Learning for everyone Bespoke Business Documents Business Administration

Learning for everyone… Bespoke Business Documents Business Administration – L 3 Unit 3: Learning Outcome 3:

Learning for everyone… Aims and Objectives The aim of this learning programme is to help you understand how to create bespoke business documents. The objectives are to provide teaching and learning to enable you to develop sufficient knowledge levels and skills that will allow you to meet the required assessment criteria for this outcome. 3. 1 : 3. 5 Formal assessment of knowledge gained

Learning for everyone… Bespoke Business Documents Bespoke is a term used in the United Kingdom and elsewhere for an individually - or custom-made product or service. Bespoke documents could be: • Business Documents • Terms & Conditions • Address Labels • Invoices Can you think of any documents you may use that can be classed as Bespoke?

Learning for everyone… Characteristics of bespoke documents Typical bespoke documents will contain the following: • corporate/professional image; (Brand Image) • consistent house style • fit-for-purpose • appeal to potential customers • maintains reputation of organisation • Attractive to customers

Learning for everyone… Factors for Consideration Creating a unique document should always take into consideration: • Corporate factors: corporate/professional image; brand; use of text and non-text; legislation and regulation; clear brief; quality standards; design options • limits of authority and competence; proofreading; review and feedback from users and stakeholders; user guide and training where appropriate; document control. • presenting bespoke documents: accuracy (spelling, punctuation, grammar, quality of final document, meets specification and organisational standards); approval of final document

Learning for everyone… Factors for Consideration Creating a unique document should always take into consideration: • The requirements of the end user • Content and information shown in the document • Ease of use and ability to record information as required • Compatibility to software and systems • Ease of access and transfer – use of file paths or references.

Learning for everyone… Factors for Consideration – Legal Creating a unique document should always take into consideration: • The Copyright, Designs and Patents Act 1988 • http: //www. legislation. gov. uk/ukpga/1988/48/co ntents • Data Protection Act 1998 • http: //www. legislation. gov. uk/ukpga/1998/29/co ntents What information can and can not be recorded on documents that will be shared with others?

Learning for everyone… Bespoke Documents - Techniques When creating any bespoke documents, it is important to remember that we do not have to re-invent the wheel. • Are their similar formats in use that can be adopted? • What applications should the document hold, this may determine the software and resources used! • Providing design options: knowledge and application of legislation and regulations; appropriate document type; document size and style; combining information; accurate data input; image size and quality; format; appropriate use of naming conventions

Learning for everyone… Bespoke Documents - gain approval Methods for gaining approval: • face-to-face meetings; on-line meetings, conference calls; use of technology • sharing documents, editing documents, tracking changes to documents • Stages of approval: initial proposal; draft versions; edited versions; • agreement of changes; final approval