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If you saw the movie Apollo 13, you might remember a scene
when they were trying to figure out a solution to the air purification
problem: Someone was on his back in a mock-up of the spacecraft,
manual in hand, figuring out some of the details of the plumbing.
What if the writer of that document had been careless, not making
the effort to be correct and unambiguous? That writer wasn't careless,
and they came up with an arrangement that enabled the crew to survive.
Writing good instructions is really important. Poor instructions,
at best, are irritating — the subject of Dad-tangled-in-a-bicycle-at-Christmas
cartoons.
Instructions are steps readers follow to accomplish something. Good
instructions are always more effective than poor ones. Fortunately,
good instructions aren't hard to write.
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Steps to Good Instructions
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Pay attention to the following to write good instructions:
- Introduce each set of steps with a description of what the steps
will accomplish, for example: "To access the control switch..."
- If the order of the steps matters, number the steps. If the
order doesn't matter, use bullets.
- Write each step using a simple sentence in the present imperative.
"Pry off the clip with a screwdriver or similar tool."
- Then tell the result. Stay with the present tense. "The
panel pops up." This gives confirmation that the reader followed
the instruction correctly.
- Put only one thing to do in each step. (Okay, you can add something
closely associated with the action, like "... and press Enter.")
- If you can, include an illustration after the instruction. You
might be tempted to skip the illustration, but don't. In some
(perhaps many?) cases, readers choose to rely on the illustrations
without reading the text. Create the illustrations with this in
mind.
- Divide the steps into groups of nine or fewer, if possible.
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A Few More Tips
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Here are a few other tips:
- Strive to be unambiguous. Aim for only one possible, easily
understood meaning. Try to think of how the instruction might
be misinterpreted and prevent that. The goal of every step is
that the reader understands immediately what to do.
- If you can, watch someone follow the instructions. If they get
something wrong, it's the fault of the instructions. Fix.
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And Proofread!
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Proofread! PROOFREAD! PROOFREAD! (Imagine that Aflac® duck
changing his mantra to "proofread!") Make this an ironclad
rule. Proofread everything you write, even email. Get into the habit
of looking for goofs.
There you have it. Writing clear instructions can change your life.
Maybe even save someone's.
Good written communication saves time, reduces frustration, and
prevents costly misunderstandings. You can find more tips on writing
well at The
Writing Rag.
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