of employees nationwide can hear and see electronic productions simultaneously. A multimedia communication can be rebroadcast or provided on a DVD for employees who are not able to view a satellite broadcast or a program online.

    3. Programs can also be posted to the SB/SE Web site as online streaming video.

11.53.2.3.7.1  (09-23-2008)
Responsibilities and Process

  1. The Multimedia Production Handbook explains how to request, plan, and execute a multimedia production through the SB/SE Visual Communication Group (VCG).

  2. Visual communication projects place employees in a number of different roles to coordinate the process of creating a multimedia product. The following is a brief description of key roles:

    1. Functional coordinator-The person or function requesting multimedia services through the communication analyst. The functional coordinator is the communication analyst’s client. For example, a Disclosure or Exam analyst would be a functional coordinator.

    2. Communication analyst- The SB/SE Communications employee providing communications support to a particular function. The communication analyst is the production manager’s client.

    3. Production manager- The person the VCG manager assigns to provide overall coordination of the multimedia project. The production manager is the TV producer’s "client."

    4. TV producer- The person IRS Corporate TV assigns to coordinate the technical aspects of the production.

11.53.2.3.8  (09-23-2008)
Executive Speeches

  1. SB/SE Communications coordinates and develops speeches for SB/SE executives. A communication analyst may be assigned the responsibility to draft an executive speech or other presentation. Many tools to assist in preparing speeches are in the Speaker’s Resource Guide on MySB/SE at http://mysbse.web.irs.gov/CLD/Communications/CRC/Presentations/Speaker+Resources/default.aspx.

11.53.2.3.9  (09-23-2008)
Printing and Publishing Process

  1. The Visual Communication team is the liaison with Publishing Services for all CLD printing requests including outreach products.

  2. Publishing Services manages the Service’s printing, design and publishing requirements. Publishing assists in the planning, producing and procuring of all print and media products used by the public.

  3. A communication analyst whose client expresses a need for a printed product should contact the Visual Communication Group to discuss the product, design services, cost estimates, due dates and distribution patterns. Before any publishing action is taken, the client must complete Form 1767, Publishing Services Requisition.

  4. The analyst or client should E-mail Form 1767 to the assigned Visual Communication analyst for approval and signature.

  5. The Visual Communication analyst will forward the Form 1767 to the printing specialist in Publishing Services assigned to CLD for action.

11.53.2.3.9.1  (09-23-2008)
Design and Printing

  1. Design and printing is the transformation of written, photographic or digital communications into artistic, creative and graphic/pictorial communication vehicles. The communication vehicle is then reproduced to help convey the information to a target audience(s).

  2. The visual information specialist supports the graphic and design needs for CLD.

11.53.2.3.9.2  (09-23-2008)
New Carrollton Copy Center

  1. The New Carrollton Copy Center can handle most low to moderate volume copying and duplicating needs.

  2. For photocopying requests, complete Section C of Form 1767 and E-mail along with the file to the Visual Communication analyst for action.

11.53.2.4  (09-23-2008)
Web Communications Branch

  1. The Web Communications branch chief and staff are responsible for the SB/SE intranet, MySB/SE infrastructures and operating environments, and the SB/SE content portions of IRS.gov.

  2. All requests for SB/SE intranet sites must be submitted to the Web Communications branch chief for consideration of appropriateness and business purpose. The Web Communications branch chief will make the final decision on all requests for SB/SE intranet sites.

  3. All SB/SE intranet sites must fall under the SB/SE URL structure.

  4. MySB/SE is the intranet site for the Small Business/Self-Employed Division. MySB/SE is a user-focused, task-based site that gives SB/SE employees easy access to tools and resources needed to meet job requirements.

  5. IRS.gov is the IRS’s Internet Web site and is a major strategic tool that allows the Service to more efficiently fulfill its mission to help taxpayers understand and meet their tax responsibilities. Content is added to IRS.gov using the Content Management Application. Only authorized users who have attended training and submitted Form 5081 may gain access to the CMA to post and manage content on IRS.gov.

  6. This section of the Web Communications Branch IRM contains a collection of Web standards and guidelines. These standards establish rules and parameters and provide guidance for everyone who develops and maintains content on MySB/SE.

11.53.2.4.1  (09-23-2008)
Roles and Responsibilities

  1. The Web Communications Branch develops and maintains the MySB/SE structure and environment. In addition, the branch establishes and maintains policies and the Web Standards and Guidelines for publishing content.

  2. The Web Communications Branch assigns contributor and editor rights based on information provided by the MySB/SE Content Board members, program managers, or program executives. Anyone granted authoring rights on MySB/SE must attend a CSK Training Session and must self-certify they have reviewed and understand all policies covered in the MySB/SE Web Standards and Guidelines before access privileges are granted. Contributors and editors self-certify by sending an E-mail to the managing editor of MySB/SE.

  3. SB/SE Web Communications Branch will remove the access rights of anyone who consistently ignores or circumvents the MySB/SE Web Standards and Guidelines, templates, or established architecture.

  4. Content providers must attend "Writing for the Web" training prior to posting content on MySB/SE. It is highly recommended that content providers attend other Web publishing training as well.

  5. Web Communications provides Contracting Officer’s Technical Representative (COTR) support for Web Communications contract.

11.53.2.4.2  (09-23-2008)
Branch Chief and MySB/SE Managing Editor

  1. Role: The Web Communications branch chief and the MySB/SE managing editor make final determinations on content appropriateness, format issues, style, grammar, picture/graphic layouts, and more for the entire SB/SE intranet site. The Web Communications branch chief and the MySB/SE managing editor may make changes to any content on the SB/SE intranet as needed, and will consult with content owners about such revisions or changes.

  2. Responsibilities:

    • Providing the technology that allows Communications and others to publish Web content related to news events, information, guidance, and procedures for SB/SE employees

    • Processing requests for Web services

    • Determining the overall look and feel of the SB/SE intranet

    • Developing and maintaining the SB/SE intranet structure, technology and environment, new functional development and Web site enhancement

    • Establishing and maintaining policies and the standards and guidelines for publishing content to MySB/SE

    • Working closely with communications analysts and Content Board members to promote effective and efficient use of MySB/SE and SharePoint

    • Monitoring content on MySB/SE to help ensure its quality and integrity

    • Taking appropriate actions to resolve content issues that can reflect negatively on the SB/SE intranet

    • Ensuring the Section 508 requirements and accessibility laws are addressed for SB/SE Web content

    • Ensuring that content providers develop content that is accessible and provide resources and links to IRS-level 508 compliance resources

    • Creating, maintaining, and developing Web applications

    • Developing and maintaining SharePoint structure and environment

    • Establishing and maintaining policies and processes for requesting SharePoint sites

    • Establishing and maintaining policies and processes for applying the Web Standards and Guidelines for publishing content on SharePoint

    • Establishing procedures, policies, and processes for publishing SB/SE content on IRS.gov in the assigned areas. See IRS.gov Content Management Guidelines IRM 2.25.101, Web Services - IRS.gov Content Management Guidelines for additional information

    • Coordinating with the Privacy Office to ensure privacy provisions are incorporated into IRS.gov and SB/SE intranet content management and operations

11.53.2.4.3  (09-23-2008)
Contributors, Editors, and Copy Editors

  1. Roles:

    • Contributors add and edit content and can put content into pending status for review by editors. They also act as "copy editors" by reviewing the content and ensuring correct spelling, proper grammar, MySB/SE layout and format, and checking for errors of facts

    • Editors add, edit, review, and approve (or decline) content and can put content into approved (live) status

    • Copy Editor ensures the copy is clear, correct, concise, comprehensible, and consistent. Typically, copy editing involves correcting spelling, terminology, punctuation, grammatical, and semantic errors. The copy editor also ensures the text adheres to the Web Standards and Guidelines, AP Style, etc. The copy editor is expected to ensure the flow of text is sensible, fair, and accurate. The copy editor may abridge text, by "cutting" and "trimming" it to help the article fit publishing limits or to improve its meaning. The copy editor will discuss proposed changes with the content owners before edits are made

  2. Responsibilities:

    • Adding their content directly to MySB/SE and SharePoint

    • Maintaining (edit, revise, and delete) their MySB/SE and SharePoint content throughout its lifecycle

    • Understanding and applying MySB/SE and SharePoint standards and guidelines

    • Determining that as content approaches its expiration date, if whether the content is still relevant or should be archived

    • Publishing appropriate content using established MySB/SE templates, structures, and processes

    • Serving as point of contact for requests to have content published within their respective content sections

    • Ensuring that content published within their respective sites is accurate, current and approved for release

    • Maintaining a working knowledge of Section 508 guidelines and accessibility resources available via (Information Resources Accessibility Program (IRAP)

    • Responding to their content questions or comments submitted through any MySB/SE feedback channel

11.53.2.4.4  (09-23-2008)
Content Board

  1. Roles:

    • The Content Board maintains division-wide coordination on content management, message presentation, and infrastructure enhancement so that the SB/SE intranet is managed as a unified site aligned with the division’s priorities

    • The Content Board provides the division’s functions with a forum for interaction and coordination for Web-related business. It is a mechanism for communicating with SB/SE Web Communications Branch and Communications on cross-organizational issues. The Board also encourages an exchange of ideas and concepts so that the best methods and practices are shared throughout the organization. Members champion the effective use of the SB/SE intranet and IRS.gov throughout their business units

    .

  2. Responsibilities:

    • Working with contributors and editors to formalize processes, roles, and workflows used by their business units for publishing content on MySB/SE

    • Promoting the integrity of the content management structure and enforcing its processes, standards and guidelines throughout their organization’s Web pages

    • Providing feedback to Web Communications relative to content management and message presentation processes, policies, and procedures on MySB/SE

    • Working with their MySB/SE contributors and editors to market their services within their organizational unit

    • Certifying their business unit’s content is reviewed and validated as current and relevant

    • Communicating key intranet and Internet-related information to their executives, and representing their executives’ interest to the board

    • Working with their content contributors and editors to ensure their business unit is adhering to the SB/SE Standards and Guidelines as well as any internally developed procedures

    • Providing leadership and resolving any issues or needs pertaining to their business unit’s content

11.53.2.4.5  (10-27-2006)
MySB/SE Standards and Guidelines

  1. The MySB/SE Standards and Guidelines is a collection of basic Web principles gathered from expert sources and compiled and edited by the SB/SE Web Communications Branch. These standards establish rules and parameters and provide guidance for everyone who develops and maintains content on MySB/SE.

  2. The following tips for content publishing success are offered as a means to quickly find the standards and guidelines contributors and editors will encounter frequently.

  3. Content Parameters – To ensure that MySB/SE sites are concise, effective, and avoid duplication, adhere to the following:

    • Content must be presented in a professional format that reflects well on the IRS if requested or viewed inside or outside the agency

    • Content must be accurate, relevant, and current

    • Pages must not provide links to Internet sites whose content is inappropriate or prohibited by the IRS policy on limited personal use of IRS resources

    • SB/SE programs should post content only within their organizational purview, unless the content is cross-functional. Cross-functional content must be approved by all appropriate functions before posting

    • Do not duplicate content that can be found elsewhere on the intranet or Internet

    • Information and services – including local information – that can come from national systems must come from those systems if possible

    • Local versions of national content are appropriate only to highlight local exceptions

    • MySB/SE sections consisting entirely of links to existing content or other sites is not useful and is to be avoided

    • Style and Usage – The Associated Press (AP) Stylebook is the designated writing style guide for MySB/SE content, supplemented by the IRS Communicator's Style Guide

  4. Writing for the Web – Writing for the Web is very different from writing for a hardcopy print medium. Reading from computer screens is 25 percent slower than reading from hardcopy. When writing for the Web, make sure of the following:

    • The target audience is clear and unambiguous

    • The purpose of the page is clear and unambiguous

    • Words and terminology are appropriate to the target audience

    • Content is written and organized efficiently

    • Content is consistent

    • Spelling and punctuation are accurate

    • Content anticipates obvious questions

    • The meaning is clear and unambiguous

  5. Content 508 Compliance – The content owner is responsible for ensuring 508-compliance. For information on how to create 508-compliant documents, consult MySB/SE Guide to Creating Accessible Documents (Appendix B) and the IRAP 508 Central Web site. You can also submit documents for a 508-compliance review by sending them to IRAP's *508 E-mail box.

  6. In certain circumstances, non-HTML files (PDF and MS PowerPoint), may be classified "508 compliant" because the content/text of the document can be physically read by assistive technology (JAWS). JAWS, however, may not read the text in the same logical order. For example, paragraph 3 is read first; paragraph 1 is read second, paragraph 2 is read third, and so on.

  7. Content Limitations:

    • Outlook Files and Folders – Word .DOC files are text-based content including memos, narrative reports, and instruction documents

  8. MySB/SE Publishing Policy:

    • Linking from a Web page to Outlook E-mails, files or folders poses significant problems on many levels. DO NOT DO IT. If an E-mail has information appropriate for the Web, rewrite the content for the Web, publish it as a Web page, and then link to the new page

  9. Access Databases (MDB)
    MySB/SE Publishing Policy:

    • MySB/SE servers do not support .MDB files and they will not be posted

  10. Publishing Guidelines

    • All MySB/SE content should be reviewed by a communication analyst prior to posting. This allows the communication analyst to verify the content contains the same message as any existing postings or those that may be in development

    • The directory listing SB/SE communication analysts’ program assignments is on http://mysbse.web.irs.gov/CLD/Communications/Contacts/default.aspx.

  11. Photos and Graphics – Be judicious in the use of photos and graphics.

    • Make sure photos and graphics add value to the content

    • Every image and graphic should have a reason to be on the page

    • Keep graphics simple

    • All non-text content must have alternative text (Alt-Text) assigned

    • Images must be consistent in image quality and should focus on approachable people either at rest or in motion within a setting relevant to the content

    • Images should seem as though they are part of the page

    • Photos and graphics can only be placed in a newsletter articles module

    • Be aware that there is a file size limitation on each newsletter article module. Photos are limited to 640x480 or 480x640 and 75K in size

  12. Defining a Link – The words that are underlined leading to a link should describe what the reader would find at the linked page.

    • Do not use the words "click here" for hyperlinks

    • Software that "reads" the link to a person with visual problems literally reads the words that are underlined

      Example:

      Correct: SB/SE home page
      Wrong: View the SB/SE home page

    • When setting links to supporting information, use an "Additional Resources" section at the bottom of the page or a side bar rather than setting multiple links within the body text of a content item. This will provide the related information, but does not distract the reader or divert their attention until after the content has been read and the full meaning understood

    • When adding a link to an article, use a "descriptive" link and not a "naked" URL or link

      Example:

      Correct: SB/SE home page
      Wrong: http://mysbse.web.irs.gov/default.aspx

  13. Formatting Attachment Links – When necessary, content posted on MySB/SE in its original non-HTML format must be uploaded into a "document downloads" section.

  14. If a link is included to a document within the body of a page, it must be formatted as a link attachment and accompanied by the following information:

    • File name

    • Brief description of content

    • File type

    • File size

    • Content owner name and phone number

      Note:

      For documents that cannot be made 508-compliant the content owner's name and number will be posted adjacent to the attachment for anyone requiring accessibility assistance.

      Example:

      Office of Employee Protection Org Chart This organization chart lists Collection groups, managers and employees and their phone numbers. (Excel, 131KB, Jane Doe (202) 555-1212).

  15. Forms and Publications Links – Do not copy files from the Electronic Publishing Catalog (i.e., forms, instructions, publications, etc.). Instead, link to the Electronic Publishing Catalog version of the file.

    • When linking to a specific online publication or instruction use the Electronic Publishing Catalog link feature that allows you to define your link so that it automatically opens the latest revision of the specified catalog item

      Example:

      Correct: Catalog page for Form 1040: http://publish.no.irs.gov/getpdf.cgi?catnum=11320
      Wrong: Direct link to 2005 revision PDF

    • When linking to the Table of Contents of a specific IRM chapter, use the anchor link to the specific IRM chapter, rather than linking to the top of the IRM numerical index or table of contents page

      Example:

      Correct: Correct: IRM 4.4 Table of Contents: http://publish.no.irs.gov/pubsys/irm/indp04.htm#Chapter4
      Wrong: Top of IRM Section 4: http://publish.no.irs.gov/pubsys/irm/indp04.htm

    • Do not link to specific content within an Electronic Publishing document as these files are updated frequently and hard-coded internal link references can break

      Example:

      Correct: See Exhibit 4.4.1-16 at the top of page two of IRM 4.4.1: http://publish.no.irs.gov/getpdf.cgi?catnum=30311Y
      Wrong: Direct link to IRM 4.4.1 PDF, page 2: http://publish.no.irs.gov/IRM/P04/PDF/30311D05.PDF#page=2


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