This part is easy but can be time-consuming. If the style says Normal or anything other than Header 1, Header 2, etc. Click on it once and look at the top banner in Word. You can quickly tell by finding text that looks like a header. If you are modifying an existing document to create your job aid, you’ll find that many people don’t use header styles. This will become absolutely critical in step 3. This may work fine for looking at a document that is printed, but it doesn’t tell Word what you mean by that header. Many people will organize a document in an outline or will simple bold a phrase to make it the header. If you haven’t done this before, you’re missing a powerful tool. If you are creating a new resource, begin by organizing your content using Headers. If you are using an existing doc, you will want to pay close attention to how the formatting was done. For example, if you have an existing Word document that lists 40 FAQs, you can build it into a more usable and useful resource for customer service or sales teams.
The important thing is that you can do this with a new or existing document. You don’t need a Microsoft Word job aid template.
If you’re curious about how to turn a Word document into a dynamic job aid with hyperlinks to the information you’re needing, it’s a fairly easy process. Steps to Create Your Own Microsoft Word Job Aid Template With Microsoft Word, you can quickly and easily build a job aid that is easy to create, easy to use, and maybe most importantly, easy to update. (Important Note: You can apply these same practices and get some additional benefits by using Google Docs.) There is nothing wrong with these systems, but if you need an answer today to make a difference in job performance, you should consider a tool that you likely use every day, Microsoft Word. You might be tempted to seek out templates or powerful tools that create systems for customer service agents. When you see that teams need to be able to quickly access bits and pieces of information from an enormous catalog of information, you may need a job aid. Some argue that the elearning on the LMS should solve the problem. Others say that the answers are in the memo or PowerPoint deck the company distributed. Some members of the leadership team say it is a training issue. You hear that a manager is struggling because their staff is overwhelmed by information and can’t find the right process or answer to a customer’s questions. You may not be expected to know every technical detail of your product, but you should know how to find the information for a customer or prospect.