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Sample Library Structures

In the previous post we used distinctively formatted labels to organize the content in a master ‘Content Library’ document.   In this post we will look at some sample Main Category and Subcategory structures for a cross section of industries.
 
These samples are for illustration only.  You understand your own content and needs much better than we could.  But if you notice any obvious mistakes or omissions or have a sample library structure that you would like to share,  by all means send it our way and we will include it in a future post.
 
In this post we look at samples from the following industries: 
  
Asset Management

Firm Information

Assets Under Management

Background

Business Policies and Philosophies

Expertise

Financials and Insurance

Legal and Compliance

Professional Staff

Systems

Client Servicing

Administration

Communication and Reviews

Education

Reporting

Training

Product Name

Characteristics

Client Information

Composite and Benchmark

Fees and Minimums

Guidelines and Objectives

Management Team

Performance

Philosophy and Process

Product Overview

Research and Analysis

Trading Capabilities

 

Money Management

Firm Information

Assets Under Management

Background

Business Policies and Philosophies

Client Servicing

Financial and Insurance

Expertise

Legal and Compliance

Management and Staff

IT Information

Product Name

Characteristics

Client Information

Performance and Benchmark

Fees and Minimums

Guidelines and Objectives

Management Team

Philosophy and Process

Product Overview

Research and Analysis

Trading Capabilities

 

Retirement Services

Firm Information

Background

Business Policies and Philosophies

Expertise

Financial

Legal and Insurance

Lists of Services

Quality and Diversity

References Client List

Statistics

Staff Information

Biographies - Brokers

Biographies - by Branch Locations

Training

Communication-Participant

Confirmations and Statements

Enrollment

Ongoing

Communication-Plan Sponsor

Confirmations and Statements

Ongoing

Investment Services

Company Stock

Fees

Fund Descriptions

Manager Biographies

Philosophy and Process

Quantitative Information

Reporting

Schwab SDA

Transferred Assets

Performance

Collective Trust

Fixed Stable Accounts

Mutual Funds

Variable Annuities

Fees and Expenses

Corporate Fees

NFP Fees

Recordkeeping

Accounting

Background

Contributions

Conversion

Data Transmission

Distributions

Edit Audit Process

Employer Stock

Loans

NQDC

QDROs

Reports

Service Standards Results

Tax Reporting

Transfers

Valuation

Withdrawals

Technical

Compliance

Documents Filing

MEA Calculations

Testing

Trustee

Administration

Client Services

Compliance

Reports

Management and Staff

Systems

Data Format

Disaster Recovery Archiving

Enhancements Capital Commitment

Hardware Software

Information Access

Security

 
 
 

Health Care

Firm Information

Awards and Accreditations Background

Business Policies and Philosophies Expertise

Financial

IT Information

Legal and Insurance

Legislation

Marketing

Membership

Management and Staff

Service Area


Account and Benefit Administration

Billing and Funding

Certificate of Coverage

Enrollment and Eligibility Guidelines

Implementation

Out-of-Network

Performance Guarantees

Product Overviews

Reporting

Riders

System Abilities

Underwriting

Claims Administration

Audits

Claims Processing

Coordination of Benefits/Recovery Measures and Standards

Payment Procedures

Staff and Administration

System Abilities

Member Service

General Service Information Grievance and Appeals Procedures

Measures and Standards

Reporting

Staff and Administration

Provider Information

Alternative Providers

Ancillary Providers/Services

Contracting and Reimbursement

Credentialing and Recredentialing

Hospitals

Network Administration

Primary Care Physicians

Specialty Care Physicians

Provider Education

Provider Turnover

Referral Process

Quality Management

Access Standards

Case Studies

Clinical Guidelines/Protocols

Disease Management

Health Education

HEDIS

Preventive/Wellness

Program Overview

Quality Improvement

Quality Indicators

Special Programs

Utilization Management

Case Management

Measures and Standards

Program Overview

Staff and Administration

Transplants

 

Behavioral Health

Access

Employee Assistance Program

Medical Management

Network

Overview

Reporting

Staff and Administration

Prescription Drug Program

Account Administration

Benefits

Customer Service

Formulary

Mail Order Program

Medical Management

Network

Reporting

Medicaid

Account Administration

Benefits

Claims

Customer Service

Medical Management

Network

Reporting

Medicare

Account Administration

Benefits

Claims

Customer Service

Medical Management

Network

Reporting

 

Technology: Software and Hardware

Firm Information

Awards and Recognition

Background

Business Policies and Philosophies

Expertise

Financial

Future Plans

Legal and Insurance

Management and Staff

Partnerships and Alliances

IT Information

Contractual Information

Agreements and Contracts

Delivery

Licensing and Pricing

Releases and Updates

Warranty

Client Information

Case Studies

References

Statistics

Testimonials and Analyst Quotes

User Groups and Conferences

Proposal Components

Cover Letters

Cover Pages

Executive Summaries

Graphics

Statements of Work

Templates

 

Core Product Technology

Product and Solution Overviews

Architecture

Client and Server

Hardware Requirements

Software Requirements

Security

Development

Quality Assurance

Compliance

Research and Development

Scalability and Performance

Road Map

Product Functionality

Accessibility

Application Description

Communications

Import and Export

Installation

Reporting

User Interface

Services

Implementation

Consulting

Custom Development

Documentation

Maintenance and Support

Service and Solution Overviews

Training

 

Employment Law

Firm Information

Administration

Background

Client Service

Diversity

Financial

Insurance

Litigation

Policies

Technology

Venues

Biographies

Attorneys

Staff

Clients

Construction

Education

Energy

Entertainment

Grocery

Health

Hi Tech

Hospitality

Insurance

Outdoor Media

Printing

Public

Temp Service

Top 50

Transportation

Utilities

Fees

Alternatives

Billing

Credits

Discounted

Flat Fees

Hourly

Litigation Budgets

Policies

Telephone Advice

 

Law Areas

Class Action

Discrimination /Harassment

EEOC

ERISA

General

Insurance

International

Labor

Litigation

OSHA

Public

Letters

Follow-up

Introductory

Status

Welcome

Offices

All Locations

California

Seattle

Publications

Articles

Logo

References

Attorney

Law Area

Training

Background

Fees

Diversity

Sex Harassment

Sections of RFP

Contents

Cover Letter

Overview

Signature

Title Page

 

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Friday, 28 July 2017

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