Category Archives: Quick Reference Guides

Starting Points with Quick Reference Guides: Gathering Before Designing

In The Back of the Napkin, Dan Roam explains that drawing pictures can help you solve problems. He says the first rule is to “collect everything possible up front” (p.58). After collecting all your information, you then “lay it all out where you can look at it” (p. 61). By laying out all the information, Continue Reading »

Documentation Usability: A Few Things I’ve Learned from Watching Users

I received another question from John from Delaware. It was actually in his other e-mail, but I neglected to address it because I don’t usually spend so much time answering readers’ questions. This one, however, addresses a topic I’m presenting on in a usability progression at the upcoming STC Summit in Atlanta. Concerned about the Continue Reading »

Lessons Learned with Quick Reference Guides: Timing and Truth

One of the fundamental aspects of quick reference guides is knowing when to create them. A few weeks ago I was assigned to a small project team working on a relatively simple application, and I pitched the idea of several role-based quick reference guides for the help content. I showed samples from other projects, and Continue Reading »

Quick Reference Guide Formats — Tips for Finding Attractive Layouts

Quick reference guides provide one or two page condensed instructions. Formats for quick reference guides vary dramatically and can involve complex, multi-colored layouts, or just simple text callouts next to a few images. The other day I stopped by a local thrift store (Desert Industries) and picked up a few magazines for $.25 cents a Continue Reading »