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BECKY TODD | SR DX WRITER | @BECKATODD
Crowdsourcing the docs
A content manager’s guide
Agenda
Good docs
Crowdsourcing
Managing content
Best practices
Case study
What makes docs good?
photo: © hobvias sudoneighm https://flic.kr/p/4Ki5 | https://creativecommons.org/licenses/by/2.0/
#writethedocs | @beckatodd
#writethedocs | @beckatodd
• Informative
• Accurate
• Discoverable
• Concise
• Well structured
ASK A TECH WRITER
Imagine spending
a lazy weekend
reading your
favorite reference
docs.
photo: © Christine https://flic.kr/p/6cKZLw | https://creativecommons.org/licenses/by/2.0/
#writethedocs | @beckatodd
photo: © Becky Todd
#writethedocs | @beckatodd
People use docs in the
context of a task.
#writethedocs | @beckatodd
Deliver the right content at
the right time in the right
context.
GOAL
Crowdsourcing
#writethedocs | @beckatodd
#writethedocs | @beckatodd
Community of equal peers
working toward a common
outcome… with no one
participant benefiting more
than any other.
Leverages the marginal
interest of a group of people
to complete a task that
otherwise could not be
economically completed.
CROWDSOURCING OPEN SOURCING
http://www.computerworlduk.com/it-business/crowdsource-is-not-open-source-3569582/
#writethedocs | @beckatodd
Crowdsourcing docs
A content development
approach that relies on
people volunteering their
time to create content.
Unlocks knowledge
Leverages insight from experts in different
roles
Minimizes bottlenecks
More authors means fewer roadblocks to
publishing quickly
Solves specific issues
Addresses use cases not typically
documented
Advantages
#writethedocs | @beckatodd
#writethedocs | @beckatodd
Distributes responsibility
Ownership is unclear and can lead to
confusion
Poorly written
Content is more difficult to understand,
poorly formatted, etc.
Quantity is not quality
Topics are repeated and old topics are not
retired or updated
Challenges
#writethedocs | @beckatodd
#writethedocs | @beckatodd
1% create new content
9% make edits
90% view
1% RULE
http://idratherbewriting.com/2017/03/08/crowdsourcing-docs-with-github-docs-as-code-tools-same-as-wikis/
Managing content
#writethedocs | @beckatodd
Editing involves creative
skills, human relations, and a
precise set of methods.
photo: © FunGi_ (Trading) https://flic.kr/p/aaHMqC
#writethedocs | @beckatodd
#writethedocs | @beckatodd
OBJECTIVES
• User needs
• Content creation process
• Content maintenance
#writethedocs | @beckatodd
Content
Content lifecycle, user research,
testing content
Development
Software development lifecycle
(SDLC), release schedules, etc.
#writethedocs | @beckatodd
ANNE ROCKLEY
A repeatable method of identifying
content requirements up front,
creating consistently structured
content, managing it in a definitive
source, and assembling it on
demand.
Best practices
#writethedocs | @beckatodd
Instructions
How to setup and
publish docs
Style guides
Brand, voice, and
usage guidelines
Guidelines
When to write, review
checklists, templates
Writing toolkit
#writethedocs | @beckatodd
1. Write for the user
2. Write consistently
3. Docs or it isn’t done
THREE RULES
1. Write for the user.
#writethedocs | @beckatodd
Research your
audience.
photo: © OFFICIAL LEWEB PHOTOS https://flic.kr/p/aUhbZM | https://creativecommons.org/licenses/by/2.0/
PROTIP:
You are not your user.
#writethedocs | @beckatodd
1
2
3
What
What are they doing when
they use it?
Who
Who is using it?
Why
Why do they use it?
THE FIVE WS
4
5
When
When do they use it?
Where
Where do they interact with it?
2. Write consistently.
#writethedocs | @beckatodd
Template
photo: © clarie rowland https://flic.kr/p/3w55ZW | https://creativecommons.org/licenses/by/2.0/
#writethedocs | @beckatodd
3. Docs or it isn’t done.
#writethedocs | @beckatodd
Content requirements
• Describe main concepts.
• Cover the main use cases.
• Update tutorials and tasks.
• Retire old content.
Content
process
Plan
Write
Review
Test
Author checklist
• New features documented.
• Tutorial steps accurate.
• Code samples complete and accurate.
• Screenshots up to date.
• Spell check.
Write
Review
Test
Content
process
Plan
PR checklist
• Copy edit.
• Voice and tone.
• Code samples compile.
Plan
Write
Review
Test
Content
process
QA checklist
• Are new features documented?
• Are tutorial steps accurate?
• Are code samples complete and
accurate?
• Did you notice anything else?
Plan
Write
Review
Test
Content
process
Putting it together
Train
In-person training, self-
help resources
Plan
Release and feature
docs planning
Edit
Comment-based review,
copy editing
#writethedocs | @beckatodd
Support engineers build a
knowledge base in 3 months.
CASE STUDY
#writethedocs | @beckatodd
High number of support
cases and no shared
knowledge.
PROBLEM
#writethedocs | @beckatodd
Build knowledge base and
integrate it with product
help.
SOLUTION
#writethedocs | @beckatodd
Plan
Defined requirements, information
architecture, templates, and content
processes.
Train
Developed team-specific training
materials adapted from Writing toolkit.
Build
Crowdsourced the content creation.
#writethedocs | @beckatodd
1
2
3
Continued growth
300 + articles published and continues to have a steady flow of up-
to-date articles.
Workflow and tooling updates
Identified additional use cases and has migrated content to a new
tool that better supports their workflows.
Cross-departmental collaboration
Developed a strong cross-departmental collaboration between
Engineering and Support.
15 MONTHS LATER: SUCCESSES & CHALLENGES
#writethedocs | @beckatodd
Empower your writers,
and reward successes.
IN CLOSING
BECKY TODD | SR DX WRITER | @BECKATODD
Thank you!

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Content manager's guide to crowdsourcing the docs