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[Field staff explains!] 3 points for creating easy-to-read operation manuals

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2022.3.24

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2024.10.18

[Field staff explains!] 3 points for creating easy-to-read operation manuals

Hello! I am K, a consultant.
I am usually in charge of creating and improving manuals for companies in the manufacturing and pharmaceutical industries. This time, I will introduce stories and tips that I have learned in my daily work.

Table of Contents

1. It is important for manuals to be "easy to read".

Have you ever been given a manual by your boss or senior and thought, "I don't feel like reading this manual..."? Manuals like that tend to be read less and less over time.

Many companies are struggling with the fact that their business manuals are not being utilized. When we actually show them the manual, they often say, "Hmm, this must be difficult to read." Manuals like this tend to have the following characteristics:

・The text is densely written.
・Sentences are excessively long.
・Lacks visual contrast.
・Information is simply crammed together.

On the contrary, simply being aware of not making it this way will make the manual much easier to read. In order to make use of the manual, it is important to create a manual that is easy to read and makes the reader think "I want to read it", "I can read it", and "Let's read it". You may hear voices saying "I already know that!", but when you actually try to write a manual yourself, it is surprisingly difficult.

We will explain the points for creating easy-to-read manuals for everyone.

2. 3 Points for Creating an Easy-to-Read Manual



To create easy-to-read manuals that people want to read, the following three points are important.

①Improve the first impression
②Write from the reader's perspective
③Create headings



① Improve the first impression at a glance

A good visual impression can make the reader think, 'This manual looks easy to read.' Let's consider the following points.


・Add Contrast to the Layout
Make the title text larger and indent the body text to create contrast in the layout. For supplementary notes and warnings, decide on the icons and styles to be used, clearly distinguishing them from the main text. For example, when creating manuals in Word or PowerPoint, it is efficient to determine which styles to use for which information and include them in a template.
However, overusing icons or excessively coloring the text can lead to an overload of information unrelated to the content, making it difficult to read. Be careful not to over-decorate.

・Create Margins
When text is densely packed, readers may first think, "This looks difficult to read." Let's create appropriate margins on the page. By creating margins with the right balance, it becomes easier to understand the organization of information, and it can also help readers reach the necessary information more easily.

・Add Visual Elements
Using diagrams and images helps to facilitate visual understanding. For example, showing an actual image of a form along with a filled-out example will allow for quicker comprehension than explaining how to fill out the form with text alone.
Additionally, presenting information in a tabular format organizes the items and explanations, making them easier to read.



② Write from the reader's perspective

Here are two points to keep in mind when writing from the reader's perspective.

・Make it concise
When long sentences continue, the reader may feel overwhelmed, thinking, "Do I really have to read this to the end...?" Aim to make your writing concise, keeping each sentence to about 40-50 characters for a smoother reading experience.
If your explanations become lengthy, it often means you are cramming too many ideas into one sentence. Review and check your writing, and consider breaking it into multiple sentences or using bullet points. Additionally, texts with too many kanji can be difficult to read. A good ratio of kanji to hiragana is about 3 to 7.

・Explain in words that resonate with the reader
To consider content and expressions from the reader's perspective, it is important to concretely imagine the profile of the manual's readers (knowledge level, thinking, feelings, etc.). It may be helpful to envision the new employees who will be joining soon or junior colleagues in their second or third year.
When writing a manual, it is easy to want to add many pieces of information, thinking, "I want to supplement this" or "I want to explain that." However, if the reader is presented with information that exceeds their knowledge level, they will only become confused and understanding will not progress. Check whether the information is truly necessary for the target audience and whether you are using expressions that are too difficult, and explain in words that resonate with the reader.



③ Create a heading

Let's create headings to clearly define a set of information. Simply listing text makes it difficult to find the desired information.
Readers look for the necessary information from the headings. Let's use headings that intuitively convey the content of the text. For example, when explaining the procedure for heating using a machine, a heading like "Heating" is not as effective as "To Heat." The term "Heating" alone does not clarify whether it explains the mechanism of heating or the method of heating.


Does your manual meet the following points ① to ③?
If you feel that there are areas that are not up to par, please try to improve those points. You should be able to enhance it into a user-friendly manual that makes readers want to "read it."
If you want to learn more about manuals that make readers want to read them, please refer to the blog below.

[Related Articles]
[Introduction to Manual Creation] What is the Design of an Easy-to-Understand Manual?
The Importance of Formatting in Manual Production - From the Perspectives of Readers and Writers

●Case Study: Denso Corporation
At Denso Corporation, we worked on creating even clearer manuals to ensure that a wide range of users can immediately use the regional information distribution system we provide. In particular, we aimed for a "manual that is easy for the elderly to understand" and revised the content to make it more visually accessible. As a result of adopting a simple design and concrete expressions, we were able to reduce inquiries regarding basic operations.
Denso Corporation Case Study

3. To create an easy-to-read manual even in the midst of a busy schedule

Some people may understand the importance of steps ① to ③, but may find it difficult to actually make improvements. Especially when trying to improve manuals while also carrying out regular work, it can be challenging. In such cases, we recommend leaving it to tools or experts.


①If you want to improve your first impression...

Let's make use of tools.
Considering layout and design is a time-consuming task. However, tools come with pre-made templates for layout and design. This allows creators to focus on the content of the manual.
Human Science recommends "toaster team" (https://toaster.how/) provided by noco Co., Ltd. among many other tools. With a simple and sophisticated design, anyone can easily create a manual that makes readers want to read it.


https://toaster.how/


In addition, Human Science offers services to support the implementation and establishment for companies utilizing the toaster team.
This service is perfect for those who feel, "I want to implement it, but I don't know how to incorporate my existing manuals" or "I have implemented it, but I'm worried if it will really be used."

●Case Study: Eve Autonomy Inc.
At Eve Autonomy Inc., we implemented the toaster team to improve product manuals. By creating a model manual and establishing guidelines that summarize rules for styles and terminology, we enhanced the manuals to be user-friendly while maintaining quality and building a system for ongoing operations.
Case Study of Eve Autonomy Inc.

If you are interested, please feel free to contact us.
Introduction to Toaster Team Implementation and Support Services  



②For those who want to write from the reader's perspective, ③and create headings...

Let's consult with experts in manual creation.
Since you are investing valuable time, you want to achieve appropriate results, right?
First, having an expert create a model manual for you, and then trying to create it in-house is one efficient way to proceed with your efforts.

Human Science has a proven track record of creating numerous manuals since 1985. We are a group of professionals specializing in creating business manuals. If you have any difficulties with creating business manuals, please feel free to consult with us.



Features ①: Extensive track record of manual production for large and global companies

Human Science has a track record of producing manuals for 243 companies and 3,148 projects, primarily in the manufacturing and IT industries. We have had renowned companies as clients, including "Docomo Technology Inc.", "Yahoo Inc.", and "Yamaha Corporation".
[DL Materials] How to Create Manuals: Learning from Other Companies' Cases



Feature 2: Investigation and analysis by experienced consultants ~ Output

The creation of business manuals is handled by experienced consultants from Human Science. Our skilled consultants propose clearer business manuals based on their extensive experience and the provided materials. Additionally, manual creation is possible even from the stage where no materials are available. The assigned consultant will conduct interviews and create the manuals.
[DL Materials] Three Approaches Necessary for Manual Creation



Feature 3: Not only manualization, but also support for implementation

Human Science is also responsible for the important phase of "establishment" after manual creation. For example, even after the manual is created, we will conduct updates and hold manual creation seminars. By implementing various measures, we approach the establishment of the manual in the field.
Download Materials: Tips for Creating and Establishing Business Manuals from Professionals


Thank you for reading until the end.
I would be happy if this blog could be a hint for creating easy-to-read manuals.

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