Often we open a new document and just start typing this can cause headaches down the line when we need to tidy it up to present to a client.
Most of us have had no format training on how to make the most out our software – How many times have you had to edit each individual heading or block of text ?
To make your life easier set up a couple of branded word templates so you can start with the correct formatting in place. Simply make global document changes whjen you need to update a style and ensure consistency across you communications.
I recommend that all my clients have a Portrait and a Landscape Microsoft Word Templates. ( we may also create a manual template, form templates etc…)
These templates will most often contain
Branded styles for
- Header & Footer
- Headings 1 – 5
- Title page ( first page different for longer documents such as manuals, reports, ebooks)
- Table styles
- Checklist / bullets
Before your jump into making a document here is a simple table for you to use when you are creating new documents or reviewing existing ones.
What does my document need to communicate?
Document Creation Guidelines
|Questions||Your Answers||Actions to TAKE|
|Who?||Who is this document for (audience) and who owns it in-house?|
|Why?||Why has this document been created? Does it have a specific purpose?|
|What?||What is the purpose of this document and what must be included?|
|Where?||Where will this document be used/ accessed from?|
|When?||When does it need to be released or actioned?|
|How?||How will the document be used and updated?|
Microsoft Word Template Special