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Four Stages of Producing a Technical Document

The following guidelines explains the four stages for producing a technical document and should help you improve the quality of your publications.

The four key steps are as follows:

  • Prepare a first draft.

  • Review and rewrite.

  • Edit the next draft.

  • Prepare the final draft.

For any publication:

  • Follow the standard release process.

  • Follow the Style Guide’s formats and publication processes.

  • Consider any copyright or trademark issues

1. Preparing a First Draft

Step 1 - write your inputs according to the outline established during the prewriting stage. To help manage the documentation process, print out your writing objectives and audience definition. Leave a placeholder in the draft document for every required component (e.g. summary, introduction, distribution list, etc.)

If you discover your outline is faulty, consult with the writing team before you change it. Start wherever you want to. You don’t have to start at the beginning. Build your document as you go along.

Keep the introduction, summary, and abstract for last. Write swiftly. Concentrate on getting the ideas down. Don't stop to correct your material. You can edit the words, phrases and punctuation later: that's editing, not drafting.

Look for areas where you can clarify information with graphics or tables. For all references, record the complete reference information.

To write for maximum effect, and be as productive as possible, concentrate first on content and meaning. Attention to spelling, grammar, and other details can wait for later. Document production is more effective if you use a simple format for drafting. You'll save time and money if you wait until one of the final production steps to format the document.

Step 2 - Identify the graphics required for the documentation; inform the Senior Technical Writer and/or Graphic Designer.

Step 3 - The Senior Technical Writer ensures that the graphics are designed. If you decide to generate the graphics yourself, be sure that the graphics files are compatible with the software used to produce the end product.

Step 4 - The Senior Technical Writer assembles the first draft with graphics. It can save time in the drafting phase to place figures and tables together at the end of a document. There they can be renumbered easily as the draft matures, with no time spent positioning and repositioning them in the shifting text.

2. Reviewing and Rewriting the First Draft

When the reviewing and rewriting phase starts, the emphasis shifts from the content (i.e. what's communicated) to the clarity of your message (i.e. how it's communicated).

Step 1 — Review the draft for incompleteness, gaps, and overlaps in topics. Reorganize, if needed. If multiple reviewers are involved, the lead author should prepare the review schedule and supply instructions that define the scope of the reviews.

Step 2 — Review the draft as regards writing issues, e.g. clarity, conciseness, and cohesiveness.

Step 3 — Ensure that that the product complies with corporate and legal guidance requirements for specific content.

Step 4 — Rewrite the draft.

Step 5 — Confirm that the draft, as presented, meets the objective established for the product.

Step 6 — If a distribution list is required, discuss it with your client and generate the distribution list.

3. Editing the Next Drafts

Technical editing determines if the words convey the intended message to your target audience. [more on technical editing]

Editing assesses how well your documentation conforms to style guides and client-specified formats.

Before beginning an edit, consult the Senior Technical Writer on how editorial changes/comments will be noted in the document file (e.g. redline).

Before beginning a hard-copy edit, agree with the Senior Technical Writer on the use of standard editing marks.

If you opt to edit the document yourself, several helpful tools are available: your word processing program's spell-checking function provides word counts as well as verifying correct spelling of words written.

Caution about spell checkers: There subject to miss takes of a different kind.

Revising the document usually means reviewing, evaluating, and incorporating (as appropriate) the changes resulting from the editing function.

Preparing the Final Draft

Final draft preparation may include formatting the document as it will appear when issued; finalizing the graphic illustrations and the tables; double-checking to ensure that all the components are included and in the proper order.

When preparing the final draft, consider the following:

  • PSD or TIFF files are recommended for either Mac or PC generated graphics illustrations.

  • JPG or GIF files are recommended for web publications.

Also, consider how the final document is to be produced. The end reproduction process will determine how you embed/handle photo illustrations for your draft document.

Your Thoughts?

What are your thoughts on this? Drop me a line at ivan at klariti dot com


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