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I just finished editing the second novel in the Bayou Talents series for Edward Branley, Trusted Talents.  As I am wont to do after finishing edits, I take stock on how I can help my clients streamline the process and make it smoother.

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Trusted Talents has so *many* characters, I decided to try to create a spreadsheet to keep track of who they are, how they fit in the story, their quirks, their nicknames, and any other details that I think would be important, especially NAME CHANGES in the middle of the story.

Well, that got me down a rabbit hole pulling my hair out and drinking lots of coffee late at night (does no good for me when my HS Sophomore needs to be at zero period at 6:45 am and I get up at 5:15 am).  I am not an Excel expert by any means, I can do basic sum functions and that’s about it. So, cut to the next morning when I was more awake and able to focus. I used my Google-fu powers and found a few different Excel spreadsheets that did what I was looking for already and all I had to do was test them out and see if it worked well for me.

The one I wound up liking and using is from Iulian Ionescu of Fantasy Scroll’s “Master Outlining and Tracking Tool for Novels (MOTT) “.

I started with the tab labeled ‘Character List’ and page one of the Trusted Talents novel from Edward.  I input all the characters and the formulas that are built into the pages (Remember that I am NO Excel expert) was a lovely touch to make the spreadsheet fill out faster.

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Screenshot of Character List Tab

A couple things that I really liked was when I sorted by first name, you could see that there are way too many names starting with a certain letter, and how many characters have names that are similar (Davey, David).

I sent what I had worked on to Edward, to see what he thought, and he realized that Brooks Stirling Sumner (Silver)’s grandfather had two names in the novel. Remember up there when I said NAME CHANGES in the middle of the book? He was listed as both Robert Duncan Sumner and Grantland Sumner.

Now, I think of myself as being very attuned to that, but I admit even I missed that name change.  This set-up made it easier to fix and find the mistake with a global search and replace function in the master document.

I have started on Edward’s newest novel, Dragon’s Defiance (Book 3 in the Blood-Bound Series) and from first read, had a new spreadsheet set up to start on page 1. What a difference this will make in my editing, and my clients writings.  I highly recommend this.

I’ve only used the Character List tab at this time, but  I can see how much more you could do with this spreadsheet – from the Character Genealogy Tab (one of my other passions on the side), to the Word Count Tracker (great for authors trying to hit a certain word count per day or per week to finish their novel), and the Scene List.


Word Count Tracker courtesy of Iulian Ionescu

In the updated Vesion 2.0, which I just downloaded, there is the Cards Tab (sort of my old way of writing papers in high school and college with index cards delineating all the scenes/main ideas.) This one is automated, so if you use the Scene List, it pulls the information from that.


Cards Tab courtesy of Iulian Ionescu

I’m a firm believer if you have various tools and processes in place, it helps you focus on what you need to do, which is write! (Or in my case, EDIT!) Don’t be afraid to use tools that are already out there to make your process easier. One does not have to reinvent the wheel. You can tweak something that is created to match what you need.

Until next time… Don’t fear the red pen!