Checklist: Planning a Document

  • Determine your document’s purpose.
  • Plan your document’s design to support this purpose.
  • Identify your document’s audience.
  • Identify your audience’s expectations.
  • Decide what format your document will require (include layout, margins, line spacing, font styles, etc.).
  • Decide whether or not visuals will be helpful to include in your document. If you decide to use visuals, determine what kind of visual would be most useful.

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Checklist: Planning a Document by Robin Jeffrey is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.