Why SharePoint Fills Up With Useless Documents

Many organisations fill SharePoint and other document management systems with repeated, low-value content. The problem is not usually deliberate duplication. It is poor ownership, weak governance and a failure to define the source of truth.

Following on from my article suggesting technical authors/writers should avoid publishing articles on LinkedIn that cover repeated topics (many times over), let’s focus on the wider problem.

What happens when SharePoint becomes a dumping ground by accident? It happens one unnecessary document at a time. The culprits are duplicate documents in SharePoint.

So, before you sit down to write a document, ask yourself one question: What existing information does this replace, improve, or retire?

In SharePoint and other DMS environments, duplication happens for several common reasons.

1. People write to prove activity, not to solve a problem

Many documents exist because people require proof that they have completed a task (hey, look at me!). They use the document to show we followed the rules, which is something the project will finish, or results from a meeting. Its purpose is not always to inform the reader. Its purpose is to exist.

This leads to documents stating:

We reviewed the process.
We identified improvements.
We recommend further engagement.

Which usually means:

We have written a document to show we are moving something forward, even though nothing practical has changed.

2. Contributors do not search before writing

Many contributors do not treat the DMS as a knowledge source. They treat it as a dumping ground. Before writing, they do not ask:

      • Has an SME written this already?
      • Is there an existing approved version?
      • Is this a replacement, supplement, update, or duplicate?
      • Who owns the current source of truth?

Someone creates another document because writing from scratch feels easier than updating the original.

3. No one knows what the “source of truth” is

This is the major failure. If the organisation has five versions of a process, which is the source of truth?

People create another one because they think:

“The existing document is old.”
“That version is for another team.”
“I need one that fits my project.”
“I was asked to produce my own version.”
“I don’t know whether I’m allowed to change the existing one.”

The result is not knowledge management, but document inflation.

4. People confuse variation with value

An editor does not add knowledge to an existing document by changing words. They have added another route to the same information.

This is common with LinkedIn-style articles, too. Many repeat the same safe observations:

      • Communication matters.
      • AI will change documentation.
      • SMEs need to collaborate.
      • Plain English is important.
      • Documentation must be user-focused.

All true. But if the article does not add evidence, it is noise and clutter.

5. There is no editorial control

Most DMS platforms are not the problem. SharePoint, Asite, Confluence, Teams, and other systems can hold solid information. But without governance, they become storage cupboards.

Who is asking the hard questions before accepting new content?

      • What is this document for?
      • Who is the audience?
      • What decision or task does it support?
      • Does it duplicate existing content?
      • Does it replace another document?
      • Who owns it?
      • What is the review period?
      • What should be archived when this is published?

Without that discipline, every project, team, and manager produces another version of the same thing.

6. People write around uncertainty

Sometimes duplication is a defensive act. People are unsure what is current, so they produce their own document to protect themselves.

It says:

“This is what our team is doing.”

But underneath it means:

“I do not know whether the official process is reliable, so I am creating something I can point to later.”

That is an organisational trust problem, not a writing problem.

7. Documents are easier to create than to maintain

Writing a new document gives people a sense of progress. Maintaining an old one requires discipline.

Maintenance involves:

      • verifying accuracy,
      • consulting with owners,
      • removing obsolete content,
      • fixing links,
      • updating screenshots,
      • reviewing metadata, and
      • archiving superseded material.

That is less glamorous than publishing something new, but is where proper information management happens.

The technical author’s view

A technical author or information manager should not ask, “Can you write this?”

They should ask:

“What existing information does this replace, improve, or retire?”

That one question would stop a large amount of useless documentation.

When organisations reward production over usefulness, they count documents, uploads, articles, and deliverables, but rarely measure whether anyone used, trusted, or needed them.

A controlled DMS isn’t a place for everyone to upload additional information. Instead, it is a managed environment where only the appropriate information remains, while the unnecessary data is challenged, merged, archived, or removed.

Why Most Information Management Systems Fail?

Most information management systems do not fail because of the technology. They fail because organisations place the wrong people in charge of them.

It might sound tough, but I’ve seen the same issues over and over in documentation, governance, migration, and digital transformation projects for years.

A company buys a shiny new platform. Perhaps it is SharePoint, Asite, OpenText, Confluence, or some other enterprise repository promising collaboration, governance, and a “single source of truth.” Senior management signs off on the budget. Consultants arrive. Workshops take place. PowerPoint slides appear with words like transformation, efficiency, and digitisation.

Then reality arrives.

The people tasked with implementing the system often do not understand:

      • Information architecture
      • Metadata strategy
      • Document lifecycle management
      • Governance
      • Retention
      • Taxonomy
      • Search behaviour
      • Classification
      • User behaviour
      • Migration risk
      • Audit requirements

Instead, the responsibility falls to:

      • Project managers are trying to keep timelines alive
      • Administrators are learning the system as they go
      • Engineers or operational staff are given “document duties”
      • Junior analysts following configuration guides
      • Contractors brought in late with no authority
      • Teams follow instructions without understanding why the rules exist

The result is predictable.

Folders become dumping grounds. Metadata becomes inconsistent. Naming conventions collapse within months. Nobody owns review cycles. Duplicate files spread everywhere. Obsolete documents survive for years. Search becomes unreliable. Staff stop trusting the repository and return to shared drives, desktops, Teams chats, and email attachments.

The system technically works.
The information ecosystem does not.

One of the biggest problems is the culture of “learning on the job” without experienced guidance. There is nothing wrong with learning. Every profession requires it. The danger appears when organisations assume complex information governance can be improvised by whoever is available.

Information management is not merely administration.
It is a discipline.

A proper information manager understands:

      • Governance structures
      • Risk
      • Regulatory obligations
      • User behaviour
      • Retrieval logic
      • Version control
      • Controlled publishing
      • Retention schedules
      • Audit defensibility
      • Migration integrity
      • Operational continuity

Without that knowledge, teams often follow instructions mechanically.

“Upload the files.”

“Apply metadata.”

“Move everything into SharePoint.”

“Create the folders.”

“Archive old material.”

But few stop to ask:

      • Why are we storing this?
      • Who owns it?
      • Who reviews it?
      • Is it duplicated elsewhere?
      • Is it authoritative?
      • What is the retention requirement?
      • What business process depends on this information?
      • What happens if somebody follows the wrong version?

That lack of understanding is where many systems quietly begin to decay.

The harsh truth is that some organisations confuse software knowledge with information management expertise. Knowing how to create a SharePoint library does not make someone an Information Manager, just as knowing how to use Word does not make someone a technical author.

Technology alone cannot compensate for weak governance.

Another recurring issue is leadership detachment. Senior management often sees Information Management as an IT deployment rather than an operational control mechanism. Once the platform is installed, they assume the job is complete.

It is not.

The difficult work starts afterwards:

      • Governance
      • Ownership
      • Review enforcement
      • Classification
      • Rationalisation
      • Training
      • Audit checks
      • Lifecycle management
      • Repository discipline

Without these controls, entropy takes over.

This is why many migrations fail to improve anything. Organisations transfer chaos from one platform to another. The old shared drive becomes a badly organised SharePoint site. The same ROT — redundant, obsolete, and trivial information — survives the migration untouched.

A poorly governed system can often outperform an excellent platform without it.

The uncomfortable conclusion is this:

Most information management failures are not technical failures.
They are failures of leadership, governance, experience, and understanding.

Until organisations place experienced people in charge of their information estates — people who understand both systems and governance — many so-called digital transformations will continue to become expensive storage exercises disguised as progress.

Why SharePoint Becomes a Document Graveyard

As a technical writer, I know most organisations don’t lack documents, but they do struggle to find a specific document. We will hear them muttering, “Where is it?” as they search. After hours of hunting, they finally located the document buried in an obscure location in their SharePoint. This represents a failure in information control.

I once worked for a government quango. One of the IT staff moaned about SharePoint: “It’s useless,” he said, “I uploaded a document and lost it.”

I faced him and asked a question. “Did you create a folder?”

“Yes.”

“What’s the name of the folder?”

“Don’t know.”

“Title of the document?”

“Something to do with the network.”

After fifteen minutes, I found it in an obscure folder hidden among many others.

That is why so many SharePoint environments become digital graveyards. I conducted an analysis of a client’s document system and Confluence and found.

      • Thousands of files
      • Endless folders
      • Duplicate content with no owner
      • Outdated procedures
      • Unowned documents
      • Broken permissions
      • Conflicting versions
      • No trust in the information

The problem is not SharePoint, but how teams use it, because companies do not learn how it should work and train people.

People treat SharePoint like a filing cabinet.

Many businesses deploy Microsoft SharePoint, expecting it to solve:

      • Knowledge management
      • Collaboration
      • Governance
      • Information retrieval
      • Document control
      • workflows

But SharePoint is a platform. Not an information strategy.

Without governance, people recreate old network-drive behaviour:

      • Department folders
      • Personal silos
      • Random naming conventions
      • “Final_v2_REAL_FINAL”
      • Uncontrolled uploads
      • Duplicate libraries

The organisation digitises its chaos.

Nobody owns the information lifecycle

While documents are easy to create, they are much harder to maintain.

Most organisations focus on:

      • Creating information
      • Migrating information
      • Storing information

Very few focus on:

      • Reviewing information
      • Archiving information
      • Retiring information
      • Validating accuracy
      • Removing ROT

Technical authors and information managers often use the acronym:

ROT

    • Redundant
    • Outdated
    • Trivial

Over time, ROT spreads everywhere.

And because nobody wants to delete anything:

      • Old procedures remain searchable
      • Obsolete guidance survives indefinitely
      • Legacy templates continue circulating
      • Users lose confidence in what they find

Eventually, staff stop trusting SharePoint altogether.

Search Becomes Meaningless

Search only works well when information is:

      • Structured
      • Tagged properly
      • Consistent
      • Governed
      • Maintained

Most SharePoint environments contain:

      • Poor metadata
      • Inconsistent titles
      • Duplicate terminology
      • Mixed file standards
      • No taxonomy strategy

So users search for:

“VPN process”

And receive:

      • 47 documents
      • 12 outdated procedures
      • 6 duplicates
      • 3 archived versions
      • 1 incomplete draft

At that point, people stop searching and start asking colleagues instead.

Tribal knowledge replaces controlled information.

SharePoint often mirrors organisational dysfunction

One uncomfortable truth:

Poor SharePoint environments usually reflect a poor organisational information culture.

Common symptoms include:

      • Departments protecting silos
      • No governance authority
      • No content standards
      • No review ownership
      • No retention discipline
      • No metadata strategy
      • No information architecture

The technology exposes the underlying disorder.

Projects Flood SharePoint with Dead Content

Large IT and engineering projects generate enormous amounts of:

      • Drafts
      • Working papers
      • Design discussions
      • Meeting outputs
      • Temporary deliverables
      • Review copies
      • Migration files

Much of this content has only short-term value.

But organisations rarely clean up after projects end.

So SharePoint accumulates digital sediment year after year.

Nobody archives because:

      • They fear deleting something important
      • Ownership disappeared after restructuring
      • Contractors left
      • Teams changed
      • Governance was never defined

The result is institutional hoarding.

Permissions Create Invisible Chaos

Another major issue:
Overcomplicated permissions.

Many SharePoint environments evolve into:

      • Broken inheritance structures
      • Conflicting access rights
      • Locked-down libraries nobody can use
      • Open libraries nobody should access

Eventually, users bypass governance by:

      • Saving files locally
      • Emailing attachments
      • Creating unofficial repositories
      • Using Teams chats as storage
      • Maintaining shadow systems

The platform fragments further.

AI May Make the Problem Worse

AI search and summarisation tools sound attractive.

But AI trained against unmanaged repositories can amplify confusion:

      • Surfacing obsolete content
      • Repeating inaccurate procedures
      • Mixing draft and approved information
      • Generating false confidence in poor data

AI cannot distinguish:

      • Operationally valid content
      • Regulatory accuracy
      • Controlled documentation
      • Organisational truth

Information architecture scaled through AI becomes faster misinformation.

SharePoint works well — When information is managed

Well-run SharePoint environments can work, but require:

      • Governance
      • Taxonomy
      • Ownership
      • Review cycles
      • Metadata discipline
      • Archiving policies
      • Information architecture
      • Content lifecycle management

Most importantly:
They require organisations to treat information as an operational asset — not digital clutter.

Because without governance, SharePoint does not become a knowledge hub.

It becomes a corporate attic full of forgotten documents nobody trusts.

Organisations need to step up, invest in training, and employ an information manager.

When the ROT sets, what next?

Most organisations don’t notice document ROT setting in. In fact, document ROT can undermine confidence in your information over time.

It creeps in under the radar with:

      • Duplicate documents. This is often a visible symptom of document ROT in repositories.
      • Outdated procedures. Outdated guidelines also contribute to increased document ROT.
      • Content no one trusts, but no one deletes.

Then one day, someone asks a simple question: “Which version is correct?” Yep, you’ve heard it before, and no one can answer the question. This is a classic sign of your organisation struggling with document ROT.

And no one knows.

That’s when you realise you don’t have a documentation problem but a control problem. That’s the moment you understand you’re facing document ROT.

I’ve seen this in SharePoint sites, shared drives, knowledge bases, and even in controlled environments that claim alignment to ISO 27001 or ISO 9001. Ultimately, if left unmanaged, document ROT will impact all these settings.

You see, dear readers, the problem is neither the technology nor the process; it’s ownership.

Hang on, I forgot to say what ROT is. Here goes ROT (Redundant, Outdated, Trivial content). Don’t forget about the risks of document ROT now.


ROT commencement: Your steps:

Stop team members from adding more documents to the DMS until you know their value. Otherwise, document ROT can escalate quickly.

Adding more content to a broken system accelerates its decay, further magnifying the document ROT issue.

Instead:

1. Surface the estate
Find everything and don’t allow people to restrict your view. It is for their benefit and helps identify ROT in documents early.

2. Classify forcefully.
Redundant. Outdated. Trivial.
No sentiment. No to the suggestion that we might need it. If it hasn’t been opened or referenced for months, get rid of it—classic symptoms of document ROT in play.

3. Rationalise before migration
If you lift and shift, you formalise the mess and transfer the document ROT problem as well.

4. Rebuild structure
Clear document types. Controlled locations. Metadata that means something. By doing so, you reduce the risks associated with document ROT.

5. Assign real ownership
Named individuals. Review cycles. Accountability. These combat documents ROT more effectively.

6. Put governance in place
Not a heavy process. Just enough control to stop the slide into document ROT.


Here’s the part most organisations don’t grasp: dealing with document ROT is an ongoing responsibility.

If no one owns documentation, it will decay again.
Every time, you’ll see document ROT coming back.

Usually, within 12–18 months, unmanaged document ROT returns.


The shift you must make

If teams are writing, ROT will outpace them. Addressing document ROT needs ongoing attention.

This is where the role changes. Document ROT management becomes a critical function.

You become:

      • Information architect—seeking document ROT to resolve.
      • Governance designer
      • Content auditor
      • Risk mitigator

Because ROT isn’t about writing. Therefore, managing document ROT is vital for any business that relies on high-quality information.

It’s what happens when documentation becomes an afterthought instead of an asset—an all too typical result of ignoring document ROT.


Question:
When ROT set in on your last project, did you fix the content … or fix the system affected by document ROT?

Hashtags:
#TechnicalWriting #Documentation #ContentStrategy #KnowledgeManagement #InformationManagement #SharePoint #DocumentControl #ISO27001 #ISO9001 #DigitalTransformation #ContentGovernance #TechCom

 

Why I Didn’t Pursue ISO 27001 or ITIL Certification as a Technical Author (And Why That Matters)

Do technical authors need ISO 27001 or ITIL certification? This article challenges the assumption, explaining why real-world experience often delivers more value than foundation-level qualifications—and when certification actually makes a difference.

Introduction

Over the years, interviewers have asked me the same question. One topic that often comes up is the debate between technical author vs certification, which frequently leads to interesting discussions about their respective merits.

“You’ve worked with ISO 27001, ITIL, GDPR, PCI… why didn’t you complete the certifications?”

On the surface, it looks like a gap. Technical Authors v Compliance.

It reflects a deliberate decision about where the role of a technical author begins—and where it should not drift.


The Assumption Behind Certification

Many organisations assume that working alongside standards such as:

      • ISO/IEC 27001
      • ITIL
      • GDPR
      • PCI DSS

naturally leads to certification.

Foundation becomes Practitioner.
Practitioner becomes Expert.

This progression makes sense for:

      • Information Security Managers
      • Service Delivery Leads
      • Compliance Officers

But it does not automatically apply to technical authors.


The Role of the Technical Author in Compliance

A technical author does not own the framework.

The role is to:

      • Translate requirements into structured documentation
      • Align content with controls and governance models
      • Ensure documentation supports audit evidence
      • Create a single, coherent source of truth

In simple terms:

The framework defines what must exist.
The technical author ensures it is documented, usable, and defensible.


What Experience Delivers That Certification Does Not

After working across multiple compliance-driven projects, patterns become clear:

      • Policies that do not reflect actual operations
      • Processes that lack sequence or ownership
      • Controls that exist conceptually but not in documentation
      • Repositories with no lifecycle, governance, or consistency

These are not theoretical problems.

They are the reasons organisations fail audits.

Understanding how to fix them comes from:

      • exposure to failed documentation environments
      • Rebuilding
        The compliant Technical Author
        The complaint technical author

        structures under pressure

      • aligning documentation to real-world operations

This is applied capability, not classroom knowledge.


The Certification Trade-Off

Certifications do provide value.

They:

      • Improve credibility with recruiters and procurement
      • Help pass automated CV filtering
      • Provide standardised terminology

However, they also introduce a shift in perception.

If I had progressed to practitioner level, there is a strong likelihood:

I would no longer be seen as a technical author.

Instead, I would be positioned as:

      • a compliance specialist
      • a governance lead
      • a service manager

That is a different role, with different expectations.


The Reality in Delivery Environments

There is an uncomfortable but consistent observation across projects:

Some certified professionals struggle to produce:

      • clear policies
      • usable processes
      • audit-ready documentation

Experienced technical authors often:

      • stabilise failing documentation environments
      • restructure repositories
      • enable organisations to pass audits

without holding formal certifications.


Knowing Enough to Deliver

There is a phrase that often needs clarification:

“I know enough.”

This does not imply limited understanding.

It means:

      • understanding the intent behind standards
      • knowing how to translate that intent into documentation
      • ensuring that documentation stands up to audit scrutiny

It also means recognising boundaries.

A technical author’s strength lies in application, not ownership.


When Certification Does Make Sense

There are situations where certification adds clear value:

      • Building a consultancy offering
      • Productising compliance services
      • Working in procurement-heavy environments
      • Increasing commercial positioning for senior roles

In these cases, certification supports:

      • trust
      • marketability
      • pricing leverage

Cost vs Return

Foundation certifications typically cost:

      • £500 to £1,500 per course

Covering multiple frameworks can exceed:

      • £3,000 to £4,500

For knowledge that often overlaps with existing experience.

The return is therefore not always proportional—particularly for experienced practitioners.


The Positioning That Matters

The distinction is important:

A certified professional understands the framework.
A technical author ensures the organisation can prove it is working.

These are complementary roles—but not the same role.


Conclusion

When asked why I did not pursue certifications, the answer remains consistent:

My value does not come from owning the framework.
It comes from making it work—through structured, controlled, audit-ready documentation.

In environments where documentation determines the success or failure of an audit, that distinction matters.

Write Less. Say More. The Technical Author’s Discipline.

Why fewer words are better and make reading technical reports easier and clearer.

As technical authors, we strive to remove friction and use fewer words, making instructions clear and concise.

We do:

      • Cut duplication.
      • remove padding.
      • Replace vagueness with precision;
      • Replacing lengthy explanations with fewer words is often our crucial task.

Much of what we read—reports, emails, procedures, specifications—still contains unnecessary words. Using fewer words consistently improves clarity.

Wordiness is not sophistication.
It is inefficiency. Fewer words deliver ideas faster and more effectively.

In regulated environments, long-winded language introduces ambiguity. In engineering environments, it slows down decisions. In operational settings, it creates risks. Eliminating excess leads to fewer words, helping to prevent misunderstandings.

Clarity is not about “dumbing down.”
It is about control. Using fewer words achieves better control over the message.

Below are examples of overworked sentences, followed by sharper alternatives that use fewer words.

Three words instead of one

Overworded: Sharper:
Due to the fact that the system was not operational at this point in time, we were unable to proceed with the implementation process. Because the system was down, we could not proceed.

 

Remove empty phrases
It should be noted that the team is currently in the process of reviewing the documentation. The team is reviewing the documentation.

 

Replace Word Clusters with a Single Word
At this moment in time Now
In the event that If
For the purpose of To
Make a decision Decide
Cut Passive Padding
A review of the policy was undertaken by the compliance team in order to ensure alignment with regulatory requirements. The compliance team reviewed the policy to ensure compliance with regulatory requirements.
Remove Redundant Qualifiers
The final outcome was completely unanimous among all stakeholders. The decision was unanimous.
Reduce Abstract Language
There is a requirement for the submission of documentation prior to commencement. Submit the documentation before starting.

Why This Matters?

Shorter sentences:

      • Reduce cognitive load

      • Improve comprehension

      • Reduce misinterpretation

      • Increase pace and authority

      • Improve audit traceability

In ISO-regulated environments, in defence documentation, in nuclear or PCI-controlled systems, excess wording creates ambiguity. Ambiguity creates risk. Choosing fewer words over length improves accuracy.

      • You do not need more words to sound credible.
        You need better ones. This is why fewer words often have a greater impact.
      • The discipline of a technical author is not just writing.
      • It is subtraction.

A Practical Rule

      • If you can remove a word without changing the meaning, remove it. Seek fewer words rather than more in each phrase.
      • If you can replace three words with one precise term, do it.
      • If a sentence runs over two lines, challenge it.

The strongest documents are rarely the longest ones. Indeed, fewer words often mean greater strength.

As technical authors, our job is not to impress.

It is to make meaning unavoidable.

Technical Authors: How Do You Manage Your Managers?

Technical authors often report to managers who have never worked with documentation as a professional discipline. Rather than confronting the problem directly, experienced authors learn how to manage the relationship quietly and effectively.

In many organisations, technical authors report to project managers who have never worked with documentation as a professional discipline. This creates unique challenges for technical authors managing managers who may lack an understanding of the documentation process.

These project managers usually come from backgrounds such as engineering, project management, product delivery, or operations. Documentation ends up in their remit almost by accident.

As a result, technical authors often find themselves in an unusual position. They must produce structured documentation while reporting to someone who may not fully understand what the work involves.

This creates an interesting professional challenge when working with managers as a technical author.

How do you manage your manager?

Experienced technical authors rarely confront the issue directly. Instead, they rely on quiet competence, structured thinking, and careful communication.

Over time, this approach usually reveals the value of the discipline.


The managers’ technical authors encounter

Technical authors encounter a few recurring types of managers. None of them is necessarily a bad person, but their backgrounds shape how they view documentation and the people who produce it.


The Accidental Documentation Manager

This is the most common type.

They typically come from:

      • Engineering
      • Project management
      • Product delivery
      • Operations

Documentation lands in their area of responsibility almost by accident.

Typical behaviours

They often:

      • believe documentation means writing things down
      • underestimate information architecture and audience analysis
      • Assume good writers can “pick it up”
      • Describe processes that technical authors already use

When they explain their approach to teams, they sometimes unknowingly outline activities such as

      • stakeholder interviews
      • requirements discovery
      • workflow analysis
      • validation of information

These are activities that experienced technical authors already perform.

What is really happening?

They are not dismissive on purpose. They have had no exposure to documentation as a professional discipline.

How experienced authors deal with them

Rather than challenging them directly, technical authors usually:

      • translate their work into risk reduction
      • explain how documentation supports operational clarity
      • demonstrate the thinking behind the documentation process
      • avoid academic terminology

Over time, this approach builds understanding.


The Credit Taker

This manager understands just enough to recognise that documentation has value, but not enough to practice it well.

Typical behaviours

They often:

      • present documentation ideas as management insights
      • Repackage documentation processes as their own improvements
      • explain methods that originated from the technical author’s work

For example, a manager may present a new approach to teams that is actually standard practice among technical communicators.

When a technical author calmly replies:

“That’s the same approach I use when meeting new clients.”

The origin of the idea becomes clear.

What is happening?

These managers often want to appear strategic or authoritative.

How experienced authors deal with them

The best response is usually calm and factual.

Experienced authors typically:

      • remain neutral
      • reference their work without confrontation
      • allow the evidence to speak for itself

Confrontation rarely improves the situation.


The Process Evangelist

Some managers believe strongly in management frameworks such as:

      • Agile
      • Lean
      • Six Sigma
      • ITIL
      • transformation programmes

They sometimes assume these frameworks replace the need for documentation expertise.

Typical behaviours

They often:

      • talk constantly about the process
      • Believing templates and tools solve documentation problems
      • underestimates the analysis required before writing begins

Ironically, technical authors are usually very strong process thinkers.

Understanding workflow, information flow, and validation cycles is central to the role.


Why do these situations occur so often?

Technical authors spend much of their time analysing how work actually happens inside organisations.

They:

      • interview stakeholders
      • Identify process gaps
      • document unclear responsibilities
      • structure operational knowledge

Because of this, technical authors often understand how organisations function more clearly than people realise.

This can occasionally expose gaps in management’s understanding.

When that happens, some managers may become defensive or minimise the role.

Most times, however, the issue is simple unfamiliarity with the discipline.


How Experienced Technical Authors Handle It

Rather than confronting the problem directly, experienced technical authors position their work carefully.


Translate the documentation into management language

Managers respond to outcomes such as:

      • risk reduction
      • delivery efficiency
      • operational clarity
      • knowledge capture

Instead of discussing:

      • information architecture
      • content strategy

It can be more effective to talk about:

      • reducing operational risk
      • improving onboarding
      • supporting project delivery

Make the Thinking Visible

Managers often assume documentation is simply writing because they only see the finished document.

Occasionally, showing the method can change that perception.

For example:

      • stakeholder questions
      • audience analysis
      • workflow diagrams
      • validation loops

This reframes documentation as structured analysis rather than typing.


Let Quiet Competence Do the Work

Sometimes the best response is calm professionalism.

When a technical author says:

“That’s the same process I use when meeting new clients.”

They achieve several things at once:

      • validate the process
      • demonstrate expertise
      • correct the misconception without embarrassment

This approach is often far more effective than arguing.


The Reality of Technical Authoring

Over time, many technical authors realise their role grows beyond writing.

They become:

      • documentation strategists
      • information architects
      • knowledge managers
      • repository designers
      • process analysts

Often this happens quietly.

Which is why many experienced technical authors eventually discover something interesting:

They are not really managing their managers.

They are managing the documentation environment.

And the managers gradually adapt to it.

How to Hire a Technical Author When You’ve Never Worked With One

Hiring a technical author can be challenging if you’ve never worked with one before. This guide explains how project managers and business leaders can evaluate technical authors, understand their skills, and determine whether they are the right fit for a project or organisation.

 

Many project managers and business leaders struggle when hiring a technical author. The difficulty comes from one simple problem: they have never worked with one before.

People often misunderstand technical authors. The title suggests someone who simply writes documents. In reality, the role is far broader. A good technical author analyses complex information, structures knowledge, designs documentation systems, and communicates with specialists across multiple disciplines.

Project managers, hire a technical author
Hiring a suitable Technical Author

Because of this, hiring a technical author requires a different approach from hiring other roles.

Understanding how to evaluate their skills is the first step.


Start by defining the problem you need to solve

Before reviewing candidates, organisations should clarify why they need a technical author. Project managers should do the same.

Different environments require very different documentation. For example:

      • Engineering projects may require procedures, safety documentation, and operational manuals.
      • IT environments may require knowledge bases, configuration guides, and migration documentation.
      • Regulated sectors often require policies, audit evidence, and controlled documentation.
      • Infrastructure programmes may need large volumes of technical documentation to support operations.

Hiring mistakes often occur when organisations advertise for a “technical writer” without defining the real requirement.

A clear job description should include:

      • Types of documentation required
      • Stakeholders involved
      • Documentation systems used
      • Level of governance required
      • Whether the role is strategic or operational

Once this is clear, evaluating candidates becomes much easier.


Evaluate how the candidate approaches information

The strongest technical authors show structured thinking.

Writing is only one part of the job. Most of the work happens before we write the first sentence.

The cost of Technical and Process documentation
The cost of Technical and Process documentation

During interviews, ask candidates how they would approach documenting a system they know nothing about.

Sound answers usually include:

      • discovery interviews with subject matter experts
      • audience analysis
      • document hierarchy and structure
      • information mapping
      • controlled templates
      • review and approval workflows

Candidates who focus only on writing skills may lack experience managing complex documentation environments.


Ask about real documentation environments

Writing samples alone rarely reveal the full picture.

Many technical authors work in regulated industries where documents are available internally only.

Instead of focusing only on samples, ask candidates to explain previous projects.

For example:

      • What documentation problem were they solving?
      • Who were the stakeholders?
      • How did they gather information?
      • How did they structure the documentation?

These answers often reveal far more about their experience than a writing sample.


Assess Communication Skills

Technical authors operate between different professional groups. They may work with engineers, project managers, operations teams, and senior leadership.

The role requires strong communication skills.

Candidates should be able to explain complex ideas clearly and confidently and show experience interviewing subject-matter experts and translating technical information into structured documentation.

A simple test is to observe how clearly they explain their previous work during the interview.


Test their ability to structure information

A practical exercise can reveal how a technical author thinks.

Provide a short set of disorganised notes and ask the candidate how they would structure them into documentation.

You are not looking for perfect writing. Instead, look for evidence that the candidate can organise information logically.

Strong candidates often talk about:

      • document hierarchy
      • workflow structure
      • templates
      • navigation and indexing
      • diagrams or process flows

This shows their ability to design usable documentation.


Check their experience with documentation systems

Modern documentation environments rarely consist of simple folders.

Technical authors often work with systems such as:

      • SharePoint
      • Confluence
      • Asite
      • document management systems
      • knowledge repositories

Ask candidates how they manage document repositories and maintain document integrity.

Experienced authors usually discuss:

      • metadata
      • taxonomy
      • version control
      • document lifecycle management
      • review workflows

These are essential skills for maintaining controlled documentation.


Look for Governance Awareness

The cost of Technical and Process documentation
The cost of Technical and Process documentation

In many industries, documentation supports compliance requirements.

Technical authors often work within frameworks such as:

      • ISO 9001
      • ISO 27001
      • IT service management frameworks
      • internal quality systems

Candidates should understand how documentation supports governance and audit readiness.

This demonstrates that they view documentation as a controlled information asset rather than simply a collection of files.


Contract Roles vs. Permanent Roles

Organisations often hire technical authors in two different ways.

Contract roles focus on projects. They often support system migrations, major programmes, or documentation backlogs.

Permanent roles focus more on long-term governance, knowledge management, and documentation standards.

Understanding the difference helps determine what type of experience is required.


Final Thoughts

Hiring a technical author can be challenging if you have never worked with one before. The key is to focus on how candidates think about information rather than simply evaluating their writing style.

The most effective technical authors combine several skills:

      • structured thinking
      • strong communication
      • documentation governance
      • knowledge management

When these skills are present, documentation becomes more than a collection of files. It becomes a managed knowledge asset that supports projects, operations, and long-term organisational memory.


If you would like help to build or improve your organisation’s documentation environment, visit techwriting.co.uk to learn more about technical authoring and information management services.

The Quiet Expansion of the Technical Author Role

Many technical authors quietly move into project management and governance roles without the title ever changing. Experienced technical authors often coordinate work, manage risks, and design documentation strategies. Is the job title technical author holding the profession back?

Some months ago, I suggested that our job title does not support a technical author’s career progression as we take on additional tasks, such as project management.

It defines us as writers, even though many of us have quietly become something much broader.

My question:

How many technical authors have gradually taken on additional responsibilities without ever changing their job title?

And how many of us have done project management work simply because no one else understood how documentation actually works?

It happens more often than people realise.

Technical authors rarely stay confined to writing manuals.

Over time, most experienced technical authors develop deep knowledge of systems, processes, and operational environments. That knowledge naturally pulls them into wider roles.

Research shows that technical writing is often a springboard into roles such as project management, product management, quality assurance, and business analysis because writers accumulate extensive organisational and technical knowledge.

Many technical authors never formally move into new roles; we simply absorb extra responsibilities.

Documentation work is already project management

Much of what experienced technical authors do already overlaps with project management.

Senior documentation roles often include:

      • Prioritising work
      • Defining documentation strategy
      • Coordinating contributors
      • Managing review cycles
      • Reporting progress

These are recognised project-management responsibilities in documentation environments.

Many technical authors manage:

      • Documentation schedules
      • Review cycles
      • Deliverables
      • Risks
      • Dependencies
      • Stakeholders

Without ever being called project managers.

The skills overlap is not accidental

Project management research identifies core skills such as:

      • Communication
      • Organisation
      • Leadership
      • Technical understanding

These are the same skills technical authors use every day.

Technical authors succeed because they:

      • Interview subject matter experts
      • Coordinate contributors
      • Structure complex information
      • Track document progress
      • Identify gaps
      • Solve process problems

These are not purely writing activities.

They are delivery activities.

The reality on many projects

Project managers often understand delivery milestones but not documentation lifecycle requirements.

This creates a gap into which technical authors step.

Many of us have found ourselves responsible for:

      • Incident management documentation
      • Disaster recovery documentation
      • Operations manuals
      • ITIL-aligned processes
      • ISO 27001 documentation
      • ISO 9001 quality documentation
      • Data centre migration documentation
      • Knowledge repositories

Not because it was in the job description. Because someone had to do it.

The Unofficial Project Manager

It is not unusual for a technical author to become the unofficial project manager for documentation.

Technical writers may even move formally into project management or leadership roles, or manage documentation teams and projects as their careers progress.

But many never do.

The title stays the same.

The responsibilities expand.

When the project manager doesn’t understand the documentation

One common situation is where:

      • The project manager understands schedules and budgets
      • The technical author understands deliverables and structure

When documentation is poorly planned, the technical author often becomes the person who:

      • Defines what must be delivered
      • Structures the repository
      • Establishes review routes
      • Identifies missing inputs
      • Keeps documentation moving

Without that intervention, documentation often becomes chaotic.

The hidden expertise

Experienced technical authors often know far more than their job titles suggest.

Years of working across projects create knowledge in areas such as:

      • IT service management
      • Information governance
      • Document control
      • Audit preparation
      • Operational readiness
      • Knowledge management

This knowledge is rarely visible on an organisation chart.

But projects depend on it.

Know your Technical Author

Many organisations underestimate technical authors because of the title.

“Author” sounds narrow.

“Writer” sounds administrative.

The reality is usually very different.

Some technical authors have quietly been:

      • Documentation strategists
      • Information managers
      • Process designers
      • Governance specialists
      • Delivery coordinators

And sometimes project managers in everything but name.

The real question

So here is the real question:

How many technical authors have been doing project management work for years without being recognised for it?

And perhaps an even better question:

Is the title technical author no longer big enough to describe the role?

Don’t Overlook the Technical Author: A Question for Project Managers

Project managers often bring technical authors in too late. Experienced technical authors can reduce delivery risk by shaping documentation early—supporting IT audits, ITIL-aligned processes, ISO 27001/ISO 9001 controls, disaster recovery packs, incident and change management, and operations manuals. Know your technical author before you assume their limits.

Here is a question for project managers:

How many projects did you manage where the team treated the technical author as an afterthought or excluded them entirely?

It happens more often than it should. Project managers view documentation as something to “do at the end”, once the teams finish the proper work and the delivery pressure is at its peak.

That is when teams discover the cost of leaving documentation too late.

By the time the project is in closure mode, you have already missed the point where a technical author adds the most value.

The mistake: assuming the technical author is “just a writer”

Many project managers underestimate what an experienced technical author actually does. They think we:

      • only polish text,
      • rewrite technical material in plain English,
      • only fix formatting.

That is only one part of the job.

Technical authors understand IT operations and governance. They have documented services for years. This experience extends to audits. They know how to gather evidence.

What an experienced technical author may already know

A technical author may already have delivered documentation for:

      • IT audits and compliance preparation
      • Disaster recovery (DR) documentation
      • Operations manuals and runbooks
      • Incident, problem, and change management processes
      • Service transition documentation
      • Knowledge base and repository design
      • Information governance and document control
      • Data centre migration documentation
      • ITIL-aligned documentation structures
      • ISO 27001 and ISO 9001 aligned document frameworks

These are not theoretical skills. They come from being repeatedly embedded in delivery and operational environments across different organisations and clients.

The risk: documentation gaps that become delivery risks

When you exclude technical authors from early planning, projects often run into the same problems:

      • They discovered the documentation gaps late.
      • Missing operational detail that prevents handover
      • Inconsistent terminology and process steps
      • Rework caused by unclear ownership and review routes
      • Poorly structured repositories that no one can navigate
      • Evidence gaps that become audit risks
      • Last-minute “document sprints” that no one has time for

These issues are rarely “writing problems” but planning problems which are avoidable.

Know your technical author before you assume their limits

Every technical author has a unique history. Some come from engineering, some from software and infrastructure, some from compliance-heavy environments, and some from service operations.

You will not know what capabilities you have access to unless you ask.

Here is a simple, early-project habit that saves pain later:

Sit down with the technical author and establish what they’ve done before.

Ask questions like:

      • What types of projects have you supported?
      • What frameworks do you work with (ITIL, ISO 27001, ISO 9001)?
      • What operational documentation have you delivered (DR packs, ops manuals, runbooks)?
      • What documentation risks do you expect on a project like this?
      • What do you need from the team to avoid last-minute document chaos?
      • You may find they know more about documentation governance, operational readiness, and audit evidence than you expected.

Documentation is not an output. It is part of the delivery.

Documentation is not a box to tick at the end.

It is part of how projects:

      • reduce operational risk
      • pass audits
      • transfer knowledge
      • support teams
      • enable safe change
      • transition into BAU without firefighting

A technical author is not “just the person who writes things down”.

A strong technical author is often one of the few people on a project who thinks in terms of:

      • structure
      • lifecycle
      • traceability
      • usability
      • governance
      • evidence

Last point: never overlook the technical author

If you want better delivery outcomes, involve documentation earlier and treat it as a work stream with ownership and design—not a clean-up job.

Never overlook the technical writer.

Because the best technical authors are not just documenting your project.

They can make it work.

Have you ever consulted your technical author on previous deliverables to identify and reduce project risks?