Brand & design · Planning worksheet

Dental brand templates: support reception work

Illustrative situation

A practice launches a new identity but staff continue using old letters because the new files are difficult to edit.

The decision

Provide templates for actual reception tasks and test them with the people who use them. Protect essential layout and factual elements while allowing necessary personalisation.

Rehearse this before accepting the change

Ask reception staff to create a fictional notice without designer assistance.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count template tasks requiring external help.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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