Checklist for creating templates

[aneasiertomorrow]

Hi all

I was wondering if somewhere out there in the great wide web was a checklist
of elements to select/choose in a template. I often work for Mac using
graphic designers whose clients want letterhead/invoice/report etc templates.
The problem is, sometimes the designers don't understand the questions I'm
asking (they aren't Word users after all) and I think something gets lost in
translation on the way to their clients. What I want to do is create a
checklist of things like 'page numbering # of # in footer from second page',
'document title in header', 'autotext entries' etc etc for clients to fill in
so they can choose exactly what they want. I just thought someone else might
have done this before and why re-invent the wheel? My question is not about
how to create the checklist as I'm fairly confident with the simple end of
forms, it is about whether someone has already created a similar checklist I
could beg/borrow/steal.

If anyone knows of such a list I would greatly appreciate a shove in the
right direction

Lucy
--
MOS Master Instructor
www.aneasiertomorrow.com.au

PowerPoint Live 2007 28-31 October in New Orleans www.pptlive.com
See you there

 

[Stefan Blom]

To me, it would make more sense to ask the clients what functionality they
want, and then implement it, using the techniques that Word offers. It is
unlikely that the clients know the *Word* terminology; in other words, they
may not know exactly what they need (but they probably know what end result
they expect).

 

[aneasiertomorrow]

Hi Stefan

Thanks for the response. I know what you mean, the problem is I often don't
get to talk to the client directly, I'm going through a graphic designer who
doesn't understand what I'm asking, and doesn't really work with what I call
'working documents' (i.e. they create one offs - brochures, letterhead etc
and don't work with actual templates ever). Anyway, I've come up with a
simple form with some basic options (like do you want automatic page
numbering) for the designer to give to the client. We'll see how it works
out....

Lucy
--
MOS Master Instructor
www.aneasiertomorrow.com.au

PowerPoint Live 2007 28-31 October in New Orleans www.pptlive.com
See you there

 

[Stefan Blom]

Hi

OK, I see your point. Thank you for the feedback, and good luck with your
work.

--
Stefan Blom
Microsoft Word MVP


in message

 

[aneasiertomorrow]

Thanks!

Lucy
--
MOS Master Instructor
www.aneasiertomorrow.com.au

PowerPoint Live 2007 28-31 October in New Orleans www.pptlive.com
See you there