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Pass the publication gate

Ten questions, all of which are a yes before anything goes live. Technically correct is not the same as finished.

A document is ready when it is accurate, current, focused, easy to scan, appropriate for its audience and sensibly placed in the wider set. Technical correctness alone is not enough: users must also be able to find the information, recognise that it applies to them, and follow it successfully.

The decision process

Used for new documentation, major updates and audits.

  1. Identify the user intent. Learn, complete a task, look something up, or understand.
  2. Check what already exists. Overlap, outdated guidance, related pages.
  3. Decide whether a new page is needed.
  4. Choose the primary documentation type.
  5. Check the scope. One primary job, or secondary purposes to separate.
  6. Check usability. Can the intended user tell the page applies to them?
  7. Verify the content. Test where possible, flag what is unconfirmed.
  8. Check wider impact. Related pages, screenshots, terminology, links.
  9. Check for duplication.
  10. Apply the publication gate.

The gate

Before publication, every one of these is a yes.

  1. Does the page serve a clear user need?
  2. Is it the right documentation type for that need?
  3. Can the intended user follow it without additional research?
  4. Is the content accurate and current?
  5. Is the page easy to scan and navigate?
  6. Has unnecessary duplication been removed?
  7. Are terminology and screenshots current?
  8. Have technical claims been verified where reasonably possible?
  9. Have related documents been checked for impact?
  10. Is this the clearest place for this information to live?

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