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Documents and Formatting
(by Irina Mostovenko)
1
Why?
2
3
Agenda
1. Essentials (Content, Structure, Grammar)
2. Formatting !important
3. Spreadsheets
4. Emails
5. Attachments
6. Sharing
Content
4
- <any type>
- Who are my readers?
- What is my goal?
- Dummy vs for dummies
Structure
5
- Doc title, author, date, version
- Content table (if >= 5 pages), and update it
- Headings 1-3
- Section Titles
Grammar
6
- Short sentences
- Simple sentences
- Direct word order
- Grammarly
- Spelling check
- Grammar reference forums
- gSuite in English
7
1. WHO did the action? (e.g., I) (for the time
being, we will ignore the fact that a
sentence can start with a WHAT) - I
2. WHAT action did I do? - fixed
3. (I did the action to WHAT - if applicable;)
- some bugs
4. WHERE did I do the action? (there can be
up to 3 WHEREs, from Most Specific to
Most General) - in the last build in Kyiv
5. WHEN did I do the action? (there can be
up to 3 WHENs, from Most Specific to
Most General) - after stand-up yesterday
6. WHY did I do the action? - because they
were very urgent
Grammar
8
Use Templates
- Diversido Template gallery
- Your own templates, per type of the document
9
- Check font size, style, color, size, link styles, background
- Spaces - one space between words, no space before comma, etc
Unify It
10
Colors It Wisely
- Don't make people blind or mad.
- To make it important - USE SOMETHING ONE.
- If you can compare the values,
then Gradient colors,
else different colors but from the same pallet.
- If the paragraph >= 3-5 pages, then use a page-break.
- If you used it once (i.e. for Heading 1), then use a page-break for
all paragraphs of the same level (H1).
- If you used a page-break for Heading 2, then use it for the upper
heading too (H1).
- NEVER use [spaces] and [returns] to move content to a new page.
11
Break the Page
12
- Avoid leaving <= 1 sentence of paragraph on a new page
- Don't leave < 1 word on a new line (i.e. in spreadsheets, tables)
- Don't separate the graph, image, table from their title or legend
Avoid Loneliness
13
If the items are ordered,
or show the priorities,
or might need to be referred by number,
then numbers (like we have for the flow, STR),
else bullets
+ avoid having > 3 inner levels
Lists
If the address makes sense,
then show it as it is (https://siteaddress/profile),
else shorten it (bit.ly, etc).
+ Don't hide the link under "click here"
14
Links
Insert Spreadsheets in Doc when,
- the data is dynamic
- you need charts based on that data
- there are formulas
else use lists
+ Avoid using tables
15
(no) Tables in Doc
- Use Templates
- Alignment in the fields
- Size and font
- Group columns/rows and hide
- Name the tabs better than that Sheet1, Sheet2, NewSheet
- Freeze the headers
- Vertical vs Horizontal - more useful info should fit at once on the screen
16
Spreadsheets
- The email client you use is not the only one :)
- Simple-to-NO-formatting in the emails (bold, caps, red color, lists)
- When copying from other place into email, first remove formatting and
then format it anew
- Ctrl+A - apply font style and size, color.
17
Emails
18
Emails
- PDF - if the recipient suppose to read it only
- Link to the file on GDrive - if the recipient suppose to edit, comment it
- No .doc, .xls, .ppt, other formats
19
Attachments
- Can share, to Diversido project group email
- Then to specific Diversido email address
- Then anyone with a link in Diversido
- To Client email addresses
- NEVER share on web, or to "anyone with a link"
- Give min-needed access
- Double check when changing access to the folder, or moving files
between folders
20
Sharing
21
Thank You!

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Documents and formatting

  • 1. Documents and Formatting (by Irina Mostovenko) 1
  • 3. 3 Agenda 1. Essentials (Content, Structure, Grammar) 2. Formatting !important 3. Spreadsheets 4. Emails 5. Attachments 6. Sharing
  • 4. Content 4 - <any type> - Who are my readers? - What is my goal? - Dummy vs for dummies
  • 5. Structure 5 - Doc title, author, date, version - Content table (if >= 5 pages), and update it - Headings 1-3 - Section Titles
  • 6. Grammar 6 - Short sentences - Simple sentences - Direct word order - Grammarly - Spelling check - Grammar reference forums - gSuite in English
  • 7. 7 1. WHO did the action? (e.g., I) (for the time being, we will ignore the fact that a sentence can start with a WHAT) - I 2. WHAT action did I do? - fixed 3. (I did the action to WHAT - if applicable;) - some bugs 4. WHERE did I do the action? (there can be up to 3 WHEREs, from Most Specific to Most General) - in the last build in Kyiv 5. WHEN did I do the action? (there can be up to 3 WHENs, from Most Specific to Most General) - after stand-up yesterday 6. WHY did I do the action? - because they were very urgent Grammar
  • 8. 8 Use Templates - Diversido Template gallery - Your own templates, per type of the document
  • 9. 9 - Check font size, style, color, size, link styles, background - Spaces - one space between words, no space before comma, etc Unify It
  • 10. 10 Colors It Wisely - Don't make people blind or mad. - To make it important - USE SOMETHING ONE. - If you can compare the values, then Gradient colors, else different colors but from the same pallet.
  • 11. - If the paragraph >= 3-5 pages, then use a page-break. - If you used it once (i.e. for Heading 1), then use a page-break for all paragraphs of the same level (H1). - If you used a page-break for Heading 2, then use it for the upper heading too (H1). - NEVER use [spaces] and [returns] to move content to a new page. 11 Break the Page
  • 12. 12 - Avoid leaving <= 1 sentence of paragraph on a new page - Don't leave < 1 word on a new line (i.e. in spreadsheets, tables) - Don't separate the graph, image, table from their title or legend Avoid Loneliness
  • 13. 13 If the items are ordered, or show the priorities, or might need to be referred by number, then numbers (like we have for the flow, STR), else bullets + avoid having > 3 inner levels Lists
  • 14. If the address makes sense, then show it as it is (https://siteaddress/profile), else shorten it (bit.ly, etc). + Don't hide the link under "click here" 14 Links
  • 15. Insert Spreadsheets in Doc when, - the data is dynamic - you need charts based on that data - there are formulas else use lists + Avoid using tables 15 (no) Tables in Doc
  • 16. - Use Templates - Alignment in the fields - Size and font - Group columns/rows and hide - Name the tabs better than that Sheet1, Sheet2, NewSheet - Freeze the headers - Vertical vs Horizontal - more useful info should fit at once on the screen 16 Spreadsheets
  • 17. - The email client you use is not the only one :) - Simple-to-NO-formatting in the emails (bold, caps, red color, lists) - When copying from other place into email, first remove formatting and then format it anew - Ctrl+A - apply font style and size, color. 17 Emails
  • 19. - PDF - if the recipient suppose to read it only - Link to the file on GDrive - if the recipient suppose to edit, comment it - No .doc, .xls, .ppt, other formats 19 Attachments
  • 20. - Can share, to Diversido project group email - Then to specific Diversido email address - Then anyone with a link in Diversido - To Client email addresses - NEVER share on web, or to "anyone with a link" - Give min-needed access - Double check when changing access to the folder, or moving files between folders 20 Sharing

Editor's Notes

  1. 1.4 - you won't become less smart, but you will be out of context - (if i see this doc in 2 years, will it be clear to me?) 2.3. Avoid the only heading of specific level. If so, highlight it in bold
  2. File vs Doc title - include Project name Updated when - with what - highlight in yellow Add - draft, final, or version-1, add INTERNAL
  3. The look of the document should help to get the information not destruct
  4. Esp when copied
  5. Colors and accents - gradients when it is scale that can be compared (show how to), different color when it is not (but in the same pallet, ) font color over the background color Light backround color, dark font color