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Incorporating Content
Strategy into Your
Project: Why and How
Hilary Marsh
Chief Strategist – Content Company
Jake DiMare
Senior Project Manager – ISITE Design
Contributing Editor – The CMS Myth
@hilarymarsh

#gilbanecontent

@jakedimare
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12/4/13

@hilarymarsh

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@jakedimare
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12/4/13

@hilarymarsh

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@jakedimare
What is Content Strategy?
•  Who, what, when, where, why, how
of publishing content

+
•  A strategic statement tying content
to business & user needs

+
•  People, processes, and power to
execute that statement

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@hilarymarsh

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@jakedimare
Without a Content Strategy…

© mike krzeszak Flickr

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@hilarymarsh

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@jakedimare
Without a Content Strategy…
If you build a site
without knowing the content that will exist,
the site you create
may not be able to be successful!

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@hilarymarsh

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@jakedimare
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@jakedimare
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@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
Business Consequences

© Don Graham, 1998, Flickr

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@hilarymarsh

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@jakedimare
What is Content?
•  Event
•  Product
•  Class
•  Program
•  Research

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@hilarymarsh

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@jakedimare
Content Strategy, then, is
•  Event Strategy
•  Product Strategy
•  Class Strategy
•  Program Strategy
•  Research Strategy

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@hilarymarsh

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@jakedimare
User
Needs

Business
Drivers

(What’s Desirable)

(What’s Important)

Technological
Capabilities
(What’s Possible)

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12/4/13

Content
Strategy
@hilarymarsh

|

@jakedimare
Project
Management

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12/4/13

A
W
E
S
O
M
E

Content
Strategy

@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
Scope

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@hilarymarsh

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@jakedimare
Schedule

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@hilarymarsh

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@jakedimare
Budget

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@hilarymarsh

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@jakedimare
Stakeholder expectations

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@hilarymarsh

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@jakedimare
Risk

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@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
7 WAYS
CONTENT CAN
‘CHOKE OUT’ A
WEB PROJECT
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@hilarymarsh

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@jakedimare
Create the experience business needs...

#1 FAILURE TO
UNDERSTAND THE
GRAVITY OF THE
BUSINESS GOALS
AND OBJECTIVES
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@hilarymarsh

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@jakedimare
The seven gates for digital
change
Vision
Customer
Insight

Operations
Plan

Culture &
Governance

Digital
Experience

Content

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Technology

Optimization

@hilarymarsh

|

@jakedimare
“Every pixel has an owner.”
– Paul Ford, former Web editor at Harper’s magazine
Confab 2013

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@jakedimare
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@jakedimare
Content = scope…

#2 FAILURE TO
APPRECIATE THE
DEPTH AND
BREADTH OF A
PROJECT
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@hilarymarsh

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@jakedimare
The Big Dig
Originally scheduled for
completion: 1998 @ $2.8B
Eventually completed in:
2007 @ 14.6B

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@hilarymarsh

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@jakedimare
It’s all about the content…

#3 FAILURE TO
RECOGNIZE THE
VITAL
IMPORTANCE OF
CONTENT
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@hilarymarsh

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@jakedimare
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#SoHappyTogether @jakedimare

@hilarymarsh

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@jakedimare
Ready or not…

#4 FAILURE TO
PLAN FOR
CREATING AND/OR
REVISING
CONTENT
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@hilarymarsh

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@jakedimare
Conception
Maintaining/
Renewing/
Expiring

Writing

The Editorial
Process

Revising

Promoting

Publishing

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@hilarymarsh

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@jakedimare
For placement only (for dummies)…

#5 FAILURE TO
UNDERSTAND THE
CHALLENGES OF
DESIGNING WITH
DUMMY CONTENT
37

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@hilarymarsh

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@jakedimare
Dummy text is for…
Lorem Ipsum is simply dummy text of the
printing and typesetting industry. It has been
the industry's standard dummy text ever since
the 1500s…
…the 1500s…

…the1500s…

…the 1500s…
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@hilarymarsh

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@jakedimare
Content on the move…

#6 FAILURE TO
PROPERLY PLAN
FOR CONTENT
MIGRATION
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@hilarymarsh

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@jakedimare
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#SoHappyTogether @jakedimare

@hilarymarsh

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@jakedimare
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#SoHappyTogether @jakedimare

@hilarymarsh

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@jakedimare
Experience this…

#7 FAILURE TO
RECOGNIZE THE
RELATIONSHIP
BETWEEN CONTENT
AND EXPERIENCE
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@hilarymarsh

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@jakedimare
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@jakedimare
6 THINGS YOU
CAN DO TO
MITIGATE
THESE RISKS
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@hilarymarsh

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@jakedimare
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#SoHappy @jakedimare

@hilarymarsh

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@jakedimare
Content
Strategist as
Orchestra
Conductor

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@hilarymarsh

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@jakedimare
Defining success today…

Targeted
Portable
Mobile
Social
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Responsive
Local
Global
Relevant
@hilarymarsh

|

@jakedimare
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@hilarymarsh

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@jakedimare
Transcend
the politics

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@hilarymarsh

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@jakedimare
Sell the
vision

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@hilarymarsh

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@jakedimare
Sell the
vision

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@hilarymarsh

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@jakedimare
Respect the
depth

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@hilarymarsh

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@jakedimare
Foster
collaboration

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@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
Motivate and
Recognize
Photo by Chris Hunkeler, Flickr

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@hilarymarsh

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@jakedimare
I put the information
up online –now I also
need to know how
many people have
used it???

Redefine
success
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@hilarymarsh

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@jakedimare
Discovery

Design

Development

Activities, Milestones and
Deliverables
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@hilarymarsh

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@jakedimare
Conduct a content audit
What: Detailed content inventory
and associated analysis
When: Scoping, Discovery
Why: The cone of uncertainty

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@hilarymarsh

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@jakedimare
Content Audit

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#SoHappyTogether @jakedimare

@hilarymarsh

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@jakedimare
Content audit pro tips
•  Do use Xenu or CAT
•  Don’t just run automated software
•  Include UXA, UXD, MO, and business
stakeholders in the analysis
•  Look for pockets of abandoned
content
•  Compare audit against analytics

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@hilarymarsh

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@jakedimare
Think about message architecture
What: Hierarchy of
communication goals
When: Discovery, Design
Why: Learnin’!
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@hilarymarsh

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@jakedimare
Do some migration planning
What: Documents detailing the
effort associated with content
integration
When: Design, Development
Why: Because migration is hard
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@hilarymarsh

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@jakedimare
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#SoHappyTogether @jakedimare

@hilarymarsh

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@jakedimare
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@hilarymarsh

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@jakedimare
Migration planning pro tips
•  Start early, update often
•  Be informed by genuine workflow
•  Let stakeholders know this is a
living document. It doesn’t get
‘finished’
•  Make sure everyone is working
from the same sheet music.
•  Have a sign-off column!
65

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@hilarymarsh

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@jakedimare
Plan for CMS governance
What: Documentation of rules,
vital information, etc.
When: Development
Why: Self-preservation (do you
ever want to go on vacation?)
66

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@hilarymarsh

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@jakedimare
CMS governance
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
67

Hosting information
Support information
Content management team information
Measurement team information
Advertising information
Archiving
Security
Information architecture
Hiring and training
Standards and procedures
Legal issues (Privacy, TOS, Etc.)
12/4/13

@hilarymarsh

|

@jakedimare
Educate your users
What: Guides, brown-bag lunches,
reminder tips, success stories
When: Development
Why: Self-preservation, portfolio
rot…
68

12/4/13

@hilarymarsh

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@jakedimare
7 ways content can choke out
your project…
•  #1 Failure to understand business needs
•  #2 Failure to understand scope
•  #3 Failure to respect the content
•  #4 Failure to plan for content creation
•  #5 Failure to design with real copy
•  #6 Failure to plan for content migration
•  #7 Failure to recognize the relationship between
content and experience
69

12/4/13

@hilarymarsh

|

@jakedimare
6 things you can do to mitigate
these risks…
•  Hire a content strategist!
•  Create a content strategy
•  Conduct a content audit
•  Migration planning
•  Write CMS governance documentation
•  Educate users
70

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@hilarymarsh

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@jakedimare
Connect with us
Jake

Hilary

@jakedimare
www.isitedesign.com
www.cmsmyth.com

@hilarymarsh
www.hilarymarsh.com

71

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@hilarymarsh

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@jakedimare

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How & why to incorporate content strategy into your project