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Best Practices for Working Remotely

March 23, 2020 by RDesprez Leave a Comment

With the nov­el coro­n­avirus pan­dem­ic unfold­ing, many employ­ees and con­sul­tants are sud­den­ly work­ing from home in an effort to embrace social dis­tanc­ing. I have worked remote­ly for years for dif­fer­ent clients on a part-time basis but this is the first time in my career that I have worked full time at home.

Some peo­ple love work­ing remote­ly. Oth­ers detest it. Over­all, I like it. It has some draw­backs (such as feel­ing iso­lat­ed) but for me the pos­i­tives out­weigh the neg­a­tives.  I love not endur­ing con­gest­ed and stress­ful com­mutes to a client site—especially dur­ing rush hour when it is dark and rainy. More often than not, com­mut­ing feels like a waste of time. Work­ing from home lets me spend more time with my fam­i­ly, play with our dog, or just get outside.

This week­end I skimmed Remote: Office Not Required by Jason Fried and David Heine­meier Hans­son to glean some addi­tion­al ideas on best prac­tices when work­ing at home. Here are some ideas I liked from the book.

  • Be very avail­able: As my cur­rent client can­not see me in per­son, I make more of an effort to set expec­ta­tions of when I am avail­able. For exam­ple, when I go for a lunch, I change the sta­tus mes­sage of my instant mes­sag­ing soft­ware so that any­one who writes to me sees “Get­ting lunch right now.” If I grab a cof­fee in our kitchen, I change my sta­tus mes­sage to “Be right back.”
  • Sched­ule your time: Sched­ule your time so that some of your hours over­lap with col­leagues so you can ask ques­tions about a giv­en task or help oth­ers with their work. As I work in the same loca­tion and time zone as most of my col­leagues, this is easy. If your team works in anoth­er coun­try, sched­ul­ing your time may require more thought.
  • Con­nect with col­leagues: Get­ting work done is not just com­plet­ing tasks. There’s an ele­ment of encour­ag­ing “social cohe­sion” with­in a depart­ment by using chat rooms or instant mes­sag­ing groups to com­mu­ni­cate with each oth­er informally.
  • Pro­vide sta­tus updates: Depend­ing on your man­ager’s style, he or she may want dai­ly or week­ly sta­tus reports. My cur­rent client keeps track of my assigned tasks using a Con­flu­ence page that I update as I make progress on assigned work. This pro­vides vis­i­bil­i­ty to the assigned tasks I am per­form­ing and shows a his­to­ry of suc­cess­ful­ly com­plet­ing work.
  • Get the client involved: I like this idea from the book: “Make sure they (the client) feel that this is their project too…Set up a space online where you can use a shared sched­ule, show them work in progress, ask them about feed­back, and lis­ten to sug­ges­tions. When the client feels part of the project, the clien­t’s anx­i­eties and fears will be replaced by excite­ment and anticipation.”

In addi­tion to the ideas pro­vid­ed in the book, here are some approach­es I’ve used over the years:

  • List your work: Before you sign off for the day, take five min­utes to list what you hope to accom­plish the next day. I find this tac­tic works well for me to keep focused and main­tains momentum.
  • Stick to a rou­tine: Pick a sched­ule you plan to work and adhere to it. If you com­mu­ni­cate to a client or employ­er that you will be work­ing from 8:00 a.m. to 4:30 p.m. and stick to it, it is one way to build trust.
  • Know when you’re most pro­duc­tive: I have always been an ear­ly ris­er and feel that I am the most pro­duc­tive rel­a­tive­ly ear­ly. That means I typ­i­cal­ly start at 7:45 to 8:00 a.m. each day after help­ing get­ting my daugh­ter’s break­fast ready.
  • Make time to be phys­i­cal­ly active: One of the down­sides to being at home is that there is a risk of being seden­tary. Two years ago, I bought a stand­ing desk but I still have to be mind­ful of exer­cis­ing when my “com­mute” is just walk­ing from the bed­room to the office next door.

Contractors know the routine

As I have been a tech­ni­cal writ­ing con­sul­tant for more 10 years, I like this excerpt from the book, high­light­ing how con­trac­tors can make ide­al remote work­ers: “If there’s an ide­al train­ing reg­i­ment for remote work­ers, it’s being a con­trac­tor for a while. As a con­trac­tor, you have to be able to set a rea­son­able sched­ule, show progress at reg­u­lar inter­vals, and con­vert an often fuzzy def­i­n­i­tion of the work into a deliv­er­able. All of the skills are per­fect­ly suit­ed for con­tract work.”

I have includ­ed some ideas that have worked for me as well as ideas in Fried’s and Heine­meier Hansson’s book. When work­ing remote­ly, what best prac­tices do you find work well?

Filed Under: Robert Desprez | Vancouver technical writer | Blog Tagged With: best practices, remote work, technical writing

GOOD PRACTICES FOR CREATING ONLINE HELP FOR MOBILE DEVICES

May 21, 2011 by RDesprez 8 Comments

I believe that tech­ni­cal writ­ers will need to think more and more about cre­at­ing online help for mobile devices as smart­phone sales sky­rock­et. Accord­ing to the Pew Research ser­vice, mobile devices will be the pri­ma­ry con­nec­tion tool to the Inter­net for most peo­ple by 2020.

With that in mind, I’ve start­ed read­ing more about cre­at­ing user assis­tance for mobile appli­ca­tions. Joe Welinske, the pres­i­dent of Writ­er­sUA, recent­ly wrote a series of webi­na­rs about mobile user assis­tance. I pur­chased the first webi­nar titled “UA in Mobile Plat­forms.” In it Welinske writes, “The sin­gle most impor­tant thing I have learned in my work with mobile apps is that bring­ing over Help designs from desk­top appli­ca­tions is a real­ly bad idea.”

So what are some good prac­tices for cre­at­ing help on mobile appli­ca­tions? As I am just learn­ing about the sub­ject myself, here are some rec­om­men­da­tions that I’ve gleaned. One real­ly good arti­cle on the sub­ject is “A User-Cen­tered Approach to Web Design For Mobile Devices” by Lyn­don Cere­jo. Here are some of Cerejo’s and Welinske’s rec­om­men­da­tions that can be applied to help:

Design for a small screen size

Unfor­tu­nate­ly, there is not one stan­dard screen size (this reminds me of the brows­er wars from years ago). To com­pli­cate mat­ters, some phones can change ori­en­ta­tion and users expect the web site to resize accordingly.

Simplify navigation

  • Reduce the num­ber of cat­e­gories and lev­els of nav­i­ga­tion, and rearrange con­tent based on pri­or­i­ty, pre­sent­ing the most impor­tant cat­e­gories first.
  • Use clear, con­cise and con­sis­tent labels for nav­i­ga­tion across the site.
  • When design­ing for touch, make sure the tap size (width or height) for the nav­i­ga­tion item is at least 30 pixels.
  • Bread­crumbs are usu­al­ly not used on mobile sites since nav­i­ga­tion is not usu­al­ly so deep that users need a trail back.
  • Make links obvi­ous, and pro­vide clear and imme­di­ate visu­al feed­back to show the select­ed link.
  • Be suc­cinct because of the small screen size.
  • Use short and descrip­tive titles for your pages.
  • If you must include scrolling, scroll in only one direc­tion. Most mobile sites scroll vertically.

Design for intermittent connectivity

Cell phone com­pa­nies are offer­ing faster net­works but it doesn’t mean the ser­vice is always avail­able. And not all users have unlim­it­ed data plans. So make sure that pages can be loaded quick­ly on a mobile device, and that images are rel­a­tive­ly small.

Search and indexes

Welinske believes index­ing and search tech­niques are of less use in mobile appli­ca­tions. “If a user needs to search for Help con­tent, then the user assis­tance is far too large.”

Design for a distracted user

Cere­jo argues that you can­not con­trol where cus­tomers will use the phone or even how it will be used. Here’s a quote from his arti­cle: “Pic­ture a mobile user try­ing to find direc­tions using a tiny phone with inter­mit­tent con­nec­tiv­i­ty, while strap hang­ing and sway­ing in a sub­way train with sub-opti­mal light­ing con­di­tions, deaf­ened by the screech­ing of wheels on tracks — that gives you some con­text of use. Sim­ply put, con­text is about the envi­ron­ment and con­di­tions of usage, includ­ing dis­trac­tions, mul­ti­task­ing, motion, light­ing con­di­tions and poor connectivity.”

Summary

In the next decade, most peo­ple will be using their cell phones to con­nect to the Inter­net. If this pre­dic­tion holds true, tech­ni­cal writ­ers will need to mas­ter deliv­er­ing help on smart­phones too. It will be an excit­ing and chal­leng­ing ride.

Filed Under: Online Writing for Mobile, Robert Desprez | Vancouver technical writer | Blog Tagged With: best practices, mobile, smartphones, writing

About Robert Desprez

I have worked as a Vancouver technical writer for more than 20 years, working at some of British Columbia's largest high-tech firms. I have served in leadership positions for the Society for Technical Communication and have worked as a writing instructor at Vancouver's Simon Fraser University.

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Vancouver Technical Writer. Former Instructor at Simon Fraser University. Dog Lover. Coffee Drinker. Tennis and Piano Player.

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About Me

Robert Desprez I have worked as a Vancouver technical writer for more than 20 years, working at Kodak, Boeing, Teck Resources, and FortisBC. In addition, I have worked as a writing instructor at Simon Fraser University in Vancouver.

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