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 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.

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?

Death by Template: When a Blank Word File Becomes “Governance”

There is a moment every Contractor recognises when someone says, “I’ve created a new template.” You open the file to find it is blank with no:

      • styles.
      • structure.
      • numbering logic.
      • metadata.
      • revision table.

A white page and misplaced confidence.

This is the story behind Death by Template — and why technical authors must defend documentation infrastructure.


The scenario

When a manager left unexpectedly, he left his PA adrift. However, a new manager reassigned her to another team I worked closely with.

During a Teams call, she asked:

“Why were the templates redesigned without my knowledge?”

She assumed I had redesigned the templates without consent. The reality was different.

The previous templates were unstable. Broken numbering. No style hierarchy. No automated controls. They could not scale.

Managers had already signed off on over fifty documents using the new controlled template.

She wanted to create her own version.

So I asked the obvious question:

“Do you know what’s involved in building a compliant template?”

The answer suggested that she did not.


What a template actually is

In many organisations, “template” means:

A document you type into.

In professional technical authoring, a template means:

      • Structured style hierarchy (Heading 1–9 mapped correctly)
      • Multilevel numbering linked to styles
      • Automated tables of contents
      • Controlled headers and footers
      • Revision history tables
      • Document metadata fields
      • Cross-reference compatibility
      • Accessibility compliance
      • Stable formatting for version control
      • Reusable front matter and boilerplate

A proper Word template is a lightweight infrastructure, engineered, not decorated.

The blank template

Later that afternoon, she sent the new template.

It was a blank Word document with no:

      • predefined styles.
      • cover page.
      • numbering schema.
      • structured bullets.
      • defined body text formatting.

When I called her to clarify, she confirmed it was the template.

When I explained what was missing, the tone shifted, and I mentioned the words, ‘out of your depth’. She said she would check with her manager.

I never heard from her again.

Why “Death by Template” happens

This scenario is common across engineering, IT, defence, and infrastructure environments.

Templates are cosmetic

People focus on fonts and margins.

They ignore:

      • Structural logic
      • Style discipline
      • Automation
      • Version resilience

Documentation becomes fragile because no one respects the architecture.

 Governance is invisible

Once 50 documents receive successful sign-off, no one notices the template unless the formatting fails.

People undervalue infrastructure that works quietly.

Authority outpaces expertise

Well-meaning staff assume that creating a template is straightforward.

They underestimate:

      • The complexity of Word’s style engine
      • The risk of manual formatting
      • The cost of rework
      • The audit implications of inconsistency

A blank file is not governance.

They bring in technical authors too late.

In many organisations, documentation is reactive.

Templates are “fixed” by non-specialists until someone realises:

      • Numbering collapses at section 3.2.4
      • Cross-references break
      • TOCs misbehave
      • Audits question consistency

Then a technical author is called in.

The Contractor’s perspective

As a senior technical author working across regulated and high-control environments, I see the same pattern repeatedly:

      • Templates designed without structured styles
      • Manual formatting instead of enforced formatting
      • No metadata control
      • No document governance policy
      • And then confusion when consistency fails.

A template is not a blank canvas but a controlled system.

If you allow anyone to redesign it based on personal preference rather than architectural principles, the documentation quality will erode quietly.

The real risk

Poor templates do not just look untidy; they are also inefficient.

They create:

      • Audit risk
      • Rework costs
      • Version control confusion
      • Loss of traceability
      • Inconsistent client-facing documentation
      • Increased onboarding time for new staff

In regulated sectors, it is operational risk.

How to avoid death by template

If you manage documentation governance, ensure:

      • Someone who understands Word’s style architecture designs templates.
      • Link Multilevel numbering to headings.
      • Control Document properties.
      • Standardise Revision tables
      • Consider Accessibility standards
      • A template change control process exists.
      • Managers understand the difference between formatting and structure.

Most important: Do not treat templates as personal design projects but as infrastructure.

Final Thought

If you are a technical author working alone inside an organisation, protecting documentation standards is part of your role.

You are not just formatting pages; you are protecting information integrity.

Document Strategy vs Document Plan: Why Most Organisations Get It Wrong

Introduction

In the world of technical authoring and information management, people often use two terms interchangeably, but understanding your document strategy is key to approaching both effectively.

      1. Document strategy
      2. Document plan

They are not the same.

Confusing them is one of the main reasons documentation becomes reactive, inconsistent, and vulnerable to managerial interference.

If management treats documentation as administrative output rather than a governed asset, it will always sit at the whim of whoever speaks loudest.

This article explains:

      1. What a document strategy actually is
      2. What a document plan does
      3. Why governance matters?
      4. What must senior technical authors implement to protect documentation assets?

What is a document strategy?

A document strategy defines how documentation supports organisational objectives. It is not:

      • a list of deliverables.
      • a collection of templates.
      • a SharePoint structure.

It answers fundamental questions:

      • Why does documentation exist in this organisation?
      • What risk does it mitigate?
      • What decisions must it support?
      • What compliance obligations must it satisfy?
      • Who owns it?

In regulated environments, document strategy connects directly to standards such as

      • ISO 9001 (Control of Documented Information)
      • ISO/IEC 27001 (information security controls)
      • ITIL (service documentation and knowledge control)

If documentation is required for audit, certification, or regulatory compliance, you must govern it strategically.


What a proper document strategy includes

A credible document strategy defines:

1. Governance Model

      • Clear document ownership
      • Defined author vs reviewer vs approver roles
      • RACI alignment
      • Escalation routes

2. Lifecycle Control

      • Create → Review → Approve → Publish → Maintain → Retire
      • Mandatory review cycles
      • Version control standards
      • Archiving criteria

3. Classification and Security

      • Controlled vs uncontrolled documents
      • Public vs restricted
      • Security classification tiers

4. Architecture and Structure

      • Taxonomy
      • Metadata standards
      • Naming conventions
      • Document numbering schemas

5. Decision Framework

      • What qualifies as controlled documentation?
      • What does not?
      • When documentation is proportionate
      • When a knowledge article is sufficient

Without these elements, documentation becomes personality-driven rather than policy-driven.


What is a document plan?

A document plan is operational.

It applies the strategy to a specific project, programme or service.

Where strategy defines governance, the plan defines delivery.

It answers:

      • What documents are required?
      • Who is writing them?
      • When are they due?
      • What reviews are mandatory?
      • What approvals are needed?
      • How do they align with stage gates?

In complex programmes — such as digital transformation, DMS rollout, or security accreditation — a document plan ensures traceability and sequencing.

Without a document plan, documentation is:

      • Rushed at the end
      • Inconsistent across work streams
      • Duplicated across teams
      • Politically rewritten

Why Documentation Falls “at the whim of managers”

Documentation becomes unstable when:

      • There is no documentation policy
      • Templates are uncontrolled
      • Metadata is optional
      • No audit mechanism exists
      • No one owns lifecycle enforcement

In that vacuum, managers step in.

They introduce:

      • New templates
      • Personal preferences
      • Structural changes
      • Ad hoc requirements

The result is entropy.

Governance prevents that.


What technical authors must do beyond writing

Senior technical authors must move beyond content production.

They must act as:

      • Information architects
      • Governance stewards
      • Lifecycle controllers
      • Risk mitigators

Below are the controls that protect documentation assets.


1. Establish documentation governance

Create:

      • Documentation Policy
      • Document Control Procedure
      • RACI matrix
      • Change management workflow for templates

Ensure:

      • Template changes require approval
      • New document types require justification
      • eliminate uncontrolled versions

2. Enforce metadata and taxonomy

Metadata is not optional in mature environments.

Define mandatory fields such as:

      • Document Owner
      • Service Area
      • Security Classification
      • Review Date
      • Version Number

Implement enforcement within:

      • SharePoint libraries
      • Asite or DMS platforms
      • Controlled repositories

If you do not enforce metadata, the structure collapses.


3. Institute review discipline

Set:

      • Annual review cycles (minimum)
      • Risk-based review frequency
      • Automated reminders
      • Expiry flags

Outdated documentation creates audit exposure.


4. Run documentation audits

Introduction:

      • Quarterly sampling
      • Annual full audit
      • Traceability verification
      • Redundancy elimination

Without an audit, decay is inevitable.


5. Design templates that enforce structure

Most engineers and technicians do not read style guides.

They follow structure.

Well-designed templates:

      • Force styles
      • Control numbering
      • Embed guidance
      • Reduce formatting drift
      • Prevent structural inconsistency

Templates are governance tools disguised as formatting aids.


6. Define what not to document

Over-documentation creates noise.

A strong document strategy specifies:

      • What must you control?
      • What belongs in a knowledge base?
      • What remains in the service tools?
      • What is transient and disposable?
      • Clarity reduces clutter.

Document strategy maturity model

Organisations typically sit at one of these levels:

Level Description
Level 1 Ad hoc and personality-driven
Level 2 Template-based but uncontrolled
Level 3 Defined lifecycle and metadata
Level 4 Audited and measured
Level 5 Strategically aligned to risk and performance

Most organisations sit between Level 1 and Level 2.

A mature technical author moves them to Level 3 and beyond.


The critical distinction

      • Document Strategy = Governance + Risk Alignment + Structure
      • Document Plan = Delivery + Scheduling + Accountability
      • Ongoing Stewardship = Control + Audit + Discipline

Writing is only part of technical writing.

Control is the real work.


Final Thought

If A.N. Other can alter documentation at will, it is neither governed nor strategic.

And if it is not strategic, the user will not treat it as a corporate asset.

When Is a Document Strategy Not a Strategy?

A practical guide for organisations that want governance to work

A practical guide for organisations that want governance to work

In many organisations, a document strategy looks impressive.

      • It has executive sponsorship.
      • It references digital transformation.
      • It talks about lifecycle, governance, compliance, and knowledge reuse.

And yet — nothing changes.

      • Documents are still duplicated.
      • Templates are ignored.
      • Review cycles drift.
      • Audit findings repeat.

At that point, the issue is not the document strategy itself. The issue is how the organisation treats the strategy document as the outcome, rather than as a mechanism for decision-making.

This article examines when a document strategy stops being strategic — and how to recognise the difference between a living governance framework and a glossy artefact.


What is a document strategy?

A document strategy should define:

      • How information is created

      • How it is controlled

      • How it is reviewed

      • How it is distributed

      • How it is kept or archived

      • Who is accountable at each stage?

In regulated environments — particularly those aligned with ISO 27001, ISO 9001, PCI-DSS, nuclear, defence, or financial services — this is not optional. Documentation underpins audit defensibility and operational resilience.

However, a document strategy becomes ineffective when it fails to influence real-world behaviour.


1. If it avoids constraints, it is not a strategy

A genuine strategy makes trade-offs.

It defines constraints such as:

        • Budget limits

        • Tooling capability

        • Cultural maturity

        • Political appetite for enforcement

        • Regulatory exposure

If a document strategy attempts to optimise for:

        • Speed

        • Full compliance

        • Zero friction

        • Maximum flexibility

        • Minimal cost

Simultaneously, it is not strategic. It is aspirational.

For example:

      • You cannot have complete audit traceability without adding some process overhead.

      • You cannot maintain full template discipline while allowing unlimited author freedom.

      • You cannot achieve a single source of truth without closing down local storage practices.

Strategy requires subtraction. If nothing is excluded, nothing is prioritised.


2. If it does not change governance, it is Theatre

A document strategy must show up in operational systems.

You should see its fingerprints in:

      • Metadata schemas

      • Document numbering conventions

      • Version control rules

      • Approval workflows

      • Access permissions

      • Review cycles and SLAs

      • Archival and retention schedules

If your strategy claims to be a “single source of truth” but documents continue to sit on local drives, shared mailboxes, and uncontrolled Teams folders, then the strategy has not reshaped behaviour.

If it promises improved knowledge reuse but there is no taxonomy, no tagging discipline, and no ownership of content review, it remains rhetoric.

A useful test is this:

      • Did the strategy alter the document lifecycle?

      • Did it remove duplicate repositories?

      • Did it redefine what “approved” means?

      • Did it assign clear accountability?

If not, it is governance theatre.


3. If it cannot be operationalised, it is Philosophy

Strategic language often becomes abstract.

      • “Drive digital transformation.”

      • “Enhance collaboration.”

      • “Embed knowledge excellence.”

These statements are ambitions, not mechanisms.

Operational strategy answers concrete questions:

      • Who owns lifecycle integrity?

      • What is the RACI model?

      • What happens when review deadlines are missed?

      • What constitutes a controlled document?

      • What is the escalation path for non-compliance?

      • What is the maximum tolerated duplication level?

If delivery managers and technical authors cannot convert the strategy into day-to-day rules, then it is conceptual rather than actionable.

In high-compliance sectors, this gap becomes visible during audits. Auditors increasingly test evidence of implementation, not the existence of documentation.


4. If it does not influence decisions, it is Decorative

A real document strategy shapes:

      • Recruitment decisions

      • Tool selection

      • Investment priorities

      • Change control

      • Incident response

      • Audit preparation

If no board paper references it, if no funding decision cites it, and if no hiring decision reflects it, then it is decorative.

A strategy that is only opened during audit season is not embedded.


5. If it is written only for executives, it will fail

Authors write strategies in executive language:

“We will implement a structured document lifecycle aligned to industry best practices.”

Delivery teams interpret this as:

“Another template change.”

If engineers, technicians, and operational staff cannot explain what the strategy means for their daily work, the communication has failed.

Clarity is structural. Not cosmetic.

In environments where engineers write occasionally rather than professionally, a well-designed template with enforced styles often achieves more than a 30-page style guide.

If the strategy does not account for real author behaviour, it will be bypassed.


6. If it ignores culture, it is naive.

People do not resist governance for ideological reasons. They resist friction.

If your document strategy increases:

      • Form complexity

      • Metadata burden

      • Approval latency

      • Review bottlenecks

Without demonstrating value, users will route around it.

A realistic strategy accounts for:

      • Author maturity

      • Training capability

      • Tool usability

      • Political support for enforcement

It does not assume ideal behaviour.


The Digital Strategy Problem

Digital strategies often attempt to solve everything at once:

      • Content management

      • Knowledge management

      • Collaboration

      • Automation

      • AI

      • Governance

      • Records management

      • Compliance

      • Cultural change

This breadth dilutes focus.

A disciplined document strategy might say:

For the next 24 months, our priority is lifecycle control and audit defensibility. Automation and AI integration are out of scope.

That level of constraint is strategic clarity.


A Practical Test for Organisations

To assess whether your document strategy is real, ask three questions:

      1. What decision did we make differently because of this strategy?

      2. What did we deliberately choose not to do?

      3. Who would notice if we ignored it?

If no one would notice, it is not a strategy.


What a real document strategy looks like

A credible document strategy:

      • Defines constraints

      • Forces trade-offs

      • Embeds into tooling configuration

      • Alters decision rights

      • Clarifies accountability

      • Survives audit scrutiny

      • Is understood at operational level

      • Drives measurable change

In regulated and compliance-heavy environments, strategy is not narrative. It is architecture.

If it does not reshape structure, authority, and process, it is branding. Branding is not a strategy.