Developing supporting documentation

Good documentation helps your audit findings live on after the presentation ends. It gives implementation teams clear references and creates accountability for making the recommended changes. While comprehensive documentation is ideal, teams often face time constraints that make perfect documentation challenging.

When developing supporting documentation:

• Create layered information: Structure documents with executive summaries followed by increasingly detailed sections for different audience needs.
• Use standardized templates: Establish consistent formats for issue reporting, including severity ratings, affected user journeys, and recommended solutions.
• Include visual evidence: Incorporate screenshots, recordings, and analytics visualizations that support your findings and recommendations.
• Provide implementation resources: Include code snippets, design specifications, or component library references to facilitate faster implementation.
• Organize for searchability: Use clear headings, tags, and indexing to help teams quickly locate specific findings and recommendations.

At a minimum, ensure you have:

• A master list of all findings with severity ratings
• Basic screenshots documenting key issues
• Clear ownership assignments for fixing each problem