• Will we still be dealing with them in the future? • Are these internal-only documents? What format do they/we require information in? • Paper (book, booklet, flyer, memo, letter, poster or brochure), electronic (email, PDF, spreadsheet or presentation), or both? 14 © Aspire Training & Consulting
BSBADM506 BSBADM506 Manage business document design and development Guidance on design A style guide should address three broad areas: design, content and finish. Become familiar with the various standards; for example, you may need to research different fonts, page layout software or binding methods if you are uncertain what is required. Here are some examples of design requirements that should be included in a style guide. Electronic/ List the documents that should be electronic or paper- based; paper media for example, hard copies are required for board papers, AGM papers and reports, whereas computer-generated documents are required for newsletters, staff meeting agendas and minutes. Creating templates Explain the requirements for designing, saving and storing templates. Binding style The style and material used for the front and back cover and the type of binding used to hold the pages together can greatly affect the overall presentation. List the binding methods appropriate to each document in terms of cost, style needed and purpose; for example, stapling, punch bound, comb binding, velobind, spiral or coil bind, wire, sealed, thermal or glued ZipBind or Proclip. Cover appearance Nominate the preferred style for covers. You may choose to apply different covers for different design standards or tasks. Margins and fonts Describe the margins, fonts and text size to be used on most documents. Define spacing for paragraphs and lists. Provide details of specific requirements; for example, Arial bold for all headers; 14pt size for main headings; Times New Roman 12pt for body text. Headers and footers Headers should include the title of the report. A footer may be included to indicate the file path, version and date.
Drawings and List the dpi requirement for images (that is, the resolution images of images to be used). Specify the quality of hand- drawn images. Describe the use of copyright or other protected materials. 18 © Aspire Training & Consulting
BSBADM506 BSBADM506 Manage business document design and development Seek external IT expertise When performing tasks within the documentation design stage, an organisation may need to seek external expertise to assist and support the document development process or even to assist in training staff in the use of new software applications. Expertise external to an organisation can include: • IT manager/staff • software developer trainers • online tutors and tutorials • short courses • external consultants.
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