What to change
Describe the contents and intended reader before the download. Use a short task-based summary that helps people choose the right material without recreating the whole document.
A worked example
Illustrative example
A care setting's pack description says it covers arranging a visit, room options and the enquiry process. A separate arrival page remains available for someone who only needs directions.
Put it into practice
Ask the team whether every reader needs the whole pack or only a particular section. This can make the download invitation more helpful without hiding useful detail from people who want to read further.
Show the main section names beside the download where useful. This lets someone recognise whether the pack answers their question before opening a long document on a small screen.
What to agree before publishing
Introduce the pack with the main subjects it covers and the task it supports. If visitors commonly need one section, make that section easier to find or offer a direct web explanation alongside the file. Ask someone unfamiliar with the pack to locate a practical instruction using its headings. A large document should not be introduced only by its page count or filename. People need to know why they would open it and what useful information they can expect inside.
How to check the result
A visitor can decide whether the pack is relevant before investing time in opening it.
A mistake to avoid
Do not call a document comprehensive when key fees, availability or practical arrangements are maintained elsewhere.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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