A build begins with the question nobody enjoys: who is excluded? Formatting is settled early, because reworking a delivered file costs more than preparing it. Sizing comes before spending, on every job.
Mailbox shape
Distinguishing an individual's address from a shared or departmental one before either is used.
Title standardisation
Folding job titles onto a common form while keeping the original text beside it.
Handover walkthrough
Going through the file, its columns and its limits with whoever will use it.
Describe the shape of the audience and we will come back with its size.