Dashboard

Module 6 - Maintaining Notes, Action Items, and Artifacts

Step 2 of 6

Documentation Fundamentals

I.

Purpose of Documentation

  • A.Documentation exists so that decisions, requirements, and context survive beyond the meeting where they were discussed and beyond the memory of the people who were in the room.
  • B.A new OFA should assume that anything not written down will eventually be forgotten, misremembered, or disputed.
  • C.A new OFA should document accordingly, without waiting to be asked.
II.

Artifact Types

ARTIFACTPURPOSEWHO TYPICALLY SETS IT UP
MEETING NOTESPreserve decisions and open items from a discussionA senior OFA or the team; the OFA 1 maintains it
ACTION ITEM TRACKERTrack who owes what, by whenA senior OFA or the team; the OFA 1 keeps it current
REQUIREMENTS NOTECapture a stakeholder need accuratelyThe OFA 1 drafts it under a senior OFA's direction
TEST EXECUTION RECORDDocument what was tested and the resultA senior OFA or test lead; the OFA 1 completes it
III.

Three Habits That Build Trust

Three habits separate useful documentation from documentation that exists but is not trusted or used.

A.

Clarity

Writing so a stranger to the conversation could understand it.

B.

Accuracy

Checking facts before recording them as certain.

C.

Findability

Naming and storing documents so a colleague could find them without asking the author directly.

IV.

Documentation as Shared Team Practice

  • A.Good documentation habits are not only a personal discipline; they are how an OFA 1 contributes to a wider culture of knowledge sharing on a team.
  • B.Findable, accurate notes benefit not just the OFA who wrote them but every colleague who might need them later - which is exactly why findability matters as much as accuracy, as the Applied Example below illustrates.
  • C.An OFA 1 can actively encourage this culture in small, concrete ways even without formal authority to set team standards.
A.

Concrete Ways to Encourage the Culture

  • 1.Naming and storing a new document consistently with existing team conventions rather than inventing a private system.
  • 2.Mentioning a useful documentation habit to a peer who is struggling with the same problem.
  • 3.Flagging·rather than quietly working around - an existing team document that has become outdated or hard to find.
  • 4.None of this requires being the owner of team documentation standards.
  • 5.It only requires treating good documentation as something worth modeling and sharing with others, not just something to privately get right.
V.

OFA 2 Documentation Ownership

  • A.An OFA 1 maintains documents someone else has already set up - a shared notes page, an existing tracker.
  • B.At OFA 2, an OFA is expected to set up new documentation from scratch for their own workstream: choosing a sensible structure and keeping it current without being reminded.
  • C.That step up in independence builds directly on the clarity, accuracy, and findability habits this module teaches, but is not itself an OFA 1 expectation.