Professional Development

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Documentation Essentials for Business Analysts

August 14, 15, 16, 2012
5:30 p.m. -  8:30 p.m.; $599; 9 PDU; Baldwin-Wallace, Berea
Instructor: Jacqueline Mueckenheim

Business analysts play a unique and vital role in business and industry as they collaborate to drive organizational change, streamline workflows/processes, and design new systems or functions. Through interaction, interview, investigation, and exchange with key stakeholders, BAs gather crucial information and then create documentation products that are critical to the organizational initiative requirements, project charters/plans, analysis reports, and process documentation.

Creating effective, efficient, and engaging professional documentation that is planned, adapted, designed, and customized for reader ease-of-use and understanding requires an in-depth understanding of the principles, best practices, and strategies for savvy documentation. This interactive, dynamic, and challenging workshop will help any BA transform written documentation into an engaging user experience.
 
Learning Objectives:
  • Understand techniques for building rapport with readers through written documentation
  • Perform more efficient documentation planning, including audience assessment and content mapping
  • Create engaging reader-focused documents with proven techniques for organization and design
  • Maximize reader understanding through word- and sentence-level editing, vocabulary adaptation, and the application of active voice
  • Design invaluable usability tests to ensure information accessibility (understanding, ease-of-use, and clarity)

Target Audience: For Business Analysts who are responsible for creating, organizing, designing, editing, and testing documentation products; for other professionals who perform a great deal of documentation in their workplaces.

Course Outline

Understand techniques for building rapport with readers through written documentation

  • Introduction to technical communication/documentation
  • Examples of document types most commonly created/maintained by BAs
  • Matching documentation goal(s) and purpose(s) with document format

Perform more efficient documentation planning, including audience assessment and content mapping

  • Review of the "Five Steps" of effective, efficient, and engaging documentation
  • Audience analysis and assessment (incorporates small group exercise)
  • Content planning (incorporates large group exercise)
  • Strategies for drafting documentation

Create engaging reader-focused documents with proven techniques for organization and design

  • Principles of organization (text vs. visual)
  • Document design techniques (incorporates individual exercise, with large group de-brief)

Maximize reader understanding through word- and sentence-level editing, vocabulary adaptation, and the application of active voice

  • Word-level editing best practices (individual and large group exercises)
  • Sentence-level editing best practices (individual and large group exercises)
  • Exercises for wordiness/redundancy, vocabulary usage, industry terminology/jargon, and active voice
  • Recommendations for more effective proofreading

Design invaluable usability tests to ensure information accessibility (understanding, ease-of-use, and clarity)

  • Overview of usability testing strategies (text-, expert-, and user-based methods)
  • Review of specific usability test methods
Perform documentation practice as a final module


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