Professional Documents
Culture Documents
Documentation Plan!!!!!!!
Documentation Plan!!!!!!!
(DRAFT)
Version 0.2
Abstract
The information contained in this document is proprietary to UBS, and must not be repro-
duced, stored in a retrieval system, or transmitted in any form, or by any means (electronic,
mechanical, photocopy, or otherwise), nor can it be distributed to any third party or exter-
nal organization without prior written consent from UBS.
Trademarks
The following are registered trademarks of the Microsoft Corporation:
Microsoft MS MS-DOS
Windows Windows NT Windows ‘95
ii Documentation Consultancy
Table of Contents
Preface ......................................................................................................................1-v
1 Introduction ......................................................................................................1-1
Index
iv Documentation Consultancy
Preface
This document contains the documentation plan for <XYZ>.
Intended Audience
This document is intended for:
• Management
• Project Managers
• Documentation Staff
Change History
This is a new document.
Documentation Consultancy v
Preface
vi Documentation Consultancy
1 Introduction
This document contains the documentation analysis, considerations, and recom-
mendations for <Product XYZ>. This plan defines what documents will be pro-
duced, where the information to do this will be obtained, how the documents will
be produced, what tools and standards will be used, who will carry out the work,
some cost and timescale guidelines, and any other relevant considerations.
Instead, they will try to locate the information they need from the product,
the [searchable] on-line Help (if any), and then (often as a last resort) from
the printed texts. Because this is a universal truth, it is necessary that users
can locate the information they require quickly and easily; otherwise they
will give up and call Technical Support or the Help Desk (if available). This
means that a high quality Table of Contents and Index are essential items of
any document (the only exception being short, introductory documents
which will only be read once, and therefore do not need an index).
Indexing is a complex, difficult task, and whole books have been written on
the subject. The software will often provide the basic tools required to cre-
ate an index, but it is left to the experience of the documentation staff to cre-
ate a high quality index (with synonyms, good structure, etc.) that users
often need and seldom get. On-line documentation, which can be indexed,
and is available for full-text searching is often an advantage here, as is task-
oriented, context-sensitive on-line Help.
1.12 Graphics
This section describes the special considerations for graphics. As mentioned
above, simple graphics can be created within word processing or DTP software,
although this can sometimes make updating the graphics more complex if the
source files are moved to other staff in other locations. Screen captures should be
saved with the documents in a standard format (GIF, BMP, etc.).
Complex graphics can be created using special software, such as Visio Pro, Corel
Draw or Adobe Photoshop, and saved with the documentation in a standard format
(JPG, TIF, etc.). Note that the use of complex graphic applications requires profes-
sional skills, as well as knowledge of layout and design. It may sometimes be nec-
essary to use contract or other external specialist staff to create the best quality
images. This can be cost-effective, as high quality images can also be used in
advertising, and reflect well on the image of the company and the product.
1.13 Printing
This section describes any special considerations for printing. In-house double-
sided printing on black & white laser-printers will be sufficient for small print
runs. Large print runs of small documents, or any sort of print run for large docu-
ments should be given to a professional printing company. Once the company has
been defined (based on cost, speed, and quality considerations), then the format
(PS, PDF, etc.) and distribution method (Zip drive, CD-ROM, Email, etc.) can be
determined.
Note that advertising and promotional material which uses colour will require
some special (and potentially costly) printing considerations. Such documents
should be properly designed, carefully written and checked, and printed on high
quality paper. This sort of material is cost-effective as it reflects a good company/
product image.
1.22 Internationalisation
This section describes the considerations for internationalisation of the documen-
tation.
What language will be used to write the documentation? Note that there are spell-
ing, grammatical, and cultural differences even between US and British English.
Will the documentation be required in other languages so that translation services
will be required? Note that this increases the time required and the maintenance
cost of the documentation, as multiple versions have to be updated.
Program texts also have to be translated, and guidelines should be given about the
length and position of the texts (if there are any limitations).
1.23 Timescales
This section describes the considerations for timescales of the documentation.
Time, as they say, is money, and quality takes time. Concise documents also take
longer to produce than verbose ones, because more time is required to plan and
review the documents. Documentation considerations should be involved as early
as possible in the project lifecycle. Technical Writers can also advise developers
on the human-interface aspects of products.
As always, it is very difficult to give accurate timescale estimates, as conditions
change over time, and writing documentation is a group activity with review
cycles, dependencies, etc.
1.24 Costs
This section describes the considerations for costs of the documentation.
As for timescales, it is always difficult to give accurate cost estimates for docu-
mentation, as this involves:
• cost of documentation personnel
• cost of software or special tools
• time required by developers for discussion, demonstrations, reviews, etc.
• special graphics costs (if any)
• printing and distribution costs, etc.
2.1 Document #1
Details to be added:
name, language, special considerations, timescales, requirements, dependencies,
etc. Use examples.
H
A Hardware Systems ...................................... 1-1
Additional Information ............................... A-1 Help screens ............................................... 1-3
Advanced Users .......................................... 1-6
Appendices ................................................. 1-4 I
Index.......................................................... 1-4
B Information Sources .................................... 1-5
Bibliography.................... 1-4, Bibliography-1 Installation Guides ...................................... 1-2
Internationalisation.................................... 1-12
C
Introduction ................................................ 1-1
Conclusions ................................................ 3-1
Confidentiality .......................................... 1-11 L
Copyright ................................................. 1-12 Liability ................................................... 1-12
Costs ........................................................ 1-13 Lifecycle Considerations ........................... 1-10
Cover Page ................................................. 1-4 List of
Equations .............................................. 1-4
D
Figures .................................................. 1-4
Desktop Publishing ..................................... 1-7
Tables ................................................... 1-4
Dialog boxes .............................................. 1-3
Distribution of Documents ........................... 1-9 M
Document Maintenance of Documents ........................ 1-11
Contents ................................................ 1-5 Marketing ................................................... 1-2
Distribution ........................................... 1-9 Menus ........................................................ 1-3
Maintenance ........................................ 1-11
Standards .............................................. 1-9 N
Storage................................................ 1-10 Novice Users .............................................. 1-6
Documentation
Staff ...................................................... 1-8
O
On-Line
Tools ..................................................... 1-7
Documents ............................................ 1-3
Types .................................................... 1-2
Help...................................................... 1-7
E Operating Systems ...................................... 1-1
Error Messages ........................................... 1-3 Operator’s Guides ....................................... 1-2
F P
Front Material ............................................. 1-4 Parts........................................................... 1-4
Personnel ................................................... 1-8
G Preface ....................................................... 1-4
General Considerations................................ 1-1 Presentation Materials ................................. 1-2
Q
Quick-Reference Guides ............................. 1-2
R
Recommendations ...................................... 3-1
Release Notes ............................................. 1-2
Reports ...................................................... 1-2
S
Security ....................................................1-11
Sources of Information ................................ 1-5
Specialist Users .......................................... 1-6
Storage of Documents ............................... 1-10
Structure of a Typical Document .................. 1-4
System Manager’s Guides ........................... 1-2
T
Table of Contents ........................................ 1-4
Technical Reference Guides......................... 1-2
Timescales ............................................... 1-12
Tools.......................................................... 1-7
Training Materials ...............................1-2, 1-3
Tutorials..................................................... 1-2
Types of Documentation.............................. 1-2
U
Updating Documents..................................1-11
User
Considerations....................................... 1-6
Guides .................................................. 1-2
W
Web Publishing .......................................... 1-7
Word Processors ......................................... 1-7