Break it down, step by step

The other day I baked apple squares. I used a recipe that required only a few steps and seemed simple enough. Full confession, I am not a baker. I followed the steps and despite my pan being slightly larger than the recipe called for, I think the squares turned out pretty good.

This got me thinking about the importance of writing clear instructions. I don’t think a day goes by when I don’t read directions to something — how long to microwave my Chicken Thai Soup, can I use the floor polish on my wood floors, or maybe, how I pay to get out of the parking lot I’m stuck in!

Here’s a few ideas to help ensure your instructions are clear.

Consider the principles of plain language.
Writing in plain language means writing in a way that’s simple, clear and concise. Your readers will understand what you’re saying and the action they need to take. This includes avoiding technical terms — or explaining them — writing in an active voice and considering layout and design.

Break the task down into steps.
As you work through the task you’d like your readers to accomplish, record each step as you do them. Consider short sentences over lengthy ones. Is each step clear? Are the steps in the right order?

In digital, developers will perform user-experience testing to test their instructions with their customers or readers. This helps them identify pain points users might have that will lead to negative experiences when they’re navigating a site.

Testing your written instructions is not a bad idea.

Add a visual.
A picture paints a 1000 words. When my new cabinet arrived and it was up to me to assemble it, I faithfully followed the printed instructions that came in the box. When I got stumped, I found the illustrations showing the screw sizes and pieces that fit together very helpful.

Check terminology and jargon at the door.
Jargon can create confusion. It’s important to be as clear as possible with your descriptions. That doesn’t mean avoiding technical terms; sometimes that’s just not possible. But, avoid the ones you can for simpler language.

Consider your layout.
I remember a baking faux pas of mine. I was following a recipe for pineapple muffins. I thought I was nailing it, until I came to a step that asked me to add the pineapple to the batter. The last step on the page read, “Add the pineapple to the batter…” I gave the pineapple a good stir. I then turned the page where the instructions continued, “… folding in gently.” Urgh!

Watch that your steps are clear and complete. Consider numbering the steps and, if your layout is going to take more than a page, be careful that key points stick together.

Test the steps

Count how many times you follow directions in a day. You might be surprised to learn that it happens more than you think. How clear are the steps you’re taking?

Published by Haynes on Communication

Quietly practicing something that brings me enjoyment.

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