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Designing to Save Lives: Government Technical Documentation Laurian Vega Stephanie Saylor

Designing to save lives: Government technical documentation

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In this presentation the speakers will discuss the methods and strategies of writing technical communication in the design of software for the government sector with the broader goal of evaluating best practices for how to create a positive user experience for a particular user group. Creating software for the government, and specifically in defense contracting, involves understanding a specific set of user needs and a variety of command and control net-centric contexts ranging from real-time analytics, cyber-situational awareness, to strategic and operational planning. The best practices for designing and writing for such a diverse set of needs involves tight integration with the software development team, stakeholders, and users such that the right words and elements are incorporated into the interface and that the technical documentation properly reflects the software’s features. The presenters will further discuss examples of content strategy driving from their industry experience and expertise.

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Page 1: Designing  to save  lives: Government technical documentation

Designing to Save Lives: Government Technical Documentation

Laurian Vega Stephanie Saylor

Page 2: Designing  to save  lives: Government technical documentation

“I'm a great believer that any tool that enhances communication has profound effects in terms of how people can learn from each other, and how they can achieve the kind of freedoms that they're interested in.” Bill Gates

Page 3: Designing  to save  lives: Government technical documentation

Important things HealthCare.gov improved in response to public comment:

1.  A clear starting point 2.  Identify the critical path 3.  Include key details 4.  Explain requirements for username

and password 5.  Write understandable error messages

http://usability.com/2013/11/usability-testing-healthcare-gov/

Page 4: Designing  to save  lives: Government technical documentation

Your words makes a difference. •  Email alerts •  Error messages •  Page placement

Putting it in perspective

Page 5: Designing  to save  lives: Government technical documentation

User Characteristics ●  They are fulfilling a need to serve.

●  They function and action in a

military, top-down chain of command.

●  They are divided across numerous

systems with different access privileges; they have multiple monitors.

●  They have varying levels of

education & reading levels. ●  They can easily become myopic

and tightly focused.

Page 6: Designing  to save  lives: Government technical documentation

Our users work in command and control net-centric contexts Real-time analytics Cyber- situational awareness Strategic and operational planning

Page 7: Designing  to save  lives: Government technical documentation

Our users work in command and control net-centric contexts Real-time analytics Cyber- situational awareness Strategic and operational planning

Page 8: Designing  to save  lives: Government technical documentation

Our users work in command and control net-centric contexts Real-time analytics Cyber- situational awareness Strategic and operational planning

Page 9: Designing  to save  lives: Government technical documentation

CODE To translate a design specification into a computer program through composing computer code. TEST To evaluate a design, document, or code to ensure that it meets the specifications outlined in the analyze and design phase. ANALYZE & DESIGN To formulate the needs of the user, customers, and other stakeholders into a meaningful specification that can be understood and translated.

Page 10: Designing  to save  lives: Government technical documentation

Agile Software Development, UX, and Technical Documentation

Lindsay Ratcliffe, Marc McNeill. 2011. Agile Experience Design: A Digital Designer's Guide to Agile, Lean, and Continuous

Page 11: Designing  to save  lives: Government technical documentation

Software Development Sprint

Page 12: Designing  to save  lives: Government technical documentation

Software Development Sprint UX Development Sprint

Page 13: Designing  to save  lives: Government technical documentation

Software Development Sprint Technical Writing Sprint

Page 14: Designing  to save  lives: Government technical documentation

I track my day to make sure I know: ●  What is critical? ●  How much time I

have? ●  What to review the

next day during scrum?

Extremely necessary if split across more than one project.

http://davidseah.com/blog/node/the-emergent-task-planner/

Page 15: Designing  to save  lives: Government technical documentation

Having one place to access all of the graphics, mock-ups, testing results is one of the most time-saving and team-building activities you can do.

Page 16: Designing  to save  lives: Government technical documentation

Make sure that you post links to your wiki where resources are needed to team scrum boards.

Page 17: Designing  to save  lives: Government technical documentation

I hold weekly brown bag lunches

●  I review what mock-ups I’ve made or the outcomes of user interaction

●  I pass out post-it notes and ask people to write their questions, comments, opinions on them (anonymously)

●  I collect (and sometimes sort) the post-its and updated mockups

Page 18: Designing  to save  lives: Government technical documentation

1 2

3

You Can Start Fresh

You Work on New Features

You Cannot Touch Anything

Page 19: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 20: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 21: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 22: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 23: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 24: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 25: Designing  to save  lives: Government technical documentation

If you can start from scratch 1.  Look at what

other tools are out there.

2.  Create mockups 3.  Test 4.  Show hi-fi mock-

ups to customers 5.  Create style-

guide 6.  Work to

implement 7.  Test again

http://healthmap.org/en/

Page 26: Designing  to save  lives: Government technical documentation

If you can’t start from scratch.

Page 27: Designing  to save  lives: Government technical documentation

If you can’t start from scratch, you polish and work with what you have.

Page 28: Designing  to save  lives: Government technical documentation

If you can’t start from scratch, you make it shine.

Page 29: Designing  to save  lives: Government technical documentation

Mandatory Words When you’re required to include links, logos, catch phrases, etc., find creative ways to highlight important information.

Page 30: Designing  to save  lives: Government technical documentation

Mandatory Words An example of an Institute following the example of its parent organization.

Page 31: Designing  to save  lives: Government technical documentation

Mandatory Words User the footer!

Page 32: Designing  to save  lives: Government technical documentation

Mandatory Words Make the footer useful.

Page 33: Designing  to save  lives: Government technical documentation

Mandatory Words

Page 34: Designing  to save  lives: Government technical documentation

No touching! What if you can’t change

the site/application? •  Make tools that help users navigate it. o  Training guides, wikis, help

videos •  Propose solutions to the people

that can change it. o  Support those solutions

with research and plans

Page 35: Designing  to save  lives: Government technical documentation

Getting Started 1.  USER RESEARCH

Know your users’ habits, tools, and access levels

2.  PROBLEM RESEARCH

Play anthropologist--track down why your product doesn’t work for your users

3.  CUSTOM HELP

Use your new info to help users in the way they want to be helped

Page 36: Designing  to save  lives: Government technical documentation

Step 1: User Research ●  Know your users:

○  How they work? ○  How they use your

product/website?

Page 37: Designing  to save  lives: Government technical documentation

Step 2: Problem Research ●  Know their roadblocks:

○  What frustrates them? ○  How do they

troubleshoot?

Page 38: Designing  to save  lives: Government technical documentation

●  Use available resources ○  Anyone who has used the

product ○  Anyone who has worked on

the project ○  Network drives ○  FAQs ○  “Contact us” email repository

Step 2: Problem Research

Page 39: Designing  to save  lives: Government technical documentation

User Knowledge →

How to reach your users

Problem Understanding →

What they need to know

Step 3: Help Users

Page 40: Designing  to save  lives: Government technical documentation

You won’t find a universal answer about what kind of tools to use.

Use the method that works best for your users: wikis, PDF user guides, online help systems,

intranets, training videos, knowledge bases, etc.

Step 3: Help Users, Tools

Page 41: Designing  to save  lives: Government technical documentation

•  Active voice •  Use plain language •  Talk to people, not at them •  Think about translation •  Bullets and lists •  Infographics •  Ban crutches

Step 3: Help Users, Writing

Page 42: Designing  to save  lives: Government technical documentation

Step 3: Help Users, Writing

Page 43: Designing  to save  lives: Government technical documentation

Good Examples “Read everything--trash, classics,

good and bad, and see how they do it. Just like a carpenter who works as an apprentice and studies the master. Read! You'll absorb it. Then write. If it is good, you'll find out.”

~William Faulkner •  http://centerforplainlanguage.org/awards •  govtech.com •  http://www.nih.gov/clearcommunication/

plainlanguage.htm

Page 44: Designing  to save  lives: Government technical documentation

Specific Government Challenges

•  Stovepipes •  Constant internal

competition •  Funding uncertainty •  Bureaucratic mindset

Page 45: Designing  to save  lives: Government technical documentation

Solutions •  Workarounds •  Plans •  Make your boss’s

boss look good •  Focus on small wins

Don’t give up!

Page 46: Designing  to save  lives: Government technical documentation

Closing Remarks •  Find your voice...don’t let it be

passive •  Read great technical writing

o  Ginny Redish Letting Go of the Words

o  Steve Krug Don’t Make Me Think

o  O’Reilly’s Head First series

My hero: Technical Communication Rock Star Ginny Redish

Page 47: Designing  to save  lives: Government technical documentation

Thank you

Questions?

Laurian Vega, [email protected] Stephanie Saylor, [email protected]

Page 48: Designing  to save  lives: Government technical documentation

Huge usability reports rarely get read and reused. We recommend a quick and dirty approach to usability reports. 1.  Make a bulleted list of

all usability problems/wins.

2.  Affinity diagram all to create categories

3.  Brainstorm solutions to each.

4.  Create cards that have name, description of the problem, and an image.

Page 49: Designing  to save  lives: Government technical documentation

Resources •  http://centerforplainlanguage.org/awards/clearmark2013/ •  http://www.govdelivery.com/blog/2013/10/great-government-websites-benchmarking-the-best-2/ •  http://www.govtech.com/cdg/digital-government-achievement/