Quote:
Originally Posted by shansen
How can I convince her that it is necessary to create an actual template file (.dot)?
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Whew. I know just how you feel, Shansen. I work with people who think using a letterhead template means opening a document called "letterhead template," deleting all the stuff they wrote last time, typing in the new stuff, and re-saving. And they can't figure out how to get the logo and tagline not to appear on the second page. I guess they write short letters. When I found out about this, I fixed the second-page header problem and thought about creating a
real letterhead template, but they're not into learning new ways to do things. So I didn't bother. Their system works for them, so I'm not gonna fix it.
I think you really want the new marketing person to understand that consistency will make things easier to edit and give a better impression. Your documents will look more professional. If everyone learned how to create documents based on a specific template (not just Normal), things would be simpler.
Suggestions:
Make a list of the pros and cons of using a template.
Among the cons, show the biggest inconsistencies/problems that come from using different templates.
Explain that some people customize their Normal template so when you send documents to their computers, docs appear different. (That's why we send things out as PDFs.)
Among the cons, acknowledge that people will have to learn something new and it may be frustrating and time-consuming until they learn it.
Add at some point that this will be a good job skill for people to learn.
Then say, "I just wanted to point this out to you so you could consider. If you want to use templates, I'm ready to help people make the transition."
And remember, the best way to convince someone is by listening. Really listening. Repeating what they've said so they know you listened and understood.
Then talking.
Good luck!
P.S. Thanks for introducing me to the banghead emoticon!