Achieve Consistency, Clarity, Efficiency With a Template
Documentation can be tedious at times, especially when you find yourself creating the same type of documents over and over again. When it comes to writing client briefs, project briefs, creative briefs, stakeholder management plans, and other similar documents, the format, once established for your agency, rarely changes. For cases such as these, document templates are particularly helpful.
Using a template offers several benefits, including:
Document consistency – all documents of a particular type coming from your agency will follow the same pattern and be easily recognizable for what they are and where they originated.
Increased efficiency – by eliminating time spent on document formatting and common content, the time spent on a particular document is limited to client-specific data only.
Improved clarity – all documents use the same common content and language, as well as a consistent format, all of which enhance the clarity.
Finding “Good” Templates or Templating Software
You can find templates for all of your document needs online through multiple resources. Not all are created equal, and not all will suit your needs. But there are many choices available for the person willing to invest a little time exploring.
Many of the document templates you may find online are free and can be downloaded, used, and modified. Others may require a small fee. Finding individual templates can be time-consuming, but it’s often a good option for individuals or a small business on a tight budget.
For larger businesses that need to produce frequent documentation, finding good templating software can be a big cost-saver. Most packages are available on a subscription and per-user basis. Subscriptions are typically reasonable and the savings of using the software and associated templates, far outweigh the cost.
How do I find good templates or templating software?
A lot of it is trial and error, but having someone willing to do a little of the legwork for you can be a big help. The following are good starting places, whether you’re looking for individual templates or software packages.
Individual Document Templates
MyPM – two libraries of high-quality document templates free of charge.
Templating Software
Let’s Recap!
Using a document template can improve consistency, efficiency, and clarity.
Online resources for document templates are plentiful, but require some research to find the best quality options.
Individual document templates are an excellent option for single users or small businesses on a budget.
Documentation management and/or templating software is a good solution for larger businesses or individuals who create a wide variety of documents on a regular basis.
You’ve made admirable progress. Let’s wrap up the course with a comprehensive recap!
