road map to great user documentation for wordpress

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Road Map to Great User Documentation by Gloria Antonelli WordCamp Grand Rapids 2013 for Theme & Plugins Developers

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For WordPress Theme and Plugin Developers. WordPress users want to improve their productivity by selecting themes and plugins with quality learning documentation. Their user experience is to find information to install, implement and modify your products with as little problems as possible. Develop an effective learning channel, architect the site for findability and engage in quick user testing should be a priority not an afterthought. Stand out with tips on writing, instructional and visual presentation for all types of learner. Doc Sprints and case studies also included.

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Page 1: Road Map to great User Documentation for WordPress

Road Map to Great UserDocumentation

by Gloria Antonelli

WordCamp Grand Rapids 2013

for Theme & Plugins Developers

Page 2: Road Map to great User Documentation for WordPress

about me artistdesignertechnologisttrainerconsultantweb strategistwordpress developer

WordCamp Grand Rapids 2013@GloriaAntonelli #wcgr

Page 3: Road Map to great User Documentation for WordPress

stuff i know

htmlcss

phpwordpress

web standards

uxuiseographic designcontent strategyusability testinginformation architecture

WordCamp Grand Rapids 2013@GloriaAntonelli #wcgr

Page 4: Road Map to great User Documentation for WordPress

long tail of WP usersdocumentation culturedoc types for learningwriting tipsvisual presentation tipsinstructional presentation tipsfindabilityuser interfacedoc sprintscase studies

learning channel overview

WordCamp Grand Rapids 2013@GloriaAntonelli #wcgr

Page 6: Road Map to great User Documentation for WordPress

documentation

developmentdesigndocumentation

WP GOLD STANDARDS

Page 7: Road Map to great User Documentation for WordPress

new & non tech users

expe

rien

ced

user

s

The Learning Curve

Difficult

Easy

Long Tail of WP Users

Unlimited userswith limited skill.

Page 8: Road Map to great User Documentation for WordPress

Multiple Learning Layers

Essential Advanced WordPress Admin UI HTML5 Theme Functionality CSS3 Theme Options PHP Theme Widgets JQUERY

“Learn” image Aaron Schmidthttp://www.flickr.com/photos/aaronschmidt/

@GloriaAntonelli #wcgr

Page 9: Road Map to great User Documentation for WordPress

Buried in support requests?

A great learning center can transform your business.

http://flic.kr/p/dqKrEJ

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Stand out in the Market Place Decrease Support Requests

Increase Customer Satisfaction

Increase Your Happiness Level

http://flic.kr/p/

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Users select themes & plugins by learning

channel quality.

@GloriaAntonelli #wcgr

Page 12: Road Map to great User Documentation for WordPress

Documentation Culture

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Your JobProvide instructional information to users.

Documentation development time up front or more support time on the back end.

@GloriaAntonelli #wcgr

Page 14: Road Map to great User Documentation for WordPress

Improve Users Productivity

Identify your user goals & learning outcomes.

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http://www.flickr.com/photos/lac-bac/7509282230/

Provide Road Maps

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User Road BlocksDifferent skill sets, technical expertise, & learning styles.

No single format works for everyone.

Provide multiple learning channels for success.

@GloriaAntonelli #wcgr

Page 17: Road Map to great User Documentation for WordPress

Learning Doc TypesStart Guides FAQ Overviews

How to’s Code Snippets eBook

Videos Deep-Dive Glossary

Infographics Trouble Shooting Webinars

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Infographics

http://marktimemedia.com/redesigning-the-template-hierarchy/

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Forums

Theme companies closing forums & moving to ticketed support systems.

Sometimes good Sometimes not!

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Start Here

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Just Start Writinghttp://flic.kr/p/DGUbY

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Then Edit

Edit • Revise • Proofreadhttp://flic.kr/p/7DhKhD

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edit on paper

read slowly

read out loud

review 3X

Successful Editing

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Writing TipsTarget each audience group.

Act like a personal instructor.

Be conversational.

Be brief, clear, concise.

Write short paragraphs.

Don’t buried important info in a wall of text.

Page 25: Road Map to great User Documentation for WordPress

Visual Presentation TipsCreate a documentation style guide.

Chunk instructional content.

Use tables & lists.

Use callouts.

Format for scanning.

Use header hierarchy.

Use color coding.

Use white space for readability.

Page 26: Road Map to great User Documentation for WordPress

Instructional TipsBreak down into step by step instructions.

Create new tutorials from forum conversations.

Provide written content for videos.

Include clarification of terminology.

Page 27: Road Map to great User Documentation for WordPress

Anticipate Questions

1. Write down real questions.

2. Develop detailed instructions to answer the question.

3. Plug into learning channel.

@GloriaAntonelli #wcgr

Page 28: Road Map to great User Documentation for WordPress

Table of Content

Site Map

Index

Findability

http://flic.kr/p/7PTDDm

locate & present infoeasily accurately quickly

Page 29: Road Map to great User Documentation for WordPress

Doc Sprintshttp://flic.kr/p/PWNcf

Collaboration

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Doc Sprints

Mozilla Doc Sprint Planning Guide

Document Sprints organize people to help write documentation in a short time - same location or virtually.

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http://www.flickr.com/photos/dillemma/8740718365/

Information Architecture

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categorization of information into a coherent structure.

Arrange for Importance or Skill Level

Start Here Call of Actions

Descriptive Headers

Site Map & Topic Overviews

GroupTopics

@GloriaAntonelli #wcgr

AI

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verify content & code

learners skills & abilities

iterate, iterate, iterate

EvaluationAssessment

Modifications

http://flic.kr/p/L5v2U

Page 35: Road Map to great User Documentation for WordPress

Time for Updates

Continual Document Review

http://flic.kr/p/4PeAb

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Easy Docs Theme

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Easy Docs Sample Page

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Obox - an example of multiple learning channels

http://kb.oboxsites.com/Disclaimer: A review of the learning channels layout not of Obox theme quailty.

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Main

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Obox

Note sidebar

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Theme Documentation Sample

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Obox

Note sidebar

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Obox

Note sidebar

Solutions & Know Issues

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Obox

Sample of a Knowledgebase page

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Obox

Sample of a Knowledgebase page

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Obox

Continuation of WooCommerce set up page

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OboxFAQ & How To

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Obox

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No clear path to the plugin information.http://yoast.com/wordpress/seo/

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Example of a clear path of learning.

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Join the

WordPress Global

Community

Page 52: Road Map to great User Documentation for WordPress

thank you!Gloria Antonelli

@GloriaAntonelligoogle +linkedinfacebook

Emerging Technology& Web Strategist WordPress Developer Consultant & Trainer

[email protected]