How To Make Your Own User Manual

In your day-to-day work, you might find that there are times when you need to provide a client with documentation that walks them through a process or teaches them how to do something they may be unfamiliar with.

I’ve mentioned before that I view writing skills as vitally important for everyone, in every business, and this is a prime example of why being able to write effectively is so important. If you can’t get the steps and details down on paper in an easy to understand and intuitive way, you will probably spend a great amount of time and frustration handling support requests and fixing things done incorrectly.

Nov 05, 2017  But, in thinking about the personal user manual concept, it seems like limiting this to managers could be short-sighted. Why not ask every employee to create a personal user manual? I can see two huge benefits: Employees learn more about each other. The original idea of a personal user manual is to help others learn more about you. Jun 04, 2007  Many users never actually get as far as the user manual. It is often tossed aside as being either secondary, or just too difficult to deal with. When this happens, the user, the product and the writing team all suffer in some way. In order to get past this point the user manual must make a strong. Create Digital Guides Online for Free. Flipsnack’s guide creator helps you build your own digital guide. You can create your own user manual, travel guide or brand guides using our free guide templates.

How To Make Your Own User Manual

Here are seven tips to help you create a comprehensive yet coherent instruction manual.

  1. Get out of your own head: When you begin to prepare instructions for processes you know inside and out, you will need to consciously take a step back and approach the material from a new angle. Start at square one by assuming the audience will have zero knowledge of the subject matter.
  2. Know the objective: Make sure you know exactly what your manual needs to cover in order to avoid information overload or confusion that can come from too many details. This is especially important when the process is complex or has a lot of different parts.
  3. Outline it first: Before jumping in and creating steps, create a high-level outline of what the document will cover, including main and subsections. This will help you make sure your process makes sense and that each section of the manual is consistently structured.
  4. Make it easy to understand: Lists are a great way to outline steps for doing something because they can help people move item by item in the way you intend. It’s also a good idea to use a table of contents and make your document searchable, if possible, to further support your step-by-step approach.
  5. Be brief: It’s tempting to want to explain everything in fine detail since it’s material you know so well, but stick with only what the recipient needs to know. Focus on using only as many words as necessary to get your point across.
  6. Use visual aids: Screenshots, diagrams and even videos are a great way to beef up your manual and make it easier to understand. Keep the formatting of these supporting materials consistent and to the point to avoid overwhelming the reader.
  7. Give it a test drive: Or better yet, have someone else who has never seen the material before run through the instructions. Take their feedback and use it to fine tune your manual.

Keep in mind that you may need to review and update the manual periodically, especially if it’s something that focuses on a third-party application or other system you do not control. Plus, with some material, it may also make sense to offer the client a hands-on walk through to ensure your instructions accomplish what they need to accomplish. And keep in mind that learning styles vary, so one client may be able to run with the same instructions that confuse a different client. Being flexible in your format and delivery can help make sure the instructions work for the recipient.

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Do you ever provide clients with written instructions? What advice do you have?

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