When you cook a new dish, you refer to a recipe for a formula of ingredients and a list of instructions. Recipes empower home cooks and master chefs alike to make dishes properly.
What if we told you that work processes can be made more efficient with recipes, too?
Technical documentation is like having recipes for workplace processes. With proper documentation, you can ensure that tasks are completed consistently.
Let’s explore technical documentation, learn the 4 C’s that make for great documentation, explore the types of technical documentation, and see how you can begin effectively documenting processes, products, and services today.
- What is technical documentation?
- The 4 C’s that make for great documentation
- Benefits of the 4 C’s of documentation
- How to create technical documentation
- Types of technical documentation
What is technical documentation?
The purpose of documentation is to provide information and give instructions. Technical documentation refers to any piece of writing that describes the application and purpose of a product or service. Its main purpose is to explain the product’s features and functionality, and it may include details on software architecture, roadmaps and plans, and more. Some types of technical documentation include user guides and how-tos, which aim to make it easy for internal teams and customers to use a product as intended.
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The 4 C’s that make for great documentation
The first factor that makes for great documentation is clarity. All good communication is clear in its intent and function. When documenting a product’s features, all ideas should string together to tell a story. When documenting the application of the product or service, the person using the documentation at a later time should understand your communication without any difficulty. The flow of communication should be logical with no confusing words that hide the true message.
Conciseness means using as few words as possible to get your message across. Technical documentation should be simple and to the point to grab and hold the reader’s attention. Concise documentation helps employees more easily absorb complex ideas and make educated decisions. Research shows that information is better recalled by individuals in small chunks, so creators of technical documentation should always prioritize concise language.
Correctness is the third factor that makes for effective documentation. Your technical documentation needs to be correct for it to be effective. You can evaluate correctness by using a critical eye, asking for feedback from peers, and being rigorous throughout the documentation process. Correctness extends to grammar, so make sure your text is free of spelling mistakes and grammar errors, no matter what industry you work in.
The final factor that makes for effective documentation is completeness. Complete technical documentation gives readers all the information needed to understand the message, make decisions, and take action if needed. If you leave something out of your documentation, the person reviewing may make an incorrect decision. The next time you document a technical process, ask yourself: “Does this documentation accomplish everything it needs to accomplish?” If the answer is yes, congratulations! Your documentation is complete.
Benefits of the 4 C’s of documentation
- Foster effective communication
- Improve decision making
- Encourage action
- Decrease the risk of mistakes
- Promote transparency
- Create a single source of truth
- Enhance hiring and onboarding
1Foster effective communication
Effective written communication is just as important as verbal communication! Proper technical documentation ensures that employees have the information needed to perform well and eliminate inefficiencies. When you document processes and systems effectively, you communicate necessary information in an accessible form.
If the documentation is intended for an external audience, it should provide quick answers in easy-to-understand terms. All technical documentation should be organized to give readers fast access to the information they need.
2Improve decision making
With effective documentation comes great decision-making. Good decision-making happens when individuals have vast information available to them. Technical documentation empowers employees to think critically about situations and consider possible courses of action before jumping to conclusions. Additionally, effective documentation helps customers make decisions on how, when, and why to use certain products.
Tackling something new can be overwhelming, and it can feel daunting to get started. Technical documentation makes it easier for everyone to take action at work. A well-documented process or system will be much easier to use and implement when needed. Instead of waiting on answers from others, employees can review technical documents that give them a path forward to tackle issues and work towards goals. For example, if a new hire is learning to use your company’s software, they can rely on internal documentation to learn how it works and try it out.
4Decrease the risk of mistakes
When everything is documented correctly, you limit opportunities for mistakes to happen. Using the 4 C’s when preparing your documentation makes certain that your instructions and context are accurate and useable for the intended audience.
Transparency is a skill that is often overlooked at work. A transparent work environment promotes open conversation between management and employees (and sometimes customers, too). Documentation that abides by the 4 C’s creates a record of processes that employees can use to honestly discuss matters about business performance and objectives.
6Create a single source of truth
It’s easy to find common ground with others when the facts are well-documented. Technical documentation aggregates data from different places to a single location so that it’s accessible to everyone. Effective documentation ensures that all parties remain on the same page so disagreements are kept to a minimum.
7Enhance hiring and onboarding
Effective documentation makes it easier to hire and onboard new staff. Think about how convenient it is for companies who have an array of well-organized documents that detail company processes and product features each time someone new joins the team.
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How to create technical documentation
- Know your target audience
- Choose the documentation types
- Standardize the documentation
- Write the content
- Gather feedback
1Know your target audience
The best writers understand for whom they’re writing. Before you create technical documentation, identify your target audience. Think carefully about your hypothetical, ideal reader. For example, if you’re creating a product roadmap, your audience may be colleagues who will help develop and maintain key systems. If you’re creating a user support manual, your audience will be customers who purchased the product and want to use it to its fullest capabilities.
2Choose the documentation types
There are four main categories of technical documentation that businesses use to stay organized: user support, marketing materials, organizational support, and product roadmaps. Determine the goal of the documentation and decide on a format that’s easy to read and accessible for all.
3Standardize the documentation
Standardized templates will make it easy to develop future documentation and help users easily identify which documents they’re reviewing. They also ensure consistency, promote efficiency, and may even improve the accuracy of your documentation overall. For example, you can create a product roadmap template that includes sections such as product vision, strategy, requirements, markers, and metrics.
4Write the content
The next step is to begin the writing process. Your template should serve as the framework for what to include, so focus on adding details with references to existing resources and materials if available. Don’t overcomplicate your content. Complete a thorough review and remove any unnecessary sections before asking for feedback from others.
Feedback is the key to successful documentation! Ask your colleagues, manager, and other key stakeholders to review your technical documentation for insights on whether it has the level of context and information you intended. Then, make necessary adjustments, so your documents provide the utmost value to your teammates and customers.
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Types of technical documentation
- User support: User support documentation provides end users with after-sales support. This content allows the customer or employee to be more successful with the product or service.
- Marketing materials: Marketing materials tell employees or customers exactly how to market a particular product or service. These materials can include branded items that communicate your message to customers and prospects. For example, marketing material may include direct mail materials, digital assets, and more.
- Organization support: Organization support documentation refers to any materials that support and encourage employee well-being and success at work. This documentation can empower sound decision-making or outline complex operational processes for easy review.
- Product roadmaps: Product roadmaps are plans that describe the objectives, roles and responsibilities, and tasks required to complete specific tasks and projects. This type of technical documentation identifies key project milestones and deadlines for teams to hit along the way.
Like a recipe in a cookbook, the 4 C’s of technical documentation will give you and your teammates a template to cook up your goals. Instead of flour or eggs, employees and customers can use user guides and how-tos in a variety of formats to describe the application and purpose of a product or service.
The next time you create a product, don’t forget to document the process. Technical documentation is a recipe for business success!