Do Your Documents Do Your Business Justice?

Do Your Documents Do Your Business Justice?

The Project : Document Makeover

Read on…

Over the years she has accumulated a number of documents and as her library has grown, so too have the inconsistencies

One of my coaching clients called this week with a project we do time and time again…..

Let me show you ….

Our project was to

Project Process‘Make my docs professional,

reflect what I do and appeal to

my clients’

Simple, and one you can easily follow for your own document

library

Step 1

We asked (we’ll call her Jenny) Jenny to put all the documents that she uses both internally and externally into

one Dropbox folder

www.dropbox.com

Step 2Knowing who her customers are and the

type of coaching she provides we were able to put together a brief for the design

We needed a template that delivered appeal to a top level manager in corporate, with a personal

‘Jenny’ feel and an easy to use feel

Lot’s of white space as there is a lot to each doc with humour used sparingly to keep the client

engaged

Step 3

We pulled from Jenny’s folder a sample of an existing form,

report, white paper and review

Step 4We shared the docs with our graphic design specialist and

asked her draft two initial options for a standard form

Her brief was that the design needed to be consistent and relevant across all docs while meeting the

criteria determined in step 2

Step 5

Drafts submitted to Jenny, who with a few changes

approved the second option

Step 6

Lisa used option 2 to design a standard template for each of

Jenny’s main document types

Consistency across all internal and external documents

We then passed the project onto Anne (who rocks

in Word!) and she

incorporated the brand

elements into the Word template themes

Anne worked through all documents within the

folder, transferring

them onto the new template

Copies of the old docs were backed up into an archive folder

and new templates

shared with Jenny

We changed her email signature,

Xero templates and

project management reports/forms

…

Step 7

SummaryJenny now finds her clients are happier with the

docs they use

Jenny loves how easy it is to produce a new doc using one of the generic templates

She is no longer making excuses for bringing out old docs clients struggle to use

Her branding reflects who she is and the service she offers

She even has editable PDF versions of the forms used online which makes the client experience even better

Thoughts

Your docs reflect your business, your service and your value - Are you proud of yours?

Easy – Yes

Cost effective

– Yes

Added value– Yes

From a time perspective all Jenny had to do was collate the docs into one

folder and approve the

template design

For the time the new docs save

Jenny!

The client has a better experience

For the full article…

http://www.yourva.co.nz/document-design/