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Executive Summary Template for Proposal

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

The template contains a particular design, style, layout and, occasionally, text and fields that are common to every use of that template. Some templates are so complete (for instance, business cards), you merely have to change the individual’s name, contact number, and email address. Others, such as business reports or brochures, could demand that everything is changed except the design and layout.
As soon as you create a template, you may use it repeatedly. Bear in mind that while you start a template to initiate a project, you save the project as another file type, such as the basic .docx Word format, such as editing, printing, sharing, and more. The template file stays the same, unless or until you wish to change it (more on this later).

Custom templates can be as straightforward or complicated as needed. For example, you may create a template for your organization’s newsletter, posters for a conference, or invitations for corporate occasions. You can also create interactive templates to load the Intranet, so others may fill in the blanks to publish their own envelopes and letterhead, for instance.

To begin with, create a document–layout and format it, add images and photographs. If it’s interactive, then pick Controls from the Developer tab and create custom input fields for user interaction.

Some templates use interactive controls for user input. By way of 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’s your assistant’s job to email the date, time, location, speakers, topics, and the agenda to every attendee. Instead of having that person retype the information at a normal template, you can make a template in which options can be selected from a listing.

Templates let you configure all of the relevant settings you want pre-applied to documents–page layout, styles, formatting, tabs, boilerplate text, etc. You may then easily create a new file based on that template.

When you save a document as a template, then you can then use that template to create new files. Those new documents include all the text (and images, and other content) that the template contains. They also have the same page design settings, segments, and styles as the template. Templates can save you a lot of time when you are creating numerous documents which have to get a consistent layout, format, and some boilerplate text.

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