Triaster Stencil and Template - Agenda

Last Edited: November 21st, 2014
 
 Objective  To capture a design brief for your mapping stencil and template
 Takes Place

After the PIW, as soon as you are ready to move forward

 Attendees

Person responsible as agreed at the PIW

Marketing representative, but only if it is a requirement of your organisation

 Number of attendees  Up to two
 Prerequisites

Have attended:

 Length of call  Up to 1 hour
 Call set up  Triaster will send you to an outlook meeting invitation for the time agreed and our designer will call you on the telephone number supplied
 Triaster Consultant  Project Manager and Developer
 
Agenda item Details
 Introduction  
 General Information
 Minimum target Visio version What version of Visio is being used? Note that you cannot mix Visio 2007 and 2010 with Visio 2013 and 2016
 Feedback e-mail address Who should receive any feedback from your maps? Generally this goes to a distribution group.
 Template
Default page size What paper size would you like to map to?

A3, A4, Tabloid, Legal, Letter etc.
  Background image Would you like a watermark on your maps? If so please provide an image.
 Node
Title bar
  •  Would you like your title bar at the bottom or top of your map?
  • Would you like to add a logo? If so, would you like the image aligned left or right?
  • What size text and font would you like to use in the title bar?
  • Should this be aligned, left, right or centred?
 Would you like to identify risk within your process maps?  If so we will turn the risk legend on. 

If you don't want to use this we can either remove the functionality completely or just hide it so that it can be used in the future.
 Do you have a custom strapline which you would like to appear on each map?  Some customers like to add a strapline to add notes to the viewer, for example, the map contains confidential information.
 Are you happy for us to add the print statement text?  Default text: "Warning: Printed versions may be out of date. Check Process Library for current version"
 What properties would you like to capture in the version bar? 

Would you like these properties to be mandatory?
 Each customer has their own preference as to what information they would like to capture on each map. We would advise that you at least capture Process Owner, Author, and version.

We can set these properties to be mandatory. This means that if there are not completed, a warning triangle will appear.
 Mapping shapes
 Would you like to change the colour of your activities or deliverables? Our default is white for Activities and blue for deliverables, all with black borders. External deliverables are generally the same colour but with a dash line border.  
 What text size, font, and colour would you like us to use? We advise that you use a standard font across all shapes.  
 Would you like to use mandatory properties on any of your shapes? Most customers will add mandatory properties to Activities however you can add them to any shape.
 Custom shapes
 Would you like to add any custom icons?  Occasionally we find that customers would like additional buttons to represent links, for example to forms or documents.  
 Are there any other changes you would like to make?