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How to get started on your company's internal documentation
Documenting
information is one of the most important internal tasks
a company can undertake.However,most companies still regard
any user documentation they have to produce as a necessary
evil,leave alone internal documentation. Ironically, most
information technology companies are often lacking in information
about themselves: processes, routines, infrastructure and
networks.
Internal documentation is crucial to your company. Learn
how to take it from a concept to development and implementation
of an internal print or online library.
The first part explains how documentation can help you when
employees leave and when new workers arrive. We also include
tips to begin your own documentation process.
Why
is documentation important in an IT company?
With job opportunities bombarding IT professionals, an IT
company always runs the risk of losing key employees. Much
of the knowhow essential to the company's success usually
exists in the heads of only a small number of people.
Companies need to make sure that losing someone won't cripple
them or place a huge burden on the rest of the staff and
contribute to further losses. Besides smoothing the transition,
internal documentation also makes it easier for people to
delegate tasks or take time off;all without causing a crisis
for the rest of the team.
You may not know it, but many of your new hires sit at their
desks doing nothing for days. That's because everyone else
is too busy to tell them what to do or give them orientation.
They're twiddling their thumbs and watching their new coworkers,
possibly wondering what they've gotten themselves into.
One important function of internal documentation is to create
introductory material. This not only keeps new employees
occupied but also tells them more about how the company
works. Such information can cover both their team and other
groups. It gives them a head start on their new responsibilities.Creating
specific documentation, oriented directly towards the new
person's job, is an excellent way to reduce downtime for
new hires. It also decreases the time your existing staff
must spend to bring the new person up to speed.
Beginings
If you begin an internal documentation project, don't think
of it as documenting only information. It's important to
capture and convey how people use that information. A project
like this should be regarded as management of your company's
intellectual property. You want to document how things happen
at your company-who does what and what tools do they use.
Start by thinking about the following questions:
What are the key processes? You can start by breaking it
down by department. Then how is this process completed?
Why and when is it done? Who has key responsibility for
internal business issues? Who are your key partners and
contacts at other companies?
Where are crucial files stored? What are your standard business
processes? Your organizational structure? Good documentation
should also address how and why people do what they do.
Documenting internal processes helps prevent people from
having to "reinvent the wheel." If you have a
successful process for doing something, make sure that everyone
knows it. They won't have to spend time duplicating processes
that already exist.
Documentation helps reinforce standardisation and it enables
people to repeat successes and avoid the mistakes others
have made.
Internal documentation: Avoiding critical mistakes
In
the first part, we examined the importance of creating and
maintaining comprehensive internal documentation for a company's
procedures and critical information. Now we read about defining
the information to document and why such projects often
fail.
The first step towards creating internal documentation is
to define what you want to accomplish. Find out if your
company has the people and time resources to undertake such
a project. To document all the processes and information
within your company, it could take a year or more to define,
develop, test, verify and implement.
A crucial element of this wide-angle look is to broadly
define project goals. What do you want the documentation
to do? Shorten the ramp-up time for new employees? Document
critical processes in the event that key people leave? Improve
productivity? Ideally, the finished project will do all
of this. However, if you want to keep the scope small, you'll
need to limit the goals to those that are most important.
This is because the degree of work involved in creating
comprehensive internal documentation, much less updating
and maintaining it is tremendous.More often than not,someone
in management decides it would be a good idea to document
"all the company's stuff" and assigns the project
to someone else without considering the effort involved
or getting input from those responsible for providing their
time.As a result, the project ends up being so incomplete
or obsolete that it doesn't do anybody any good.
Basically,
the reason for failure has two components:
Lack of Definition:The processes and procedures to document
are never analysed, and there is little or no thought given
to the information itself, its format, or how it will be
utilized.
Lack of Employee Inputs:Obtaining comprehensive, detailed
information necessary for a successful project requires
a lot of time from the person who has that information.If
the decision is made without consulting the people who have
to contribute their time to the project, they don't make
the effort because they consider documentation to be their
very lowest priority.Hiring a consultant or team of consultants
to undertake the documentation does not make existing staff
redundant.
Factors to be considered before embarking on an internal
documentation project include beginning by analysing the
content and scope of the project. This will affect the other
decisions you need to make. Start by making a rough outline
of the information you want to document. A department-by-department
approach with the key players and their critical functions
is recommended. Once you have a draft of what you hope to
achieve ready, conduct informal meetings or departmental
brainstorming sessions. Ask questions like "What standard
processes do you carry out on a r egular basis?" "What
are the parts of your job that only you know how to do?"
"If you took a two-month vacation, what would the other
people in your department need to know in order to fill
in for you?"
Unfortunately, some people don't want anyone to know exactly
what they do or how they do it.They regard the fact that
only they know how to do their job as a way of keeping their
job secure. People with this attitude are a major stumbling
block in the information-gathering process.Make it clear
that you expect people to share information.
Then decide whether to use internal staff or consultants.
Once you define the project scope, you'll know the skill
set necessary to carry it out. You can now decide whether
to assign the project to outsiders or your existing staff.If
you already have technical writers with time on their hands,make
sure that they know how to handle a project like this.The
process involves documentation and interviewing as well
as writing,so you may want to supply them with books or
even training on knowledge management. Alternatively,you
might consider hiring contractors who you can release after
the project is complete.Doing so maintains control and direction
of the project within your company.
But whether you decide to use consultants or in-house staff,
if your company is sizable and you're serious about knowledge
management, you'll want to have at least one person dedicated
to this project both during and after its initial completion.
If you use a consultant or consultants, we recommend that
you team that person up with one of your internal writers
who can take on the job of maintaining the documentation.
Refining and maintaining your internal documentation project
So
you've decided to embark on your internal documentation
project. What formats and tools should you use to complete
the task? How do you initiate, implement and maintain the
project?In this article, we'll take a look at how you should
proceed.
Identify the best documentation format-
During your department meetings to set the documentation
scope, identify how people will use the information. From
that, you decide on a format.
Although the document format can be changed after the project
begins, it's best to settle on one up front.
Here
are a few choices:
- Printed
documentation: Having printed documentation can be
a good idea if you will be documenting detailed or lengthy
procedures. For printed matter you'll need a central physical
location or at least a "team library," that
everyone can access.If your procedures are constantly
changing,it is better not to rely on print alone
- Online
documentation: Online documentation is recommended
if the project is very modular and can be divided into
fairly short sections that are not interdependent.
This approach works well if much of the documentation
will be accessed only occasionally, if the information
changes often, or needs to be further customised for use
by any individuals or groups. If your company has an existing
intranet, online documentation is a good choice.The lack
of an intranet can make it difficult to implement any
documentation project that's exclusively online.
- Printed
and online: Many companies use a mix of printed and
online documentation. This works well if the most frequently
used and updated information is in the form of brief reference
material. Anything that needs to be printed out, such
as a checklist, can be done at a workstation. Longer,
less changeable documents can be printed out and stored
in a central location.
You should also take into account the way people at your
company prefer to receive information.One benefit of online
documentation is that it can easily be printed and read.
Choose
your tools
Once you settle on a format, Any of the following tools
can be used for creating the documentation.
- Microsoft
Word: For print documentation, the default choice is generally
Microsoft Word. Despite its many limitations, most people
already know how to use it and it's adequate for the job.
Adobe Acrobat: A PDF format is useful for printing as
well as online display.You can convert word documents
into PDF format.
- HTML
editor: If you want to take the documentation online by
posting to the company intranet, you should use the HTML
editing program employed for the rest of your site. This
will make it easier for both designers and users.
- Version-control
software: If more than one person has access and authority
to update these documents, some type of version-control
software is a must. Most IT companies are already familiar
with Microsoft Visual SourceSafe, which is used for programming
code. SourceSafe can be adapted to any kind of document
to allow it to be checked in and out and to keep a record
of who updates what.
Depending on the information you're documenting, a database
arrangement could also work well.
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