[CLI CK H ERE AND T YPE CO MPANY NAME]
PRO POS A L AN D
M A RKE TI N G PL A N
B LUE S KY ’ S B EST O PPORTUNITY
F OR E AST R EGION E XPANSION
PRO POSA L AND
MARKETING PLAN
B LUE S KY ’ S B EST O PPORTUNITY FOR E AST R EGION E XPANSION
H OW TO U S E T H I S R E P ORT T E M P L A T E
Change the information on the cover page to contain the information you would like. For the body of
your report, use Styles such as Heading 1-5, Body Text, Block Quotation, List Bullet, and List Number from
the Style control on the Formatting toolbar.
This report template is complete with Styles for a Table of Contents and an Index. From the Insert
menu, choose Index and Tables. Click on the tab you would like. Be sure to choose the Custom Format.
H OW TO M OD I F Y T H I S R E P O RT
TO CREATE YOUR OWN VERSION OF THIS TEMPLATE, select File New and choose this template. Be sure
to indicate "template" as the document type in the bottom right corner of the dialog. You will then be able to
make changes and save the template with a custom name.
1) Insert your company name and address in place of the text on the cover page by clicking
once and typing.
2) Choose File Save As. At the bottom of the menu, choose Document Template in the Save
File as Type: box. (The filename extension should change from .doc to .dot.) Save the file
under a new name to protect the original version, or use the same template name to replace
the existing version.
HOW TO CREATE A DOCUMENT
To create a report from your newly saved template, select File New to re-open your template as a
document. Assuming you followed the steps above, your company information should appear in place. Now,
type your report using Styles as needed.
HOW TO CREATE BULLETS AND NUMBERED LISTS
◼ To create a bulleted list like this, select one or more paragraphs and choose the List Bullet
style from the Style drop-down list.
◼ To create a numbered list like the numbered paragraphs above, select one or more
paragraphs and choose the List Number style from the Style drop-down list — Word will
automatically number the paragraphs for you.
2
This Style—the Block Quotation—can be used for quotes, notes or paragraphs of special interest. To use the
Block Quotation Style, highlight any paragraph and choose Block Quotation from the style drop-down list on
the Formatting toolbar.
M OR E T E M P L A T E T I P S
There are three ways to view the various style names of the template sample text:
1) In Normal view, choose Tools Options. Click the View tab. In the Style Area Width box,
dial up a number such as “1” and click OK. Observe the style name next to each paragraph;
or
2) In Page Layout view, click on any paragraph and view the style name on the Formatting
toolbar; or
3) From the Format menu choose Style Gallery. In the Preview section click on Style Samples.
HOW TO CREATE A TABLE
TO CREATE A TABLE, choose Insert Table from the Table menu. To have it look like the below table,
click Table AutoFormat on the Table menu, and then choose the Elegant format.
TO MODIFY AN EXISTING TABLE, such as the table below, position your cursor in any cell. To modify the
table, access the Table menu to select the desired action and/or result.
COMPETITOR RANKING CURRENT SHARE SHARE IN 3 YRS.
Largest competitor 50% 30%
Second largest competitor 25% 20%
Third largest competitor 15% 12%
◼ Table: Projected growth of competitors over 3 years.