Checklist to create business documents

1.       Research: Getting your stuff together. This eventually means researching and collecting all the necessary information which would be necessary in completion of the document.

a.       Understand your reader.

b.      Research on Internet.

c.       Research on Intranet.

d.      Discussion with Colleagues.

e.       Data Gathering.

f.        Create all the necessary tables, charts, diagrams etc. required for the document.

2.       Architecture: Create a layout.

a.       Select document type and cover page.

b.      Add Document title, logo, borders, shading, header, footer, page numbers disclaimer etc. (this could be achieved by using a template – built in or downloaded).

c.       Create multilevel list headings.

d.      Create your headings. Typing the titles or text of the headings.

e.       Add page breaks, wherever needed, between the heading titles. E.g. all heading 1 title to start on a new page.

3.       Draft: – Draft your thoughts.

a.       Fill in the placeholders of all the heading titles. I.e. adding content for all the section headings. This means adding actual data text what will be required for each heading title.

b.      Just type at this step, don’t think or improvise.

c.       Create a table of contents.

d.      Page Layout – Check alignments, margins etc.

4.       Proofread: This means editing and revisiting the document for corrections and modifications. Editing could be done in the following steps:

a. Online Editing:

i.      Check the document for appropriate page breaks paragraph breaks and line breaks.

ii.      Check the document for accuracy of headings.

iii.      Check the document for Font sizes, font face and font styles.

iv.      Check the document for missing or extra content.

v.      Check the document for grammar accuracy.

vi.      Check the document for English improvisation and word optimization.

vii.      Check for consistency of colors, shadings, borders in the content and in the diagrams.

b. Print Editing:

i.      Print the document.

ii.      Read the document, word by word for to check all the above points – Language accuracy, fonts, colors etc.

5. Finalize:

a.       Update the changes

b.      Update the table of contents.

c.       Convert to appropriate format. For e.g. if a document, convert to PDF.

d.      Save the template in the knowledge repository.


About mohitvalecha

Mohit is an optimistic day-dreamer and romancer who gave up his 11 year old software profession experience to build his dream in Creative Writing. He writes blogs, articles, reviews, children stories, fiction and non-fiction spirituality books to promote reading and provide a meaning to people’s lives. If he is not reading or writing, you would find him making mock, cock and all other kinds of tails or playing with his charming son Krishna. His life is a love triangle with three corners being Devi, Krishna and his Guru, Sirshree. Mohit’s passion is Meditation, Heal and Help people and play “Bhi ta!” (Another form of Hide-&-Seek) with Krishna.
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