1 Microsoft Word 2010
Lecture Plan: Microsoft Office 2010
Microsoft Word 2010
Lesson 6: Word Templates
Learning Goals
The goal of this lesson is for the students to successfully create and work with
templates. The student will create a new document using a Word Template,
modify template elements, create a custom template and work with a custom
template.
Learning Objectives
On completion of this lesson, students will be able to do the following:
 Understanding templates
 Create a new document from a template
 Working with template elements
 Create a custom template
 Using a custom template
Lesson Notes
To effectively teach students how to use Microsoft Office Word 2010, show
examples of the following documents that incorporate the tasks discussed in
the lesson.
 Memos
 Faxes
 Letters
 Charts
 Newsletters
Lesson Introduction
Give examples of a situation where the use a template would save time and be
more productive. Point out that a template may also be referred to as a boiler
plate in other literature. A template should be thought of as a pattern for a
series of similar documents. Explain that some templates are available in Word
2010 and custom templates may be saved in the templates folder.
Lesson 6: Word Templates 2
Understanding Templates
Instructors should do the following:



Define the term template.
Describe how templates are used in Microsoft Word 2010 and the
differences in a template and a document.
Explain the difference in a .dotx and a .dotm file.
Create a New Document from a Template
Instructors should do the following:




Demonstrate
Demonstrate
area.
Demonstrate
Online.
Demonstrate
how to create a new document from a template.
how to find Word templates from the New File Information
how to search for Word templates from Microsoft Office
how to download a template from Microsoft Office Online.
Working with Template Elements
Instructors should do the following:



Describe how placeholders and samples text are used in templates.
Define Content Controls that are found in templates.
Demonstrate how to enter data into a placeholder and how to use
content controls.
Create a Custom Template
Instructors should do the following:




Explain that Word 2010 enables the user to create custom templates.
Remind students of some important questions to answer prior to creating
a template:
o Determine the intended audience
o Create templates that are easy to use.
o Ensure that the template is technically accurate. ( i.e. correct
calculations and functional macros)
o Meets editorial standards by having correct spelling, grammar,
punctuation, and mechanics.
Demonstrate how to create a template from a new blank document.
Explain that saving the template in the default template location will
enable the template to be applied after a new document is opened.
3 Microsoft Word 2010

Explain and demonstrate the ability to protect a template from user
changes.
Alternative Methods:
Explain that previously created documents may be saved as a template as well.
Using a Custom Template
Instructors should do the following:




Demonstrate how to open a custom template as a document.
Demonstrate how to enter text into a document created from a template.
Explain that templates can be customized.
Demonstrate how to customize a template.
Lesson Quiz
True/False
1. When you create a document from a template, you must use all of the
elements that come with the template.
2. Unlike other templates, the Normal Document template does not have
any text or graphics that are present.
3. Content controls are present in templates and allow the user to replace
them with appropriate text.
4. The file extension used for Word 2010 templates is .dot.
5. Microsoft Office Online provides most kinds of templates that may be
downloaded for a small fee.
Multiple Choice
1. A _____ is a file that is a starting point for creating other files without
recreating formatting or common text.
a. Theme
b. Template
c. Form
d. Style
2. To find a custom template in the Templates Area when opening a new
document, the template must be stored in _____.
a. Windows Images
b. Microsoft Office
c. My Templates
d. My Documents
3. A templates consists of which of the following?
a. Various Fonts
Lesson 6: Word Templates 4
b. Margins
c. Styles
d. All of the above
4. _____ may be added to a template to prevent other users from modifying
the contents.
a. Protection
b. A Password
c. Text Encoding
d. Both A and B
5. A template that contains macros should be saved with the _____
extension.
a. .dotm
b. .dotx
c. .mac
d. .dom
Quiz Answers:
True/False
1.
2.
3.
4.
5.
False, templates may be modified.
True
True
False, the Word 2010 Document Template file extension is .dotx
False, templates may be downloaded at no charge from Microsoft Office
Online.
Multiple Choice
1.
2.
3.
4.
5.
B (Template)
C (My Templates)
D (All of the Above)
D (Both A and B)
A (.dotm)
Class Projects
The class projects provide the student with the opportunity to practice skills
that were taught in the lesson. The projects may be utilized as class,
individual, or assessment activities. Completion of projects helps provide
lesson reinforcement and verification of skill mastery.
Data files to accompany the project are found in the student data files. Each
project may be verified for accuracy using the annotated project answer keys
found in the instructor’s resource files.
Hands-On Projects
5 Microsoft Word 2010
Lesson 6—Exercise 1
Recently, Webster Property Management Supplies collected bids from potential
suppliers for a new line of products. Since you serve as the company Purchase
Agent, you need to notify the suppliers of the bid acceptance. In order to
increase the productivity of this task, you decide to create a template to use for
the correspondence. Print the file lesson6ex1 to serve as a guide for creating
the letter template. The letter template should include the following:
1. Create a bid acceptance letter using the handout provided.
2. The letter date should be inserted as long date style, automatically
updating.
3. Document margins are set to 1 inch.
4. Type the letter providing bracket areas for data to be inserted.
5. Save as a template in the Lesson 6 Word folder and save the document
as lesson6ex1Acomplete.
6. Open the letter template as a document and create the acceptance letter
for the following company:
a. Jack Bell, Bell Distribution, 234 North Main Street, Savannah,
Georgia, 34156, (date of bid) June 2, 2010.
7. Save the completed menu in the Lesson 6 Word folder and save the
document as lesson6ex1Bcomplete.
Lesson 6—Project 1
Kevin Patrick, owner of Kevin’s Blue Ribbon Café, has contracted with you to
create a weekly menu for his lunch specials. In order to save time and preserve
the agreed upon format, you determine that it is best to create a document
template for the menu. Print the file lesson6project1 to serve as a sample for
developing a menu template that is similar in appearance. The template should
include the following elements:
1. Create the restaurant menu template using the handout provided.
2. Insert Shapes for each area of the menu, Starters, Main Courses, and
Desserts.
3. Ensure that each shape is large enough to contain at least 5 items.
4. Save as a template in the Lesson 6 Word folder and save the document
as lesson6project1Acomplete.
Lesson 6: Word Templates 6
5. Open the template as a document and enter the following menu items:
Starters
Main Course
Desserts
Boneless Wings, 4.99
Hot Chicken Salad,
Homemade ice cream, 2.99
8.99
Cheese Sticks, 3.99
BrickOven Pizza, 7.99
Apple Pie, 4.99
Veggie Sticks, 3.99
Pasta of the Day, 8.99 Fruit Cobbler, 4.99
Spinach Dip/Chips,
Grilled Chicken
Fresh Seasonal Fruit with
3.99
Sandwich, 6.99
Yogurt, 4.99
Chips/Salsa, 2.99
Grilled Shrimp with
Chocolate Layer Cake, 4.99
Veggies, 8.99
6. Save the completed menu in the Lesson 6 Word folder and save the
document as lesson6project1Bcomplete.
Video and Training Resource Links
Microsoft Office Online provides online training, demonstrations, and quizzes
that include detailed explanations, preferred methods, and lesson tutorials for
each Microsoft Office program. These resources are suggested to engage
students in hands-on experience, self-paced lesson participation, and lesson
reinforcement.
Microsoft Office Online Help
Microsoft Office Online provides access to help using the latest information
available from Microsoft. Each Microsoft Office program has its own help
resource list and step-by-step instructions that can be accessed by searching
for a specific subject or command.