Create Great
User Documents
by Gloria Antonelli
WordCamp Chicago 2013
forTheme & Plugins Developers
about me
artist
designer
technologist
trainer
consultant
web strategist
wordpress developer
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
stuff i know
html
css
php
wordpress
web standards
ux
ui
seo
graphic design
content strategy
usability testing
information architecture
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
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 Chicago 2013
@GloriaAntonelli #WCCHI
Improving WordPress
Themes & Plugins
Support
Documentation
By Gloria Antonelli
Video available on WordPress.TV
Slides available on Slideshare.net
The conversation started at WPChicago 2011.
development
design
documentation
WP GOLD STANDARDS
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
new & non tech users
experiencedusers
The Learning Curve
Difficult
Easy
Long Tail of WP Users
Unlimited niche
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/
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Buried in support requests?
A great learning center can
transform your business.
http://flic.kr/p/dqKrEJ
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
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.
Documentation Culture
Your Job
Provide instructional
information to users.
Document development time up front
or pay on the back end with support time.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Improve Users Productivity
Identify your
user goals &
learning
outcomes.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
http://www.flickr.com/photos/lac-bac/7509282230/
Provide Road Maps
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Road Blocks
Users have different skill sets, technical
expertise, and learning styles.
No single format works for everyone.
Provide multiple learning channels for
success.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Learning Doc Types
Topical GuidesTutorials Reference Guides
How to’s System Requirements Knowledge Base
Step by Step Infographics eBook/WhitePaper
Screencast Code Snippets Trouble Shooting
Webinars Deep-Dive Manual
Videos Start Guides FAQ
Offer multiple options
for learning.
Offer multiple options
for learning.
GlossaryOffer multiple options
for learning.
Offer multiple options
for learning. Overviews
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Infographics
http://marktimemedia.com/redesigning-the-template-hierarchy/
Forums
Sometimes good &
sometimes not good.
Many Theme
companies are
closing forums and
moving to ticketed
support systems.
Start Here
Just Start Writing
http://flic.kr/p/DGUbY
Then Edit
Most docs don’t go beyond a rough draft.
http://flic.kr/p/7DhKhD
http://flic.kr/p/6wPQhm
edit on paper
read slowly read out loud
review 3X
Successful Editing
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Writing Tips
Target each audience group.
Act like a personal instructor.
Be conversational.
Be brief, clear, concise, & helpful.
Write short paragraphs & omit fluff.
Don’t buried important info in a
wall of text.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
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.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Anticipate Questions
1. Write down real questions.
2. Develop detailed instructions
to answer the question.
3. Plug into learning channel.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Findability
Table of Content
Site Map
Index
http://flic.kr/p/7PTDDm
ability to locate and present usable information
easily, accurately, and quickly as possible.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Doc Sprints
http://flic.kr/p/PWNcf
Collaboration
Doc Sprints
Collaborative Document Sprints are a
good fit for technical documentation.
Sprints organize people to write
documentation in a few days - same
location or multiple time zones.
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
Documents should not be
behind a walled garden.
Garden WallBy join the dots
http://www.flickr.com/photos/dillemma/8740718365/
Information Architecture
IA 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
WordCamp Chicago 2013
@GloriaAntonelli #WCCHI
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
Obox - an example of multiple leaning channels
http://kb.oboxsites.com/
Disclaimer:A review of the learning channels layout not of Obox theme quailty.
Obox
Obox
Obox
Obox
Obox
Obox
Obox
No clear path to the
plugin information.
http://yoast.com/wordpress/seo/
An 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

Create Great User Documents for Word Press