Step 3 — Outline & Angle (Beginner-Friendly)
In this step you will turn your plan and your research into a clear outline. The outline is the path your reader follows from the first question to the final action. You will also shape your angle into one calm sentence that guides every section.
What “outline & angle” means in simple words
“Outline & angle” means you choose the story path and the promise before you write full sentences. The outline is a simple list of sections in the order they will appear. The angle is a one-sentence promise that says what makes your content helpful and different. When you finish this step, you will have a set of headings (H2/H3) with short notes, a place for examples and small visuals, and the exact spots where you will show the action at the end.
How Step 3 connects to Steps 1 and 2
Now you will line up your sections so that each one helps the reader move from the first question to the action you chose in Step 1. You will keep only what serves the promise you drafted in Step 2. If a section does not help the reader reach the action, you will cut it or move it to a short FAQ at the end.
Goal: Download the weekly planning checklist. Promise: “Copy a simple 7-day plan with a printable checklist in ten minutes.” Outline choice: Start with a quick start section, then show a filled 7-day example, add the printable checklist, answer 3 short questions, and close with the download action.
Roadmap for this step (small flow)
Refine the promise
1 sentence
Choose a shape
How-to / List / FAQ
Map sections
H2 → H3 → notes
Place examples
Under each section
Mark assets
tables/visuals
Add action spots
Top & end
Step 3A — Refine your promise into a single calm line
Start by rewriting your promise from Step 2 until it sounds like something you could read aloud to a friend in ten seconds. This line should clearly state what the reader will be able to do at the end and how your content keeps it simple. Avoid big claims. Use everyday words.
| Topic | Draft promise (too heavy) | Refined promise (calm & clear) |
|---|---|---|
| Weekly planning guide | “A comprehensive, research-backed framework for editorial calendarization.” | “Copy a simple 7-day plan and download a small checklist you can use today.” |
| Travel adapter guide | “Definitive global voltage and plug-type compendium for travelers.” | “See which adapter you need in one short table and print a tiny packing list.” |
| Report tool trial | “Robust analytics enablement to accelerate marketing decisioning.” | “Make one simple report and try the tool without learning anything advanced.” |
Final promise: “In ten minutes you will copy a 7-day plan and download a printable checklist.” This is short, friendly, and easy to keep.
Step 3B — Choose a simple outline “shape”
An outline “shape” is the basic form your content takes. Pick one shape that matches the intent you wrote in Step 2. Do not mix many shapes; this keeps the reading path simple.
How-to (Doing)
Short steps with a tiny checklist and a quick start. Works when the reader wants to act now.
Quick startStepsChecklistList with mini-guides (Learning → Doing)
Several items with short “how to apply” notes for each. Works when the topic has parts.
Numbered listApply noteFAQ (Choosing/Doing)
Answer 6–10 short questions that block action. Works when confusion is the main issue.
Short answersLinksFor the weekly planning topic, choose the How-to shape because readers want to plan now. You will include a quick start, then steps, then a short FAQ.
Step 3C — Map sections from promise to action
Write your headings in order. Under each heading, add two or three short notes in everyday words: what you will explain, what example you will show, and what small visual you will include (table, diagram, or checklist). Mark where the end action will appear (usually near the top and near the end).
Explain in one paragraph; include a plain example.
Show the 3 boxes; add a mini table.
Show filled 7-day example.
Printable boxes with two optional tasks.
Button near top and end.
How many posts? What if I skip a day? How do I adjust next week?
This grid helps you “see” the path. You can copy this structure into your editor as H2 and H3 headings with short notes under each.
Step 3D — Write a friendly hook that matches the promise
Your hook is the short opening that makes the reader feel understood and shows the end result. Keep it to three or four sentences. Do not write a long story. Show the outcome and the first tiny step.
| Weak hook | Stronger hook (aligned to promise) |
|---|---|
| “Planning is important. Many people do it in many ways. Here is why planning helps.” | “In ten minutes, you will copy a 7-day plan. We will fill one simple table together and you will download a checklist you can print. Let’s start with the first two minutes.” |
Step 3E — Turn each section into short, teachable notes
Under every heading, write short notes that say exactly what you will show. Use full sentences in simple words. Add an example immediately below the notes so a new reader can understand without prior knowledge.
| Section | Short teachable notes | Example under the content |
|---|---|---|
| Set one small weekly goal | Explain what a small goal looks like. Use one sentence rule: “If you cannot do it this week without stress, it is too big.” | “Goal: finish and publish one helpful guide and share it once.” |
| 3-box topic list | Show three boxes: “must teach,” “nice to teach,” “later.” Put only three items total in “must teach.” | Must teach: weekly plan basics. Nice to teach: time-saving keyboard shortcuts. Later: long-term calendar ideas. |
| Place topics on 7-day plan | Show a small table with days and one short task per day. Keep it light. | Mon: outline, Tue: example, Wed: draft, Thu: edit, Fri: visuals, Sat: polish, Sun: rest or buffer. |
| Prepare checklist | Create seven check boxes with two optional steps. Make it printable. | □ Set goal □ Pick 3 topics □ Place topics □ Draft □ Edit □ Add visuals □ Publish (Optional: reply to comments; save insights). |
Step 3F — Mark the action spots (CTA) clearly
Place the action near the top (after the hook) and again near the end. Use the same words both times. Keep the button or link text short and action-focused. Explain what happens when the reader clicks.
| Placement | Text | Short helper line |
|---|---|---|
| Near the top | Download the weekly planning checklist | “It prints on one page and takes 10 minutes to use.” |
| Near the end | Download the weekly planning checklist | “Same checklist as above — ready to print.” |
Step 3G — Plan small visuals that truly help
Choose visuals that make learning easier. Do not add decorative images. Use tiny tables, checklists, flow lines, or short diagrams that remove confusion. Put a small note in your outline about each visual so you remember to create it later.
Table
Use for a 7-day plan or a short comparison. Keep columns few and words short.
7-day planQuick compareChecklist
Use for steps the reader can tick off. Make it printable.
PrintableShort boxesFlow
Use to show the order of actions. One line with arrows is enough.
One lineArrowsNext to “Place topics on 7-day plan,” add a tiny table and a one-line caption: “This is a friendly example you can copy.”
Step 3H — Create a tiny asset tracker inside the outline
Make a small table that lists each asset (table, checklist, or figure), who owns it, and when it is needed. Keep it inside your outline so it is easy to see.
| Asset | Owner | Needed by | How it helps |
|---|---|---|---|
| 7-day plan table | Writer | Before drafting | Lets readers copy the plan quickly. |
| Printable checklist | Designer or Writer | Before publishing | Gives a one-page helper to print. |
| Simple flow line | Writer | Before editing | Shows the path from start to finish. |
Step 3I — Check the “one-line per section” rule
Before you call the outline ready, look at each section and write one calm sentence that states the value of that section. If you cannot do this, your section may be too big or unclear. Split it or move extra parts to a short FAQ.
| Section | One-line value | Ready? |
|---|---|---|
| Quick start | “Shows the end result first and starts the timer.” | |
| 7-day plan example | “Lets the reader copy a filled plan without guessing.” | |
| Printable checklist | “Gives a one-page helper to use every week.” | |
| FAQ | “Removes three common blockers so the reader can act.” |
Step 3J — Build a friendly FAQ with short answers
Pick 3–5 questions you saw in Step 2 that block action. Answer each in three or four sentences. Use clear statements. Link to a deeper guide only if needed.
| Question | Short answer to place under FAQ |
|---|---|
| How many posts per week for beginners? | Two or three is a friendly start. It keeps the week calm and lets you learn. If a week gets busy, keep the plan but shrink the tasks. |
| What if I skip a day? | Move the skipped task to the next free day. Mark a short note about why it happened. This helps you adjust next week. |
| How long should the plan take? | A basic plan takes about ten minutes to copy using the checklist. Drafting and editing time are separate and can be smaller for beginners. |
Quality bar for outlines (quick compare)
Good outline
- One clear promise at the top.
- Heading order matches the reader’s path.
- Examples placed under each section.
- Action appears near the top and the end with the same words.
- Small visuals chosen to remove confusion.
Weak outline
- Many promises that compete.
- Sections jump around and repeat.
- Examples placed far away or missing.
- Action hidden or phrased in different ways.
- Decorative visuals that do not teach.
Swimlane — who does what before drafting
This view helps small teams see responsibilities quickly. If you work alone, keep the same steps — you will just wear more than one hat.
Practice lab — outline two different topics
Use the patterns above to outline two new topics. Keep the sentences calm and the examples right under each point.
Topic A: Travel adapter guide
- Promise: “Find your adapter in one short table and print a tiny packing list.”
- Shape: FAQ with a tiny table.
- Sections: Hook & quick table → Short note “adapter vs converter” → Tiny packing list → FAQ (3 answers) → Action to print list.
- Examples under sections: Show a sample phone charger note; highlight a region row in the table.
- Action spots: “Print the adapter list” near top and end.
Under “adapter vs converter,” write: “For phones and small laptops, you usually need only an adapter. The charger changes voltage for you. Check your charger label for 100–240V.”
Topic B: Morning routine for beginners
- Promise: “Follow a 10-minute routine you can print and check off.”
- Shape: How-to with 3 short steps and a printable card.
- Sections: Hook & timer → Step 1 water → Step 2 stretch → Step 3 plan three tasks → Small card → FAQ → Action to print card.
- Examples under sections: One sentence for each step and a gentle safety note.
- Action spots: “Print the 10-minute card” near top and end.
Troubleshooting — common outline problems
| Problem | What you will see | Simple fix |
|---|---|---|
| Outline too long | Many headings that repeat or wander | Remove sections that do not prove the promise or lead to the action. Move extra details to FAQ. |
| Outline too short | Jumps from start to finish with gaps | Add sections that fill the 3–5 gaps you found in Step 2. Place a friendly example under each. |
| No clear action spots | Action hard to find or written in different ways | Repeat the action near the top and end using the same words. Add a short helper line. |
| Heavy words | Jargon or advanced labels | Replace with everyday words. If a term is needed, define it in a friendly sentence the first time. |
Ready check before drafting
Give yourself a quick score on five items. If the first four are strong, you can start drafting. If two or more are weak, spend ten more minutes on the outline.
| Item | What “ready” looks like | Quick visual |
|---|---|---|
| Promise | One calm sentence at the top of the outline | |
| Shape | Exactly one shape chosen | |
| Sections | H2/H3 in a logical order from first question to action | |
| Examples | Each section has a short example under it | |
| Action spots | Top and end have the same clear action words |
Mini templates you can copy
1) Outline skeleton (How-to shape)
| Hook & quick start | (3–4 friendly sentences + tiny first step) |
|---|---|
| Step 1 | (Short instruction + one example under the content) |
| Step 2 | (Short instruction + one example under the content) |
| Step 3 | (Short instruction + one example under the content) |
| Checklist | (7 boxes; printable) |
| FAQ | (3–5 short answers) |
| Action | (Same words near top and end) |
2) Outline skeleton (FAQ shape)
| Hook & short promise | (2–3 lines) |
|---|---|
| Quick table/card | (One tiny visual that answers most readers) |
| Q1–Q5 | (Three or four sentences each; plain words) |
| Action | (Same words near top and end) |
3) Outline review checklist
- Promise fits in one calm sentence.
- One outline shape only.
- H2/H3 order follows the reader’s path.
- Each section has an “example under the content.”
- Small visuals noted, not decorative.
- Action at top and end with the same words.
Examples: two finished mini-outlines
Example 1 — Weekly planning (How-to)
| Hook & quick start | “In ten minutes you will copy a 7-day plan. Start by writing one small goal.” |
|---|---|
| Step 1 | Set one small weekly goal. Example: “Publish one guide and share it once.” |
| Step 2 | Pick topics with a 3-box list. Example: Must/Nice/Later. |
| Step 3 | Place topics on the 7-day plan. Example: Mon outline → Fri visuals. |
| Checklist | 7 boxes + 2 optional boxes. |
| FAQ | How many posts? What if I skip? How to adjust next week? |
| Action | “Download the weekly planning checklist.” |
Example 2 — Travel adapter (FAQ)
| Hook & promise | “See which adapter you need in one table and print a tiny list.” |
|---|---|
| Quick table | Regions vs plug types; one note about converters. |
| Q1–Q5 | Which adapter for X? Adapter vs converter? Safe charging? |
| Action | “Print the adapter list.” |
Kindness, clarity, and safety
Write for a new friend. Explain any word that is not common the first time you use it. If your topic touches health, finance, or safety, add a short note that encourages readers to speak with a professional for personal advice. Keep examples respectful and do not share private details.
Hand-off notes (ready to draft)
Place your outline document, promise line, asset tracker, and FAQ in one folder. Give it a clear name and date. You are now ready for Step 4 (Drafting). When you start drafting, you will simply expand each section and keep the examples you promised.
Thanks for putting in the effort to write this.