A Guided Tour in Tech Writing

Photo by Luis Quintero on Unsplash

Part of the Research Backpack

As writer’s, we’ve all got a toolbox or backpack full of our favorite things to use when we need to get a doc written, whether it’s a manual, proposal, or just a user guide. One of my personal favorites is a “Guided Tour,” because it involves asking a user who is able to articulate her needs, working with her to finesse the points, and then heading off to work my magic.

A Guided Tour is more than an interview, but less than a deep dive. It can be a simple phone call where we dash off some bullet points, but typically it provides some really great insight into what the document or website should look and feel like. As a hands-on, personable writer, this is usually something that, for me, saves a lot of work down the road.

How do you conduct a Guided Tour?

To begin the tour, it’s really a conversation with “muscle.” Ask the participant (sometimes there will be more than one, so I suggest having these tours one at a time) to give you a tour of their “space” as a concept. No, really. A walk through. You can do this physically with metaphors like:

“Imagine that your document or website is a house. What is the most important room, like the kitchen? Where does everyone end up at the party, despite the fact that you thought they would all be in the living room? Tell me about that most important place? Or, “When everyone arrives at your (document, website) what is the very first thing you want them to see? Is it the fireplace, the bookcase filled with your impressive reading list, the kids’ trophies from track? What really matters?”

Or, try a more exact approach:

“If you are walking through the aisles of the grocery store and you very much want to get just item X (the one you are designing for as priority), let’s talk about the things your readers will see before they get there – the user guide, the table of contents, the FAQ…and why.

You can talk through where the product is stored and how. You can discuss whether there are video links and archives, whether users are taken to other environments like sales and marketing and whether that is okay or distracting.

I often use imagery like organizing kitchens and garages because they are simple to visualize and valuable visually.

Identify Customizable Environments

Everyone’s product, like their house, is unique. We sometimes think that plug and play really means that, and that we are “stuck” within templates. We are not. Even minor changes will strike fear into participants, but if you are listening on your Guided Tour, you will find that they have customized an environment with their own acronyms, business terms, and priorities.

Asking a participant to guide you through their use of an application, even if it seems like it would be a strict template, can give you amazing insights. A good example is a Guided Tour through using the bells and whistles in their car. Just when you think just about everything is the same, you learn that there are some fantastic differences, and as a designer you learn that there are cool things that users wish they had that you could easily accommodate – and that, my friends, is where the magic happens! So use your observation skills, your enormous brain, and your determination to make that magic.

Deliver the goods

All of this is of course oversimplified for a blog post, but I know everyone who reads my brilliant prose is clever enough to extrapolate how it’s done.

Ask a participant to walk you through their reality and their wish list. Pay attention to how they dress up their product, their application, and their home environment. You will learn more than you thought possible about not only how they use what they have, but what they wish they could add to it – and you will likely find that you can help them alleviate that pain. You’ll be their hero when you can deliver that solution. (Trust me, gang, I’ve done it more than once!)

Write the architecture, organize the structure, and deliver the new wireframe or design. Often, the biggest roadblock is getting started.

Did you ever open the garage door on a sunny Saturday afternoon, having decided that today is the day you are going to finally clean that sucker out, get it all organized and be able to park your SUV in there at last? Sure you have! But then you realize that your daughter’s ice skates from her single 1982 figure skating season are in there, along with your husband’s college t-shirt collection because you once had a neighbor who made quilts out of those, and you agreed to store your mother in law’s dog crate. Besides, the holiday decorations still need to be taken to the thrift donation place, and…

Photo by Alex Rhee on Unsplash

I digress. You have to buy shelves and bins, and that is a lot to take on in one day. There’s a better way to – start. Maybe have a Guided Tour with the participants? Get an idea of how to use the space. Conduct this exercise with your users and determine where to house the skates, whether to hire the quilt lady, and so on.

Once you harness how everyone applies it, you will have drafted the shelves, and you can build an excellent user guide to the garage. A dazzling application, thrilling API for searching sports equipment in garage 2.0.



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