| • | Identify the client’s specific information goals for the product or service |
| • | Identify the information needs of their customers |
| • | Determine the best method for delivering the information — printed manuals, online documents, online help, websites, interactive web-based training, classroom training, “blended” training, or other methods |
| • | Develop an understanding of the information well enough to communicate it effectively to the target audience. This step includes gathering information from interviews (with subject matter experts, stakeholders, and others), review of existing materials (if any), and actual use of the product or service (where possible) |
| • | Design, write, and produce attractive, usable materials that enhance the image of the client. |