This week I’m attending STC Summit 2017, the annual conference of the Society for Technical Communication. These are my notes from one of the sessions at the conference. All credit goes to the presenter, and any mistakes are mine.
Chrystal Mincey’s session was called “Know Your Client’s Language”. Tech writers’ clients have different styles, and may prefer their writers to follow a particular style guide.
Define the client
Take a look at the client’s reporting structure, who your boss reports to, and going higher. The requirement that you’re tackling may come from higher up the chain. Look out also for conflicts of interest, and which division takes priority, especially if different divisions are competing for your time.
Find out the amount of time your client expects from you, and the times of day you need to work. Is flexitime an option? Find out the end goal of the client, and how your project is contributing to it. You’re there to make yourself look good as well as your client. Check the deadlines and milestones, and whether they’re negotiable.
Confirm your responsibilities, and whether there are other tech writers to cover while you’re out.
Determine whether your client has a style guide, or whether they use a particular industry style guide. If there isn’t one, consider developing one. This may be time consuming, but gives you more control. Adhere to templates, if they exist.
Recipe for success
The end goal is for you to be successful, as well as for your client to be successful. Know what time your client arrives, learn their routine, and adjust your work practices to it. Is it OK to approach your client at 9am or should you wait until they’ve had their coffee?
Research in all ways possible.
Client is always right but may be open to change
See things from the client’s viewpoint. Learn their project as a whole, including how to work with the developers. Remember that everyone is working towards the same goal. If there are conflicts, ask the client to see things from your side, and remind them you’re working towards the same goal as they are.
Thanks Chrystal for a spotlight on how to work with a client.
Actually, I’m fond of the gerund myself. I’m not seriously proposing we kill it, but I’d love to know what everyone thinks about using, or not using, gerunds in headings and page titles.
A gerund is an “-ing” word, like “adding” or “removing”. More specifically, it’s the “-ing” form of a verb when used as a noun. Most technical documentation uses gerunds in topic titles and page headings, like this:
- Adding a widget
- Deleting a widget
- Installing a widget
Examples of the traditional way:
Brave new world
We’re trying an experiment with short-form verbs in headings. Instead of gerunds, we’re using just the verb stems. So, instead of “adding a widget” we’re saying “add a widget”. This looks like an imperative, but it’s not meant as such. It’s just a short form of the verb, and more likely to match what people will search for on the page (using Ctrl+F, for example). It’s tempting to cite web searches as well, but any search engine worth its salt will find the stem of the word and return all results matching the stem.
Examples from our documentation:
At the moment, we’re leaving gerunds in the page titles (primarily for consistency across the documentation suite) and just changing the headings within the pages.
Others who’ve killed the gerund: