Start with the outcome
Open by saying what the reader will have when they finish, how long it should take, and what could go wrong. Someone deciding whether to start needs those three facts before anything else on the page.
This also gives an answer engine something to lift. A guide that opens with a paragraph about why the subject matters offers no summary, so anything quoting it has to assemble one from the middle of the page.
Be honest about difficulty. A guide that promises something simple and then requires an afternoon and a permit loses the reader at the point they have already committed, which is worse than warning them at the top.
List what is needed first
Tools, materials, access, accounts, permissions. Everything that has to exist before step one, gathered in one place where it can be checked in a few seconds rather than discovered at step four.
This section saves more abandoned attempts than any other part of a guide. It is also the part most often skipped by writers, because the author already owns everything and forgets that the reader might not.
Where an item needs explaining, name it here and link to the explanation rather than teaching it inline. That keeps the steps moving and gives the linked page a reason to exist in its own right.
One action per step
A step should contain a single action with a single visible result. If a step has an and in the middle, it is usually two steps that were merged because they felt small at the time.
Say what should happen after each one. The reader needs a way to know they are still on track, and the confirmation is what turns a list of instructions into something a person can actually follow.
Number the steps using ordered list markup rather than typing the numbers into paragraphs. The markup states the order as a fact, which matters for screen readers and for anything parsing the page.
The shape, in full
Every how-to page we publish follows the same outline. It is not creative and that is the point. A reader who has used one of your guides should recognize the shape immediately in the next one.
- What you will have at the end, and roughly how long it takes
- What you need before starting, in one checkable list
- Numbered steps, one action each, in real list markup
- A confirmation after each step so progress is visible
- The common mistake at the point where it is usually made
- How to tell the whole thing worked
- What to do if it did not
Where guides usually fail
Screenshots that carry the only instruction. A picture of a settings screen with a circle around a button tells a reader nothing if they cannot see it, and tells an answer engine nothing at all. Write the step in words as well.
Steps that assume a state the reader may not be in. Now click the third tab assumes a particular screen, a particular version and a particular account type, none of which were stated in the requirements.
And the guide that stops at success. Most readers who need help are the ones where something went wrong, so the troubleshooting section is often the most valuable part of the page.
Marking up the steps
Structured markup exists for step-by-step content and is worth adding where the page is genuinely a procedure. It states the number of steps and their order, which removes any guesswork from a parser.
Only use it for real procedures. A sales page arranged as three steps is not a how-to, and marking it up as one is the kind of mismatch our page on structured data warns against.
Keep the markup generated from the same content the visitor sees. Hand-maintained step markup drifts the moment a step is added, and nothing will tell you that it has happened.
Linking a guide into the site
A how-to page rarely stands alone. It should link up to the subject hub it belongs to, sideways to the related procedures, and onward to the service page for readers who decide they would rather not do it themselves.
Put those links inside the sentences where the subject comes up. Our page on internal linking covers why a link in context is followed far more often than a list of links at the foot.
That last link matters commercially. A guide that ends without an obvious route to hiring you has done the teaching and handed the work to whoever the reader searches for next.