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Last Modified 062714
LifePlan & StratOp Style Guide
Introduction This document serves as the standard styles for customized StratOp and Lifeplan documents. The intent of this document is to provide consistency between each customized document. Each StratOp(SO) and Lifeplan (LP)document may look differently based on the facilitator and the client, but the standard flow of the templates should be used as the guide to document flow.
Naming Convention The StratOp and LifePlan each have a “starting point” template that can be used to transcribe a customized StratOp and LifePlan. Each template document has a date in the file name to communicate the last modified date of that specific template. EXAMPLE: LifePlan 6.27.14 This date can be removed from the file name once transcribing has started. Each file name should start with the client’s name/company/title followed by the document type. EXAMPLE: Kim Edmond LifePlan.doc or Kim Edmond LifePlan POAP.doc
Note: There should be no space within the word “LifePlan” or “StratOp” and the P and O within those words should be capitalized.
Document Titles LifePlan LifePlan POAP StratOp StratOp POAP
Margins Each LifePlan and StratOp have the same standard margins, and in the templates they are set at:
Top, Bottom, Left, Right, Gutter 0.5” Header and Footer set at 0.3”
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Cover Page The LifePlan and StratOp each have cover pages customized to their color scheme.
Life Plan Cover Page StratOp Cover Page Name – 80pt, calibri Date – 36pt Calibri Logo – Bottom aligned &“lifeplan” word centered
Name – 55pt, Calibri (In Blue Box) Place – 26pt (if applicable) Date – 36pt Logo – Bottom aligned & “stratop” word centered
Font All documents: LP, LP POAP, SO, SO POAP must use the standard Calibri font throughout each document.
Header levels Header 1 – 36pt (This style has been created in each template.) Centered, Space After 18pt, Page Break Before, Level 1 Style Top Table Row – Font 26pt, centered, Smaller Headers 18pts EXAMPLE:
Graphs SmartArt is typically used a couple of times within the LP, SO, or their POAP documents.
EXAMPLE: Replenishment Cycle, Value Building Cycle, W.I.N. wheel,
Within each graph the “same level” must have the same size font and same image size.
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Tables Tables are a regularly used feature within LifePlan’s and StratOp’s. They MUST be consistent within the entire document.
LP’s and SO’s have different color schemes. LP’s have two shades of gray as the accent color & SO’s have two shades of blue as the accent color. AFTER content has been added each table should be expanded to fit on the entire page.
Note: Tables should NOT be broken up over two pages. (Within table properties uncheck “Allow row to break across pages” AND insert a page break before the table/applicable section.)
Life Plan Colors StratOp Colors
Both the LP and SO tables must have a 3pt outside border as well as a header(top row).
Thick Boarders – 3pts Dark Gray – “Background 1-‐ 50%” (use white font) Light Gray – “Background 1 -‐ 15%” (use black font)
Outline 3pt border and bottom of top row Darker Blue – “Text 2 – Lighter 40%”(use white font) Lighter Blue – “Text 2 – Lighter 80%” (use black font)