Instruction document

Instruction sets are common technical documents for many disciplines and occupations. Employees read instructions to learn how to assemble a product or complete a procedure. Supervisors write out company policies that oftentimes serve as instruction sets. Customers read instructions for using a product.
For this assignment, you will develop a set of instructions that shows users how to perform a specific task.  The task may involve a device: assembling it, operating it, or fixing it. Or it may involve some process (e.g. registering for classes using Lionpath).  The task should have discrete parts or steps that are fairly easy to name and reference.  Your task should be explained in at least 3 pages (single-spaced) of written instructions, including visuals.  
Before deciding on a task, consider the following guidelines:
· Choose something with which you are very familiar. It can be something related to your field of study (e.g. how to use a particular piece of laboratory equipment), or something related to a more general audience (e.g. how to learn to juggle).
· Choose an audience who has never performed this task before.  However, they should have a general understanding of the topic area. 
· Choose a task with an appropriate level of difficulty.  The topic should be neither too easy nor too hard to explain in the space allotted.
Note:  Your instructor will need to approve all topics, in order to ensure that you have selected a topic of appropriate size and scope.
Choosing a Topic
Your instructions should help users to perform a task that requires several steps or stages. Here are some topic ideas (don’t be limited by them):
· How to craft an object using Legos
· How to change the oil for the car
Before you begin to write, consider the rhetorical situation, that is, the purpose, audience, context, and content for your instruction set. Depending on the nature of your task, you may wish to include some or all of the following contents.

· Introduction or background information. Provide your reader with the following information, as applicable:
· An overview of the steps needed to complete the task.
· Definitions of terms or concepts they need to know before they proceed.
· Cautions or warnings that apply to the task as a whole.
· A sense of how long the task will take.
· A description of where they should perform the task (i.e. in a well ventilated area, outside, on a flat surface, etc.).
· List of materials or ingredients needed.
· Diagrams, drawings, photographs, figures, tables, or other visuals. Include captions for each illustration or figure, label charts and diagrams clearly and make sure to give a sense of scale and orientation.
· List of steps, in chronological order.  Follow these guidelines for composing the steps:
· Use the imperative mood. (That is, say this: “Attach the red wire” rather than this: “The red wire is attached.” With the second phrase, readers will not know whether the wire is already attached or if they need to attach it.)
· Phrase each step clearly and concisely.
· Provide “feedback” that informs the reader what will happen after they complete each step.
· Include warnings or cautions before readers will encounter problems.
· Break long lists into sections with appropriate sub-headings.
· Make sure sub-headings and steps are phrased in parallel form.
· Troubleshooting tips.

· Glossary of key terms and definitions.

Instructions are normally organized in a chronological order. Beyond that, here are some other guidelines:
· Focus the instructions on tasks the user performs, not capabilities of a system or product. Headings and sub-headings should reflect this focus. For instance, “Compiling your program” puts the focus on the audience’s task, while “Program compilation” puts the focus on the system.
· If there is no necessary chronological order for your instructions, then choose another rationale for the organization. For example, you could move from more to least important tasks, from general to specialized tasks, from most to least common tasks, and so on.
Your instructions should be designed to accommodate multiple reading styles and user needs. Accordingly, your design should include:
· A clear hierarchy of headings and subheadings.

· Well-chosen fonts.

· Numbered lists and bulleted lists, where appropriate. Know the difference. Make sure bullets and numbering are consistently formatted. Do not number or bullet lists with fewer than two items.
· An appropriate amount of white space. That is, neither too much nor too little.
· Effective use of alignment. Centered alignment makes it harder for users to skim headings and sub-headings; left alignment is more effective.
· Effective use of contrast. Too much contrast means that nothing stands out; too little makes it hard for users to find what they need. Consider emphasizing elements like headings, key words, and warnings.
· Consistently used design features. Decide which fonts, font sizes, and forms of emphasis you will use and apply them consistently.
Length should be at least 3 pages single-spaced.
Evaluation Criteria
Your project will be evaluated based on the following criteria:
· Audience Accommodation. The instructions are appropriate for the intended audience. They are written from a user-centered, rather than system-centered, perspective and in the imperative mood. They anticipate the user’s questions, difficulties, and needs.
· Content. The instructions include all of the information needed to complete the task at hand. Background information, warnings, and definitions are included where appropriate.
· Organization. The instructions are organized logically. Items within numbered lists are organized chronologically. Sub-sections are clearly marked with headings.
· Format. The instructions include each of the format features listed above. The overall design is clear and consistent. The instructions use fonts, white space, contrast, alignment, headings and sub-headings appropriately and consistently.
· Style. The instructions effectively create a professional ethos. The tone is effective for the audience. Instructions are written as active voice commands. Headings and numbered or bulleted items are in parallel form (that is, they use similar grammatical structures for each item in a list and for the text of headings). The document is free from typographical or grammatical errors.

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