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Writing Procedures People Will Use Print

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Making documentation usable.

WHAT A PROCEDURE SHOULD CONTAIN

What it achieves When it applies What is needed before starting The steps, in order What the result should look like What can go wrong and what to do Who to ask

WHAT MAKES ONE USABLE

Short Specific Written for whoever performs it Available where the work happens Current

WHY WHERE THE WORK HAPPENS

A procedure in a folder in an office is not used at a machine.

WHAT MAKES ONE USELESS

Length Abstraction and general statements Describing what should happen rather than what does Stored where nobody looks

WHY ASPIRATIONAL PROCEDURES FAIL

They are ignored, and they undermine confidence in all documentation.

WHO SHOULD WRITE IT

The person who does the work.

WHY

They know the reality, including the steps nobody else sees.

WHAT TO DO AFTER WRITING

Have someone else follow it, without help.

WHAT THAT REVEALS

Every assumption, missing step and piece of unstated knowledge.

WHAT TO ADD

Whatever they had to ask.

WHAT FORMAT TO USE

Numbered steps, in the order performed.

WHAT TO ADD WHERE HELPFUL

Photographs of the actual equipment, screens or correct result.

WHY PHOTOGRAPHS

They remove ambiguity that words cannot.

WHAT TO AVOID

Explaining background before the steps Combining several tasks in one document

WHY SEPARATE DOCUMENTS

People look for one task.

WHAT TO TEST

Whether anyone actually uses it.


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