Profiling Tool

The multilingual competence framework is being made available as an interactive Profiling Tool by tekom to all users and interested persons.

With the Profiling Tool, you can make a targeted selection of the requirements specific to you on the levels of knowledge areas, competence fields, topic groups and learning contents and thus create a personal competence profile.

Using the "Professional" and "Expert" buttons, you can pre-select competence and qualification requirements for the respective level.

Select "Professional" if you have no or little professional experience in technical communication. Select "Expert" if you already have more than two years’ professional experience.

For a further individual summary of the contents, click on an area level to open it. Using a rating scale of five stars, you can enter a self-evaluation. Once you have made your selection, you can send your summary to your printer using the "Print" button, or save it in PDF format.

How to Use the Profiling Tool
Short Guide to Using the Profiling Tool (PDF)

The buttons "Show Teaching approaches" and "Show Learning objectives" switch to the teaching and exam-oriented views for the qualification consultation, the accredited training programs and the tekom certification examination. Further information can be found in the PDF 'The Teaching and Exam-Oriented Perspective of the tekom Competence Framework' (coming soon) and on the tekom website in the "Certification" area.

Preselection:

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1. Context analysis

Before creating an information product, it is necessary to analyze the requirements which it must meet. Context analysis determines the underlying conditions and the requirements that are placed on an information product by its context. 

Context analysis is a preparatory process phase. One distinctive feature is the fact that not only internal sources but mainly sources outside the company are evaluated. In doing so, overarching aspects such as legal and normative requirements, markets or target groups are investigated. Context analysis does not have to be performed for every documentation product but does need to be performed regularly at scheduled intervals or when modifications have been announced. The results of observing the information product are evaluated in the context analysis and their consequences for creating information products are deduced from these results. Context analysis and its results are interpreted specifically to the documentation, depending on the nature of the information product and the underlying conditions.

A context analysis examines:

  • Legal requirements
  • Normative requirements
  • Target groups
  • Country-specific requirements
  • Products and technologies
  • Media and information technology
  • Results of observation of the information product

The results of the context analysis are fed into the concept for an information product and also into aspects such as media development, publication and distribution.

  • 1.1 Legal requirements

    The legal requirements placed on an information product affect, among other things, the risks and hazards associated with the product, product safety, duty to instruct or compliance. Only some of the legal requirements and obligations that apply when placing products on the market are a direct result of legal provisions. Court decisions continue to be hugely significant. The legal provisions for information products are derived from the legal provisions for the condition of products and are also designated as the “duty to instruct”.

    All the legal requirements that apply to an information product are determined and documented as a result of an analysis. These requirements are stated in concrete terms during the concept development phase. 

    • 1.1.1 Risks and dangers associated with the product

      Risk assessment
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Legal significance of the risk assessment
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Risk categories and hazard classes (hazard levels)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Planning and executing a risk assessment
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.2 Product safety

      Basic principles of Product Safety
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Main features of Product Safety Law
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Characteristics of safe and unsafe products
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Safety requirement-related regulations
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Requirements placed on information products in pursuance of Product Safety Law
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Manufacturer’s product observation obligations
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Organization and operating principle of market observation (e.g., at European level)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Methods of achieving or improving product safety (e.g., design measures, safety devices, safety notes and warning messages)
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.3 Duty to instruct

      Requirements based on duty to instruct: Requirements stating which types of information products have to be supplied according to which particular specifications (e.g., Product Safety Law, EU Machinery Directive)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Documentation obligations pursuant to applicable legal provisions (laws and guidelines)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Possible ways of meeting documentation obligations
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.4 Legal consequences

      Main features of contractual liability
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Main features of legal product liability
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Liability in the field of Technical Communication (e.g., personal and entrepreneurial liability)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Requirements regarding content placed on information products as a result of product liability
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Formal requirements placed on information products as a result of product liability
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Possible legal consequences arising from defective information products
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Transposition of supranational law (e.g., EU Directives) into national law; significance for product liability
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.5 Copyright law and right of use

      Basic principles of copyright law and legal right of use (license law)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Relevance of copyright law and legal right of use in Technical Communication
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Potential conditions of use
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Copyright law in case of sources and requirements placed on legal use of sources (e.g., images, text, software licenses)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Use of materials protected by license rights (e.g., software, photographic material)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Legal situation where open source materials are used
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.6 Data protection

      Basic principles of data protection (data privacy)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Relevance of data protection to Technical Communication
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.7 Product compliance

      Basic principles of product compliance
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Declarations of Conformity in information products
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Allocation of tasks and roles with regard to ensuring product compliance
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Requirements placed on Technical Communication for product compliance and placing products on the market
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.8 Legal research

      Basic principles of legal research
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Laws that are relevant to Technical Communication
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Public information sources, sources of supply and information portals
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Legal research tools
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Archive searches
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 1.1.9 Data and IT security

      Data and IT security in relation to content of information product
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Data and IT security in the creation process
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Data and IT security in relation to delivering the information product
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.1.10 Legal requirements placed on Document Management

      Archiving of information products
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Audit reliability
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Retention periods
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Storage locations
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Consequences and liability in event of inadequate Document Management
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
  • 1.2 Normative requirements

    National and supranational standards specify further requirement placed on information products in concrete terms. A standard contains a definition of the requirements placed on technical equipment, components, system modules and technical interfaces, processes and procedures.

    Standards do not have any legally binding status because they are produced by private standards bodies rather than by government legislation. They are essentially applied on a voluntary basis. Nevertheless, the application of standards may be made mandatory by legal regulations. The following requirements placed on Technical Documentation as a result of technical standards are liable to constant change at both national and international level.

    All the normative requirements that apply to an information product are determined and documented as a result of analyzing applicable standards. These requirements are stated in concrete terms during the concept development phase. 

    • 1.2.1 Standards

      Relevance of standards to Technical Communication and requirements placed on information products as a result of normative requirements
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Standard for the preparation of Technical Documentation (IEC/EN 82079)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Interplay between standards, directives and laws
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Legally binding nature of standards
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Market relevance of standards (e.g., EU Standards, ISO Standards, DIN Standards)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Fields of application of standards (for products, e.g., Low-voltage directive, Pressure equipment directive, Medical equipment standard)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      International standards compared with European standards that regulate the same subject matter (e.g., standards in the ANSI series, IEC/EN 82079)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.2.2 Standardization

      Purposes and basic principles of standardization work
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      National and international standards bodies
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Horizontal and vertical standards (product standards)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Identification of type of standard by referring to the name of a standard
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Safety-related distinction between A, B and C standards according to ISO/IEC Guides
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      International Classification for Standards (ICS) as an international classification criterion for standards
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Establishing, organizing and cooperating on national and international standardization
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.2.3 In-house standardization in companies

      Purposes of factory standards
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Subject matter of factory standards
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Areas in which factory standards are applied
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Factory standards and Technical Communication
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.2.4 Compliance with standards

      Normative requirements of international markets
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Documentation requirements (e.g., in requirements specifications and functional specifications)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Checklists taken from standards
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Application and implementation of standards
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Seals of approval and certificates
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Accredited testing institutes
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Approval and testing of compliance with standards
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.2.5 Researching information on standards

      Information sources, sources of supply and information portals
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Standards repositories
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
  • 1.3 Target groups

    Target group descriptions characterize the users of an information product in a given usage situation. Every information product must be easily understandable and usable for its target group. One must know the information product’s target group and its requirements in order to achieve this. The characteristics of the information product can be determined and derived from this starting point. 

    Relevant features describe target groups and usage situations. Various methodological approaches make it possible to follow a systematic procedure when analyzing target groups and their usage situation.

    A target group analysis produces specific guidance on how to develop a product. 

     

    • 1.3.1 Documentation-relevant target-group characteristics

      Target-group characteristics that have an impact on the use of an information product and consequences for creating an information product (e.g., age, level of expert knowledge, technological expertise, level of education, culture, language skills, media competence, color blindness, disabilities, users' technical equipment, rights of use, distribution channels)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      The target group’s usage environment (e.g., in order to determine the most suitable publication medium)
      MPP
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      The target group’s degree of familiarity with technologies
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 1.3.2 Characterization of target groups

      Objectives of characterizing target groups and target-group analysis
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Classification and characterization of target groups
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Target-group related data gathering, acquisition of “hard data” regarding the target group (e.g., from studies, the company’s customer contacts (e.g., from Service, Support) or from usability studies)
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Methods of characterizing target groups, e.g. target group analysis (e.g., Persona method, who-does-what matrix)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.3.3 Target group analysis

      Planning, executing and assessing a target group analysis, basic principles and systematic problems
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Acquiring information using various target-group analysis methods (e.g., methods that aim to describe target-group features as opposed to methods that are geared towards the use of the product/usage situation)
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Using results obtained from target group analyses, user profiles and “hard data” for the information product concept
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Dovetailing target group analyses with other methods (e.g., analysis of product usage, such as use cases, task analysis)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 1.3.4 Trends in users’ behaviors

      Developments and trends in use of media, expectations and requirements placed on media and presentations
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
  • 1.4 Country-specific requirements

    Information products for different countries and markets must meet country-specific requirements. These include: 

    • Technical requirements
    • Culturally-specific aspects of the target group
    • Legal and normative requirements

    Taking these requirements into account in the information product is relevant when it comes to placing the product on the market, product compliance and usability. Information on this can be obtained directly from destination countries, from technical requirements and product specifications, from contracts or by research.

    The resulting requirements placed on information products must be taken into account during concept development and be implemented when the product is produced. 

    • 1.4.1 Technical requirements

      Country-specific technical requirements (e.g., materials, socket outlets, voltage) that must be taken into account when creating information products for international markets.
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.4.2 Culturally-specific aspects of the target group

      Culturally-specific differences in the way that information is processed (e.g., characters, colors, images, reading direction)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Cultural aspects of pictorial and symbolic language
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Culturally-specific differences regarding expected ways in which information is presented
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Cultural and country-specific aspects of the target group when using the information product and when using media
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Cultural and country-specific aspects of the target group which might impact use of the product
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Culturally-specific methods of working
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Country-specific aspects and requirements (e.g., linguistic, terminological, technical, organizational) that must be taken into account when creating information products for international markets.
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.4.3 Legal and normative requirements

      Country-specific legal and normative requirements placed on information products
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
  • 1.5 Products and technologies

    Before developing an information product, the characteristics of the product and the resulting requirements placed on the information product must be determined. Conversely, the information product may result in requirements being placed on the product.

    An information product must describe all relevant functions and conditions for users. The product structure and possible versions which must be taken into account in the information product are determined when analyzing the product. The use of a product in every phase of the product’s life-cycle is another aspect of product analysis. The product technology that is used is also investigated and conclusions are drawn regarding its degree of familiarity and the expected knowledge of users. Allowance must be made for possible interactions between the information product and the product. The features of the product, such as a display, have, for instance, an influence on how an information product can be provided.

    The results of this process step must be taken into account during concept development and be implemented when the product is produced. 

    • 1.5.1 Product analysis

      Acquisition of product knowledge (technologies, application, risks, safety aspects etc.) in order to develop information products
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Practical ability/Application' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Analysis of product structure, controls, product features, functions and product usage (including accessories and spare parts) in every phase of the product life-cycle (e.g., commissioning, operation, control, maintenance, service, repair, disposal) and of relevant information for this purpose (e.g., compatibility with previous/subsequent products, modifications, development)
      MPP
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Practical ability/Application' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Analysis of product versions
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Practical ability/Application' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Analysis of interfaces and integration into systems (plant manufacturing)
      MPP
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Practical ability/Application' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 1.5.2 Analysis of use of product

      Analysis of use of product (e.g., use-case analysis, task analysis, observation, context interviews)
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Planning, executing and evaluating a specific method of analyzing product usage; basic principles and systematic problems
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Use results obtained by analyzing product usage for the information product concept
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 1.5.3 Product features and information product

      Features of the product (e.g., controls, display) and resulting requirements, restrictions and options for the information product (e.g., data transfer, operation and control using apps, interfaces)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Requirements placed on the product by virtue of the information product (e.g., how must the product be constructed in order to provide the information product, e.g., storage of information, codes)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Specific requirements in the case of electronic information products (e.g., integration of context-sensitive Help and/or embedded Help in software user interfaces)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.5.4 Product technology

      Analysis of technologies used and their degree of familiarity to the target group (e.g., whether a familiar or unfamiliar technology)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Deducing, from such analysis, the consequences of technologies used on the information product’s concept (e.g., whether familiar or unfamiliar technology, whether market launch or already established on the market)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 1.5.5 Competitor analysis

      Competitor analysis and its use in the field of Technical Communication
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Comparing information products with corresponding products from competitors (e.g., benchmarking)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
  • 1.6 Media

    Information products can be made available to the user using various media. When creating an information product, a decision must be made as to which types of media are most suitable under the given underlying conditions. Use by the target group, the product that is to be described, how the information product can be displayed on the various output devices and which media standards can be used are all factors that are relevant to this decision.

    The results of this process step are used for media planning.

    • 1.6.1 Types of media

      Types of media that are inherently representational (e.g., text, image, graphic, 3D model, film, audio) or inherently interactive (e.g., hypertext, interactive image, interactive graphic, interactive 3D model, interactive film, animation, simulation)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Classification of media types (e.g., categorization according to type of representation) and use of classification (e.g., as meta data and attributes)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.6.2 Publication media and output devices

      Publication media (e.g., print, Internet browsers, viewers, audio, sensors)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Output devices (e.g., PC screen, smartphone, tablet, data medium, loudspeaker, projector, glasses, headset, paper) and their characteristics for integrating information products, e.g., in terms of storage, archivability, readers, mobility, availability, usage environment (e.g., dust, temperature, soiling, humidity, mobility, online connection)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.6.3 Media standards

      Technical source and output formats and standards for encoding content (e.g., PDF, HTML5, EPUB, XML, JSON, 3D-PDF, U3D, WebGL, 3D-XML, MPEG4, MPEG3, web apps, hybrid apps, native apps)
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Restrictions imposed by media standards with regard to their use for information products and dependence on publication media, output devices or operating systems
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
  • 1.7 Results of observation of information product

    As part of the context analysis, the way in which information products that have already been successfully developed and placed on the market and what scope there is for potential improvements are investigated. The results of monitoring the market for the information product must therefore be analyzed and taken into account when planning, designing and creating new information products. 

     

    • 1.7.1 Analysis of observation of the information product

      Analysis and assessment of feedback and observations
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Error culture in the company
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 1.7.2 Continuous improvement process

      Continuous improvement processes (e.g., Deming Cycle, Lessons Learned, Kaizen)
      MPP
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Remedial and precautionary measures (including planning, responsibility, deadlines, implementation and monitoring)
      MPP
      TWD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)

2. Planning

The entire information development process must be planned in advance. Information products are created, as a rule, through workflows that are organized in a project-like manner. Because no two information products are the same, although there are standard processes for information development, the creation of information products must be planned as a project.

The project engineering process, which is itself organized as a project, is the trigger for information creation as a rule. In this case the information product development project is a subproject in a higher-level product development project. Modifications to products that have already been launched or changes to underlying conditions may also make it necessary to adapt to information products.
In every case, planning must take into account necessary resources such as funds, personnel and time as well as workflows and relevant interfaces, e.g. with suppliers. 

Planning involves:

  • Product life-cycle support
  • Information creation planning
  • Project Management

Information from various sources, e.g., from context analysis but also from internal documents e.g., product specifications, requirements specifications, functional specifications and empirical values from previous projects, have an impact on planning. Fundamental content and design-related definitions are also fed into planning.

The planning phase results in a specific schedule and milestone plan for creating information products which also provides information about capacity, costs and interfaces.

  • 2.1 Product life-cycle support

    Information products offer the user assistance in various phases of a product’s life-cycle, e.g. installation, commissioning, use, maintenance and disposal. 

    Distinctions are made between planning the creation of an information product based on product development, product changes and the need to modify an information product without modifying the product.

    The content of an information product is inextricably linked to information from other business units, e.g., Development, Marketing, Training and Customer Service. In order to create information products effectively and efficiently, the need to coordinate timings with these other business units must also be taken into account.

    Project planning results are used in the next phases.

    • 2.1.1 Basic principles of product life-cycle

      Presentation and workflow description of the product’s life-cycle
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Interrelationship and interplay between product life-cycle and creating information products (e.g., documentation needs, necessity, development processes and delivery of information products)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 2.1.2 Dovetailing the development of information products with product development

      Product development processes and development of information products having industry-specific differences (e.g., processes in mechanical engineering, plant construction, automotive engineering or software development)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Integration of requirements placed on information products (e.g., necessity of a display) into the product specification (e.g., availability of a display)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Dovetailing the process of developing information products with the process of product development (e.g., by setting milestones)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Information flows between Technical Communication and Product Development
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 2.1.3 Planning information products when products are launched

      Planning the necessary information products for a product
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning the information architecture
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Change Management during product development
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.1.4 Planning information products in the event of product changes

      Determining the information products and contents affected by a modification (e.g., content modules, tables)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Determining the scope of a modification (e.g., additional information or inventory change) and extent of modification (e.g., minimal change, alterations or complete overhaul, e.g., terminology)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Determining change histories and versions
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Change Management in the event of product changes after completion of product development
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning translation in the event of changes
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.1.5 Planning the correction of information products (without any modifications to the product)

      Determining the extent of corrections or additions and contents that are to be corrected
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Prioritizing and evaluating the urgency of corrections
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Informing the target group about corrections
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Distribution of corrections
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Replacement of corrected information product and ensuring delivery (e.g., updates via the Internet, downloads)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Arranging recalls
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning translation in the event of corrections
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.1.6 Dovetailing the development of information products with other business units

      Dovetailing Technical Communication with other business units (e.g., Marketing, Product Management, Sales, Training)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Distribution channels and resulting requirements placed on technical documentation (e.g., formats, media, data formats)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Differences in distribution channels (e.g., B2B, B2C, C2C) and their relevance to Technical Communication
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      E-commerce and its relevance to Technical Communication
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
  • 2.2 Information creation planning

    The requirements placed on every information product differ in each project. This is why planning the creation of information for individual detailed tasks must be set up specifically. This includes defining how the process is organized and which resources are needed in order to achieve implementation.

    It includes defining how the process is organized, which resources are needed in order to achieve implementation, what knowledge the executing employees must have, which interfaces must be taken into account and which requirements have to be met in order for all the individual substeps in the information development process to run smoothly. The basis of planning is usually provided by empirical values obtained from previous projects. 

    The entire information development process (time, tasks, contents and workflow) is devised in advance during information creation planning. 

    • 2.2.1 Basic principles of information planning

      Presentation of the information development process and detailed description of phases and work packages when developing information products
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Different variants of the information development process with individual phases or phase-related tasks (e.g., industry-dependent, product-dependent, depending on Project Management method)
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Options for organizing general and specific processes for creating information products
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 2.2.2 Content planning

      Specifying and selecting information products (for the various phases of a product’s life-cycle)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Specifying and selecting media for the target group
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Specifying all the information that accompanies a product (e.g., for documentation summary, for delivery list)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Specifying information products for product variants
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Creating a content plan (e.g., list, structure)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Specifying and selecting presentation mode and degree of detail
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Defining the concrete requirements placed on external information products (e.g., supplier’s documentation) and contract design
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning contents of product information that can be created in-house
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Integration planning for various internal (possibly external) content or information products (e.g., integration of supplier’s documentation)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Taking requisite explanations, certificates and approvals into account
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.2.3 Implementation planning

      Planning the implementation of the individual results of a context analysis
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Defining the concrete content concept
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Defining the concrete media concept
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Media-specific production planning (e.g., illustrations, films, animations)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning the implementation of international requirements
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.2.4 Creation planning

      Specifying the volumes created and resource planning
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Production planning for information products
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning of procurement and commissioning of service providers (e.g., media developers, terminology translators, graphic artists, TD service providers)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Time and task scheduling (e.g., work packages, schedule for, e.g., authoring tasks, supplier’s documentation, service provider’s documentation, creating graphics and media, translation tasks)
      MPP
      TWOD
      Process design, interfaces and task coordination
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning liaison with support processes (e.g., translation, terminology)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Handling confidential information
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Planning the use of tools
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.2.5 Information procurement planning

      Planning procurement of information (e.g., objectives, questionnaire, location, interlocutors, materials, preparation)
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Planning the information procurement process: Process steps and planning variables (e.g., scheduling, effort planning)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Defining the requirements placed on sources within the company (e.g., on data formats, template) and documents
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Determining requirements resulting from open-source software
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
  • 2.3 Project Management

    Project Management involves organizing, executing and monitoring the information product’s development process and process steps, working tasks and resources.

    This is where project details are specified and planned. The required Project Management techniques and tools are also described.

    The result of Project Management highlights the scope and effort required for the information product creation project and is implemented in subsequent phases. 

     

    • 2.3.1 Basic principles of Project Management

      Projects and project features (typical project phases, setup and workflow organization in projects, differences and shared features of projects and processes, Technical Communication projects)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Tasks, objectives and need for Project Management
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Project communication tasks and objectives
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Creating requirement specifications, functional specifications, specifications
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Organizational roles in projects, competence requirements placed on a Project Manager and the project team
      TWOD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 2.3.2 Project planning

      Project context analysis and definition
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Task and performance planning
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Estimated effort and resource planning
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Cost planning
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Defining and monitoring key project figures
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Project risk planning
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Project documentation
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Workflow, deadline and resource planning
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.3.3 Project execution and controlling

      Project controlling tasks, methods and procedures
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Assessment and prioritization
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Determining and managing critical paths
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Time management in products and typical “time guzzlers”
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Measures in the event of deviation from plans
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Coordinating tasks and activities and information management within the project and with the world outside the project
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Project communication
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Change Management methods
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Risk Management methods
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Methods of managing interfaces and deliveries
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.3.4 Project reporting

      Defining and monitoring key project figures
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Target/actual analysis
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Preparing status reports
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Project presentation (e.g., to Steering Committee and outsiders)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
    • 2.3.5 Project Management tools and techniques

      Project Management models (e.g., waterfall model, agile models, V-model)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Project Management techniques (e.g., Gantt chart)
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)
      Requirements placed on a project management tool
      MPP
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Project Management tools (e.g., MS Excel®, MS Project®, Mindjet MindManager®)
      MPP
      TWOD
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Learning objective 'Practical ability/Application' on EQF Level 5 (Expert)

3. Concept development

Concepts that overarch several information products are defined during the process phase of concept development. These include, for instance, which information products are produced with which functions and which information architecture. 
A concept is intended to ensure the consistency and uniform quality of information products. This is especially important if several people are involved in creating information products.

Concepts must be reviewed routinely at appropriate intervals. A review is also required in case of special events such as, e.g., launching new products, new variants or new media.

Concepts have a direct impact on content creation and on subsequent process phases.

  • 3.1 Information products

    Different information products may differ fundamentally in terms of their characteristics and function. The first task when developing a concept is, at the highest level, to define which type of documentation is involved, which type of information product is being created and what its communicative function is. The product life-cycle is an important starting point for this purpose. For each phase of the product life-cycle, the user needs different information that has to be documented for the user.

    The concept for information products defines the features and characteristics of the information products.

    • 3.1.1 Internal and external documentation

      External documentation
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Internal documentation
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
      Special types of documentation (e.g., API (Application Programming Interface) documentation during software development)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)
    • 3.1.2 Types of information products

      Classification and types of information products (e.g., installation instructions, operating instructions, maintenance instructions)
      TWD
      Learning objective 'Knowledge' on EQF Level 4 (Professional)
      Learning objective 'Knowledge/Understanding' on EQF Level 5 (Expert)