Technical Documentation: Overwhelmed by The Technical Documentation Process? It's
Technical Documentation: Overwhelmed by The Technical Documentation Process? It's
If your company decides to tackle documentation on your own, here are six important steps to
take in the process:
1. Planning. Know the purpose and scope of the project before you begin. This may seem
obvious, but spending time up front can reduce the actual writing time as well as head off
costly, significant changes during the project. Be sure to identify goals, existing
resources (internal, contract or outsourcing), style guides, deadlines, costs, and final
deliverables.
2. Drafting. Start with a high-level outline on all topics to be covered. Then, begin
gathering the specific content and supporting graphics, making sure to leave placeholders
for any information gaps. When drafting procedures, do a self-review to make sure you
can perform each procedure as you’ve written it. Above all, keep the user in mind. They
must be able to easily understand and navigate through the content.
3. Reviewing. Typically, SME formal reviews take place upon completion of a first draft
and a final draft. Depending on the type of content you’re developing, however, you may
want the SME to check individual sections or topics. Where new product information
may still be in flux, leave time for more reviews.
4. Revising. Now that your first draft is ready, set up a peer review to test the accuracy.
Again, make sure the content is presented in a way that makes sense for your audience.
5. Editing. Turn the document over to the technical editor, who makes sure the language
has a logical flow and the content is complete and consistent. Having a second set of eyes
on the content can increase both the credibility and professionalism of the entire piece.
6. Publishing/Maintaining. Once a document is signed-off by its reviewers, it’s ready for
publishing. At this point, the document falls into maintenance status. Documentation
must be reviewed on a regular basis and brought up to date to provide the most complete
and accurate information to the users. For regulated companies, proper maintenance is
critical to avoid warning letters from the FDA.