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www.cmsmyth.com @jakedimare
Jake DiMare
Senior Project Manager - ISITE Design
Contributing Editor – The CMS Myth
So Happy Together
(Project Managers and Content Strategists are)
2 5/21/2013 Building Bridges, Connecting Communities
My name is Jake…
Resources: www.cmsmyth.com/DrupalCon2013
Hashtags: #DrupalCon
#SoHappy
Twitter: @jakedimare
@cmsmyth
Blog: cmsmyth.com
#SoHappy @jakedimare
3 5/21/2013 Building Bridges, Connecting Communities
Who are you?
#SoHappy @jakedimare
4 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
5 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
6 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
7 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
We’re #SoHappy
with Content
Strategy at
#DrupalCon PDX!
8 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
9 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
10 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
11 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
12 5/21/2013 Building Bridges, Connecting Communities
Project
Managers
Content
Strategy
A
W
E
S
O
M
E
#SoHappy @jakedimare
13 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
14 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
15 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
16 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Scope
17 5/21/2013 Building Bridges, Connecting Communities
Schedule
#SoHappy @jakedimare
18 5/21/2013 Building Bridges, Connecting Communities
Budget
#SoHappy @jakedimare
19 5/21/2013 Building Bridges, Connecting Communities
Stakeholder expectations
#SoHappy @jakedimare
20 5/21/2013 Building Bridges, Connecting Communities
Risk
#SoHappy @jakedimare
21 5/21/2013 Building Bridges, Connecting Communities
22 5/21/2013 Building Bridges, Connecting Communities
7 WAYS
CONTENT CAN
‘CHOKE OUT’
YOUR PROJECT
23 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Content = scope…
#1 FAILURE TO
APPRECIATE THE
DEPTH AND
BREADTH OF A
PROJECT.
24 5/21/2013 Building Bridges, Connecting Communities
The Big Dig
25 5/21/2013 Building Bridges, Connecting Communities
The Big Dig
Originally scheduled for
completion: 1998 @ $2.8B
26 5/21/2013 Building Bridges, Connecting Communities
The Big Dig
Eventually completed in:
2007 @ 14.6B
Originally scheduled for
completion: 1998 @ $2.8B
27 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
#2 FAILURE TO
RECOGNIZE THE
CRITICAL
IMPORTANCE OF
CONTENT.
It’s all about the content…
28 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
29 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
#3 FAILURE TO
PLAN FOR
CREATING AND/OR
REVISING
CONTENT.
Ready or not…
30 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
The Writing
Process
Prewriting
Writing
Revising
Editing
Publishing
Promoting
31 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
#4 FAILURE TO
UNDERSTAND THE
CHALLENGES OF
DESIGNING WITH
DUMMY CONTENT.
For placement only (for dummies)…
32 5/21/2013 Building Bridges, Connecting Communities#SoHappy @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 1500’s…
…the1500’s…
…the 1500’s…
33 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
#5 FAILURE TO
PROPERLY PLAN
FOR CONTENT
MIGRATION.
Content on the move…
34 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
35 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
36 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
#6 FAILURE TO PLAN
FOR THE
DISRUPTIVE
EFFECTS OF
OWNING A NEW CMS.
Game off!!!
37 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Let’s get specific…
Failure to comprehend the
potentially disruptive effects of
owning a new content
management system.
38 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
#7 FAILURE TO
UNDERSTAND THE
GRAVITY OF
BUSINESS
REQUIREMENTS.
Create the experience business needs...
39 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Digital
Experience
Vision
Culture &
Governance
Technology
OptimizationContent
Operations
Plan
Customer
Insight
Seven gates for digital change
40 5/21/2013 Building Bridges, Connecting Communities
6 THINGS YOU
CAN DO TO
MITIGATE
THESE RISKS
41 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
42 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
In the beginning…
43 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
1990-1995
Web team:
• Web Master(s)
44 5/21/2013 Building Bridges, Connecting Communities
45 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
2000
Web team:
• Web Developer(s)
• Web Designer(s)
46 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
47 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
2005
Web team:
• Web Developer(s)
• Web Designer(s)
• Information
Architect(s)
48 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
2005
Web team:
• Web Developer(s)
• Web Designer(s)
• Information
Architect(s)
• Project Manager
49 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Present day
DX team:
• Engineer
• XD
• XA
• PM
• Digital Strategist
• MO Specialist
• Content Strategist
50 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Defining success today…
Targeted
Portable
Mobile
Social
Responsive
Local
Global
Relevant
52 5/21/2013 Building Bridges, Connecting Communities
Activities, Milestones and
Deliverables
Discovery Design Development
53 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Content audit
What: Detailed content inventory
and associated analysis
When: Scoping, Discovery
Why: The cone of uncertainty
54 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Content Audit
55 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Content audit pro tips
• Do Use Xenu!
• 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
56 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message architecture
What: Hierarchy of
communication goals
When: Discovery, Design
Why: Learnin’!
57 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message Architecture
Card
Sort
58 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message Architecture
59 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message Architecture
60 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message Architecture
61 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Card sort steps
1. Sort all cards into the three
columns
2. Remove ‘Who We’re Not’
3. Confirm remaining two columns
4. Remove ‘Who We Are’
5. Prioritize remainder
6. Record
62 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
63 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Venn diagram steps
1. Place emotive words in the
brand attributes circle
2. Place emotive words in the
audience needs circle
3. Explore overlap
4. Record
64 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message architecture…
• Contrarian
– Provocative, yet optimistic
• Empowering
– Provide tools
– Inspire action
• Innovative
– Current
– Leading edge, not bleeding edge
• Egalitarian
– Build community
– Relationship oriented
65 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message architecture…
• Design Implications
– Use of Popular Memes for imagery
– No stock footage of people in offices
– Sans-Serif font for design elements
– User-centric navigation
• Copy Implications
– Use AP style guide
– Use humor liberally
– Longer sentence structures are acceptable
66 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Message architecture pro tips
• Set up the room
–Get chairs out of the way
–Provide snacks and refreshment
–Write ground rules on white board
• Ground rules:
–This exercise is about the brand
–Perception = reality
–This is a safe environment
67 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
Migration planning
What: Documents detailing the
effort associated with content
integration
When: Design, Development
Why: Because migration is hard
68 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
69 5/21/2013 Building Bridges, Connecting Communities
70 5/21/2013 Building Bridges, Connecting Communities#SoHappy @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!
71 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
CMS governance
What: Documentation of
rules, vital information, etc.
When: Development
Why: Self preservation (Ever
Want to go on vacation?)
72 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
CMS governance
• 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.)
73 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
User documentation
What: How to manual(s)
When: Development
Why: Self preservation
Also: Portfolio rot…
74 5/21/2013 Building Bridges, Connecting Communities
7 ways content can ‘choke out’
your project…
• #1 FAILURE TO UNDERSTAND SCOPE.
• #2 FAILURE TO RESPECT THE CONTENT
• #3 FAILURE TO PLAN FOR CONTENT CREATION.
• #4 FAILURE TO DESIGN WITH REAL COPY
• #5 FAILURE TO PLAN FOR CONTENT MIGRATION.
• #6 FAILURE TO PLAN FOR YOUR NEW CMS.
• #7 FAILURE TO UNDERSTAND BUSINESS NEEDS.
75 5/21/2013 Building Bridges, Connecting Communities
6 Things you can do to mitigate
these risks…
• Hire a content strategist!
• Conduct a Content Audit
• Create a Message Architecture
• Migration Planning
• Write CMS Governance Documentation
• Write User Documentation
Building Bridges, Connecting Communities
Evaluate this session at:
portland2013.drupal.org/schedule.
Thank you!
and
What did you think?
Now who won those t-shirts?
77 5/21/2013 Building Bridges, Connecting Communities
Resources: www.cmsmyth.com/DrupalCon2013
Hashtags: #DrupalCon
#SoHappy
Twitter: @jakedimare
@cmsmyth
Blog: cmsmyth.com
#SoHappy @jakedimare

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So Happy Together (Project Managers and Content Strategists Are)

  • 1. www.cmsmyth.com @jakedimare Jake DiMare Senior Project Manager - ISITE Design Contributing Editor – The CMS Myth So Happy Together (Project Managers and Content Strategists are)
  • 2. 2 5/21/2013 Building Bridges, Connecting Communities My name is Jake… Resources: www.cmsmyth.com/DrupalCon2013 Hashtags: #DrupalCon #SoHappy Twitter: @jakedimare @cmsmyth Blog: cmsmyth.com #SoHappy @jakedimare
  • 3. 3 5/21/2013 Building Bridges, Connecting Communities Who are you? #SoHappy @jakedimare
  • 4. 4 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 5. 5 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 6. 6 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 7. 7 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare We’re #SoHappy with Content Strategy at #DrupalCon PDX!
  • 8. 8 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 9. 9 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 10. 10 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 11. 11 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 12. 12 5/21/2013 Building Bridges, Connecting Communities Project Managers Content Strategy A W E S O M E #SoHappy @jakedimare
  • 13. 13 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 14. 14 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 15. 15 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 16. 16 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Scope
  • 17. 17 5/21/2013 Building Bridges, Connecting Communities Schedule #SoHappy @jakedimare
  • 18. 18 5/21/2013 Building Bridges, Connecting Communities Budget #SoHappy @jakedimare
  • 19. 19 5/21/2013 Building Bridges, Connecting Communities Stakeholder expectations #SoHappy @jakedimare
  • 20. 20 5/21/2013 Building Bridges, Connecting Communities Risk #SoHappy @jakedimare
  • 21. 21 5/21/2013 Building Bridges, Connecting Communities
  • 22. 22 5/21/2013 Building Bridges, Connecting Communities 7 WAYS CONTENT CAN ‘CHOKE OUT’ YOUR PROJECT
  • 23. 23 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Content = scope… #1 FAILURE TO APPRECIATE THE DEPTH AND BREADTH OF A PROJECT.
  • 24. 24 5/21/2013 Building Bridges, Connecting Communities The Big Dig
  • 25. 25 5/21/2013 Building Bridges, Connecting Communities The Big Dig Originally scheduled for completion: 1998 @ $2.8B
  • 26. 26 5/21/2013 Building Bridges, Connecting Communities The Big Dig Eventually completed in: 2007 @ 14.6B Originally scheduled for completion: 1998 @ $2.8B
  • 27. 27 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare #2 FAILURE TO RECOGNIZE THE CRITICAL IMPORTANCE OF CONTENT. It’s all about the content…
  • 28. 28 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 29. 29 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare #3 FAILURE TO PLAN FOR CREATING AND/OR REVISING CONTENT. Ready or not…
  • 30. 30 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare The Writing Process Prewriting Writing Revising Editing Publishing Promoting
  • 31. 31 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare #4 FAILURE TO UNDERSTAND THE CHALLENGES OF DESIGNING WITH DUMMY CONTENT. For placement only (for dummies)…
  • 32. 32 5/21/2013 Building Bridges, Connecting Communities#SoHappy @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 1500’s… …the1500’s… …the 1500’s…
  • 33. 33 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare #5 FAILURE TO PROPERLY PLAN FOR CONTENT MIGRATION. Content on the move…
  • 34. 34 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 35. 35 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 36. 36 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare #6 FAILURE TO PLAN FOR THE DISRUPTIVE EFFECTS OF OWNING A NEW CMS. Game off!!!
  • 37. 37 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Let’s get specific… Failure to comprehend the potentially disruptive effects of owning a new content management system.
  • 38. 38 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare #7 FAILURE TO UNDERSTAND THE GRAVITY OF BUSINESS REQUIREMENTS. Create the experience business needs...
  • 39. 39 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Digital Experience Vision Culture & Governance Technology OptimizationContent Operations Plan Customer Insight Seven gates for digital change
  • 40. 40 5/21/2013 Building Bridges, Connecting Communities 6 THINGS YOU CAN DO TO MITIGATE THESE RISKS
  • 41. 41 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 42. 42 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare In the beginning…
  • 43. 43 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare 1990-1995 Web team: • Web Master(s)
  • 44. 44 5/21/2013 Building Bridges, Connecting Communities
  • 45. 45 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare 2000 Web team: • Web Developer(s) • Web Designer(s)
  • 46. 46 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 47. 47 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare 2005 Web team: • Web Developer(s) • Web Designer(s) • Information Architect(s)
  • 48. 48 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare 2005 Web team: • Web Developer(s) • Web Designer(s) • Information Architect(s) • Project Manager
  • 49. 49 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Present day DX team: • Engineer • XD • XA • PM • Digital Strategist • MO Specialist • Content Strategist
  • 50. 50 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Defining success today… Targeted Portable Mobile Social Responsive Local Global Relevant
  • 51.
  • 52. 52 5/21/2013 Building Bridges, Connecting Communities Activities, Milestones and Deliverables Discovery Design Development
  • 53. 53 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Content audit What: Detailed content inventory and associated analysis When: Scoping, Discovery Why: The cone of uncertainty
  • 54. 54 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Content Audit
  • 55. 55 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Content audit pro tips • Do Use Xenu! • 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
  • 56. 56 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message architecture What: Hierarchy of communication goals When: Discovery, Design Why: Learnin’!
  • 57. 57 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message Architecture Card Sort
  • 58. 58 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message Architecture
  • 59. 59 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message Architecture
  • 60. 60 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message Architecture
  • 61. 61 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Card sort steps 1. Sort all cards into the three columns 2. Remove ‘Who We’re Not’ 3. Confirm remaining two columns 4. Remove ‘Who We Are’ 5. Prioritize remainder 6. Record
  • 62. 62 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 63. 63 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Venn diagram steps 1. Place emotive words in the brand attributes circle 2. Place emotive words in the audience needs circle 3. Explore overlap 4. Record
  • 64. 64 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message architecture… • Contrarian – Provocative, yet optimistic • Empowering – Provide tools – Inspire action • Innovative – Current – Leading edge, not bleeding edge • Egalitarian – Build community – Relationship oriented
  • 65. 65 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message architecture… • Design Implications – Use of Popular Memes for imagery – No stock footage of people in offices – Sans-Serif font for design elements – User-centric navigation • Copy Implications – Use AP style guide – Use humor liberally – Longer sentence structures are acceptable
  • 66. 66 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Message architecture pro tips • Set up the room –Get chairs out of the way –Provide snacks and refreshment –Write ground rules on white board • Ground rules: –This exercise is about the brand –Perception = reality –This is a safe environment
  • 67. 67 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare Migration planning What: Documents detailing the effort associated with content integration When: Design, Development Why: Because migration is hard
  • 68. 68 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare
  • 69. 69 5/21/2013 Building Bridges, Connecting Communities
  • 70. 70 5/21/2013 Building Bridges, Connecting Communities#SoHappy @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!
  • 71. 71 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare CMS governance What: Documentation of rules, vital information, etc. When: Development Why: Self preservation (Ever Want to go on vacation?)
  • 72. 72 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare CMS governance • 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.)
  • 73. 73 5/21/2013 Building Bridges, Connecting Communities#SoHappy @jakedimare User documentation What: How to manual(s) When: Development Why: Self preservation Also: Portfolio rot…
  • 74. 74 5/21/2013 Building Bridges, Connecting Communities 7 ways content can ‘choke out’ your project… • #1 FAILURE TO UNDERSTAND SCOPE. • #2 FAILURE TO RESPECT THE CONTENT • #3 FAILURE TO PLAN FOR CONTENT CREATION. • #4 FAILURE TO DESIGN WITH REAL COPY • #5 FAILURE TO PLAN FOR CONTENT MIGRATION. • #6 FAILURE TO PLAN FOR YOUR NEW CMS. • #7 FAILURE TO UNDERSTAND BUSINESS NEEDS.
  • 75. 75 5/21/2013 Building Bridges, Connecting Communities 6 Things you can do to mitigate these risks… • Hire a content strategist! • Conduct a Content Audit • Create a Message Architecture • Migration Planning • Write CMS Governance Documentation • Write User Documentation
  • 76. Building Bridges, Connecting Communities Evaluate this session at: portland2013.drupal.org/schedule. Thank you! and What did you think? Now who won those t-shirts?
  • 77. 77 5/21/2013 Building Bridges, Connecting Communities Resources: www.cmsmyth.com/DrupalCon2013 Hashtags: #DrupalCon #SoHappy Twitter: @jakedimare @cmsmyth Blog: cmsmyth.com #SoHappy @jakedimare

Editor's Notes

  1. Hi!Thank everyone for coming,Thanks to the DrupalCon organizers for selecting me to share this presentation. Thanks to my company for paying for my travel and giving me the time off to come share my thoughts and experiences with you. Set up the session: We’re going to do some housekeeping, Then look at Content related risks before diving into a detailed look at steps you can take on your projects to mitigate these risks.
  2. Review slideInvite people to connect w/you
  3. Poll AudienceOK, Big Question for this talk: How many people here think Content Strategy is vitally important to the success of website projects you are currently working on?
  4. What I doAbout ISITEStart totalk about digital experience
  5. About CMS MythTalk about our perspective. It’s not about the CMS, it’s about the people who work with them…And making their experiences better.
  6. Explain the TeeShirtDrupalCon Theme: BUILDING BRIDGESExplain the contest. Going to give three tee shirts away to the first three people who successfully tweet something…So get your computers or cell phones ready…
  7. Cut to Twitter, to see who won. Give away tee shirts.
  8. First…As I mentioned, I’m primarily project manager not a content strategist…Also…Discuss how this could be relevant to other people on project team…Finally…I’m not going to evangelize too much, hope to be practical…
  9. That being said…Just in case there are any folks in the room who missed Karen’s talk, and haven’t been keeping up with the content strategy movement, I do want to quickly share the idea that content strategy really is a really big deal right now. My own personal acknowledgement of this fact has followed a similar trajectory as our industry, from initial awareness to the present…But for me, there was a watershed moment last year when I saw this tweet, from the Mars Curiosity Rover. If it’s tough to read it says: I’m safely on the surface of Mars. GALE CRATER I AM IN YOU!!! #MSL. Some of you may be thinking: So what? The person responsible for tweeting updates about the recent Mars mission got a little excited…
  10. However, all you have to do is go to the Curiosity’s twitter feed and you’ll see that assumption is incorrect. It is almost immediately evident the Mars Curiosity rover twitter feed has a distinct editorial style, meant to be fun and approachable. On a strategic level, I speculate someone made a very specific choice that this feed should inspire wonder and gain the interest of normal, every day citizens, who vote for the politicians that make decisions about how to fund scientific exploration. That this hunk of battery powered robot, drilling holes in a frozen ball of dirt 50 million miles away from Earth, should have a content strategy fills me with wonder at the importance of what we do. Human beings like stories. They are the ultimate meme’s if you will. They transfer from person to person like energy, far easier than cold, hard, data. Someone made a decision that the Mars Rover should have a personality…That through the exercise of a very intentional content strategy, it should be a star.
  11. So I’d like to say thank you to KarenMcGrane, Jeff Eaton, Margot Bloomstein and the rest of the evangelists, that have been working so hard to help us understand the value of what they bring to the table… It’s my genuine belief that content strategy helps me…and the teams I work with…provide better DIGITAL EXPERIENCES.It’s about the DIGITAL EXPERIENCES – Reference the keynote yesterday.
  12. That being said…The promise of better digital experiences is great and all…But it’s ALSO my belief that CS makes my life as a project manager a heck of a lot easier, and I’ll demonstrate why with the remainder of this presentation. We’re going change gears now and get a lot more practical and talk about 7 content related risks that may take your project off the rails and then dig into the ways you can mitigate these risks.
  13. In order to understand how content strategy makes the life of a project manager easier, WHY I…and ALL PROJECT MANAGERS should LOVE Content Strategy…It’s necessary to better understandthe mind of an average project manager…What are our fears,motivations…
  14. What we think about…
  15. OK, so hopefully this is what your project manager is thinking about at work. I’d like to dive a little deeper into each of these areas of interest one at a time…
  16. Talk about scope
  17. Talk about schedule
  18. Talk about budgets
  19. Talk about managing expectations
  20. Managing risk
  21. Share anecdote about facing your problems… InJiuJitsu there are many problems we must face, but the biggest one is the risk of being submitted by your opponent with a choke hold, rendering you unconscious. In JiuJitsu we literally refer to this as being ‘choked out’. You don’t want to be CHOKED OUT. In PROJECT MANAGEMENT we call the act of facing our problems ‘RISK MANAGEMENT’
  22. And so, in the spirit of mixed metaphors, I would like to identify 7 ways content can ‘choke out’ your project…
  23. Read slide 2x
  24. So, this image is the Zakim Bridge in Boston, Part of the famous ‘Big Dig’ or Central Artery Project Planning started in 1982The most expensive highway project in the history of mankind.
  25. It was originally scheduled to be completed in 1998 at an estimated cost of $2.8 billion Just let that number settle in for a moment…
  26. It eventually completed in December 2007, at a cost of over $14.6 billion Does anyone think it’s possible they didn’t know what they were getting into while planning?Team fatigue…($14.6 billion in 2007 = $8.08 billion in 1982 dollars, meaning a cost overrun of about 190%)
  27. Read slide 2x
  28. It seems silly to have to say this but it’s ABOUT THE CONTENT!!!Like it or not, the reason a user decides to come to a given website is because they have the RIGHT CONTENT
  29. Read slide 2x
  30. Creating content is difficult and complex…And it’s likely the BIGGEST THING stressing out your clients or stakeholders RIGHT THIS VERY MINUTEAll of this process is most probably happening in parallel with the design and development. Discuss effects
  31. Read 2x
  32. Not thinking about content variability, not understanding the CONTEXT of the CONTENT,LENGTH of LISTS, LENGTH of TITLES, LENGTH of NAVIGATION ITEMS…the list goes on.
  33. Read 2x
  34. I love this image. It’s so optimistic and aspirational…Can’t you just envision a content migration working out like this?You’re up there in the ultra-light waving in joy, While everything migrates from the old site to the new one in perfect order…Has anyone worked on a migration effort that felt like this?
  35. Does this feel a little more realistic to anyone?YOU GUYS - Migration is hard!And it’s a huge client risk…This is another one of those things keeping your stakeholders up at night. Be a Jedi and make it easier for them……the time it takes to move content into the site is a really big deal and it requires careful planning…
  36. Read 2x
  37. Talk about the disappointment of a game delayPeople don’t like waiting…And if you fail to plan for the disruptive…
  38. Read 2x
  39. So, we talk about this diagram when we do strategy engagements. The idea is CMS, Content, Operations, Optimization, These are all just parts of the big picture that rolls up to Business Needs. We could spend hours talking about this subject itself…Point is…It’s necessary to understand business requirements.
  40. For the remainder of this talk we’ll explore what we can do to mitigate the risks associated with complex, large-scale, technology projects.
  41. Step 1 – HIRE A CONTENT STRATEGIST!!
  42. To help MAKE THE CASE for the importance of simply adding this team member, Let’s take a quick look at the evolution of interactive project teamsfrom my perspective... This is the original web page put up by CERN on April 30th 1992. Obviously, not very sophisticated.
  43. In terms of what it took to make a web page like this a reality…here’s what we are talking about. By the way, THIS WAS ME….My FIRST WEB RELATED JOB was ‘web master’ for the BRICK AND MORTAR company I worked for in the 90’s. Then became a DEVELOPER.
  44. Here’s a screenshot of the Apple website, circa 2000. As you can see, design is starting to play a much bigger role. Other important details:ImagesVideo!
  45. It was my experience around this time the team was made up of some number of designers and developersShepherded by an account manager
  46. Here’s a typical webby award winner in 2005. Getting more complex in terms of design, content, Also login accounts, rate quote tools, etc. By the way, by this point STATIC CONTENT is practically DEAD…certainly among major corporate web sites. Also: Beginning to wrestle with the very first wave of smart mobile devices around this time. Think Palm treo and blackberry.
  47. 2005 and everyone is talking about Information Architecture...or User Experience Architecture. A few years earlier Jakob Nielson and Jeffrey Zeldmen had worn out the conference circuit and by 2005 all anyone could talk about was usability.
  48. And as project teams got bigger, they eventually needed full time project managers to keep all these interdependent moving parts in synch. Please note, in addition to casting project managers as the King of Middle earth with a light saber, this portion of the presentation can either be a gross over-simplification or overly complex version of your reality at the time… Websites were becoming exponentially more complex with user accounts, language localization and targeted marketing while simultaneously looking better and better as time went on. Here’s a typical consumer facing ‘webby award winning’ website from 2005…
  49. Enter the content strategists, etc. Along with project teams, the web is getting more complex.
  50. We’re building digital experiences…not websites…And Content needs to be…
  51. And let’s not forget the significance and influence of search results… which has been growing steadily right alongside the complexity of digital experiences this whole time. Content teams need to think about how content is consumed by machines, in addition to human audiences.
  52. So, what if you don’t have access to a digital strategist? Then it’s necessary to make sure the right activities, milestones and deliverables are included in the project process.
  53. Introduce the content auditAddresses the risk of not properly understanding scope
  54. Explain Xenu Link Sleuth
  55. Pro tips in either case
  56. Introduce message architecture
  57. Talk about Margot Bloomstein’s bookContent Strategy at WorkSet up what happens in a card sort…Fast click through next slides
  58. The other approach Margot outlines is this Venn Diagram method.Supposed to be quicker…Less complicated.
  59. Explain steps
  60. Message architecture continued…
  61. Explain this is output in either case
  62. Pro tips in either case
  63. Explain Migration planning
  64. Review columns, talk about importance
  65. Talk about content object modelingContent template
  66. Share migration planning pro tips
  67. Explain governance…What it is what it isn’t
  68. Here’s some topics that could be included in a governance deliverable
  69. Explain documentation
  70. Review slideInvite people to connect w/you