Posts Tagged ‘Templates’

Extreme Makeover: Document Edition

April 18th, 2011 - by Angela

chartMany of us have seen the television shows about making over a room or home.  We have seen them tear out the old, boring furnishings and install new, updated items.  At the end, there is a huge difference in the before and after photos. 

I was thinking that we could apply that same concept to our old, boring looking documents.  Many times, we get stuck using the same format and look for our periodic reports and presentation items.  It is hard to find time to revamp those files on our own.

For those of you who have updated to the Office 2010 edition, you may have already discovered the great new templates, themes and formatting tools.  I thought I would share a few of those tools so that you could update your documents and presentations, too!

The Business Report templates are available by clicking on the following link:  http://bit.ly/hJPwQS.  I am impressed with the quality look of these templates.  You will find Word documents, for the most part, in the Business Reports section.  However, they have included some Excel spreadsheets that coordinate well with many of the reports.  The files include great looking coverpages, too.  Do not forget how important those coverpages are.  That is the “first impression” for your report before the reader even gets to the content.

If you are working on a project presentation, there are some nice PowerPoint templates available at: http://bit.ly/euaBLG.  You can download one of several presentations here.  I downloaded several of them and then combined the features that I liked from each one.  You can easily copy and paste slides to get the customized look that suites your goals.

Needing a budget or expense worksheet but do not want to start from scratch?  Or, have an out-dated worksheet that needs sprucing up?  You can find some very good Excel templates here:  http://bit.ly/ic3ukB.  On this webpage, you will see budgets for all different kinds of business uses.  I even found one for a startup budget and cashflow statement, for those of you who are wanting to get your own business going.  These might not do every last thing you need, but you can get a very good start to build on easily.

I know that looking at these websites has made me want to fix up several documents and presentations that I use frequently.  I will need to carve out a little time to get a more up-to-date and eye-catching look for my Word, Excel, and PowerPoint files!

There’s a Template for that!

January 25th, 2010 - by Angela

word-template-createRecently one of my family members, after many years of contemplation, decided to open her own business. She gave me a call and asked me to help her create some of the forms she’ll need.  I was impressed that she had already assembled some paper forms that she liked to use for ideas when we created the ones for her soon-to-be formed new company.

Initially we tried to start from scratch, using her logo and colors, to create the forms.  We worked for a while on this and did not get very much accomplished.  Then, it hit me…TEMPLATES! I am a little embarrassed to say that I didn’t think of doing that first. They should take away my trainer badge some days!

I immediately opened the list of templates within Excel. We found some great invoices, receipts, statements, etc.  We were able to start with the forms she liked and then customize them to fit her logo, design, and contact information.  We also went into the Word templates and created a fax form (that she could use to fax from within her computer or print and use with her fax machine) and letterhead. She was delighted with the end results of our forms.

Next, I showed her how she could create labels with mail merge using Word and either her Contacts list, Excel spreadsheet list, or Access database table.  We also discussed how she could import and export data back and forth between the different Office applications.  She was excited at how many options there were. 

After creating the different forms, we decided to design a PowerPoint presentation for her to use in sales meetings with potential clients. I didn’t make the same mistake that I had with the forms.  We went straight to the templates this time.  I showed her the design slides that we could customize with her logo, colors and information.  She was glad that there were even some presentations with content for sales presentations to guide her.

If you own or are opening your own business, it would be well worth your time and money to invest in training.  A trainer could show you how to make your business operations work more efficiently by using Microsoft Office effectively. I definitely believe that it is better not to re-invent the wheel when you could save time by customizing templates that others have willingly shared.