People hate reading instructions, and will only glance at them after they are already frustrated and behind schedule. Write for busy grouches who want to jump directly to the section that they think will help them solve their specific problem. (Omit the warm and fuzzy introductions.)
This document introduces five basic principles about writing instructions. Any professional writing textbook will have a long section on writing how-to guides, checklists, and manuals, but the basics are:
- Know your audience.
- Provide a brief introduction.
- Write each step as a command.
- Use numbers for commands, bullets for options.
- Plan to test and revise.
1. Know your audience.
Most college assignments are written for an ideal reader — an expert whose job includes scrutinizing and pondering everything that you write.
Don’t expect your audience to read your document as carefully as you or your English teacher would. People in the real world read instructions when they are impatient, fatigued, or even terrified.
Your writing must be clear enough that readers can understand with minimal effort. This does not mean using baby language or avoiding complex details; it does mean using vocabulary appropriate to your audience, and including details that your readers need to perform the immediate task. (How do you know whether you have included enough detail? Conduct a usability test.)
2. Provide a brief introduction.
Help your readers determine, even before opening the brochure or downloading the web page, whether this document will help them do whatever it is they want to do.
State in plain language, what task your document describes: “Installing and Operating the Canon BJ-200ex Bubble Jet Printer.”
In a few sentences, state the purpose of the document; who should read it, and under what circumstances? If it will help your reader, you might also explain what your document does not do.
Practically speaking, most users will skip the introduction and go right to the first numbered step. (Don’t put anything vital in the intro!)
If you wish, you may place extended background information in a subordinate position (a marginal note, a sidebar, or a completely different document) that does not interfere with the user’s access to the list of required actions.
Note: Technical support documents are no place for marketing slogans — the reader has already got the product, and is probably annoyed with it at the moment.
3. Write each step as a command.
Use the the imperative mood — that is, phrase each step as if your reader has just asked, “What should I do next?” Answer by giving a direct command: “Add two cups of flour.”
|“Tab A should be inserted into slot B.”
|Who or what is supposed to insert the tab? Is this a value statement, akin to “The world’s precious resources should be conserved”?
A reader consults a set of instructions in order to find out what actions to perform, but the “should be” phrasing de-emphasizes the action.
One might agree wholeheartedly that a panel “should be” opened or a component “should be” removed, but still have no idea how to go about actually doing the thing. To avoid this problem, write steps as commands. (See the section on the “imperative voice” in my handout on active and passive verbs.)
|“Insert tab A into slot B.”
|This revision begins with a verb that specifies what action the reader is supposed to perform.
Think of the Introduction as Optional
Most readers will skip the introduction and start reading at the first numbered step. If your user will have to know a lot of background information before beginning, put the vital information into the form of a checklist, rather than a long, discursive essay.
Number the Steps
You would be surprised to learn how many of my students describe steps out of order.
Use headings to let readers skip to the step they need, but organize your document by numbering the steps within each section.
The most obvious sequence is chronological, but you might instead sort tasks by level of urgency, or some other principle.
Use Bullet Points for Options and Details
Steps for a specific task, which must be completed in a specific order.
A general essay, offering options and possibilities.
How to “Do the Hokey Pokey”
The “Hokey Pokey” is a simple dance that helps teach toddlers the parts of the body. It also helps tire youngsters out.
In order to perform the “Hokey Pokey” dance, do the following:
There is no specific end to this song. Continue as long as you wish.
How to entertain your toddler
In order to spend quality time with your toddler, do the following:
Consider your child’s developmental stage
A youngster who is just learning to walk may be frustrated by the “Hokey Pokey” dance (which requires children to stand on one foot part of the time). But if you play the game on a nice soft rug, and if you don’t mind falling down yourself in order to keep your child company, then the “Hokey Pokey” dance can still be fun. Before you know it, your toddler will be able to perform all the steps without any help.
Determine what mood your toddler seems to be in at the moment
Most toddlers are so interested in their surroundings that they have trouble focusing on one thing for very long. If you are dead set on reading the literary classics to your toddler, but he or she keeps grabbing the book out of your hand and making up stories to go along with the pictures, don’t punish your toddler by insisting on finishing the story. When children get a little older, they get interested in complex stories again; but for the time being, just sit back and watch your child’s imagination blossom.
Pay close attention to what your child does and doesn’t like.
Remember that children imitate everything they see.
4. Use numbers for commands, bullets for options.
Since some readers will only need help for one section of a larger operation, divide up your instructions according to discrete subtasks. If you want your reader to perform tasks in a specific sequence, number the steps. If you want your reader to choose from among a list of options, bullet the options (otherwise the reader won’t know when to stop). Write brief introductions to each section, to clarify whether a list of steps is supposed to be sequential or optional.
Making A Lime and Coconut Drink
These instructions describe how to make one serving of the beverage described in the “Lime in the Cocoanut” song. It also explains what to do if the drink makes you sick, and suggests ways you might try to get the annoying tune out of your head.
You will need one (1) lime and one (1) coconut.
I. Preparing the Drink
- Take lime.
- Take coconut.
- Put the lime in the coconut.
- Drink it right up.
II. If You Get Sick
Drinking the lime and the coconut may result in indigestion. In case of a bellyache, do the following:
- Call the doctor.
- Wake him up, if necessary.
- Say, “Doctor! Is there nothing I can take, I say Doctor! To relieve this belly ache!”
III. Suggestions for Getting the Tune Out of Your Head
You might try any or all of the following. Repeat as necessary, until the ringing in your ears drowns out the song, or until you lose consciousness.
- Hit yourself on the head with the coconut, or
- Listen to a Britney Spears album, or
- Dwell in misery upon your misguided, sinful life.
5. Plan to Test and Revise.
- As closely as is practical, simulate the environment in which you intend your audience to follow your instructions.
- Find a volunteer who represents the intended audience, and ask him or her to follow your instructions.
- Keep quiet and take careful note of any problems.
- Revise your document, and then try again with another volunteer.
- Repeat until you are satisfied with the results.
For larger, more complex projects, use five test subjects for each trial run. See:Usability Testing.
MLA Style: Using MS-Word to Format a Paper (example of detailed instructions)
Dennis G. Jerz
28 Apr, 2000 — first posted
23 May, 2000 — minor edits
10 Nov, 2002 — minor update
16 July, 2011 — refreshed and tweaked
28 May, 2020 — added new graphic; tweaked intro
19 Feb, 2021 — tweaked subtitle (added reference to “procedures”)
17 Oct 2022 — minor adjustments