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Guidde | Create On-demand Step-by-Step Guides

Keep these important elements in mind when creating how-to guides for your team:

Moran Altarac
May 20, 2024
5
min read

Step-by-step guides are useful when sharing essential information with your team members.  simple and complex processes. The guides could be about simple or complex business processes, or how to use a certain software to streamline business operations. The goal of each how-to guide is to get the important message to your readers or team members, and ensure everyone understands it.

This article discusses helpful tips on helping you create a step-by-step guide for your team or employees. Get in touch with us if you have questions or clarifications.

How-to Guide Essentials

Keep these important elements in mind when creating how-to guides for your team:

Crafting Clearly Defined Steps in Order

Effective how-to guides, especially technical guides, are often written in chronological order. Don't just write what the audience needs to do to accomplish the task, it's crucial to be very detailed about it, clearly defining what your audience need to know to successfully complete the task.

Don't skip a step to not confuse your audience. If you forget something, chances are they might get confused. If possible, have it reviewed by an expert to ensure you're doing it correctly.

Make it Easy to Understand

How-to guides are usually addressed to an audience who may not be familiar with how things work. So it's a must to write easy-to-understand instructions. If you prefer to use jargon, make sure to also provide a clear explanation of the term so that everyone knows what you're talking about.

Writing a simple yet helpful guide is crucial to making the process quicker and more manageable. Remember, your goal is to teach your audience or team members. You can only achieve your objective by writing clearly defined steps and instructions.

Provide Helpful Tips

Beginners may likely find it a little difficult to complete a how-to guide especially when you're providing a lot of technical details or information. To remedy this, ensure that you also provide helpful tips to make the process easier for them.

You may also include common issues that most users encounter when completing the tasks. Write about these and provide the most effective solutions to resolve problems. Provide examples or screenshots as needed.

Always Proofread Your Work

Proofread your work to ensure it's free of any grammatical mistakes and instructional content. When providing additional tips, ensure they also work. Test the how-to guide before sharing it. Never publish anything unless you are certain everything is covered.

Creating an Effective How-to Guide

Are you ready to get started writing your how-to guide? Use these tips:

Understand Your Target Audience

Before writing a how-to guide, know who you are writing it for. Are the users already experts in the field or topic? Have they used the software or application before? Are you creating a guide for users in a rush to get everything done or are they for casual learners? You can write effective step-by-step guides if you understand your audience's needs.

It's also important to consider how your readers prefer to learn. Do you think they prefer a blog post or video? Should you include analytical data to support your claims? When making claims, ensure that you use current research for this. As much as possible, take advantage of the tools available today to get the right message across.

Research the Process

Unless you have in-depth knowledge or have been creating similar guides in the past, research the topic well. Better yet, reach out to professionals to help you create an educational and helpful how-to guide for your readers.

If you've been writing similar guides, we suggest doing further research for any updates on the topic. When you're writing a step-by-step guide on software technology, make sure that you based the guide on the updated version of the software.

Write the Instructions Well

When writing the step-by-step instructions, incorporate audio and visuals to make them both appealing and useful. To some users, it may be difficult to achieve your objective with just words, especially when it contains technical information. Consider using graphs, charts, videos and pictures to ensure everyone is on the same page. We suggest sharing your screen with users if you're doing it live so you can answer questions from the audience.

Include Examples With Each Step

To make it easier for the users to understand the guide, include as many examples as possible. Images will make it easier for them to visualize the instructions. Examples can also help clarify steps, and ensure users fully understand what you are trying to teach them. If they're doing the how-to guide during work hours, providing examples can save you time and money for it prevents mistakes.

Use a Template

If you're having trouble creating how-to guides for your team members, it helps to include how-to guide templates. They are a great resource and let you save a great deal of time. Research online for templates and use them to save time and resources.

Take Advantage of Technology

When you're creating technical guides, it's only fitting to use technology in making the entire process quicker and easier. This is where we come in. We can help make things easier with our software enablement platform. With our easy-to-use platform, you can say goodbye to endless documentation. Guidde will make it a cinch to deliver and teach how-to guides to your team. With Guidde, you can control who can see the information and even search your transcript using our searchable video tutorials. Our AI will make everything interactive — it can even know what your users are looking for.

Are You Ready to Create Step-by-step How-to Guides?

If you want to stay efficient and effective, we suggest implementing a tool that will be beneficial for everyone on the team. You can scale your business with Guidde and help your team members learn important information. Get started today or contact us if you have further questions.

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