
Any projectโs success depends on adopting an appropriate documentation approach because documentation is one in which the scope of the project is defined. The article covers the difference between agile documentation and traditional documentation approaches, along with some suitable documentation strategies.
The term โAgile documentationโ describes the process of creating documentation following the guidelines outlined in theย Agile manifesto. During software development, technical writers collaborate closely with programmers to create project documentation in anย agile wayย at a rate that is consistent with the programmersโ sprint cycles.
Agile framework is designed in such a way that there are certain ceremonies, such as daily standup meetings, sprint planning meetings, and sprint retrospective meetings have been incorporated into the technical documentation. The product owner and the project managers collaborate and share all of their findings. An integrated product experience is achieved by the incorporation of the agile manifestoโs principles into the product documentation.

Agile Vs Waterfall Documentation
The Waterfall approach requires creating the software application as a complete product in a single phase, with all its features defined. Consequently, the technical writer who collaborates with a โWaterfall teamโ also records all the productโs features and produces thorough documentation that deals with the product as a whole. Each Waterfall process has a set linear progression of design specifications, functional specifications, development, documentation, testing, and quality assurance stages/phases. Following the waterfall concept, a stage is not started before the preceding one is finished. A new release of software typically takes between 9 and 18 months to produce using the waterfall approach.
In contrast, the Agile framework of development only requires the development of one feature within two or three weeks, known as a โStoryโ in Agile language (which is led by a Scrum Master). The โStoryโ is broken up into โTasksโ that should be completed in 2 or 3 weeks. The โStoryโ is a subclass of a higher-level โEpic.โ If not, it indicates that the work was too large to commence with and has to be recast as a smaller, more specific Task.
The drawback of the Waterfall approach is that it may cost 9 to 18 months of work if something goes wrong, but under the Agile way, just 2 to 3 weeks of work can be lost. Due to this, the Software industry is rapidly converting to the Agile approach to development.

Agile Documentation Strategies
The documentation that your stakeholders will require to implement, manage, and maintain the solution is a crucial element of what you give to them. Examples of such materials include an overview of the system, documentation for end users, instructions for training and managing the system, and so on. According to PMI, there are six agile documentation strategies, which are given below.
Document Stable Concepts, Not Speculative Ideas
Avoid documenting speculative ideas. Guesses about requirements often change, forcing frequent revisions. Wait to document until details are stable, and focus writing on confirmed information. This reduces rework, keeps documentation accurate, and ensures it remains useful for stakeholders without wasting time on content that will soon be outdated.
Invest in Quality Over Documentation
Well-designed solutions usually need less documentation because their structure and behavior are easier for stakeholders to understand. Clear interfaces, intuitive workflows, and consistent conventions reduce the need for lengthy explanations. Focus documentation on essential setup, edge cases, and decision rationale, keeping it concise and targeted so teams can find what they need quickly without wading through unnecessary detail.
Find Better Ways to Communicate
Extensive documentation is often inefficient for simply conveying information. Choose the clearest communication methodโshort guides, diagrams, demos, recorded walkthroughs, or direct conversationsโto deliver the message. Focus on concise, targeted content that meets stakeholdersโ needs and reduces unnecessary effort and maintenance.
Write Documentation That is Just Barely Good Enough (JBGE)
It is important that the documentation you provide is JBGE, or just beyond what is extremely essential, to meet the requirements of your stakeholders. Spending time or money making anything perfect is a waste of time because the end userย decides whether or not it is enough, not the creator.ย Be brief and to the point in your writing.
Recognize That You Need Some Documentation
Agile teams are sometimes misunderstood as not producing documentation, which is an unfortunate and pervasive misconception. This couldnโt be further from the truth; instead, you have access to a plethora of knowledge on agile/lean documentation techniques that are incorporated into the Disciplined Agile (DA) toolkit.
Work Closely with Stakeholders
To develop useful documentation, you must first understand the needs of your stakeholders and the processes they will use to implement your recommendations. An effective document serves a single function and is written for a specific audience. A formula named CRUFT is used to calculate the effectiveness of the document as a percentage, which is shown in the following figure.

Agile Documentation Examples
The most often used documents inย agile documentation include diagrams, sitemaps, tables, and case studies. Here are some document examples that you might consider during the execution of the project.
- Project Overview:ย It is a description of important data that is pertinent to the project, like key user connections, technologies, and building-system tools. Anyone new to theย agile team culture should use it as a beginning point and keep it up throughout development.
- Product Vision:ย It provides an overview of the current financial projections, anticipated benefits, risks, personnel projections, and planned milestones, as well as a description of a productโs fundamental features.
- Design Decisions:ย This is a summary of the important design and architectural considerations the team had to make for the project.
- Requirement Document:ย It provides an overview of the systemโs functionality,ย including user stories,ย use cases, key user interface prototypes, etc,. as well as agile team requirements. Try to turn your requirements into executable specifications.

- Operations Documentation:ย This often includes references to backup techniques, troubleshooting instructions, an explanation of the dependencies your system relates to, etc. There is probably a common structure for this kind of documentation in your operations department.
- Support Documentation:ย This contains manuals for troubleshooting problems, training materials tailored specifically for support employees, etc. The support staff could have standardized templates or samples you can use, like how the operations department does.
- User Documentation:ย It comes with reference manuals and helps guide the people who use it. Keep it easy to understand and simple. If users need a lot of training to figure out how to use the solution, itโs a sign that itโs not well-designed.
- System Documentation:ย It gives a high-level description of the systemโs high-level requirements, business architecture, and technological architecture. It makes sure that crucial data is not lost in the event that the development team departs.
Agile Documentation Tools And Checklists
There are many tools for agile documentation, but the most common ones are listed below.
- JIRA: A powerful issue and project-tracking tool for Agile teams. It manages backlog, sprints, workflows, and reports, integrating with dev tools to track bugs, stories, and releases efficiently.
- Click Up: All-in-one productivity platform combining tasks, docs, goals, and time tracking. Highly customizable views and automations suit teams of any size, centralizing work and improving collaboration.
- Monday.com: Visual work OS for planning, tracking, and automating workflows. Flexible boards, templates, and integrations simplify project management and cross-team coordination with clear progress views.
- Trello: Simple, card-and-board Kanban tool for organizing tasks and workflows. Easy to use, great for lightweight projects, with power-ups for extra features like automation and calendar views.
- Asana: A Task and project management tool focused on workflow clarity and team alignment. Offers lists, boards, timelines, and dependencies to plan work and track progress toward goals.
There are several stages that agile documentation must go through.
Agile Documentation Checklist
The following is a detailed procedure checklist for agile documentation:
- Reexamine Your Mindset: Agile documentation requires shifting from heavy, rigid documentation toward lean, flexible records. Focus only on what adds value, supports collaboration, and ensures clarity without slowing development.
- Decide on Your Agile Method: Select a framework such as Scrum, Kanban, or XP that fits your teamโs workflow. Each method influences how documentation is structured, updated, and aligned with project goals.
- Plan The Development Cycle: Establish timelines, iterations, and feedback loops for building and maintaining documentation. Planning ensures updates are continuous, relevant, and evolve alongside product development to meet stakeholder and team needs.
- Determine Agile Team Requirements and Their Roles: Clearly outline responsibilities for writers, developers, testers, and product owners in documentation. Defined roles prevent confusion, streamline updates, and ensure accountability throughout the agile development process.
- Evaluate Your Tools: Assess whether your documentation toolsโwikis, issue trackers, or collaboration platformsโsupport real-time updates, version control, and accessibility. The right tools foster efficiency, accuracy, and seamless team collaboration.
- Decide on Metrics: Identify performance indicators for documentation, such as accuracy, accessibility, and update frequency. Tracking metrics helps measure effectiveness, uncover bottlenecks, and guide improvements in documentation practices.
- Run and Optimize: Implement documentation processes, monitor their effectiveness, and continuously refine. Agile thrives on iteration, so improvements must be made based on feedback, lessons learned, and evolving team or project needs.
Suggested articles:
- 21+ Agile Business Requirements Document Templates
- Agile vs. Waterfall: Choosing the Right Methodology for Your Project
- Agile Project Management Guide (Skills & Methodologies)
Shane Drumm, holding certifications in PMPยฎ, PMI-ACPยฎ, CSM, and LPM, is the author behind numerous articles featured here. Hailing from County Cork, Ireland, his expertise lies in implementing Agile methodologies with geographically dispersed teams for software development projects. In his leisure, he dedicates time to web development and Ironman triathlon training. Find out more about Shane on shanedrumm.com and please reach out and connect with Shane on LinkedIn.