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> Get Articles > Management and Best Practice > Documentation Projects: How To Do a First Draft Review

Documentation Projects: How To Do a First Draft Review


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Tanja Rosteck
tanjawords4nerds.com

Words4Nerds
http://www.words4nerds.com


Documentation Projects: How To Do a First Draft Review

------------------------------------------------------------



When time is short and your to-do list is long, dedicating time to

reviewing an outsourced draft document can seem like an impossible

task. You might think, "Why bother? It's only a first draft anyway,

and the writer will surely catch the typos."



But a first draft review involves much more than checking for typos.

Documentation development is a collaborative effort, and a writer

cannot produce a correct and effective document without input from

those who know the product best and are responsible for its success.

Yes, that's you!



Here are some tips for doing a complete and efficient first draft

review. Keep a text file open at all times during the review to record

all your notes and thoughts - you can always edit before sending it to

the writer.





* Re-affirm the goal of the document.



Before you start reading the draft, review the goals of the document

so they are clear in your mind. Is it an online help file for end-

users, providing usage basics only? Or is it an installation guide for

a network software product, targeted towards experienced system

administrators?





* Does the document meet the primary goal?



First, skim the entire draft in one sitting (if possible) and focus

only on the big picture. Is the document meeting its primary goal?



For example, does the installation guide clearly explain how to

install and configure the product, including any additional network

configurations required? Does the end-user help file clearly explain

what the program does and how to perform basic tasks, but not

overwhelm with highly-technical information?





* Is the information technically accurate?



This is where the writer needs your input the most. Ideally, the

person who knows the technical side of the product best should be the

one doing this part of the review.



Check to see that all commands and menu items are referenced (and

spelled) correctly, the order of installation / configuration steps is

accurate, and - most importantly - if any relevant technical

information is missing.





* Is the material organized effectively?



Pretend you are an end-user of your product, and start 'using' the

document to see how logically the information is structured. Is it

easy to find what you're looking for via the navigation system

(bookmarks, table of contents, et cetera)? Do you think the

installation steps are clearly presented and easy to follow?





* Are screen shots up-to-date and correct?



If the document contains graphics and/or screen shots, ensure they are

recent and appropriate. This is often overlooked in software

documentation, when sometimes the document is being written while the

product screens are still under development.



Make sure you and the writer are clear on which graphics need to be

replaced, and when you'll be able to provide the latest version of the

software so the writer can take new screen shots.





Waiting until the second or third draft to start addressing these

issues can add significant time to the documentation development

process (and therefore the cost). It's much easier for everyone to

focus on *preventing* problems at this stage, rather than letting them

go and fixing them later.



And remember, the first draft is not a finished product - it's only

the first step. Point your documentation project in the right

direction by making that first step count!



Copyright 2002 Tanja Rosteck



-----



ABOUT THE AUTHOR: Tanja Rosteck is the president of Words4Nerds,

providing software companies with professional and affordable online

help, user manuals, installation guides, and web content/design. Visit

Words4Nerds at http://www.words4nerds.com - check out our free monthly

e-zine, full of tips for improving the quality of your writing and

product documentation.



REPRINT GUIDELINES: We'd love for you to reprint this article in your

e-zine, newsletter, or website, provided you include the "About the

Author" box and do not edit the content of the article. I'd appreciate

a quick note at mailto:tanjawords4nerds.com to let me know you'll be

using it. Thanks!





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