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BEN CROTHERS

design strategist @bencrothers
1
Software instructions
by IKEA?
Making your docs more visual
2
CÖMPLEXXImagine if software
documentation was like
IKEA instructions, with
no words?
That’s probably going
too far! But there are
more ways we can use
visuals in our
documentation.
Apologies to IKEA!
3
20 years in digital design,
design strategy, and
design education
I’m writing a book about
simple sketching for
better product thinking
and design:
prestosketching.com
About me
Screenshots and online videos are great…
wistia.com
1

Helping you plan the
instructional design
2

Helping your readers
connect their mental
model to your model
3

Helping your readers
understand what to do
…But visuals can be used in other ways
1. Helping you plan the instructional design
Whatever product or system you’re writing documentation for,
people reading it go through a ‘mental journey’ of learning,
understanding, and applying that documentation
You can use simple storyboarding to help you plan out your
documentation according to how people learn
Check that they 

understand underlying
concepts
Explain the steps 

needed to do the thing
Give them a way 

to check that they 

did it right
Gain their
attention
Inform them of
objectives
Stimulate recall
of prior learning
Present distinctive
features
Provide the
guidance
Elicit their
performance
Provide 

feedback
Assess
performance
Enhance
retention
1. Helping you plan the instructional design
From Robert Gagné’s 9 events of instruction
1. Helping you plan the instructional design
Enter from a search engine Objectives Prior knowledge Orientation
Read the
instructions
Use links to
product areas
Check that I’ve
done it right
More 

information
1. Helping you plan the instructional design
2. Connecting their mental model
The people reading your
documentation have a head
full of work to do, people to talk
to, things to remember, and so
on.
They have a ‘mental model’ of
their work in mind. How does
that compare to the way your
system is presented?
2. Connecting their mental model
2. Connecting their mental model
Think about (and draw!) your
system in terms of real world
objects, and how they relate to
each other.
Then use this as a way to
graphically show your readers
how their way of thinking
matches your system.
2. Connecting their mental model
3. Helping them understand what to do
People tend to have a ‘map’ (right or wrong) in their heads about
conceptually where all the things are located in your system
Examples:
• Administration section
• Tasks ‘live in’ projects
We can help them orient where they are with a visualisation of
that ‘map’ in our documentation
3. Helping them understand what to do
3. Helping them understand what to do
BEN CROTHERS

design strategist @bencrothers @prestosketching
17
Thank you

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Software instructions by IKEA? 3 ways to make your documentation more visual

  • 1. BEN CROTHERS
 design strategist @bencrothers 1 Software instructions by IKEA? Making your docs more visual
  • 2. 2 CÖMPLEXXImagine if software documentation was like IKEA instructions, with no words? That’s probably going too far! But there are more ways we can use visuals in our documentation. Apologies to IKEA!
  • 3. 3 20 years in digital design, design strategy, and design education I’m writing a book about simple sketching for better product thinking and design: prestosketching.com About me
  • 4. Screenshots and online videos are great… wistia.com
  • 5. 1
 Helping you plan the instructional design 2
 Helping your readers connect their mental model to your model 3
 Helping your readers understand what to do …But visuals can be used in other ways
  • 6. 1. Helping you plan the instructional design Whatever product or system you’re writing documentation for, people reading it go through a ‘mental journey’ of learning, understanding, and applying that documentation You can use simple storyboarding to help you plan out your documentation according to how people learn Check that they 
 understand underlying concepts Explain the steps 
 needed to do the thing Give them a way 
 to check that they 
 did it right
  • 7. Gain their attention Inform them of objectives Stimulate recall of prior learning Present distinctive features Provide the guidance Elicit their performance Provide 
 feedback Assess performance Enhance retention 1. Helping you plan the instructional design From Robert Gagné’s 9 events of instruction
  • 8. 1. Helping you plan the instructional design Enter from a search engine Objectives Prior knowledge Orientation Read the instructions Use links to product areas Check that I’ve done it right More 
 information
  • 9. 1. Helping you plan the instructional design
  • 10. 2. Connecting their mental model The people reading your documentation have a head full of work to do, people to talk to, things to remember, and so on. They have a ‘mental model’ of their work in mind. How does that compare to the way your system is presented?
  • 11. 2. Connecting their mental model
  • 12. 2. Connecting their mental model Think about (and draw!) your system in terms of real world objects, and how they relate to each other. Then use this as a way to graphically show your readers how their way of thinking matches your system.
  • 13. 2. Connecting their mental model
  • 14. 3. Helping them understand what to do People tend to have a ‘map’ (right or wrong) in their heads about conceptually where all the things are located in your system Examples: • Administration section • Tasks ‘live in’ projects We can help them orient where they are with a visualisation of that ‘map’ in our documentation
  • 15. 3. Helping them understand what to do
  • 16. 3. Helping them understand what to do
  • 17. BEN CROTHERS
 design strategist @bencrothers @prestosketching 17 Thank you