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Road Map to Great User
Documentation
by Gloria Antonelli
WordCamp Grand Rapids 2013
forTheme & Plugins Developers
about me
artist
designer
technologist
trainer
consultant
web strategist
wordpress developer
WordCamp Grand Rapids 2013
@GloriaAntonelli #wcgr
stuff i know
html
css
php
wordpress
web standards
ux
ui
seo
graphic design
content strategy
usability testing
information architecture
WordCamp Grand Rapids 2013
@GloriaAntonelli #wcgr
long tail of WP users
documentation culture
doc types for learning
writing tips
visual presentation tips
instructional presentation tips
findability
user interface
doc sprints
case studies
learning channel overview
WordCamp Grand Rapids 2013
@GloriaAntonelli #wcgr
Improving WordPress
Themes & Plugins
Support
Documentation
By Gloria Antonelli
WordPress.TV
Slideshare.net
The conversation started at WPChicago 2011.
development
design
documentation
WP GOLD STANDARDS
new & non tech users
experiencedusers
The Learning Curve
Difficult
Easy
Long Tail of WP Users
Unlimited users
with limited skill.
Multiple Learning Layers
Essential Advanced
WordPress Admin UI HTML5
Theme Functionality CSS3
Theme Options PHP
Theme Widgets JQUERY
“Learn” image Aaron Schmidt
http://www.flickr.com/photos/aaronschmidt/
@GloriaAntonelli #wcgr
Buried in support requests?
A great learning center can
transform your business.
http://flic.kr/p/dqKrEJ
Stand out in the Market Place
Decrease Support Requests
Increase Customer Satisfaction
IncreaseYour Happiness Level
http://flic.kr/p/
Users select themes
& plugins by learning
channel quality.
@GloriaAntonelli #wcgr
Documentation Culture
Your Job
Provide instructional
information to users.
Documentation development time up front
or more support time on the back end.
@GloriaAntonelli #wcgr
Improve Users Productivity
Identify
your user
goals &
learning
outcomes.
http://www.flickr.com/photos/lac-bac/7509282230/
Provide Road Maps
User Road Blocks
Different skill sets, technical
expertise, & learning styles.
No single format works for
everyone.
Provide multiple learning channels for success.
@GloriaAntonelli #wcgr
Learning Doc Types
Start Guides FAQ Overviews
How to’s Code Snippets eBook
Videos Deep-Dive Glossary
Infographics Trouble Shooting Webinars
Infographics
http://marktimemedia.com/redesigning-the-template-hierarchy/
Forums
Theme companies closing forums &
moving to ticketed support systems.
Sometimes good
Sometimes not!
Start Here
Just Start Writing
http://flic.kr/p/DGUbY
Then Edit
Edit • Revise • Proofread
http://flic.kr/p/7DhKhD
edit on paper
read slowly
read out loud
review 3X
Successful Editing
Writing Tips
Target each audience group.
Act like a personal instructor.
Be conversational.
Be brief, clear, concise.
Write short paragraphs.
Don’t buried important info in a
wall of text.
Visual Presentation Tips
Create a documentation style guide.
Chunk instructional content.
Use tables & lists.
Use callouts.
Format for scanning.
Use header hierarchy.
Use color coding.
Use white space for readability.
Instructional Tips
Break down into step by step
instructions.
Create new tutorials from forum
conversations.
Provide written content for videos.
Include clarification of terminology.
Anticipate Questions
1. Write down real questions.
2. Develop detailed instructions
to answer the question.
3. Plug into learning channel.
@GloriaAntonelli #wcgr
Table of Content
Site Map
Index
Findability
http://flic.kr/p/7PTDDm
locate & present info
easily accurately quickly
Doc Sprints
http://flic.kr/p/PWNcf
Collaboration
Doc Sprints
Mozilla Doc Sprint Planning Guide
Document Sprints organize people to
help write documentation in a short
time - same location or virtually.
Garden WallBy join the dots
Avoid Learning Centers
behind a walled garden.
http://www.flickr.com/photos/dillemma/8740718365/
Information Architecture
categorization of information
into a coherent structure.
Arrange for Importance or Skill Level
Start Here Call of Actions
Descriptive Headers
Site Map & Topic Overviews
GroupTopics
@GloriaAntonelli #wcgr
AI
verify content & code
learners skills & abilities
iterate, iterate, iterate
Evaluation
Assessment
Modifications
http://flic.kr/p/L5v2U
Time for Updates
Continual Document Review
http://flic.kr/p/4PeAb
Easy Docs Theme
Easy Docs Sample Page
Obox - an example of multiple learning channels
http://kb.oboxsites.com/
Disclaimer:A review of the learning channels layout not of Obox theme quailty.
Main
Obox
Note sidebar
Theme Documentation Sample
Obox
Note sidebar
Obox
Note sidebar
Solutions &
Know Issues
Obox
Sample of a Knowledgebase page
Obox
Sample of a Knowledgebase page
Obox
Continuation of WooCommerce
set up page
OboxFAQ & How To
Obox
No clear path to the
plugin information.
http://yoast.com/wordpress/seo/
Example of a clear path of learning.
Join the
WordPress Global
Community
thank you!
Gloria
Antonelli
@GloriaAntonelli
google +
linkedin
facebook
Emerging Technology
& Web Strategist
WordPress Developer
Consultant & Trainer
gloria@gloriaantonelli.com

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Road Map to great User Documentation for WordPress