BMAD-METHOD/expansion-packs/bmad-technical-writing/checklists/self-publishing-standards-c...

4.7 KiB

Self-Publishing Standards Checklist

Use this checklist to ensure your self-published book meets professional quality standards.

Cover Design

  • Professional cover design (not DIY unless experienced)
  • Title readable at thumbnail size
  • High resolution (2560 x 1600 px minimum for KDP)
  • Front, back, and spine designed (for print)
  • Cover conveys book topic clearly
  • Cover design appropriate for genre/topic
  • ISBN and barcode included (for print)

Formatting - eBook

  • Clean HTML/ePub formatting
  • Table of contents with working links
  • No formatting errors (extra spaces, missing paragraphs, etc.)
  • Images sized appropriately for e-readers
  • Code blocks formatted and readable
  • Tested on Kindle (Fire, Paperwhite, app)
  • Tested on Kobo/Nook (if distributing there)
  • Tested on iPad/iPhone Books app
  • Font choices appropriate (or use device defaults)

Formatting - Print (if applicable)

  • Proper page size selected (6x9, 7x10, 8.5x11, etc.)
  • Margins appropriate for binding
  • Headers/footers professional
  • Page numbers correct
  • Chapter starts formatted consistently
  • No orphans/widows (single lines at top/bottom of page)
  • Images high resolution (300 DPI minimum)
  • Bleed settings correct (if using bleed)

Front Matter

  • Title page
  • Copyright page with correct year and copyright notice
  • ISBN on copyright page (if using)
  • Edition statement (if applicable)
  • Disclaimers (if applicable)
  • Table of contents
  • Preface or introduction (optional but recommended)

Back Matter

  • About the author
  • Other books by author (if applicable)
  • Thank you / call to action (optional)
  • Contact information or website
  • Request for reviews (optional)

Metadata - All Platforms

  • Title accurate and searchable
  • Subtitle descriptive
  • Author name consistent across platforms
  • Book description compelling (150-300 words)
  • Keywords researched and targeted (up to 7 typically)
  • Categories selected strategically
  • Language set correctly
  • Publication date accurate

Pricing

  • Price competitive with similar books
  • Royalty tier considered (70% vs 35% on KDP)
  • Print price covers costs + margin
  • Different prices for different markets considered
  • Promotional pricing strategy planned
  • Copyright notice included
  • ISBN obtained (if required/desired)
  • No copyright violations
  • Permissions obtained for quoted material
  • Disclaimers appropriate for content

Quality Control

  • Professional editing completed (developmental, copy, proofread)
  • Beta readers provided feedback
  • Errors corrected from beta feedback
  • Final proofread by fresh eyes
  • All links tested (URLs, email, cross-references)

Preview and Samples

  • "Look Inside" / preview set up (first 10% typically)
  • Preview represents book well
  • No errors in preview section
  • Sample chapters engaging

Platform-Specific - Leanpub

  • Markdown formatted correctly
  • Book.txt configured with chapter order
  • Subset.txt configured for sample chapters
  • Metadata complete in Book.txt
  • Preview generated and reviewed
  • Pricing set (minimum, suggested, maximum)

Platform-Specific - Amazon KDP

  • KDP account set up with tax information
  • eBook uploaded and validated
  • Print book uploaded (if applicable) and validated
  • Cover meets KDP requirements
  • ISBN assigned (using free KDP ISBN or own)
  • Preview generated and reviewed
  • Categories selected (up to 2 + keywords)
  • Kindle Unlimited enrollment decision made

Platform-Specific - Gumroad

  • Product description complete
  • Files uploaded (PDF, ePub, extras)
  • Preview/sample provided
  • Pricing set
  • Payment processing configured
  • Email delivery set up
  • Thank you page configured

Marketing Preparation

  • Book website or landing page created
  • Social media announcements prepared
  • Email list notified (if applicable)
  • Launch plan in place
  • Review copy strategy (ARC readers, influencers)
  • Promotional materials ready (graphics, snippets, quotes)

Post-Launch

  • Monitor for errors or reader feedback
  • Plan for updates/revisions
  • Errata page prepared (if needed)
  • Review requests sent to readers
  • Respond to reader questions/feedback
  • Track sales and adjust marketing

Professional Standards

  • Book indistinguishable from traditionally published books
  • No obvious self-publishing markers (unless intentional)
  • Quality equals or exceeds competing books
  • Reader experience prioritized
  • Ongoing improvement mindset (update based on feedback)