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 into the template roll-out schedule.
Platform and application
It is important to establish what operating system and what application version will be used with the templates - is it Windows 10, Windows 11, or Mac OS, and is it Office 2021, Office 365, etc.?
Design guidelines
Office programmes like Word 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 what is possible, what is difficult to achieve, and what cannot be realised when creating a design for a template.
Here are a few rules and tips.
General tips
Word
PowerPoint
Complete Guidelines PDF - view/download a copy (file size: 100kb)
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