Technical
Writing for
Consultants
Dilum Bandara
Dilum.Bandara@uom.lk
What We Do as Consultants?
• Conduct a need analysis
 Meetings, presentations, document analysis, phone calls
• Prepare a proposal
 Describe motivation & test/assessment procedure to be used
 Terms of Reference (ToR)
 Payment terms
• Conduct a solid test, assessment, investigation, or design
 Based on industry best practices & our own expertise
• Prepare a comprehensive report
 Test/assessment procedure used
 List findings
 List recommendations based on expert judgement
• Follow up meeting or presentation
 Call for action
 Help during action 2
Exercise
• Think about a test or assessment you did for a client
 Penetration test, security assessment, digital forensic
investigation, evaluate quotations, etc.
• Write a summary of the test or assessment including
 Test/assessment procedure
 Key findings
 Key recommendations
• Just write
 Don’t worry about spelling, grammar, or punctuation
 Don’t edit, just write
• 10 min max
3
Technical Writing
• Writing that
 “transfers information about a situation, product, service,
or concept… to audiences of varying levels of technical
knowledge, so that each member of the audience clearly
understands the message.”
• Word “technical” means skilled, specialized, &
strict
• Technical writing follows rules & protocols
4
- The Institute of Technical Communication (workshop) June, 1998
Source: www.zaetric.com/technical-writing/
Business Writing
• Writing style appropriate for a business setting
• Generally “persuasive” writing
• Purposes
 To convey information
 To explain/justify actions
 To influence reader to take some action
 To direct action
 To deliver good or bad news
• Includes
 Business Letters, E-mail Transmissions, Memo, Reports,
Contracts, MoUs, & Manuals
5
6
Source: http://collegeunbound.org/2012/09/05/the-writing-process/
Rhetorical Triangle
7
Source:
https://rhetoricaljournalist.wordpress.com/2011/05/09/p
odcast-1-the-rhetorical-triangle-and-burkes-pentad/
Consultants
Experts
CIO
COO
IT Manager
Sys. Admin
Developers
State of system
Dos & Don’ts
Call for action
How To Do It?
• Write for at least 2 levels
 CIO, COO, IT Manager
 Sys. Admin, Developer
• Include all key points
 Findings & recommendations
 Clear scope
 What they need to provide to start project?
• Aim for precision
 Get straight to the point
 Don’t use unnecessary words or waffle
 Make every word count
• Unless you are a confident writer, best to avoid over-long
sentences
 Aim for a mixture of long & short sentences for variation & rhythm
8
Executive Summary
Bullets & Numbering
Tables
Diagrams
Details
Domain specific words
Annex with detailed
results
Tips & References
How To Do It? (Cont.)
• Avoid overly elaborate language
 Use technical language & words specific to your discipline,
where appropriate
 When using words that aren’t technical or domain specific,
use simple words in place of obscure words that have the
same meaning
 Using overly elaborate language can make your writing seem
pretentious
 “Write to express not impress”
• If there is any uncertainty about a particular point,
use cautious language
 e.g., ‘may’, ‘might’, ‘could’, ‘potentially’
• Avoid repeating the same words
9
How To Do It? (Cont.)
• Avoid vague terms
 Very high vulnerability, very high overhead, extremely important
• Use words efficiently
 Firstly, Secondly  First, Second
 Utilization  Use
 On the other hand  Alternatively
 Already existing, completely eliminate, basic fundamentals
• Write with verbs and nouns
 Active voice
 First person
• Appropriate format to improve readability
• Review
 Spellings, grammar, & style
 Peer review
10
Use Your Word Knife
• Readers are overloaded
• Use your limited word budget to get most
attention
• Types of readers
 Skimmers
 Read quickly
 Look for key words, bulleted information, graphs
 Summarize key points at beginning & end
 Skeptics
 Read every word
 Looking for logic flaws or reasons to disbelieve or say no
 Provide plenty of examples, details, & supporting statements
11
Examples
• Per our conversation, I am enclosing herewith a
remittance of $125 for the balance due on my
account.
• As we discussed, here is the $125 remaining on my
account.
• Here is the $125 remaining on my account.
• The relationship between the access to free contents and
loss of privacy in social networks is extremely important to
everyone including employees, businesses, government,
and general public.
• The conflict between free access and privacy in social
network concerns many employees, businesses,
government, and general public.
12
Examples (Cont.)
• Despite winning the game, the Sri Lankan team made
several errors in the field.
• Sri Lankan won the game, despite making several errors
on the field.
• Same observations are made from the Head Office
network also.
• Similar set of observations are to be made from the Head
Office Network.
• Slow response times are observed during different times
of a day while much higher delays are noted during peak
hours.
• Higher response times are observed not only during peak
hours but also throughout the day.
13
Examples (Cont.)
• We will utilize an efficient, top down root cause isolation process to
resolve the performance lag in the system.
• We (will) use a top-down process to diagnose performance issues in
the system.
• Proposal submitted for the Hosted Firewall by XXX PLC does not
satisfy the technical requirements, and does not satisfy the pricing
structure.
• The proposal submitted for the Hosted Firewall by XXXX PLC does not
satisfy the technical requirements.
• The Application allows XXXX employees to use the mobile work load
management system application on their day to day work activities
without coming to the brach it self.
• The Mobile App enables XXXX employees to access the workload
management system for their day-to-day work activities while on the
filed.
14
Exercise
• Read write up you wrote earlier (slide 2)
• Think about how to apply what we learned
• Edit/rewrite a summary of the test or assessment
including
 Test/assessment procedure
 Key findings
 Key recommendations
• 10 min max
• Let’s review write ups from 2-3 volunteers
15
To Be a Good
Writer You Must
Read

Technical Writing for Consultants

  • 1.
  • 2.
    What We Doas Consultants? • Conduct a need analysis  Meetings, presentations, document analysis, phone calls • Prepare a proposal  Describe motivation & test/assessment procedure to be used  Terms of Reference (ToR)  Payment terms • Conduct a solid test, assessment, investigation, or design  Based on industry best practices & our own expertise • Prepare a comprehensive report  Test/assessment procedure used  List findings  List recommendations based on expert judgement • Follow up meeting or presentation  Call for action  Help during action 2
  • 3.
    Exercise • Think abouta test or assessment you did for a client  Penetration test, security assessment, digital forensic investigation, evaluate quotations, etc. • Write a summary of the test or assessment including  Test/assessment procedure  Key findings  Key recommendations • Just write  Don’t worry about spelling, grammar, or punctuation  Don’t edit, just write • 10 min max 3
  • 4.
    Technical Writing • Writingthat  “transfers information about a situation, product, service, or concept… to audiences of varying levels of technical knowledge, so that each member of the audience clearly understands the message.” • Word “technical” means skilled, specialized, & strict • Technical writing follows rules & protocols 4 - The Institute of Technical Communication (workshop) June, 1998 Source: www.zaetric.com/technical-writing/
  • 5.
    Business Writing • Writingstyle appropriate for a business setting • Generally “persuasive” writing • Purposes  To convey information  To explain/justify actions  To influence reader to take some action  To direct action  To deliver good or bad news • Includes  Business Letters, E-mail Transmissions, Memo, Reports, Contracts, MoUs, & Manuals 5
  • 6.
  • 7.
  • 8.
    How To DoIt? • Write for at least 2 levels  CIO, COO, IT Manager  Sys. Admin, Developer • Include all key points  Findings & recommendations  Clear scope  What they need to provide to start project? • Aim for precision  Get straight to the point  Don’t use unnecessary words or waffle  Make every word count • Unless you are a confident writer, best to avoid over-long sentences  Aim for a mixture of long & short sentences for variation & rhythm 8 Executive Summary Bullets & Numbering Tables Diagrams Details Domain specific words Annex with detailed results Tips & References
  • 9.
    How To DoIt? (Cont.) • Avoid overly elaborate language  Use technical language & words specific to your discipline, where appropriate  When using words that aren’t technical or domain specific, use simple words in place of obscure words that have the same meaning  Using overly elaborate language can make your writing seem pretentious  “Write to express not impress” • If there is any uncertainty about a particular point, use cautious language  e.g., ‘may’, ‘might’, ‘could’, ‘potentially’ • Avoid repeating the same words 9
  • 10.
    How To DoIt? (Cont.) • Avoid vague terms  Very high vulnerability, very high overhead, extremely important • Use words efficiently  Firstly, Secondly  First, Second  Utilization  Use  On the other hand  Alternatively  Already existing, completely eliminate, basic fundamentals • Write with verbs and nouns  Active voice  First person • Appropriate format to improve readability • Review  Spellings, grammar, & style  Peer review 10
  • 11.
    Use Your WordKnife • Readers are overloaded • Use your limited word budget to get most attention • Types of readers  Skimmers  Read quickly  Look for key words, bulleted information, graphs  Summarize key points at beginning & end  Skeptics  Read every word  Looking for logic flaws or reasons to disbelieve or say no  Provide plenty of examples, details, & supporting statements 11
  • 12.
    Examples • Per ourconversation, I am enclosing herewith a remittance of $125 for the balance due on my account. • As we discussed, here is the $125 remaining on my account. • Here is the $125 remaining on my account. • The relationship between the access to free contents and loss of privacy in social networks is extremely important to everyone including employees, businesses, government, and general public. • The conflict between free access and privacy in social network concerns many employees, businesses, government, and general public. 12
  • 13.
    Examples (Cont.) • Despitewinning the game, the Sri Lankan team made several errors in the field. • Sri Lankan won the game, despite making several errors on the field. • Same observations are made from the Head Office network also. • Similar set of observations are to be made from the Head Office Network. • Slow response times are observed during different times of a day while much higher delays are noted during peak hours. • Higher response times are observed not only during peak hours but also throughout the day. 13
  • 14.
    Examples (Cont.) • Wewill utilize an efficient, top down root cause isolation process to resolve the performance lag in the system. • We (will) use a top-down process to diagnose performance issues in the system. • Proposal submitted for the Hosted Firewall by XXX PLC does not satisfy the technical requirements, and does not satisfy the pricing structure. • The proposal submitted for the Hosted Firewall by XXXX PLC does not satisfy the technical requirements. • The Application allows XXXX employees to use the mobile work load management system application on their day to day work activities without coming to the brach it self. • The Mobile App enables XXXX employees to access the workload management system for their day-to-day work activities while on the filed. 14
  • 15.
    Exercise • Read writeup you wrote earlier (slide 2) • Think about how to apply what we learned • Edit/rewrite a summary of the test or assessment including  Test/assessment procedure  Key findings  Key recommendations • 10 min max • Let’s review write ups from 2-3 volunteers 15
  • 16.
    To Be aGood Writer You Must Read

Editor's Notes

  • #3 Pretentious - attempting to impress by affecting greater importance
  • #8 COO - Chief operating officer
  • #10 Pretentious - attempting to impress by affecting greater importance