In the previous post we used distinctively formatted labels to organize the content in a master ‘Content Library’ document. In this post we will look at some sample Main Category and Subcategory structures for a cross section of industries.
These samples are for illustration only. You understand your own content and needs much better than we could. But if you notice any obvious mistakes or omissions or have a sample library structure that you would like to share, by all means send it our way and we will include it in a future post.
In this post we look at samples from the following industries:
- Asset Management
- Money Management
- Retirement Services
- Health Care
- Technology (Software and Hardware)
- Employment Law
Asset Management
Firm InformationAssets Under ManagementBackgroundBusiness Policies and PhilosophiesExpertiseFinancials and InsuranceLegal and ComplianceProfessional StaffSystemsClient ServicingAdministrationCommunication and ReviewsEducationReportingTraining | Product NameCharacteristicsClient InformationComposite and BenchmarkFees and MinimumsGuidelines and ObjectivesManagement TeamPerformancePhilosophy and ProcessProduct OverviewResearch and AnalysisTrading Capabilities |
Money Management
Firm InformationAssets Under ManagementBackgroundBusiness Policies and PhilosophiesClient ServicingFinancial and InsuranceExpertiseLegal and ComplianceManagement and StaffIT Information | Product NameCharacteristicsClient InformationPerformance and BenchmarkFees and MinimumsGuidelines and ObjectivesManagement TeamPhilosophy and ProcessProduct OverviewResearch and AnalysisTrading Capabilities |
Retirement Services
Firm InformationBackgroundBusiness Policies and PhilosophiesExpertiseFinancialLegal and InsuranceLists of ServicesQuality and DiversityReferences Client ListStatisticsStaff InformationBiographies – BrokersBiographies – by Branch LocationsTrainingCommunication-ParticipantConfirmations and StatementsEnrollmentOngoingCommunication-Plan SponsorConfirmations and StatementsOngoingInvestment ServicesCompany StockFeesFund DescriptionsManager BiographiesPhilosophy and ProcessQuantitative InformationReportingSchwab SDATransferred AssetsPerformanceCollective TrustFixed Stable AccountsMutual FundsVariable Annuities | Fees and ExpensesCorporate FeesNFP FeesRecordkeepingAccountingBackgroundContributionsConversionData TransmissionDistributionsEdit Audit ProcessEmployer StockLoansNQDCQDROsReportsService Standards ResultsTax ReportingTransfersValuationWithdrawalsTechnicalComplianceDocuments FilingMEA CalculationsTestingTrusteeAdministrationClient ServicesComplianceReportsManagement and StaffSystemsData FormatDisaster Recovery ArchivingEnhancements Capital CommitmentHardware SoftwareInformation AccessSecurity |
Health Care
Firm InformationAwards and Accreditations BackgroundBusiness Policies and Philosophies ExpertiseFinancialIT InformationLegal and InsuranceLegislationMarketingMembershipManagement and StaffService Area
Account and Benefit AdministrationBilling and FundingCertificate of CoverageEnrollment and Eligibility GuidelinesImplementationOut-of-NetworkPerformance GuaranteesProduct OverviewsReportingRidersSystem AbilitiesUnderwritingClaims AdministrationAuditsClaims ProcessingCoordination of Benefits/Recovery Measures and StandardsPayment ProceduresStaff and AdministrationSystem Abilities | Member ServiceGeneral Service Information Grievance and Appeals ProceduresMeasures and StandardsReportingStaff and AdministrationProvider InformationAlternative ProvidersAncillary Providers/ServicesContracting and ReimbursementCredentialing and RecredentialingHospitalsNetwork AdministrationPrimary Care PhysiciansSpecialty Care PhysiciansProvider EducationProvider TurnoverReferral ProcessQuality ManagementAccess StandardsCase StudiesClinical Guidelines/ProtocolsDisease ManagementHealth EducationHEDISPreventive/WellnessProgram OverviewQuality ImprovementQuality IndicatorsSpecial ProgramsUtilization ManagementCase ManagementMeasures and StandardsProgram OverviewStaff and AdministrationTransplants | Behavioral HealthAccessEmployee Assistance ProgramMedical ManagementNetworkOverviewReportingStaff and AdministrationPrescription Drug ProgramAccount AdministrationBenefitsCustomer ServiceFormularyMail Order ProgramMedical ManagementNetworkReportingMedicaidAccount AdministrationBenefitsClaimsCustomer ServiceMedical ManagementNetworkReportingMedicareAccount AdministrationBenefitsClaimsCustomer ServiceMedical ManagementNetworkReporting |
Technology: Software and Hardware
Firm InformationAwards and RecognitionBackgroundBusiness Policies and PhilosophiesExpertiseFinancialFuture PlansLegal and InsuranceManagement and StaffPartnerships and AlliancesIT InformationContractual InformationAgreements and ContractsDeliveryLicensing and PricingReleases and UpdatesWarrantyClient InformationCase StudiesReferencesStatisticsTestimonials and Analyst QuotesUser Groups and ConferencesProposal ComponentsCover LettersCover PagesExecutive SummariesGraphicsStatements of WorkTemplates | Core Product TechnologyProduct and Solution OverviewsArchitectureClient and ServerHardware RequirementsSoftware RequirementsSecurityDevelopmentQuality AssuranceComplianceResearch and DevelopmentScalability and PerformanceRoad MapProduct FunctionalityAccessibilityApplication DescriptionCommunicationsImport and ExportInstallationReportingUser InterfaceServicesImplementationConsultingCustom DevelopmentDocumentationMaintenance and SupportService and Solution OverviewsTraining |
Employment Law
Firm InformationAdministrationBackgroundClient ServiceDiversityFinancialInsuranceLitigationPoliciesTechnologyVenuesBiographiesAttorneysStaffClientsConstructionEducationEnergyEntertainmentGroceryHealthHi TechHospitalityInsuranceOutdoor MediaPrintingPublicTemp ServiceTop 50TransportationUtilitiesFeesAlternativesBillingCreditsDiscountedFlat FeesHourlyLitigation BudgetsPoliciesTelephone Advice | Law AreasClass ActionDiscrimination /HarassmentEEOCERISAGeneralInsuranceInternationalLaborLitigationOSHAPublicLettersFollow-upIntroductoryStatusWelcomeOfficesAll LocationsCaliforniaSeattlePublicationsArticlesLogoReferencesAttorneyLaw AreaTrainingBackgroundFeesDiversitySex HarassmentSections of RFPContentsCover LetterOverviewSignatureTitle Page |
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