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Strategic Planning Process Template

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Process Flow Diagram Editable PowerPoint Presentation from strategic planning process template , image source: www.24point0.com

strategic planning process template

Templates are pre-designed documents that you or someone else (like Microsoft) creates to use as a pattern for a project. The template may be for a business card, brochure, resume, demonstration. . .the list continues. Regardless of the purpose, templates provide the design consistency which any company (or individual) needs to look professional. (you could also find templates for Excel, PowerPoint, and other programs, but in this guide we’re focusing on Microsoft Word.)

The template contains a particular design, style, layout and, sometimes, fields and text that are common to every use of that template. Some templates are so complete (for instance, business cards), you only need to alter the individual’s name, phone number, and email address. Others, like company reports or brochures, could demand that everything is altered except the design and layout.
Once you create a template, you can use it repeatedly. Bear in mind that while you open a template to initiate a project, you save the project as a different file type, such as the simple .docx Word structure, such as editing, sharing, printing, and much more. The template file remains the same, unless or until you wish to change it (more on this later).

Custom templates can be as straightforward or complex as needed. By way of instance, you may create a template for your company’s newsletter, posters for a seminar, or invitations for corporate events. You can also create interactive templates to load on the Intranet, so others can fill in the blanks to print their own envelopes and letterhead, for instance.

First, produce a document–design and format , add graphics and photos. If it’s interactive, then pick Controls from the Developer tab and make custom input fields for user interaction.

Some templates use interactive controls for user input. For instance, imagine that once a month, the division managers, assistant managers, and loan originators of a large banking institution have a meeting at one of the 12 branches. It is your assistant’s job to email the date, time, location, speakers, topics, and agenda to each attendee. Rather than have that individual retype the information at a normal template, you may make a template where options can be chosen from a listing.

Programs allow you to configure all of the applicable settings you want pre-applied to files –webpage layout, styles, formatting, tabs, boilerplate text, and so on. You can then easily create a new document based on that template.

When you save a document as a template, you may then use that template to create new documents. Those new documents contain all of the text (and images( and other articles ) that the template contains. They also have the exact same page layout settings, segments, and styles as the template. Templates can save a lot of time when you’re creating multiple files that have to have a consistent layout, format, and a few boilerplate text.

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