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Planning content

In general terms you can make two assumptions of your users:

  1. They want to use the product
  2. They probably have an understanding of some of the concepts

They do not understand:

  • How your product works
  • What they need to do to get the product to work for them
  • Internal product terminology, use-cases, and related information

Explaining content

To explain anything to anyone you need to answer five questions:

  • Who
  • What
  • When
  • Where
  • Why

Only after you’ve answered these questions, can you explain:

  • How

Who

  • Who is the content for? (e.g., the audience)
  • Who is the content not for?

What

  • What is the purpose of the content?
  • What is being documented? (e.g., a product, service, UI feature, functionality, etc)
  • What assumptions are you making about the user’s skill-levels, what they know, etc?
  • What dependencies exist for whatever is being discussed? (e.g., system in a certain state, Operating system, framework dependencies, application dependencies, etc)
  • What is the actual order of events? (e.g., should the user have already performed/installed/completed something else before starting)
  • What state should the system/application/source or target machine be in before performing any activities?

When

  • When should the user be aware of different things? (e.g., is there an order of events)
  • When is it appropriate to perform what is being discussed (e.g., certain conditions, certain dependencies in place; is it a workaround to an issue, etc)
  • When is it not appropriate to perform what’s being discussed (e.g., Cloud functionality not the same as Community, etc)

Where

  • Where are things going to take place? (e.g., Cloud vs Community, specific UI, API vs CLI, etc)
  • Where should this not be performed (e.g., Cloud vs Community again; Query editor only accepting certain types of SQL, etc)
  • Where can the user pause in the process? (e.g., are there points they can stop and come back? If so, are there logical breaks you can add in?)
  • Where does the user perform different actions (e.g., their database, JSON files, CLI, API, Cloud or Community UI, etc) and is there sufficient information to guide them to these?

Why

  • Why is the user here?
  • Why this method and not another?
  • Why do this at all?

How

IMPORTANT: You can ONLY answer this question once the previous ones are answered.

These questions are basically covered in process and procedure documentation.

  • How does the user perform the task
  • How should the system be set up before commencing the task?
  • How does the system work once they’ve performed said task?
  • How many changes of context are there in the sequence of steps (e.g., A set of UI pages, API vs UI, Source database vs CLI vs FeatureBase database)
  • How are tasks performed in a logical order?

Next step