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An Agile review process for technical documentation
by Fabrice Talbot - February 25th, 2008

Documentation teams need a fast and effective review process to move forward on their projects and deliver quality, timely content. Reviewers, may they be SMEs (Subject Matter Experts) or key organization authorities, are usually extremely busy and have limited time (or interest) to review documentation. Interesting dilemma, no?

To move away from this LOOSE-LOOSE situation, we designed our LiveTechDocs review process with simplicity, transparency, and efficiency in mind. Let me walk you through the building blocks.

The actors

We define three key actors with well defined responsibilities in this process:

  1. Reviewers: post documentation feedback (comments) directly on LiveTechDocs projects
  2. Technical Writers: modify the documentation based on existing comments
  3. Project Managers: manage the review process; ensure all issues get fixed correctly; track progress

The process

LiveTechDocs review process enables a transparent discussion between these actors. In a nutshell, the following features are exposed in documentation projects:

  • the documentation is divided in logical blocks of content (ex.: title, paragraph, bullet list, image)

  • discussion threads are created by posting a comment on the content block

  • users can interact in several ways (depending on their role): post a reply, set the comment to fixed ,or archive it

  • icons on the right-hand side of blocks indicate the thread status:
    • Add Comment No comment
    • New comment One new comment
    • Comment fixed Comment(s) fixed
    • Comment archived Comment(s) archived

Example

Here’s an example of the process:

  • A reviewer thinks that a section title “Product information” should be renamed “Product Overview”. He posts a new comment
  • The comment is assigned to the Technical Writer in charge of this chapter
  • The technical writer updates the XML source file with the new title, uploads the new file in the “Repository”, republishes the documentation, and sets the comment status to “Fixed”
  • The reviewer is notified of the correction and the comment is assigned to the Project Manager
  • The project manager validates the correction and if satisfied, closes this thread

What happens if the reviewer disagrees with the fix? He simply posts a reply on the same thread and notifies both the Technical Writer and Project Manager. If the comment has already been “Archived” by the project manager, it re-opens and is assigned back to the Technical Writer.

Conclusion

LiveTechDocs review process provides several benefits to the key players in this process:

  1. The reviewer’s job is simplified
  2. Technical writers do not manually map comments to the XML documentation
  3. The project manager is aware of the review status at anytime and can take action quickly

  

Once your teams becomes familiar with our transparent review process, you will experience faster review cycles delivering better results.

As usual, if you have questions or remarks, post a comment on the blog. Your opinion is important to us!

Fabrice Talbot
www.livetechdocs.com

One Comment to “An Agile review process for technical documentation”

  1. Scott Abel says:

    Excellent post. Really relevant. I love the new service you’re offering. I want to know much more about it and find ways to help you spread the word.

    Great job!

    Scott Abel
    TheContentWrangler.com

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