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Towards an
Agile Authoring
methodology:
Learning from
Lean
Ellis Pratt
@ellispratt
December 2016
GDS
Overview
1. About me
2. What is Lean?
3. A Lean view of technical
writing
4. Towards an Agile
methodology
About me
About me
Director at Cherryleaf, a
technical writing services and
training company
A very long time ago, I wrote
my undergraduate
dissertation on an analysis of
manufacturing production
methods
Agile is problematic for
Technical Communicators
Towards an Agile Authoring methodology: Learning from Lean (AgileTheDocs Conference)
Agile’s effect on writing
1. Changing requirements and
rework
2. Sizing a project is difficult
3. Defer commitment and
“Document late” to avoid
waste
4. There’s no time
What is Lean?
Lean
What is Lean?
A process for making things
Based on the Toyota
Production System
Used today in healthcare,
programming and other areas
What is Lean?
A relative of Agile
Lean in a nutshell
Maximise value to the
customer
Minimise waste
Waste in Lean
1.Waiting
2.Over processing
3.Rework and correcting
4.Moving things
5.Processing waste
6.Inventory
7.Talent misused
8.Not meeting customer’s requirements
Lean breaks waste down into 7 (or 8)
categories
We’ll focus on the three
original wastes
Muda
Not adding value to the
user
Muri
Overburden
Too difficult / Too much
Mura
Unevenness
Waiting
Optimise the whole, not the
parts
Optimise the whole value
stream, not just individual
functions or teams
This leads to complete, multi-
disciplined, co-located
product teams
Image: RMI.org
Lean methods
One piece flow
Instead of batch processing
(even though it’s
counterintuitive)
You’ll spot errors much more
quickly
Image: Geoff Rixon
Andon cord
If there is a problem,
anyone can stop the
production line
A Lean view of
technical writing
Common types of waste in
content
“Waste in formatting -
formatting and
reformatting and re-
reformatting…
http://www.scriptorium.com/2015/09/lean-content-strategy/
Common types of waste in
content
“…Waste in review - oh,
so much waste in the
review cycles”
Waste - for the writer
Creating content that’s not
needed
Editing/multiple draftsToo much work and
Not enough time
Delays in approving & publishing
content
Do you have an inefficient
process?
Do you have an inefficient
process?
Essential wastes
Will the client pay for it to be
produced?
If they won’t pay, is it essential
waste? (A compelling need,
like tests and inspections)
Mark Eaton
Are you ʻprocessing wasteʼ?
Do you have an efficient
process, but you’re
producing something that
add little value to the user?
Waste - for the user
Content that’s not needed or
Doesn’t meet their needs
Too difficult or detailed
Delays in finding information
Common types of waste in
content
“…Waste in delivery -
information cannot be
used by end user
because it’s not in the
right language or the right
format…
http://www.scriptorium.com/2015/09/lean-content-strategy/
Towards an Agile
methodology
Load balancing
Who does the work?
Try and even out the workload
Find a long term partner
Tricky if you are using
specialist tools others can’t
use
Developers should not
abdicate responsibility
Image: Atlassian
Make it easy for developers
to collaborate
Set standards
Provide guidelines
Provide templates
Enable them to use their own
tools
Share the same issue tracker
Share the same review tool?
Documentation as
code
Treat documentation as code
You are a developer (of
content)
Use the same tools as
the developers, wherever
possible
Robert Hays, Radial
Treat documentation as code
Add your tasks to the
Kanban board
So there is close tracking
of topics to code
development
Robert Hays, Radial
Treat documentation as code
Include the feature
number and the User
Story reference number in
the topic titles
Treat documentation as code
Treat reviews and edits as
“calibrations” and
“defects”
Deliverables
Minimal Viable Product
“Just-In-Time
Documentation Also
Means Just Enough”
Anne Gentle
Anne Gentle. 2007. Writing End-User Documentation in an Agile Development Environment
Retrieved May 2015 from http://justwriteclick.com/2007/07/02/writing-end-user-documentation-
An iterative publishing
process
Incremental release
Service à la russe
Prior to product release?
Image: Cafe Gallay Geneva
Novels have been serialised
"The Strand Magazine (cover), vol. 73, April 1927" by Special Collections Toronto Public Library - http://www.flickr.com/photos/
43021516@N06/8346257651/. Licensed under CC BY-SA 2.0 via Wikimedia Commons - http://commons.wikimedia.org/wiki/
File:The_Strand_Magazine_(cover),_vol._73,_April_1927.jpg#/media/File:The_Strand_Magazine_(cover),_vol._73,_April_1927.jpg
"Alltheyearround 1891" by Chapman & Hall - Internet Archive. Licensed under Public Domain via Wikimedia Commons - http://
commons.wikimedia.org/wiki/File:Alltheyearround_1891.jpg#/media/File:Alltheyearround_1891.jpg
Optimise the whole
Optimise the whole
Define content standards
across the company
Identify the origins of
information and use them
Streamline the workflow
Image: Joe Gollner
Summary
What are the takeaways?
Lean is a useful way to
position UA in an Agile
environment
Helps you identify when
“document late” is a bad
idea, as a result of other
wastes not considered by
Agile.
Both make problems visible
Questions
For more information
ellis@cherryleaf.com
@ellispratt
End
© Cherryleaf 2016
Images and
screenshots © their
respective owners

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Towards an Agile Authoring methodology: Learning from Lean (AgileTheDocs Conference)

  • 1. Towards an Agile Authoring methodology: Learning from Lean Ellis Pratt @ellispratt December 2016 GDS
  • 2. Overview 1. About me 2. What is Lean? 3. A Lean view of technical writing 4. Towards an Agile methodology
  • 4. About me Director at Cherryleaf, a technical writing services and training company A very long time ago, I wrote my undergraduate dissertation on an analysis of manufacturing production methods
  • 5. Agile is problematic for Technical Communicators
  • 7. Agile’s effect on writing 1. Changing requirements and rework 2. Sizing a project is difficult 3. Defer commitment and “Document late” to avoid waste 4. There’s no time
  • 10. What is Lean? A process for making things Based on the Toyota Production System Used today in healthcare, programming and other areas
  • 11. What is Lean? A relative of Agile
  • 12. Lean in a nutshell Maximise value to the customer Minimise waste
  • 13. Waste in Lean 1.Waiting 2.Over processing 3.Rework and correcting 4.Moving things 5.Processing waste 6.Inventory 7.Talent misused 8.Not meeting customer’s requirements Lean breaks waste down into 7 (or 8) categories
  • 14. We’ll focus on the three original wastes Muda Not adding value to the user Muri Overburden Too difficult / Too much Mura Unevenness Waiting
  • 15. Optimise the whole, not the parts Optimise the whole value stream, not just individual functions or teams This leads to complete, multi- disciplined, co-located product teams Image: RMI.org
  • 17. One piece flow Instead of batch processing (even though it’s counterintuitive) You’ll spot errors much more quickly Image: Geoff Rixon
  • 18. Andon cord If there is a problem, anyone can stop the production line
  • 19. A Lean view of technical writing
  • 20. Common types of waste in content “Waste in formatting - formatting and reformatting and re- reformatting… http://www.scriptorium.com/2015/09/lean-content-strategy/
  • 21. Common types of waste in content “…Waste in review - oh, so much waste in the review cycles”
  • 22. Waste - for the writer Creating content that’s not needed Editing/multiple draftsToo much work and Not enough time Delays in approving & publishing content
  • 23. Do you have an inefficient process?
  • 24. Do you have an inefficient process?
  • 25. Essential wastes Will the client pay for it to be produced? If they won’t pay, is it essential waste? (A compelling need, like tests and inspections) Mark Eaton
  • 26. Are you ʻprocessing wasteʼ? Do you have an efficient process, but you’re producing something that add little value to the user?
  • 27. Waste - for the user Content that’s not needed or Doesn’t meet their needs Too difficult or detailed Delays in finding information
  • 28. Common types of waste in content “…Waste in delivery - information cannot be used by end user because it’s not in the right language or the right format… http://www.scriptorium.com/2015/09/lean-content-strategy/
  • 31. Who does the work? Try and even out the workload Find a long term partner Tricky if you are using specialist tools others can’t use Developers should not abdicate responsibility Image: Atlassian
  • 32. Make it easy for developers to collaborate Set standards Provide guidelines Provide templates Enable them to use their own tools Share the same issue tracker Share the same review tool?
  • 34. Treat documentation as code You are a developer (of content) Use the same tools as the developers, wherever possible Robert Hays, Radial
  • 35. Treat documentation as code Add your tasks to the Kanban board So there is close tracking of topics to code development Robert Hays, Radial
  • 36. Treat documentation as code Include the feature number and the User Story reference number in the topic titles
  • 37. Treat documentation as code Treat reviews and edits as “calibrations” and “defects”
  • 39. Minimal Viable Product “Just-In-Time Documentation Also Means Just Enough” Anne Gentle Anne Gentle. 2007. Writing End-User Documentation in an Agile Development Environment Retrieved May 2015 from http://justwriteclick.com/2007/07/02/writing-end-user-documentation-
  • 40. An iterative publishing process Incremental release Service à la russe Prior to product release? Image: Cafe Gallay Geneva
  • 41. Novels have been serialised "The Strand Magazine (cover), vol. 73, April 1927" by Special Collections Toronto Public Library - http://www.flickr.com/photos/ 43021516@N06/8346257651/. Licensed under CC BY-SA 2.0 via Wikimedia Commons - http://commons.wikimedia.org/wiki/ File:The_Strand_Magazine_(cover),_vol._73,_April_1927.jpg#/media/File:The_Strand_Magazine_(cover),_vol._73,_April_1927.jpg "Alltheyearround 1891" by Chapman & Hall - Internet Archive. Licensed under Public Domain via Wikimedia Commons - http:// commons.wikimedia.org/wiki/File:Alltheyearround_1891.jpg#/media/File:Alltheyearround_1891.jpg
  • 43. Optimise the whole Define content standards across the company Identify the origins of information and use them Streamline the workflow Image: Joe Gollner
  • 45. What are the takeaways? Lean is a useful way to position UA in an Agile environment Helps you identify when “document late” is a bad idea, as a result of other wastes not considered by Agile. Both make problems visible
  • 48. End © Cherryleaf 2016 Images and screenshots © their respective owners