Organize your Reporting with a Style Sheet Template

Organize your Reporting with a Style Sheet Template

Dudes, I know report writing is no small task. It takes lots of people working on different parts – sure. But so often I see reports that look like they’ve been Frankensteined: different fonts and colors in each section, barely stitched together into a cohesive whole. One way graphic designers keep a team on the same mental page is through the use of style sheets.

Style sheets dictate the way a report will look and feel, by specifying exact colors, fonts, font sizes, logos, etc. The most comprehensive style sheets I’ve seen even detail the type of imagery that will be used, so one person doesn’t get a photograph while another section author pastes in an illustration.

Here is the style sheet Chris Metzner developed for our work on the Potent Presentations Initiative:

style sheet for potent presentation initiative

You can see it lists the color codes for our exact shade of red. It contains the different versions of our logo. This style sheet was so handy because I only had to go to one place to grab what I needed to stay in line with our initiative branding.

Here’s another style sheet I made for my own workshop slides, which I knew I’d be working on over time:

style sheet for workshop slides

I was sure I’d never remember the precise size and position, for example, of where I placed images in my slides. A style sheet is the perfect place to keep track of those notes. And it ensures that my slides look consistent with one another, which reflects back on me and the quality of my work.

Usually, organizational style sheets are a bit lengthier than the one page examples I’m showing you here. For reporting, you’ll want to give examples of what headers should look like, how images should be placed, and how the written report and the accompanying slideshow will be coordinated.

What else should you include? Download my style sheet template in Word to see each of the sections you should think through and then fill in your own blanks.

Then distribute the completed document to everyone on your team to keep your look and feel consistent, polished, and professional.

Final note: Don’t worry if you have to make changes to the style sheet once you start to apply it to actual products. That’s life. It’s a work in progress.

I talk about style sheets in the last chapter of my just-published book, Presenting Data Effectively. Check it out! I’ll be talking about reports and slides more in depth in webinars over the next couple months. Get your team registered!

3 thoughts on “Organize your Reporting with a Style Sheet Template
  1. Ann Cisney-Booth says:

    Thanks for sharing! This will be really helpful as I continue to develop our departments style guide and reporting templates. Your new book has also been super helpful too.

  2. Eileen says:

    Hey Stephanie – I’m unable to access the above hyperlink for your word document (see below). Could you please inform me on how to get a hold of it? Loved your Boise presentation! Thanks!

    “What else should you include? Download my style sheet template in Word to see each of the sections you should think through and then fill in your own blanks.”

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A vegetarian restaurant consulting company called Not a Portobello.

RT @thismovedme: @EvergreenData really hits this one on the head. No pun intended.

RT @AnnKEmery: Ready to take your #dataviz skills to the next level? Join @evergreendata and I for a hands-on workshop in Chicago! http://t…

RT @KateHG4: Guidelines for Describing STEM images for Accessibility: #MW2015 #a11y

RT @KateHG4: Formatting MS word docs appropriately with headings etc means your PDFs will also be accessible to screen-readers. #MW2015 #a1

@DrHelenKara Racking up airline miles :) Next book is all on #dataviz & how to choose the right chart type. Can't wait to be at promo stage!

@DrHelenKara Congrats, that's a super fine time to be a writer (when the writing's done).

@DrHelenKara We can trade in April?

Really grateful for how the world agrees not to email me on my writing days.

RT @RadPresenters: Use completely blank slides for 100% attention. More tips like that from Rad Presenter @acotgreave