Factsheet templates: how to create them and their benefits

By Indeed Editorial Team

Published 6 April 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Companies use various methods to communicate ideas internally or to a broader audience about their initiatives and plans. One way they achieve this is by using factsheets. They can help you communicate ideas effectively in the work environment. In this article, we describe what factsheet templates are, highlight how to create them, outline what to consider when you create them, provide examples, teach you the best practices when creating them and explore the benefits of factsheets.

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What are factsheet templates?

Factsheet templates are a simple overview of important information about the organisation or start-up. They clearly and briefly present interesting information. The organisation can present a factsheet template on paper or digitally to inform people about the business, organisation, product, service, campaign, event or another topic.

How to create factsheet templates

You can follow these six steps to create a factsheet template:

1. Add a header

The header acts as the title of your factsheet and can vary depending on the context. For example, a header such as 'Product Factsheet' describes the organisation's product. To gain the audience's attention, you can add a bold heading along with a striking image.

2. Provide the organisation's description

The organisation can help readers identify it by including information such as its name and a brief description of what it does. You can also add some basic information such as the address and premises of the business, the number of employees in respective teams and the industry the organisation operates in. This information may allow the readers to contact the organisation to fulfil any call to action.

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3. Describe the organisation's goals

This section describes what the organisation hopes to achieve with a particular initiative. In a line or two, you can explain what the organisation stands for, why it exists and what its plans are for the future. This can also be an excellent place to add the organisation's slogan or motto.

4. Add an 'about the organisation' story

This section gives the reader the story behind the organisation or initiative. It helps the reader better understand the motivation behind a particular initiative. In this section, the organisation can also add details about the team that started the initiative, including their names and positions.

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5. Include accomplishments

This is a crucial part of the factsheet as it enhances the brand's public image. You may include significant milestones such as sales, expansion and funding rounds. You may choose to list all the major milestones using bullet points to make them easy to review. Some additional information to add to your factsheet includes:

  • core values

  • key metrics

  • customer segments

  • leadership

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6. Include references

At the bottom or margin of the factsheet, you can add various sources and references to support your information. This includes contact information for the various organisations that your business has collaborated with in certain projects. You can also add your organisation's contact information to give people a way to communicate with you.

What to consider when creating a factsheet template

Here are a few things to consider when you create a factsheet template:

Define the goals of the factsheet

There are various factsheets you can make to relay information and ideas. The goals can help you determine how to design it and how to organise information. For example, an organisation that is targeting a young audience may choose to use bold colours to attract a younger population.

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Have a diverse creative group

The organisation can create factsheets through a creative team that may comprise designers, marketers and content creators. It is a good idea for you to have a diverse team to allow for a unique and holistic design that all organisation departments can approve. This also allows different people to share and implement their various perspectives.

Gather information from various sources

Conducting wide research before compiling a factsheet ensures the company relays only accurate and proven information. While data may be available in large amounts, it may also be important for you to select data that applies to the factsheet. The company can get this data from verified internet websites or research organisations.

Design the factsheet template

It is a good idea to make the factsheet template a single page. Consider making it visually appealing by using attractive graphics and brand colours. To make it easier, you may use pre-made templates from the internet.

Get feedback from relevant sources

Once you create the factsheet, you can get feedback from the organisation's executives or colleagues. They may help you proofread your work and can also suggest useful changes. The organisation's employees can also relay information about the factsheet's readability and visual appeal. Once you make any additional changes, you can release the factsheet to the public.

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Examples of templates for factsheets

The organisation can modify factsheets for various situations and uses. Here are some examples:

  • Organisations can make product or service factsheets for the sales and marketing teams to distribute to clients, partners or prospects.

  • A start-up can make a factsheet as an introduction for investors.

  • Organisations can make factsheets for internal reporting such as the finance department creating them about its earnings.

  • Organisations can make factsheets for the human resources department.

  • Marketers can use factsheets to sell products more effectively.

  • Journalists can get information about all the requirements to write about the organisation from a PR factsheet.

  • A business proposal factsheet template can highlight the major terms and deals of a promising idea between two organisations.

Best practices for factsheets

Here are a few tips and best practices to consider when creating a factsheet template:

  • draft the factsheet in understandable language

  • use simple graphics on the template

  • assess the factsheet to ensure the facts and figures are accurate

  • use an attractive layout design

  • present them as web pages, print materials, infographics, posters or slide presentations

  • keep the text brief

  • write in active voice

  • define keywords or concepts

  • use a lot of white space

  • give examples to clarify concepts

  • provide easy-to-follow steps to describe procedures

  • use bulleted lists, tables and charts in place of narrative text

Benefits of a template for factsheets

Factsheets have various benefits, including:

Summarising information

One page is all the organisation may require to communicate the key messages about its goals, products, services or issues. If the factsheet is longer than two pages, review it to ensure that only relevant information is on it. You can also make another factsheet to address any additional content or information.

Visualising data to make it easy to read

Templates are often mainly visual so that readers may look at them once to gather sufficient information. They may present key information as tables, graphs and snippets of information. They also include headers to help readers find the exact information they wish to read and skip what they already know.

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Saving time

When you're deciding what headers to include in your factsheet, think about the most frequently asked questions about the organisation's products, services or issues. If you can answer them concisely, you can direct the organisation's target audience to the factsheet to avoid answering the same questions. This can save the organisation's and the readers' time, since they can quickly peruse the factsheets to get specific answers.

Reducing printing expenses

Factsheets are often material documents that require only one page. Because of this, they are cost-effective sales enablement tools. Organisations can print them on a letterhead, distribute them as necessary and revise them anytime. Alternatively, you can offer a digital option, which is free to use and view, by posting a PDF version of the document on your website for people to download.

Providing credible facts

Factsheets provide facts and persuade a targeted audience to perform a certain action thanks to their reliable data and references. Examples of takeaways after reading them are 'It has great programmes that serve the community' and 'It has the key equipment to do the job'. Since readers may view the templates as credible, they are likely to purchase the organisation's products or services.

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