As a Technical Communicator, I … Facilitate Collaboration#

Ever since I chose to pursue a career in technical communication (at the time simply called Technical Writing), I’ve been very interested in how we as communicators add value to an organization. It was the topic of my final project to get my degree and a concept I’ve pursued at each organization I’ve worked for or consulted with.

Recently, I’ve been engaged with a training and documentation department at a large healthcare provider out of Nashville, TN. Like many large organizations, the learning department within this organization is struggling to identify how to engage in more a meaningful way with the various project teams. I am specifically helping them to understand how to better utilize their documentation staff. Since many of the issues I’m helping this organization work through relate to increasing the value their writers add to the organization, I thought I would share some of our challenges and successes!

The Background

When I first started working with this organization, I was told there was a lot of work – more work than the staff could handle but they were having a hard time justifying additional full-time resources. They knew the work existed, but couldn’t predict the frequency, projected hours, time frames, etc. Since there was so much work, the two writers engaged with clinical systems were mostly relegated to editing and fixing formatting for end user documentation the product development team wrote. The main complaint was that they weren’t writing – they were simply glorified editors and formatters.

What was even more interesting was when I asked why the writers weren’t more engaged in the development process, I was told it’s because the Business Analysts (BAs) didn’t want to give up the task of writing. That single statement made me stop and wonder what was really going on within this environment because that is the first time I’ve heard of a whole department of BAs WANTING to write the documentation. This just didn’t fit with my prior experience where everyone was more than happy to give up writing the documentation because that was their LEAST favorite task. (I generally get good-naturedly teased about actually enjoying writing the content!)

There are always two sides to every story, so I asked to engage as the writer on a short but high-pressure project with one of the core development teams. I believe there’s no better way to truly understand what’s going on in an environment than to become immersed within it. A few weeks later I had my first meeting with the BA team. During that planning meeting, I listened as they outlined the process they generally followed to create documentation – each BA wrote their piece. They would send it to me and I would do a quick edit and compile into one document then publish. I quickly spoke up and asked if they would be willing to try a variation of that process – I work with them to develop the content and assemble the document. Essentially, it becomes a team effort instead of each individual doing siloed work in a more linear format. They agreed to try it out.

The Results

The results were spectacular! The BAs more than happy to give up the process of managing and creating the content on their own (which is what I suspected all along). I also found out that many years ago, the content development process worked this same way for all projects. Over the years, the system slowly degraded to the current system. All agreed that working closely on documents freed up the BAs to focus on the tasks they were ultimately responsible for (writing requirements and specs, supporting business owners, etc.) and allowed the writer to do what they specialize in – author content and manage the document development. It was a win-win for everyone.

As I related these large and small successes back to management within the learning organization, I noticed that I still hadn’t written a lot of the content. The BAs, who know vastly more about the application than I ever will, provided me with the base content. I edited and supplemented what they gave me, but the real value I added was providing a single point of contact for everyone on the team regarding the documentation. I facilitated (and, I’d argue, improved) collaboration both within the BA team as well as between that team and the outside business entities involved with other aspects of the overall project.

The Lesson

This increased facilitation yet lack of writing got me thinking about the overall value and role of technical communicators within large organizations. This is not the first time I’ve seen this in a large company. Last year I worked with an auto manufacturer in their corporate IT department. While I was hired to write documentation, most of what I did was facilitate collaboration between the enterprise architects and the business. Since they determined and distributed standards, they needed to sound like experts – so I helped craft the documents to be effective and informative communication tools. I did some writing, but it was more helping the architects convey the information they needed to convey, the exact same thing I’m doing for the healthcare organization.

My takeaway from both these experiences is that as technical writers we must stop thinking about simply authoring content and start thinking about how we help to convey technical information throughout the organization. This is where our real value lies. Many people can write these days. We as technical communicators set ourselves apart by understanding how to bring the various pieces, parts and people together to craft documentation that facilitates learning at every level.

The next time you or your writing team complains that they are not doing enough writing, take a look at your overall process and determine whether writing is the best way to add value to your organization. Like me, you may find that the real value of your writers is not actually writing, but facilitating the collaboration process within your organization.

Wednesday, February 23, 2011 7:52:19 PM (Central Standard Time, UTC-06:00) #    Comments [4]  | 

 

These are a few of My Favorite Blogs (and Newsletters and Magazines…)#

Blogs… just about everyone’s got at least one these days. Some people I know subscribe to 20 or more. Some people say they don’t have time to read anything else besides the 100+ emails they get a day.

 

I have to admit – I was a late adopter of blogs, both reading and creating my own. While time is (always) a limiting factor, recently I’ve found some great tips, tricks and information from these blogs, newsletters, and publications.

 

The Rapid E-Learning Blog

I was hesitant about subscribing to this blog as I was worried it would be too product focused. (It’s produced by Articulate.) Instead, this blog focuses on creating rapid e-learning (hence the title) no matter what platform you use. The articles are well written and have some great tips.

 

Overall, I really like that this blog encourages instructional designers to reach out to others, even those using different platforms. They’ve had some great posts on fonts, PowerPoint Presentations, and using audio in courses, among other things. If you’re an instructional designer and are only looking for one new blog to subscribe to, this one is at the top of my list.

 

TechSmith Newsletter

Ok, so this isn’t actually a blog, but I’m recommending it anyway. It’s especially useful for anyone who uses TechSmith products like Snagit or Camtasia Studio. I’ve learned some great tips about these products (like their latest article on how to create great images). Plus, this newsletter allows you to customize the type of content you receive. Only want content on Snagit or Camtasia, just update your preferences.

 

Chief Learning Officer Magazine

This is a great magazine and website for anyone who’s interested in advancing their career within learning and development. Executives and upper management are the target audience for this publication, but I think the topics discussed here are valuable for anyone who is interested in the issues that L&D departments face.

 

I like that CLO articles gives me a 10,000 foot view of the learning and development. I often reference articles and tidbits I read in CLO when I talk with clients about developing training programs. CLO is talking about the big issues on learning executives’ minds and profiles Fortune 500 companies that are successfully navigating through the myriad of issues that so many L&D organizations face.

 

 

Right now these are a few of my favorites. If you have others, post a comment! I’m always looking for new reading material.

Wednesday, January 27, 2010 4:30:28 PM (Central Standard Time, UTC-06:00) #    Comments [0]  | 

 

Oh, no! Another Acronym: Understanding IOB#

In general, I’m always thinking about how to “prove” the documentation I craft adds value for the organization. Does it impact the bottom line? Does it reduce support costs? Does it promote employee efficiency? Plus, many clients feel conflicted about documentation, it is needed within their organization, but it’s hard to justify the costs especially in today’s economic climate.

 

This morning I was reading “Measure Smart: Trade ROI for IOB” published in this month’s edition of CLO magazine. At first, I was simply curious, “What is IOB?” Turns out, IOB, or Impact on Business, is an extension of ROI. Whereas most traditional ROI measurements focus on pure numbers, IOB looks at direct linkages between (in this case) training programs and business programs. Instead of looking at the total number of people trained, IOB focuses on changes in performance metrics after an employee completes a training program.

 

For example, say a customer service employee takes an interpersonal communication course. After the course, the number of complaints they receive are reduced (and they actually get a few compliments). Using IOB, the training department could say that the communication course improved that employee’s performance. They now have a more direct link between training and performance.

 

As I was reading, I thought the same concepts could be applied to technical writing. Like training, tech docs seek to convey knowledge to readers with the goal of teaching them something. And technical communicators are interested in those same metrics as training professionals – providing direct linkages between the documentation and business initiatives. “Hmmm, interesting,” I thought as I filed this tidbit of information away (for the next time a client asks about how we can do this).

 

The article also got me thinking about the future of technical communicators. As our field continues to evolve, we’re seeing a shift from printed documents to dynamic content. I have a feeling that in the coming years, technical communication professionals and training & development professionals will find more and more common ground as they face these similar challenges.

 

This is an exciting prospect! I think it will open new doors for all of us, especially those (like me) who enjoy elements within each discipline. I also think the increased collaboration between these two professions will enable us to develop more unique and concrete ways to evaluate the effectiveness of the materials we produce. Maybe, just maybe, IOB is the first step toward this future vision.
Thursday, August 06, 2009 11:18:06 AM (Central Standard Time, UTC-06:00) #    Comments [1]  | 

 

Why Should I Track ROI?#

Long-gone are the times of endless (and excessive) spending – on both a personal and corporate level. As we tighten up our pocketbooks and purse strings, corporations are also analyzing the ways they spend money – specifically as it relates to training, development, and documentation. While some view this as threatening (“They’re cutting my budget so much I can’t do anything!”), I think this is a much needed shift in corporate culture. As professionals, we should be responsible for showing how our efforts impact bottom-line business. So how exactly do we do that?

First, we have to get past the notion that ROI, or Return on Investment, metrics are a bad thing. ROI, in essence, is what justifies our positions as leaders within our fields. I think the fear of change is behind most people’s aversion to ROI. If looked at from a positive light, gathering metrics that show the program’s you’re implementing have a direct impact on the business gives you (and your department) tremendous power. Now, you not only have the ability to implement training programs, but you have a way to measure a program’s success. Imagine walking into an executive committee meeting with a new idea and being able to justify it with hard metrics (actual dollars & hours saved) and soft metrics (employee satisfaction and growth). See the power of ROI?

“Ok, ok,” you say, “That’s a nice ideal, but how do you actually measure those things?” Here’s where it takes some creativity and lots of planning. At the outset of the project, you MUST determine what you’re going to measure. ROI figures will not be accurate unless you figure this out before you even start. You have to take a snapshot of the business BEFORE the training program or documentation project is initiated so you have a baseline.

Then, you must keep track of the costs (effort as well as dollars) it took to implement the program. Sometimes this is straightforward. Other times, you have to look creatively at how to collect this data. Once your development is done, you must have a solid plan in place for the roll-out of your new program. Document your plan and your progress (you can use this later to help you structure other programs.) This roll-out plan should also get factored into the overall “cost” of the project.

Finally, you have to wait and measure. I know; this is always the hardest part! Because of the nature of training and documentation, cost benefits are not realized overnight. Sometimes it takes weeks, most times it takes months, and for some projects it takes years. Be prepared and ensure your management team is prepared to take the time needed to accurately gauge whether your program was successful.

As your program becomes part of your company’s culture, continue taking baseline measurements at regular intervals. Are your metrics different one month, three months, nine months after the implementation? Taking periodic measurements not only helps you chart savings, it also allows you to continue to tweak your program according to the business climate. (Again, be sure to keep track of development costs.) When you reach the end of your measurement term, take your final measurements then analyze the impact the program had on the business, both hard benefits and soft benefits. Was your program successful? Hopefully, the answer is yes and you’re able to see real cost-savings as well as tangible soft benefits.

By viewing ROI as a welcome opportunity to demonstrate your department’s value to the company, you empower yourself (and your employees) to have a bigger impact on the business. Embracing ROI helps eliminate unwarranted fear and replace it with the confidence needed to support the programs you’re passionate about. You also demonstrate that you are committed to being fiscally responsible to your team as well as the business as a whole. With all those benefits, how could you not want to show the Return on Investment for the projects you currently have going?

Monday, May 18, 2009 1:39:39 PM (Central Standard Time, UTC-06:00) #    Comments [0]  | 

 

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