Tag Archives: Template

Updated – Business Case Templates & Writing Prompts for Novice Writers

Last week, I was teaching a group of business analysts how to rethink their approach to business case writing. It was a shortish course, so we zeroed on a few details. The aim was to give them enough guidance to feel confident when writing the next set documents, without being too prescriptive.
During the sessions, we identified three main problems when structuring the business case:

NEW – Business Architecture Document Template (MS Word)

If you’re involved in the developing the business case for a new project or looking for funding for a new product, you might find this template useful.
Use this 27-page MS Word Business Architecture Document template to serve as a blueprint outlining the structure, components, relationships, and processes of your organization’s business architecture. This MS Word template provides a detailed understanding of how your business operates, its objectives, strategies, functions, and capabilities.

How to Write a Business Case (with sample MS Template)

Hi, it’s Sean here at Klariti. if you’re looking for a detailed business case template, this MS Word document will get you up and running. It includes pre-populated sections you use adopt for your project and writing guidelines to walk you through the document.

White Paper Template for Financial Services (MS Word)

What is a financial white paper? A white paper promotes a certain product, service, or methodology to influence current and prospective customer or investor decisions. Three main types of white papers include backgrounders, numbered lists, and problem/solution white papers. Source: Investopedia. Download this Financial White Paper template if you plan to write a white paper […]

4 Social Media Policies For Small Business

Now that business and Social Media are getting closer, we need to find ways to introduce Social Media policies so that employees understand what is expected of them when working on sites like Facebook and Twitter. 4 Social Media Policy guidelines To get your Social Media guidelines in place, follow these steps: These are four guidelines to […]

Annual Expense Report with conditional text settings on Excel spreadsheet

Combination of different conditional text settings Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

3 Social Media Policy Mistakes to Avoid

If you’re writing Social Media Policy Documents for LinkedIn, then you need to include guidelines that show staff how to interact with others so that they do not, by accident, cause any damage to the company. Social Media and LinkedIn LinkedIn is different than Facebook. It’s a professional network. People come here to do business […]

Annual Expense Report with Traffic Lights on Excel spreadsheet

Traffic lights on excel spreadsheet Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]

Annual Report spreadsheet with directional settings applied to data

Annual report spreadsheet with directional settings applied to data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]

Annual Expense Report with Data Bars – Excel

Annual report with data bars Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]

Annual Expense Report – Blended gradients chart data – Excel

Blended gradients applied to the charts Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report – Gradients applied to chart data – Excel

Gradients applied to the chart data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report – Conditional Text & Pie Chart – Excel

Annual expense report with conditional text and pie chart Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]