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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
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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
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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
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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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