What notes should I be taking, if any, at the beginning of a project? - project-planning

I was recently asked by a Team Leader (not mine) if I would be willing to undertake a programming project. The members of his team are currently pre-occupied with other more important projects. I graduated college two years ago, and up until now programming has only been a hobby of mine. Recently I decided that I would like to pursue a career in software development. I accepted his offer so that I can gain some real-world experience and start building a portfolio.
In about an hour I'm scheduled to meet with the Team Leader to discuss the details of what he needs. From a short e-mail exchange with him, I know that the base project is to update an existing ASP.NET form—but I also think there's more to it than that.
Considering that I'd like to eventually put this project in a portfolio, what kinds of notes should I take at the meeting?

Take whatever notes you can that will best help you understand the use cases and the user requirements. Everything else is just technical details that can be figured out later.

I graduated college two years ago, and up until now programming has only been a hobby of mine.
In that case, my suggestion is:
revel in your ignorance.
Make the most of the fact that you know nothing and you're being given an opportunity to learn - abuse the chance to ask as many questions as possible of the Team Leader in question regarding what type of questions you should be asking and how you should be documenting what you learn.
You only get one chance to be ignorant, once you've wasted it you have to spend the rest of your life as a know-it-all; take the chance to enjoy the learning process.

Get a list of people who are the intended users. Talking with them will allow you to flesh out the overview that the Team Leader gives you. It is likely that the intended users have a very different understanding of what the app is supposed to do than the TL does. So you'll likely be going back and forth for a while. It's well worth the effort though because you'll do much less re-coding.

Try to understand that the Team Leader him/herself might not even have all the requirements available right at the beginning. Be prepared to be hunting down people and writing all these requirements down as they come in.
Things will change during development, new problems and new requirements will always be popping up.

Three things:
What: What is the software supposed to do, the more detailed you can manage to get the other person to be, the better.
How: Are there any known constraints? For example, if it has to ask for a telephone number, does it have to validate nationally/internationally/not at all. Does it have to run on Windows 2008/2003/all
Who: Two sides:
Who will answer any questions you'll have, will you setup weekly progress meetings?
Who will use the software, can you get their early input on your prototypes, can you ask them for opinion/requirements?

One thing I've found very helpful is carrying a hard-copy of any existing requirements (use cases, wireframes, whatever) or any other potentially useful information in a 3 ring binder to any project meetings I attend. If the meeting strays off topic or questions about previous discussions or documents come up it is very nice to have the information at your fingertips in a format you can make notes on, pass around the table etc.
As a bonus, I find most people don't carry any documents to meetings, so you'll also end up looking like you are a real go-getter who is always prepared, which is never a bad thing.
Main downside to this is that you'll waste paper if the documents are updated and changed frequently.

Find out the where as well, where are the files you need stored on the network, where is the source control repository for the project, etc.
Since this is your first taste of doing a real world project, please please please make sure you use source control even if you are the only dev on the project. Your co-workers will thank you and you will thank you the first time you need to back out a change that didn't work.

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Kanban story assignment [closed]

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We are starting to use Kanban and my boss just asked me a question, as one of two people with prior Kanban experience within the group, that I don't really know how to answer.
My previous experience and training with Kanban had developers pulling stories in from the backlog by priority, in our case that was the topmost card. However, my boss would like certain stories to go to the developers that have domain knowledge for particular areas. For example, let's say Joe has the most experience in working with Contracts and a contract story comes onto the board. He would like Joe to be the one to work on that particular story.
This, to me, feels a little "off" and could lead to some developers having significant extra work due to having worked in any given area of functionality. My previous experience with Kanban worked under the assumption that any developer should be able to pick up the next card and figure out what to do and that this practice would eventually eliminate any single functionality area experts and level out developer expertise over time. However, I can also see how using subject matter experts can help move a story through the process faster.
What is the most "Kanban" way of handling priority vs. expertise when it comes to pulling in the next story?
Every system I've ever worked with allows a little bit of developer-level of prioritization. If the next card has the absolute (top-down driven) priority, then you have to pick that card. Mostly, though, I tend to work in places where "these next 6 cards are up, pick the one you like". This gives the developer a little bit of room for type of work he or she prefers. Plus, it gives the developers a greater sense of ownership since they did get to pick (to some extent) the work they were doing.
Regarding your example, it's a little off base. In an ideal world any developer should be able to pick up any card. In reality, this isn't always true. If I give this project to Jim, it might take 2 days. If I give it to not-Jim, it make take all week. This is a sign! What information sharing is missing? How do you get the other developers to understand the Contracts component as well as Jim?
If the priority is a little bit gray, this stuff tends to work itself out. All the other developers know that Jim can handle the Contracts stuff. However, if Jim has no capacity, then someone else must take up the challenge. Kanban is supposed to alert you to blocked stories.
Kanban is great for visualizing work flow, limiting WIP, and exposing bottle necks.
Henrik Kniberg has a great book, 'Lean from the Trenches'. He talks through many techniques he has used in real world examples. He described one approach to having avatars (that represent developers) that can be placed over task to show who is working on what.
One idea for your situation, would be to use this avatar approach to pre-assigning who should work on a task in the buffer leading into development.
If those pre-assigned tasks are not causing bottlenecks and flow is natural, everything is good. If they are causing bottlenecks early in your flow, you have a problem, but now you have an easy way to visualize and see that it is the pre-assigning that is causing your bottle neck!
A Kanban system shall display the real process. If the manager is assigning stories to developer then the system should reflect that. This can be done in several ways, you could have a specific item for developer X or you can write the developers name on the card. Another option is to have one swim-lane for each developer.
However, all of this is probably not good from a "global" perspective. You should share your Kanban data with your boss. What are your lead-times, what is your throughput etc? Then you should invite the boss to the process improvment meeting. How are we going to improve our figures? Hopefully he sees that Joe probably will be a bottleneck if he is assigning tasks directly to him. Teach him Littles Law, teach him about bottlenecks and Lean in general.
Don't forget to make your policies explicit, that is, it should be written on the wall how your prioritzation policy looks like. Good luck!

Should a company prevent employees from publishing an app in an appstore in their free time? [closed]

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My company is trying to pass a policy forbidding distribution of any application (even free) in any appstore for all developers.
Their reasoning is that "outside work activities create a conflict of interest". They don't want that "you use your spare time to work on your app, and once it takes off you quit your job" (quoting the Head of Development).
A few developers (myself included) have already said it was an abusive, pointless and most of all counter-productive policy (developers will actually be demotivated to work here under such control and to be denied of the freedom to distribute their project).
Personally, I think it is actually in the interest of the company to promote side projects (even commercial activities, if there is no conflict).
I'm also curious, is that common practice?
Needless to say, this is horribly, horribly stupid on so many levels... It may be worth trying to find out whether it's even legal in your jurisdiction.
Anyway and apart from that, if you can, find colleagues who feel the same, and take a stand against it. Try to explain to the management that this is a stupid decision for the company as well. Don't sign anything: A policy like that would probably have to be amended to your work contract to be binding. Chances are, the risk of losing good employees over this outweighs the security they think they get from it.
If there's really nothing that can be done, and you are very unhappy with this (I would be), consider looking for a new job.
As an afterthought, if the practice of limiting your employees' rights to this extent is clearly illegal in your jurisdiction, it could be that simply making them aware of this might stop this without any further trouble.
All companies for which I have worked allowed outside work provided:
no company resources were used (this includes time)
the product of that effort did not directly conflict with the company's interest
the product was not based off of work or specific knowledge gained while working for the company
Typically, companies have a clause in your employment agreement that states that you will inform them when you begin work on outside projects and inform them of the nature so they can approve/deny. In such cases, you want to get that approval in writing.
In your case, this is a pretty difficult situation if this was part of your employment agreement. Even if it isn't, they can fire you for it if your employment is at-will and they find out. Unfortunately, in your situation, you seem to have one of four options:
Convince management that they are being unreasonable.
Fly under the radar and hope you don't get caught.
Find a new job.
Quit and just work on the apps full-time.
If your job is to put out apps in an appstore, though, there's really no way to argue that your outside development of apps for the same appstore isn't a conflict of interest in some respect. If I had to guess, I'd say that either this is the case or you're working for a development manager that doesn't understand the mindset of developers and how they like to tinker and learn outside of work.
While this example sounds a little draconian, it is not uncommon for companies to have some kind of policy regarding outside work. However, this is typically to protect the company from your mistakes rather than to protect them from your departure. If they're that concerned about employees leaving, they should go out of their way to make it the sort of place you would want to stay.
EDIT: I just found this today on a completely unrelated blog, but it totally rings true to this discussion. It's about 11 minutes long, but very entertaining and makes you think too. http://www.youtube.com/watch?v=u6XAPnuFjJc&feature=player_embedded The TL;DR (TL;DW?): Once you get outside the realm of purely physical tasks, organizations that assume you are motivated by money, hands-on direction, etc. will not accomplish their goals nearly as easily as those that assume you are motivated by desires for autonomy (self-direction, self-management), mastery (getting better at doing something) and contribution to something bigger than yourself.
I believe there was a similar pointless rule when I was under the corporate yoke. I think these rules are pointless, backward and wrong. Instead of keeping their developers management pushes them to look for new managment, well, at least the passionate and talented ones.
Unless your employment contract says otherwise, what you develop in your own time belongs to you.
If they are in the business of writing apps for the appstore, then they might have a non-compete argument against you.
If they allow other types of development projects, it is difficult to see the argument as valid.
Depends on the app and the company.
If you're working for an Android app developer, I'd see why they might not like it. 8)
If it competes directly with what your company produces I can see why they'd prohibit it.
I would consult a lawyer to see just how binding such an agreement would be if you were forced to sign it.
If it's really that odious, your only recourse is to find another employer.
Check your local labor laws. In California, this kind of thing is blatantly illegal.
The policy enumerated by Shaun is reasonable, and something very similar has been in place at most of my previous employers. The one place that tried something like this was quickly pointed at the statute by knowledgable developers, and the "policy" quietly went away.
The answer is in your contract of employment.
But if your job is as a computer programmer, you're almost guaranteed to have something in your employment contract stating that any software you write either in work or outside of work is owned by the company.
If you get written permission from HR and your manager, then if you were to make millions from you out of hours projects, then it would be more difficult for your employer to just take ALL those millions off of you.

How to write a spec for a website

As I'm starting to develop for the web, I'm noticing that having a document between the client and myself that clearly lays out what they want would be very helpful for both parties. After reading some of Joel's advice, doing anything without a spec is a headache, unless of course your billing hourly ;)
In those that have had experience,
what is a good way to extract all
the information possible from the
client about what they want their
website to do and how it looks? Good
ways to avoid feature creep?
What web specific requirements
should I be aware of? (graphic
design perhaps)
What do you use to write your specs in?
Any thing else one should know?
Thanks!
Ps: to "StackOverflow Purists" , if my question sucks, i'm open to feed back on how to improve it rather than votes down and "your question sucks" comments
Depends on the goal of the web-site. If it is a site to market a new product being released by the client, it is easier to narrow down the spec, if it's a general site, then it's a lot of back and forth.
Outline the following:
What is the goal of the site / re-design.
What is the expected raise in customer base?
What is the customer retainment goal?
What is the target demographic?
Outline from the start all the interactive elements - flash / movies / games.
Outline the IA, sit down with the client and outline all the sections they want. Think up of how to organize it and bring it back to them.
Get all changes in writing.
Do all spec preparation before starting development to avoid last minute changes.
Some general pointers
Be polite, but don't be too easy-going. If the client is asking for something impossible, let them know that in a polite way. Don't say YOU can't do it, say it is not possible to accomplish that in the allotted time and budget.
Avoid making comparisons between your ideas and big name company websites. Don't say your search function will be like Google, because you set a certain kind of standard for your program that the user is used to.
Follow standards in whatever area of work you are. This will make sure that the code is not only easy to maintain later but also avoid the chances of bugs.
Stress accessibility to yourself and the client, it is a big a thing.
More stuff:
Do not be afraid to voice your opinion. Of course, the client has the money and the decision at hand whether to work with you - so be polite. But don't be a push-over, you have been in the industry and you know how it works, so let them know what will work and what won't.
If the client stumbles on your technical explanations, don't assume they are stupid, they are just in another industry.
Steer the client away from cliches and buzz words. Avoid throwing words like 'ajax' and 'web 2.0' around, unless you have the exact functionality in mind.
Make sure to plan everything before you start work as I have said above. If the site is interactive, you have to make sure everything meshes together. When the site is thought up piece by piece, trust me it is noticeable.
One piece of advice that I've seen in many software design situations (not just web site design) relates to user expectations. Some people manage them well by giving the user something to see, while making sure that the user doesn't believe that the thing they're seeing can actually work.
Paper prototyping can help a lot for this type of situation: http://en.wikipedia.org/wiki/Paper_prototyping
I'm with the paper prototyping, but use iplotz.com for it, which is working out fine so far from us.
It makes you think about how the application should work in more detail, and thus makes it less likely to miss out on certain things you need to build, and it makes it much easier to explain to the client what you are thinking of.
You can also ask the client to use iplotz to explain the demands to you, or cooperate in it.
I also found looking for client questionnaires on google a good idea to help generate some more ideas:
Google: web client questionnaire,
There are dozens of pdfs and other forms to learn from

Convincing a large company to use free software? [closed]

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I'm currently a developer at my first job right out of college. I work for a large company, and the trend I notice with them is that they tend to go with more expensive, closed source software about 99% of the time, while there are perfectly good open source alternatives that are available, most of which are vastly superior to their closed-source counterparts. For example, we use this absolutely awful source control software that cost a ton of money, while there are quite a few open source and/or free options that in my experience, albiet limited, are much better and offer basically the exact same functionality.
I guess my question is: How would an experienced developer approach management about using more free software?
It appears there is another question very similar to this that did not show up when I made this one: How can I convince IT that F/OSS software isn't evil?
EDIT: Just come clarification. I'm not necessarily trying to change the company's procedure, I'm looking for advice on how to approach management about the subject.
Start using it in small utilities and things which are throwaway and don't need management buyin. This can prove the worth of an open source solution and put a crack in
the door for using it in other
projects.
Present articles from trade magazines showing that other people are using the open source solution.
Go with products which have commercial support options, such as MySQL, which enterprises seem to have an easier time swallowing.
Pick your battles carefully. Wait until they are suffering. If they are happy with what they have, they will not switch, no matter how much cheaper or superior the alternative is. You need to catch them while they're trying to think of ways to save money, or while they're disgusted with the problems of the current system.
Be very careful with what you refer to as free. There is a very large corpus of products that would be perfectly valid for a student to use without paying that an enterprise would have to pay for. Also never forget Total Cost of Ownership (TCO). A lot of relatively expensive software is expensive because you get things like configuration and help support for them whereas that may not be the case for free software.
I think you are not asking the right question. To me, the challenge is to have my Big Corp to buy the BEST softwares for me, be it free softwares or not.
Paying for Windows or paying for Linux is not important (what is 100 $ for a Big Corp ?).
But having things done better is really important.
I think that your request to your boss should not be : "Hey, it's free and it's as good as XYZ, why are we using XYZ ?"
Why you boss would risk something trying the product you told when XYZ seems to be ok ?
It would be much more better to ask : "Hey, here is what I cannot do with XYZ : (your list). With my product, I would be able to do that and much more so fast than I would have a lot of spare time to test our own software !".
Small money is usually not a show stopper. Being able to work faster in order to do much more testing (or any other things that could help your boss have a better image) is definitely an excellent argument !
Best wishes,
Sylvain.
I work in a big company that has recently moved into being more enthusiastic about open source solutions. There have been a few big hurdles:
Customer won't support it - we're defense contractors. We do almost nothing without customer say-so. As the customer's opinions have changed we've been able to change our architectures and tool usage. That said, there are still scenarios were open source is unacceptable and we don't use it.
No tech support = scary - in several cases, it's been possible to make the point that open source may not have a single point of company tech support, but it does have huge communities that will support questios for free, and that there are consultants available as needed for the really hard stuff. Plus many, many releases of new versions for bug fixes. And, several competing expensive products have not been able to service tech support needs. Being able to point to specific internal examples with long. well documented, histories of support problems, has been key.
Fear of security issues - we had to develop a process for scrutinizing and controlling every peice of open source introduced. We've managed to find criteria for what we deem risky, versus what we deem relatively benign based on info-sec policy.
Fear of lawsuit - Being large, and profitable, we fear lawsuits, we're great targets. We now have a process for the legal team to scrutinize every open source license. This has proved to be a win - since the legal team now has briefings on every major version of the typical open source licenses, and they can quickly review most stuff.
Version control - fear that if those wacky developers can just download anything they like the world will self destruct. OK, well, practically speaking, the concept of "how do we know what's in a given product" - being able to show a FOSS version control process that is managed internally has been important.
It was definitely a slow process - small projects proved profitable and customers started encouraging it in proposals. That made it useful for executive management. It's helped that those that support it have been williing to put in some extra time to making the business case in terms of efficiency/cost savings, and have been willing to negotiate repeatedly with various parts of the corporate infrastructure.
Making open source work has taken the effort of IT, the info security folks, the legal team, the procurement team, and technical management. Knowing that before you talk to your manager is probably a key to success.
There's also some political savy - for a first project, don't encroach on any sacred cows - ie, those projects that may not be successful, but are high profile and owned by someone with lots of political power. Instead, choose some wacky new thing that isn't available right now and prove the cost savings in a way that is unlikely to provoke a defensive reaction.
When you try to introduce open source software to a big company (or even a small one, in many cases), the biggest counter-argument you're going to hear is "There's no tech support." Companies tend to be wary of using software that's supported by the community, because there's no guarantee (or in some cases, service agreement) that questions about the software will be answered within a reasonable time frame, or at all. In many cases, you can find a company that will provide support for the open-source package you want to use (for example, Red Hat does this for its Linux distribution, even though the contents of the distribution is mainly open source). Showing management a business entity that can support the software will often go a long way.
The other counter-argument to using open source software that I've heard the most often is "Open source software is buggy." This is a tough one; this opinion is pretty ingrained in some corporate cultures. Two possible responses are "The open-source community fixes bugs quickly" and "Since we have the source code, our engineers can fix bugs"--but that's often not what managers want to hear.
So, in essence, it depends on the company, their attitudes, and how much they trust you to make business-critical recommendations. I've used all of the arguments above with different levels of success in different companies.
Of course, in these economic times, the "free" part may go a long way. :-)
"Free software" doesn't necessarily mean your company is going to get software for free. Many successful open-source projects are also offered with licenses and services that cost real money and are geared to organizations that want or need to be assured of good support. MySQL is an example
The reason for a lot of big companies using closed software is that they can call support and the vendor will issue a hotfix, patch or cumulative update
Changing a large company's habits are often like turning an Oil tanker around... it takes a long time and uses a lot of energy.
If the company were in the process of evaluating the purchase of new software for a specific task, Then I would make sure to write a concise opinion memo about why my choice is better.
If the software is something I would use personally and not a server product that multiple developers are forced to use, then I would just ask my manager to use it.
If the software is in place, does the job (even if I don't like the way it does it), i'd learn as much as I can about it to give it as much chance of work for me, or at least make my life easier. If it still sucks really bad, I probably wouldn't try to change it until it was time for the company to pay for an upgrade.
If the software works but is just annoying... I'd do as above, learning all there is to know about it just to make my life easier and then deal with it.
You're probably right that the system you'd recommend is better than the one currently in place. But like some other posters said, choose your battles, especially when this is your first job out in the real world. You may become expendable quickly.
It's not really so much a matter of what's better, even if your way IS better, it's a matter of the culture and the way things are done and the cost of switching. Even if, hypothetically, their system can be magically transported to your OSS system, with no loss of data, dates, records, or anything, you're still going to have people who say "I liked the old way better."
Remember: Experience is what you get when you don't get what you want. I know it may sound glamorous to be "the new guy who recommended a great new versioning system that everybody loved", but you also could just as easily become "that hotshot who insisted on a new versioning system that everybody hated." It's a much smarter career move to just play by the rules at least for a little while until you have some clout and can make some recommendations. In the meantime you may even learn why the old system is preferred, or learn to like it more the more you use it.
I know what you mean. It took us years to convince our managers that everything would be okay if we moved away from using Interbase (a commercial Relational DB) to it's opensource counterpart Firebird. Mostly it was fear of no support that blocked the move. I think the factors which changed their mind were:
tests showing better performance
that there are companies that provide and charge for supporting the OS alternative
constant pushing of the argument by passionate developers
I think cost savings would have played a part if our company were paying for the site licenses but in fact our customers were.
I look at this question like this. I work with the .NET framework. I could ask my employer to migrate to PHP. This is a disadvantage to me, as well as my company, for many reasons. Let's start with the obvious.
1.) I know PHP, but can do much more, and a lot faster, with .NET.
2.) Paying for a service, usually ensures a better experience. The Visual Studio IDE is second to NONE when developing an application.
3.) I can develop an application much faster in VS than hard-coding PHP.
4.) This is the most important one. If I work with a big company, I want my programmers to develop my app faster, and I expect it to run faster. PHP (an example Open Source language) is fast, and reliable, but if I can spend the money, I'll deploy ASP.NET.
Basically, big business, or even small business, wants to spend their money, as long as it's for a good reason. Your best bet is to say, 'Hey, if you want to deploy ASP.NET (or whatever), send me for some training. Then I'll be able to develop OUR application to my best ability'.
not to sound totally cynical, but:
an experienced developer probably would not approach management about something like this, unless he/she was already an expert with the open source package. Companies like to have a phone number to call and someone to blame when things don't work. Free open source packages do not provide this kind of 'accountability' (yes we know it's a joke, but management doesn't)
it is unlikely that management is going to listen to someone fresh out of college about any major purchasing or technology decision. You have to learn the business and earn everyone's respect first. [sorry!]
Same problem everywhere. Once an organization gets beyond a certain size (e.g., the Dunbar number) it starts to show a certain woodenheaded quality that will confound you. Lots of history, people, agendas that you aren't aware of. And getting everyone to agree on your solution is difficult.
Best to start locally. See if you can persuade your manager or PM to use SVN or CVS or GIT locally for a project and then get it to diffuse.
But that situation is true where I work as well. I use SVN locally for myself, but a commercial product for integrating with others.
Companies will use whatever will ultimately make them the most money. That means whatever software will make their employees more productive. If there is a particular piece of open source software you think they should use then when the time comes to purchase the software to do job X then as long as you can prove it will make the employees more productive and they are able to get reliable support just a phone call away as with commercial software then they will use it.
Big companies need to hire support staff for stuff like that. When they purchase software from a company, they are guaranteed support with the contract. Open source projects can die off a lot easier, whereas a large software vendor can be held responsible for much greater periods of time.
Every company has a culture, and fighting the culture can be something of an uphill battle. But if you're willing to try:
you'll likely have more luck getting BSD and BSD-like projects approved (MIT license, Apache, Boost, etc.); and it doesn't matter if most of the arguments against GPL and LGPL are mainly FUD
you should refer to the projects as "royalty-free"
you should make sure things are approved by somebody that can approve them (your direct manager) because putting the company in a bind -- especially when you're new -- (even if the "bind" is only in their head) is not conducive to long-term employment
you can probably go a long way by simply asking what the procedure is to choose a library or tool
From a configuration management perspective, having developers add free software stuff willy nilly whenever they feel like is a serious PITA to manage.
I've worked at companies where you were allowed to do it whenever you wanted and others where you could never do it.
There's definitely a balance to be found but if you're in a larger company with multiple projects, you do have to keep in mind that each time you add a new 'tool' it complicates the build process.

What's a good way to train employees on how to use the software you've just created? [closed]

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I'm working in a small company and weeks away from deploying a web-app that will be used a lot. Everyone at one location will have to learn to use it, and although I think it's pretty easy and intuitive I may be biased.
I've written a help guide with plenty of screenshots that's available on every page, but I'll still need to train everyone. What's the best way? How do you take a step back and explain code you've been working on for weeks?
First try to avoid the training:
Perform usability testing to ensure your web app is intuitive. Usability testing is a very important aspect of testing and it is often ignored. How you see your system will probably be very different as how a new user sees your system.
Also add contextual help as often as you can. For example when I hover over a tag in stack overflow, I know exactly what clicking it will do, because it tells me.
Also this may seem obvious, but make sure you link to your documentation from the site itself. People may not think of looking in your documentation unless its right in front of their eyes.
About training documentation:
Try to split up your material into how your users would use the system. I personally like the "trails" option that Sun created for their Java tutorials. In this tutorial you can do several things, and you can chose on which trail you'd like to go.
Support random reads in your help documentation. If they have a task to do in your web app, then they should be able to get help on that without reading a bunch of unrelated content.
Make sure your documentation is searchable.
About actual training sessions:
If you are actually performing training sessions, stay away from explaining anything related to your code at all. You don't need to know about the engine to drive a car.
Try to split up your training sessions into very focused aspects of your system. If you only have 1 training session available to you then just do one specialized use case of your system + the overall description of the system. Refer to the different parts of documentation where they can get help.
Letting the community help itself:
No matter how extensive your documentation is, you'll always have cases that you didn't cover. That's why it's a good idea to have a forum available to all users of the system. Allow them to ask each other questions.
You can review this forum and add content to your documentation as needed.
You could also open up a wiki for the documentation itself, but this is probably not desirable if your user base isn't very large.
Few ideas:
Do you have some canned walk-through scenarios? Don't know if it is applicable for your product, but I built a pretty substantial product a couple years ago and developed some training modules that they'd work through - nothing long, maybe 15 minutes tops for each one.
I put together a slide presentation that hit the highlights to talk about what it does. I would spend about 10 minutes going through the app's highlights to familiarize them with it before doing the hands-on stuff.
People don't tend to read stuff, unfortunately. You could put hours and hours into a help document, and still find that folks simply don't read it or skim over it. That can be frustrating. Expect that answers that are in your guide will be the topic of questions your users will have.
Break up any training you do into manageable chunks. I've been to a full-day training exercise before and the trainer broke it into short pieces and made it easy for me to get the training topic in my head. You don't want to data-dump on them because their eyes will gloss over and you'll lose them.
Ultimately, if your app is highly usable, it should be a piece of cake. If it isn't, you'll find out. You might want to have a few folks you know run through your training ahead of time and give you constructive criticism on it. Better to fix it before the big group is trained. You'll be more confident in the product and the training materials (whatever they are) and you'll likely have a better training experience.
If applicable, provide an online help/wiki/faq for them. Sometimes that is helpful.
Best of luck!
You should really have addressed this issue a lot earlier in the development cycle than you are doing.
In my view the ideal scenario for corporate software is one where the users design their own application and write their own documentation and I always try to strive for this. You should have identified key users early on and designed the system with them (I try to get my users to do basic screen designs and menu layouts in Excel or similar - then I implement that as static pages and review before writing a line of significant code, obviously they won't get the design right first time, but it's your job to guide them - and ideally in a way where they think they came up with the correct design decisions, not you :-) ).
These users should then write the user documentation from this design in parallel with you developing the system. I have never seen help documentation delivered by a IT department/software company used significantly in a corporate setting. Instead what happens is the users will create their own folder of notes and work-arounds and refer to this (in fact if you're ever doing system analysis to replace an existing system finding the 'user-bible' for the old system is a key strategy). Getting the users to write their own documentation up-front simply harnesses what will happen anyway - but this is vastly easier if the users feel they have ownership of the system because they designed it themselves in the first place.
Of course this approach needs commitment and time from your users, but generally it's not that hard a sell. It's trite, but working as a facilitator so the users can develop there own system rather than as a third party to give them a system pretty much guarantees user acceptance.
As you are where you are you're too late to implement all of this, but if you can identify a couple of keen, key, users and get time from them to write their own documentation then that would be a good move. If you can't get even that then you need to identify an evangelist who you can train to be the 'departmental' expert and give them 110% of your energy to support them.
The bottom line is that user acceptance is based on perception, and this does not necessarily correlate with how usable an system actually is. You have to focus on the group psychology of this as much as the reality of the system, which tends to be tricky for developers as we're much more factually based than most people.
I'll be looking into something like this too in the next few months.
In your case, hopefully the UI has already undergone user acceptance testing. You say you work in a small company. Is it possible to get the least tech-savvy person there to try it out? In fact, get them to try it out without any guidance from yourself except for questions they ask. Document the questions and make sure your user-guide answers them.
The main thing for me would be logic and consistency. If the app's workflow relates logically to the task it has been designed to accomplish and the UI is consistent you should be OK.
Create a wiki page to describe the use of your system. Giving edit rights to the users of your system lets the users:
update the documentation to correct any errors in the initial release of documentation,
share any tips on usage they may have found.
share unusual uses for the system that you may not have thought of.
request features.
provide any workarounds they've found while waiting for the new functionality to be implemented.
Try a few users first, one or two in a small company. Mostly watch, help as little as possible. This tells you what needs to be fixed, and it creates an experienced user base - so you are not the "training bottleneck" anymore.
Turn core requirements/use cases/storycards into HowTo / walkthroughs for your documentation.
For a public training, prepare a 10..15 minute presentation (just that, not more!) that covers key concepts that the users absolutely must understand, than show your core walkthroughs. Reserve extra time for questions about how to solve various tasks.
Think as a user, not as a techie: - noone cares if it's a SQL database and you spent a lot of time to get the locking mechanisms right. They do care about "does it slow me down" and "does something bad happen when two people do that at the same time". Our job is to make complicated things look easy.
It may help to put the documentation on the intranet in an editable form - page "comments", or wiki maybe. And/or put up a "error wiki" for error messages and blips - where you or your users can quickly add recomendations, workarounds and reasons for anything that does not go as expected.
Rather then train all those people I have chosen a few superusers (at least one person from each department) and trained them to teach the rest of the employees. It is of course vital that those super users are
well respected in their departments
able to teach
like the application
The easy way to ensure that they like the app is to have them to define the way it should work :-). Since they should work with this app each and every day they are the prime stakeholders, no matter what management states