Annotated Template / Guidance Document

Hand with pen over application form

Annotation of templates, outlines, plans, or other content/format guidelines provides specific instructions on items for inclusion and how to complete the template and provide documentation where necessary. The annotation instructs consultants and employees new to a position on proper document completion to ensure an accurate and consistent process among multiple users.

Annotated Template / Guidance Document


  • Document that must be completed in a particular way has instructions embedded that can be deleted or written over. Provides detailed instruction on what elements to include and documentation needed.


  • A self-explanatory form saves time when people with experience are not available to instruct others on the use of the form
  • Ensures consistency among all users of the form
  • Saves time when all instructions are available and avoids submission of incomplete forms


  • Standard forms used frequently would be available for use as needed


  • Posted online as a word document that is easily accessible to all users
  • Posted as an example of a document, such as a plan, with instructions for completing a comparable document


  • Determine best format for template
  • Ensure that all instructions are included in the document




NJDOT Templates and Forms
NJDOT Utility Risk Assessment Plan Example
Posted in knowledge management toolbox and tagged .