A directory of resources inthe field of technical communication.


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After the CMS Implementation Project

Much effort is focused, on the selection and subsequent implementation of a content management system (CMS). While it is obviously vital to ensure that the initial implementation project is successful, this is only the beginning of an ongoing commitment to growing and enhancing the use of content management throughout the organisation.

Robertson, James. CM Briefing (2004). Articles>Content Management>Project Management>Workflow


Agile for Information Development

Software development methods seem to change more often than the seasons, and just when information development professionals are familiar with one approach a new one comes along. One method that has received wide acceptance and seems to have some staying power, however, is the Agile software development method. As described by the Agile Manifesto (2001), Agile software development is: a group of software development methodologies; based on iterative and incremental development; solutions evolve through collaboration of cross-functional teams.

Clymer, Laura. Indus (2013). Articles>Project Management>Workflow>Agile


Audience Profile Sheet   (Word)

A form for coding users' interaction with a written document.

Markel, Mike. Bedford-St. Martin's (2001). Design>Usability>Workflow


Brainstorming and Storyboarding

The whole idea of “brainstorming” is to get ideas on paper. No particular order or structure, just get them ideas down. All you need is a quiet room, a clock, and pencil and paper. The procedure is simple: think about the subject and write down every idea that pops into your head within a set time.

Tech-Writer. Articles>Writing>Workflow


Building a Project Site

Managing a Web site project typically does not follow any clearly defined methods or standards of practice. Although there is a lot of 'how to build a site' information out there, very little on how to manage a Web project actually exists. But a project site could be just the answer you are looking for.

Leonard-Wilkinson, Theresa A. W-edge Design (2001). Design>Project Management>Web Design>Workflow


Building Efficient Multilingual Workflows   (PDF)   (members only)

O’Keefe gives detailed information on two technology standards that may be used in multilingual workflows: XSL and XLIFF.

O'Keefe, Sarah S. Intercom (2009). Articles>Content Management>Workflow>Translation


Building with Rusted Nails

We can compare web design and development to the process of building a house or a structure. The development of every web site has a process that these craftsmen must follow in order to achieve the finished structure. These phases are generalized and somewhat vague at times, while some may even be grouped or varied in name, but they are all essential steps in each web construction.

Finck, Nick and Peter Fielding. Digital Web Magazine (2001). Design>Web Design>Workflow


Business Cases for Tech Comm Access to Dev Info

Make a business case. Business is not a game. It’s not personal. Stakes are too high, especially in this day and age. Developers in your organization may not be aware of all the issues that writers address, or what the impact of writer exclusion might be. I’ve included some thoughts below about points that could perhaps be made.

Norris, Julie. 2moro Docs (2010). Articles>TC>Business Case>Workflow


Calling for Backup

Writers, of course, seldom find themselves in life-and-death situations. However, the way in which a writing project is managed can often mean the difference between a project’s failure and success. For writers managing a project, obtaining backup consists of two issues: making sure someone can continue your work if something prevents you from doing so yourself; and knowing how to get help when you can’t keep your head above water.

Holland, Anton. Writer's Block (1995). Articles>Writing>Workflow


Commenting on PDF Comments

If your response to the question 'How do you use Acrobat comments?' is a mumbled 'No comment,' then listen up. Comments and annotations are some of the most powerful ways in which Acrobat can streamline your creative workflow. Here are some tips.

Dennis, Anita. Creative Pro (2003). Design>Document Design>Workflow>Adobe Acrobat


Content Lifecycle: Closing the Loop in Content Strategy

The process of publishing content, particularly when it includes content destined for the web, continues to be a mysterious process for corporate stakeholders, and sometimes for those involved in the process of publishing.

Bailie, Rahel Anne. Johnny Holland (2010). Articles>Content Management>Content Strategy>Workflow


Creative Brief   (Word)

A template to provide a brief description of the project. It should outline the objectives, audience, and assumptions for the project and details the creative concept the team intends to use moving forward. This document should accompany the materials for the Conceptual Design Review. Information should be filled in to give an overview to project reviewers who may not be intimately involved in the project. Differs from project overview in that this is specific background information related to design constraints, concerns and other information directly relating to the solution presented for review. The Creative Brief can also be used to inform outside firms about a project when brought in for consulting.

Malone, Erin. AIfIA (2003). Resources>Project Management>Workflow


Data Collection in the Palm of your Hand: A Case Study

Mobile computing devices, which are commonly known as either personal digital assistants (PDA) or personal information managers (PIM), are an emerging technology that has the potential to be very useful in specific areas of computing.  One area in which mobile computing devices are gaining favor is in data collection, especially in places where larger computers are impractical.  While the use of these devices as a data collection tool is not a new idea (see Drury, 1987), it has been a bit slow to take off.  However, recent advances in this area of technology have allowed the gap in functionality between mobile computing devices and personal computers to be closed to such an extent that these devices may be considered to be as functional in many ways as a laptop or palmtop computer for collecting data.  In fact, the conversion of paper and pencil forms such as surveys, questionnaires, and assessments to these devices may be considered a next logical step in the use of mobile computing devices.

Spain, Kelly and Chad Phipps. Usability News (2000). Articles>Usability>Workflow>PDA


Datensicherung und Archivierung

Many computer users ignore the risk of data loss - until it is th late: Imporant Data have vanished. Who then desperately seeks advice in any of my mailing lists might get my try answer: "Simply restore from your last backup." OK, I do confess: This might contribute to a nervous break down. So better be prepared!

von Obert, Alexander. Techwriter.de (2003). (German) Articles>Computing>Workflow>Security


Design Criticism and the Creative Process

At a project’s start, the possibilities are endless. That clean slate is both lovely and terrifying. As designers, we begin by filling space with temporary messes and uncertain experiments. We make a thousand tiny decisions quickly, trying to shape a message that will resonate with our audience. Then in the middle of a flow, we must stop and share our unfinished work with colleagues or clients. This typical halt in the creative process begs the question: What does the critique do for the design and the rest of the project? Do critiques really help and are they necessary? If so, how do we use this feedback to improve our creative output?

McDaniel, Cassie. List Apart, A (2011). Articles>Collaboration>Workflow


Design Review Checksheets   (PDF)

Useful checksheets with questions for consideration by the design team and reviewers when reviewing work at different stages of the process. There is a checksheet for Concept review, UI/interaction design review and Visual design review. Has space indicated for approvals and signature sign off by selected approvers. These sheets are great for tracking the progress and making sure key people approve and sign off on each step.

Malone, Erin. AIfIA (2003). Resources>Project Management>Workflow


Design Review Process   (Word)

A template to capture the dates in the Design Review Process and key milestones and stakeholders.

Malone, Erin. AIfIA (2003). Resources>Project Management>Workflow


Design Scope   (Word)

The Design Scope template should outline the general aims and goals of the project design and lists the major deliverables and milestones. To be completed by the experience design team lead.

Malone, Erin. AIfIA (2003). Resources>Project Management>Workflow


The Designers' Outpost: Capturing and Interacting with Design History

In a high-tech field like web design, we might expect to find computer-savvy practitioners accomplishing all their work with the click of the mouse and a stroke of the keyboard. However, in our studies of the early stages of web design, we found that good ol’ pens, paper, walls, and tables were the primary creative tools.

Klemmer, Scott. Boxes and Arrows (2002). Design>Web Design>Workflow


Designing an Effective Review Process   (PDF)

Review processes can easily become frustrating and complicated. Hart shows how to create and revive a review process that can be tailored to the needs of your situation.

Hart, Geoffrey J.S. Intercom (2006). Articles>Publishing>Editing>Workflow


Designing Customer-Centered Organizations

Even with the present downturn in the economy, more companies, from new media to established banks, have larger usability and design teams than ever before. Should we be content that we have come so far?

Zapolski, John and Jared Braiterman. Boxes and Arrows (2003). Design>User Centered Design>Workflow>Usability


Designing Intersection Flows

When forms give users the option to continue in two or more alternative directions, such as registering as a new customer or signing in as a returning one, unfortunate users will take the wrong turn if it isn't unmistakably obvious which way they should go. In this article, we'll take a look at a few intersection flows that have caused users problems.

Olsen, Henrik. GUUUI (2005). Articles>User Interface>User Centered Design>Workflow


Developing a Personal Tagline

Part of professional development involves recognizing your strengths and learning how to express it to others. It is a helpful exercise to develop a tagline for yourself, in the same way that professionals in a previous generation were encouraged to develop a mission statement. With shortening attention spans, today's professional needs only a few-word tagline to fit in the sound bite of management's smaller time slots. Beyond what Chris Benz would call shameless self-promotion, having a personal tagline keeps your career development focused and on track.

Albing, Bill. Carolina Communique (2007). Careers>Business Communication>Workflow


Developing Documentation Process   (PDF)

This paper defines a good manual to have a good balance in quality, cost (close to estimation, not over), and delivery (on time schedule). Analyzing our past problems, we have been developing documentation process to control these three factors through the following: working as a team, standardizing an estimation method, and standardizing an evaluation system.

Suzuki, Akihiko. STC Proceedings (1993). Presentations>Documentation>Workflow


Development of a Model For Managing Organizational Knowledge   (PDF)

The proliferation of interest in “knowledge management” in the last few years is a reflection that information has finally gained visibility as a major corporate asset. Furthermore, sharing information across the organization to support greater learning and competitiveness has resulted in moving to the next level of information management (IM)—knowledge management. Those of us who have been in the information business for a while have to contain our amusement as we have seen a society preoccupied first with data (anything that is observed, measured, counted, or collected), then information (organized data), now knowledge (selected information), and, perhaps next, wisdom (integrated knowledge).y´ As Thomas Stewart defines it in Intellectual Capital: The New Wealth of Organizations, “Intelligence becomes an asset when some useful order is created out of free-floating brainpower—that is, when it is given coherent form (a mailing list, a database, an agenda for a meeting, a description of a process); when it is captured in a way that allows it to be described, shared, and exploited; and when it can be deployed to do something that could not be done if it remained scattered around like so many coins in a gutter. Intellectual capital is packaged, useful knowledge.”

Ashdown, Barbara and Kathy Smith. OSTI (1999). Articles>Knowledge Management>Workflow



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