Brand & design · Planning worksheet

Long healthcare documents: make navigation useful

Illustrative situation

A substantial information pack lacks a useful contents structure and readers abandon it before finding the right section.

The decision

Organise the document around reader tasks and provide navigation appropriate to its format. Consider whether shorter web content would serve some information better.

Rehearse this before accepting the change

Ask a reader to move between two related sections in the final file.

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

Measure failed attempts to locate important information.

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.

Healthcare brand design kit with identity studies, colour swatches and layout guidelines.
Define a coherent identity before producing the assets.
Healthcare brand consistency across a website, appointment card and information leaflet.
Carry the same verified message across print and digital.
Healthcare design review comparing page layouts with a grid, magnifying lens and checklist.
Review clarity and practical use before approval.

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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