When creating technical documents of any kind, it’s sensible to have a process to follow. In this article, I’m going to list the process I’d use to write a brand new document; it can be easily adapted for updates to existing documents.
Disclaimer: this process is what works for me and for other technical writers of my acquaintance; it’s not the only way of creating tech documents!
Step 1 – Gathering Information
There are a variety of tasks involved at this point, but the important ones are:
- Defining the subject matter and audience of the document – i.e. what is the document about and who will use it?
- Defining the document output – this determines not just the tools you use to create the document but can also affect its structure.
- Getting an overview of the material to go into the document – if the developers or engineers have written requirements or specification documents, these can be very useful.
Step 2 – Outlining and Estimating
These two tasks can be done together, as the outline of the document dictates how long it will take to write.
The outline of a document is basically its table of contents (TOC). Drawing up a draft TOC may require a more in-depth look at the subject matter, for example, being walked through a piece of software by its developer.
Once you have a draft TOC, you can estimate how long it will take you to fill in the content. There are various methods of working out documentation estimates, but I’m not going to go into them in this article – there’s certainly no definitive method, and it’s often just a case of what works best for a particular writer or team.
When estimating, don’t forget to include time already spent on the TOC, plus time spent on creating the document itself, such as plugging chapter headings into a template, and indexing. It’s also essential to include time for reviews and review updates.
Step 3 – Writing
This is the core of a technical writer’s job, isn’t it? Well, perhaps, but I know a lot of us spend most of our time doing anything but actually writing document content! The job of writing (in this process) also includes the time spent setting up the document, creating graphics, and indexing.
Step 4 – Reviewing
It’s vital that your documents are reviewed by subject matter experts (SMEs) and by other technical writers (where possible). The SME is generally someone who worked on the document’s subject (e.g. the developer or engineer), and they review for technical accuracy. The technical writer performs a peer review for grammar, spelling and writing style.
You then need to apply any appropriate updates to the document, and send it through further review cycles until everyone’s happy. Usually, there’s some sort of sign-off or authorisation for the finished version.
I’ll be covering the art of reviewing and dealing with reviews in later articles.
Step 5 – Publishing
The final part, determined by the output required: for example, online help, printed guide, PDF or web site, or all of these!
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If you have any questions or comments about this article, or any suggestions for future posts, please comment on this post or email me via my contact form.
Technical Writing Tuesdays: index of posts