Technical Writing For Dummies
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This Cheat Sheet includes an outline for writing a technical brief, which is an important first step in the technical-writing process — whether you're an experienced technical writer or a beginner.

A technical brief helps you identify and organize important information, such as your reader profile and the writing and approval process.

Writing a technical brief

No matter what technical writing responsibilities you have, this Technical Writing Brief is the first step in the writing process.

Feel free to make a copy of this brief as you work on each new project. With just a little practice, it will help you write with confidence and competence, as well as save lots of time and frustration.

Many participants in the technical writing workshops I facilitate start by saying, “I don’t have time to fill out this out.” After working with it they say, “I don’t know how I ever got along without it.” Share it with your team; they’ll thank you!

About the Document

  • Type of document
  • Presentation context (Paper? Online? Streaming? Simulation? Combination?)
  • Target date for completion

Learner Profile

  • Who are the learners?
  • Are they technical, nontechnical, or a combination?
  • Are they internal (to your company), external, or both?
  • Do you have multi-level learners?
  • If so, what percentage are there of each?
  • What do the learners need to know about the topic?
  • What’s their level of the subject knowledge, if any?
  • How do they process information?
  • What jobs do they perform?
  • What is their attitude toward the topic? (Positive? Neutral? Negative?)

Key Issues

What are the key issues to convey? (In order of importance.)

  • _____________________________________
  • _____________________________________
  • _____________________________________
  • _____________________________________
  • _____________________________________

Budget

______________________________________

Project Team

Who’s who on the project team?

___________________________________________

___________________________________________

___________________________________________

___________________________________________

___________________________________________

Milestones

Describe the milestones and list the anticipated completion dates.

Milestone                                  Date

__________________________________________

__________________________________________

__________________________________________

__________________________________________

Approval Cycle

What’s the approval cycle? (Start from the bottom up, with A being final reviewer.)

  • ___________________________________________
  • ___________________________________________
  • ___________________________________________
  • ___________________________________________
  • ___________________________________________

Keep this handy. This a handy reference to keep on your computer, tablet, and smartphone. And remember to share it with your team!

About This Article

This article is from the book:

About the book author:

Sheryl Lindsell-Roberts runs business-writing seminars for Fortune 500 companies and is the author of several books, including For Dummies guides to business writing and business letters.

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