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.

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?

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.

Why Companies Struggle with Infrastructure Documentation—and Why It Matters

Why Infrastructure Documentation Is Your Most Overlooked Security Asset

Many companies struggle to document their IT infrastructure effectively.
As a seasoned technical author, I’ve seen firsthand how well-written Infrastructure documentation transforms chaos into clarity—helping teams work smarter, faster, and more securely.


Documentation: Your Strategic Advantage

Infrastructure documentation isn’t just admin paperwork — it’s a strategic business asset.

When your documentation is accurate, structured, and up to date:

      • Teams resolve incidents faster.
      • New staff onboarded seamlessly.
      • Projects maintain continuity and compliance.
      • Prevent costly errors before they occur.

In short, infrastructure documentation drives operational excellence — saving time, reducing risk, and strengthening your organisation’s resilience.


The Rising Challenge of Security & Compliance

In today’s digital landscape, businesses face intense security and compliance pressures. Frameworks such as ISO 27001, NIST, and GDPR set clear expectations for protecting sensitive data and improving cyber resilience.

But here’s the problem:
These frameworks don’t tell you how to write, update, or manage the documentation that underpins compliance.

That’s where organisations often fail. Outdated documents, missing ownership, and inconsistent version control can derail even the best security strategies.

To succeed, you must treat documentation as a living, evolving resource — not a one-time deliverable.


Building a Well-Managed Documentation Repository

Drawing on NIST, ISO 27001, and GDPR guidelines, I’ve helped organisations create robust documentation frameworks that withstand audit and operational scrutiny.

Hiring a skilled technical writer is a small investment compared to the cost of failure. Consider this:

IBM’s Cost of a Data Breach Report (2023) put the average cost of a data breach at £3.8 million.

Would you rather invest a fraction of that in proactive documentation—or risk the aftermath of a ransomware attack or compliance breach?


Documentation That Drives Operational Excellence

High-quality documentation isn’t just about compliance. It’s the foundation of operational efficiency.

Imagine a single source of truth that everyone can access—accurate, consistent, and regularly updated. The results:

      • Faster issue resolution.
      • Reduced reliance on informal knowledge.
      • Lower risk from staff turnover.
      • No time wasted reinventing processes.

Good documentation = Sustainable operations.

Here’s what effective documentation management looks like:

      • Defined policies and processes.
      • Accessible, searchable repositories.
      • Regular reviews and updates.
      • Quality checks for clarity and consistency.

The Bottom Line

Poor documentation isn’t just inconvenient — it’s a serious business risk.
The cost of bad writing far outweighs the price of hiring a professional technical author.

Don’t let your organisation fall behind.
Invest in structured, secure, and well-maintained documentation — and protect your business for tomorrow.

Process, Procedure, Work Instruction, Plan, Strategy and Standards — Know the Difference

Clear documentation depends on understanding the difference between processes, procedures, work instructions, plans, strategies and standards. This article explains how each fits into a structured documentation framework.

Many organisations use the terms process, procedure, work instruction, plan, and strategy interchangeably. They are not the same. This article explains the key points to help clarify these differences.

Confusion between these terms leads to poor documentation, unclear responsibilities, and inconsistent delivery.

If you work in technical authoring, information management, or governance, understanding the difference is essential.

A good documentation framework clearly separates these elements and ensures people know what they must do and why.

What is a process?

A process is a set of interrelated activities that turn inputs into outputs.

A process describes a complete business activity from beginning to end.

You must:

      • Learn the process
      • Understand why it exists
      • Perform it end-to-end

A process is:

      • A high-level description of work
      • Cross-functional
      • Ongoing and repeatable
      • Updated periodically
      • Supported by policies and standards

A process answers the question:

“How does the business operate?”


What is a procedure?

A procedure provides more detail than a process but less detail than a work instruction.

It explains how to perform sequential tasks to achieve a defined outcome.

A procedure usually:

      • Follows a logical sequence
      • Has an obvious start and finish
      • Can be completed in one working session
      • Describes responsibilities

A procedure answers:

“How do we complete this activity?”


What are work instructions?

Work Instructions (WI) describe exactly how to perform a specific task.

They provide step-by-step guidance with no ambiguity.

A work instruction:

      • Describes one task
      • Contains detailed steps
      • May include screenshots or diagrams
      • Removes interpretation

Work instructions answer:

“How do I do this task?”


What is a plan?

A plan is not a process.

Many organisations confuse the two.

A management plan describes what will be done, not how work is performed.

A plan typically includes:

    • Objectives
    • Resource allocation
    • Timescales
    • Responsibilities
    • Risk considerations
    • Contingencies

A plan shows how an organisation will move from Point A to Point B.

It supports the strategy by describing how resources will achieve the aim.

A plan answers:

“What are we going to do?”


What is a strategy?

A strategy explains how an organisation will move from Point A to Point B.

It defines direction rather than detailed actions.

A strategy typically includes:

      • Current position (Point A)
      • Desired position (Point B)
      • Problems and constraints
      • Opportunities
      • Tools and approaches
      • Decision principles

A strategy considers obstacles and risks that may slow progress.

Strategy answers:

“Where are we going and why?”

Your strategy defines what you want to achieve.

Understanding the difference between a strategy and a plan allows organisations to make better decisions.


What is a standard?

Standards define mandatory rules and behaviours.

They support policies and ensure consistency across the organisation.

Standards are:

      • Mandatory
      • Enforceable
      • Organisation-wide
      • Consistent
      • Long-term

Define expected behaviour, for example:

      • Email signatures
      • Naming conventions
      • Approved hardware and software
      • Document templates
      • Security controls

Must be enforced to be effective.

This applies equally to policies and standards.


Why does this matter?

When organisations confuse these terms, documentation becomes chaotic:

      • Plans get mistaken for processes
      • Procedures become incomplete
      • Work instructions disappear
      • Strategies become wishlists
      • Standards are ignored
      • Clear documentation separates these layers and ensures:
      • Consistent delivery
      • Clear responsibilities
      • Better governance
      • Easier audits
      • Stronger information management

This structure is the foundation of a well-run documentation system.