Overview
Purpose
- Centralize branded templates for recurring communications.
- Maintain compliant language and accessibility-friendly formatting.
- Provide both editable and PDF-ready versions.
Quality checklist
Ready-to-send
- Include logo, contact details, and disclaimers.
- Offer plain language options where appropriate.
- Version templates with dates and owners.
- Note when to customize versus keep standard.
What to include
Use these pieces to keep the pro templates packet complete.
Core documents
Build the file
- Letterhead and cover templates.
- Statement of loss and summary templates.
- General notice and acknowledgement templates.
Supporting proof
Evidence to attach
- Style guide and tone references.
- Signature blocks for the team.
- Usage instructions and approval steps.
Delivery notes
Keep it moving
- Store master files read-only; distribute copies for use.
- Provide fillable PDFs alongside editable originals.
- Retire outdated versions promptly.