We will be storing our reusable content in a single Word document. You may want to split your content into separate documents depending on the amount of content you have. Everything we discuss in this post can be easily applied to additional ‘master’ documents.
We will be using 4 basic elements to organize our content:
- Main Categories
- Subcategories
- Names
- Descriptions
Every block of reusable content will be assigned each of these 4 elements.
The first thing to sort out is the overall structure of your main categories and subcategories.
If you are basing your master document on a past proposal or questionnaire, you may be able to draw upon the typical structure of the proposal to guide the category structure.
If you have problems with designing the structure, start with subcategories and then group them into general categories later. (We will look at a number of examples in the next post.
For instance, for an Asset Management library, I might have ‘Firm Narratives’ as a main category and the following list as subcategories under it:
Firm Narratives
- Firm Contact Info
- Firm Overview
- History
- Ownership Incentives
- Staff
Under the subcategories I might have the following names representing blocks of content:
Firm Narratives
- Firm Contact Info
- Contact Information
- Worldwide Locations
- Firm Overview
- Investment Philosophy
- Investment Process
- History
- Long History
- Short History
- Ownership Incentives
- Incentive Packages
- Vacation Policy
- Staff
- Education
- Experience
- Key Investment Professionals
- Non-investment Professionals
- Team Tenure
- Total Number
I am going to pick an obvious color scheme that won’t ever appear in the content so I won’t accidentally copy and paste one of the labels along with the content. For instance:
You can use built-in styles or custom heading styles, just make sure that the heading level matches the level of the label:
- Develop a list of main categories and subcategories for your content
- Give each piece of content a name
- Add a description to your content if you think it will be helpful later
- Apply distinctive Heading styles 1-4 to the four elements organizing elements
Next: Sample Library Structures.