Category Archives: Instruction or Training Manual

Instructional or Training Manual

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Instruction Manual Assignment Instructions

Phase One – Introduction and Building

For this assignment, you will create a set of reader-centric instructions for building a Lego model of your own design.

  • For our purposes, we will say instructional manuals are external facing, meaning they are meant for end users, customers, or clients.
  • Training manuals are internal facing documents, meaning they are meant for employees, contractors, and colleagues.
  • You choose your audience (internal or external).
  • Its word count should be 1500-2000 words.
  • Combine words with pictures, illustrations (drawings), and/or screenshots. Any images that you use must be created by you or taken by you.
  • Clearly define the purpose of your manual. What does it teach? What does it help a person do? What task or tasks does it help someone complete in a straightforward and easy manner?
  • Telling versus showing. Always aim for showing, but provide the telling as context, clarification, and additional information.
  • Use the body of your document for writing, steps, etc. Don’t be afraid to include text boxes and end notes.
  • Provide a cover sheet, table of contents, introduction/purpose, and glossary of important terms. It can be as few or as many pages as needed.
  • Be consistent with your explanations and learn from similar kinds of manuals about what terms you should be using to explain how to do something (e.g., tapping, pressing, clicking, holding, dragging, typing, etc.).

Let’s look at some examples:

Find your own examples for ideas and inspiration.

Now it’s time to Create your Lego model that you’ll write your instruction manual for.

  • Using approximately 50 Lego bricks, build a model of a technology that in some way connects to your field of study or major interests.
  • Take a photo of your model (make sure that your image is well lit, easy to see, and in focus because you’ll be using it in your instruction manual (and I’m taking back my Legos at the end of class!)
  • Write down a general list of instructions for making it. You can do this as you go, or you can dismantle it and write the instructions in reverse order.

Post your image and a description of what it is to Open Lab: make sure you check the “Instruction Manual – Model” box in the Categories menu before you publish.

 

Phase Two – Planning for testing

You should have your general list of instructions with you in class today. We’ll be doing a plan-of-action memo first, and then you’ll have the rest of the class to draft your Instruction Manual

The memo should be in three sections (be sure to lay it out like this):

  • Introduction: state exactly–use precise language–you are creating instructions to do and who your targeted user is.
  • Instruction plan: explain how you plan to instruct/guide your reader to accomplishing the task or learning a procedure. Will you use a list of instructions, a diagram, screenshots, photos, text boxes, appendix, etc.? For each of these things, you will want to say how you will use each element to support your audience.
  • Usability test plan: explain how you’ll get feedback from your testers. Will they write a narrative reaction? Use a Likert scale? You’ll be using this to do a usability text next class.
  • Preparation plan: write a short section that lays out your plan for what order you plan to complete your instruction manual. How will you use the results of your usability test? After finalizing your written instructions, will you take screenshots or photos of each step? Will you add a layer of contextual information for your manual–in text boxes or an appendix?

You have 45 minutes to write this and send to me via email as a DOCX or PDF file–no invitations to edit on Google Docs, please!

For the rest of the class, you’re free to work on your manual. Focus on your instructions and visual aids (diagrams, photos, screenshots). We will use these during the first part of class to do UX testing. If the object of your manual is unavailable in our classroom, we will pair off and have you walk through the document with a peer. If you can arrange for the object to be in class, please feel free to do so, because this would of course make for a stronger UX test. The remainder of time in our next class will be on the other elements of the instruction manual (layout, TOC, introduction, contextual info and in-text definitions, glossary, citations).

Be sure to bring one printed draft of your instruction/training manual to the next class.

Here’s a picture of the board that shows what you need to have for Thursday, Oct. 26.

Phase Three: Testing and Revision

Part 1: 

  • Exchange your instruction manual (printed or online) with one other person in class for a round of user experience (UX) testing.
  • Carefully read over the instruction or training manual that you receive.
  • Then build the model.

Part 2:

  • When you’re finished, write a memo addressed to the designer of the manual that is at least 500 words long. Your memo should include one paragraph responding to these:
    • Summarize what the manual attempts to do in your own words.
    • What works well in the instruction manual? Each statement should be followed by “because” and reasons why.
    • What does not work well? Each statement should be followed by “because” and reasons why.
    • What suggestions can you give the author of the manual to help them complete the assignment and improve it for a good grade?
  • Email your memo in Word docx format to the author of the manual and carbon copy (cc) Professor Blain on that email (DBlain@citytech.cuny.edu). You may quote some material from the manual in your memo, but excessive quoting should not be used as a strategy to avoid writing 500 words of your own responses.

For next week: 

Take the feedback offered in the memo to revise your draft manual for the final deliverable due at the beginning of our next class either as a hard copy or posted on Open Lab (make sure you check the “Instruction Manual – Final” box in the Categories menu before you publish).

Here’s a copy of the format for the Instruction Manual: Format for Instruction Manual

Final revision checklist:

  • Have you met all of the assignment details on this post?
  • Are any screenshots, images, or diagrams of your own making?
  • Have you asked someone to proofread another draft?
  • Have you read your final draft aloud and made appropriate corrections?
  • Are all citations documented and quoted parenthetically cited using APA?
  • Have you used the APA Style Manual for your citations?

And… for your reading interest, here are the formal assignment components:

1500-2000-Word Instructional or Training Manual Individually, you will write a 1500-2000-word instructional or training manual that demonstrates: 1. ability to explain a task/process in clear, concise language. 2. selection and definition of appropriate terminology and concepts. 3. awareness of the intended user/audience. 4. knowledge of instructional manual format. All diagrams, illustrations, or photos must be created by the student and integrated into his or her manual. Any outside sources cited should be documented according to APA format.