Guidelines
Managing expectations
Always allow for testing when it comes to templates - there are many different ways to implement templates, there can be many technical issues, and users may suggest sensible changes.
All of these issues can be readily resolved, but only if a testing stage is built-in to the template roll-out schedule.
Platform and application
It is important to establish what the operating system is and what application and version is going to be used with the templates - is it Windows 2000, Windows XP, Vista, Mac OS - is it Word 2001, Word 2003, PowerPoint 2003, etc.
Design guidelines
Office programmes like Word, which are in use in organisations throughout the world are not designed to be used for professional publishing and as such, they have many limitations.
Whilst many of these can be worked around, it is worth knowing when you are creating a design for a template; what is possible, what is difficult to acheive, and what cannot be realised.
Here are a few rules and tips.
General tips
Word
PowerPoint
Complete Guidelines PDF - view/download a copy (file size: 75kb)
Free Template Design Advice
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