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Nov 2, 2023 · Learn how to create a quick-reference guide for your product or service using Snagit templates and screenshots. Find out the benefits, types, and elements of a quick-reference guide and see examples.
- Marketing Content Strategist
- Techsmith
- Step 1: Understand The Audience
- Step 2: Gather Information to Be Presented
- Step 3: Categorize The Information
- Step 4: Research How Others Solved The Problem
- Step 5: Sketch and Conceptualize Ideas
- Step 6: Select Icons to Represent Categories
- Step 7: Transfer Sketches to A Graphic Program
- Step 8: Review with Client and Select One Design
- Step 9: Improve The Design Through Revision Cycles
- Step 10: Quality Check and Finalize
- GeneratedCaptionsTabForHeroSec
Understanding and empathizing with the audience is now standard advice for a reason. Prior to embarking on a design, I need to know why the reference card will help members of the audience. I need to know its purpose and how they will use it. It helps to gather use cases or imagine them—what are examples of situations when a person will use this re...
In this case, I had to gather the different aspects of the curriculum to include in the card. As is typical, it was somewhat in flux, but this was an easy step.
Do you find that your instructional design brain can’t help but categorize information? Mine too. By categorizing content, things begin to take shape. I know how many elements I’m working with and the dimensions of information that I need to include. In the fictitious example I will show here, I need to lay out four weeks of curriculum. The dimensi...
Before I sketch, I like to research how others have designed quick reference cards. There is no reason to reinvent a solution that someone has already figured out. Although I didn’t expect to find something that would work for my unique situation, I find many advantages to researching other designs: 1. I can see what works and what doesn’t 2. Viewi...
Now it’s time for that sketch book and pencil. I like to let the free flow of ideas take over, without being judgmental at first. I think about what type of chart or diagram will best fit the problem? Over time, I start to sketch for the most difficult scenario. For example, if one section of the curriculum has eight elements and another has four, ...
I used nounproject.com for icons. Other sites that have a good selection of vector icons are iconfinder.com and istockphoto.com. By downloading them in an SVG or EPS format, I was able to customize them with a vector graphic program. If customization isn’t important, then finding icons in a PNG (bitmap) format will also work.
I created a portion of each reference card design in Adobe Illustrator. These were rough prototypes. Decent enough to understand but without spending too much time to get things perfect. During the process, I kept accessibility in mind. Although I used a different color to show the relationship between elements within each week, I also drew a recta...
Upon review and discussion, we all settled on one approach. The selected design left room for adding a few other elements if they were ever needed. The design compartmentalized each section of the curriculum in an easy-to-read layout.
You’ve been through this a million times so, no need to explain. I would like to note that the feedback I receive from users is always immensely helpful and what I really care about. Positive feedback validates the design, requests to modify a design helps to improve it. There’s no way to lose with user feedback throughout any design process.
During the finalize step, I conducted a thorough QA check. By reducing the view in Illustrator to see the entire page, I was able to find and correct alignment and layout inconsistencies. By magnifying the design in Illustrator, I was able to find and correct typos and to fix small details. The final output was a PDF format. Below is a sample quick...
Learn the steps and tips to create a concise and effective quick reference card for your audience. See an example of a fictitious visual design curriculum and download a template.
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Dec 29, 2023 · Why is it Important to Have a Quick Reference Guide? 8 Best Practices for Creating a Quick Reference Guide; Top 6 Tools to Create a Reference Guide; Start Building Your Reference Guide Today!
Lauren Funaro. August 4, 2022. 8. min read. Updated. January 8, 2024. Replace long and endless product manuals with quick reference guides and create user delight. Learn how to create quick reference guides and get a free template. Most companies drop the ball when it comes to product manuals.
Mar 21, 2024 · Failing to understand your audience can result in a guide that's not relatable or useful. An effective quick reference guide is simple and helps a user achieve what they set out to do. For quick reference guides that are helpful, engaging, and easy to use: Conduct research through surveys, interviews, and feedback to understand your audience's ...
![How to Create & Use Quick Reference Guides [Free Template Inside] | Scribe](https://images.search.yahoo.com/search/images?p=quick+reference+card+template&ei=UTF-8&age=1d&th=110&tw=89.6&imgurl=https%3A%2F%2Fassets-global.website-files.com%2F616225f979e8e45b97acbea0%2F62ec22515b3f76f0ae825bb0_Quick%2520Reference%2520Guide%2520Template.png&rurl=https%3A%2F%2Fscribehow.com%2Flibrary%2Fquick-reference-guide-template&size=147KB&name=How+to+Create+%26+Use+Quick+Reference+Guides+%5BFree+Template+Inside%5D+%7C+Scribe&oid=2&h=582&w=474&turl=https%3A%2F%2Ftse1.mm.bing.net%2Fth%3Fid%3DOIP.SppBUZSvS8wSLfpSpeSj-QAAAA%26pid%3DApi%26rs%3D1%26c%3D1%26qlt%3D95%26w%3D89%26h%3D110&tt=How+to+Create+%26+Use+Quick+Reference+Guides+%5BFree+Template+Inside%5D+%7C+Scribe&sigr=imIdK_k.MKUO&sigit=95vguI4xOTo1&sigi=3SjV94h7GI9Y&sign=wBI3Rq_RIIu0&sigt=wBI3Rq_RIIu0 "How to Create & Use Quick Reference Guides [Free Template Inside] | Scribe")
