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Mapping	
  Your	
  Content	
  Strategy	
  
Carrie	
  Hane	
  Dennison	
  (@carriehd)	
  
Dina	
  Lewis,	
  CAE	
  (@dinalew)	
  
Hilary	
  Marsh	
  (@hilarymarsh)	
  
What	
  is	
  content	
  strategy?	
  
•  Who,	
  what,	
  when,	
  where,	
  why,	
  and	
  how	
  of	
  
publishing	
  content	
  online	
  	
  
•  A	
  strategic	
  statement	
  tying	
  content	
  to	
  
business	
  goals	
  	
  
•  The	
  people,	
  processes,	
  and	
  power	
  to	
  execute	
  
that	
  statement	
  
Another	
  perspec7ve	
  
hDp://echa.europa.eu/addressing-­‐chemicals-­‐of-­‐concern/substances-­‐of-­‐potenIal-­‐concern/svhc-­‐roadmap-­‐to-­‐2020-­‐implementaIon	
  
Content	
  strategy	
  is	
  a	
  journey	
  
hDps://www.flickr.com/photos/emmm_weee/15048086753	
  
hDps://www.flickr.com/photos/emmm_weee/15048086753	
  
hDps://www.flickr.com/photos/emmm_weee/15048086753	
  
•  	
   hDps://www.flickr.com/photos/studiocurve/13080208/	
  
•  hDps://www.flickr.com/photos/moohcowh/259
hDps://www.flickr.com/photos/bunny/1985272127	
  
10-­‐step	
  content	
  strategy	
  roadmap	
  
1.  Discovery	
  	
  
2.  Content	
  audit	
  and	
  assessment	
  
3.  ComparaIve	
  content	
  analysis	
  	
  
4.  Empathy-­‐based	
  audience	
  personas	
  and	
  
customer	
  journey	
  framework	
  
5.  Develop	
  guidelines	
  for	
  content	
  creaIon	
  and	
  
publishing	
  
10-­‐step	
  content	
  strategy	
  roadmap	
  
6.  IdenIfy	
  roles,	
  lifecycles,	
  workflow,	
  and	
  
governance	
  models	
  
7.  Taxonomy	
  
8.  Plan	
  for	
  content	
  transformaIon	
  and	
  
migraIon	
  
9.  Plan	
  for	
  content	
  markeIng/promoIons	
  
10. Handoff,	
  plan	
  next	
  steps	
  
Where	
  you’re	
  going	
  	
  
Goals	
  &	
  measures	
  of	
  success	
  
1 4	
  2	
   5	
  3	
  
How	
  you’ll	
  get	
  there	
  
Which	
  channels	
  will	
  help	
  you	
  achieve	
  success?	
  
1	
   4	
  2	
   5	
  3	
  
How	
  long	
  and	
  how	
  much	
  
Deadline,	
  budget,	
  resources	
  	
  
(staff,	
  skills,	
  priori@es)	
  
1	
   4	
  2	
   5	
  3
Who’s	
  going	
  with	
  you	
  
Who	
  is	
  your	
  audience?	
  	
  
What	
  do	
  they	
  want?	
  
1	
   4	
  2	
   5	
  3	
  
What	
  you’ll	
  take	
  
What	
  content	
  do	
  you	
  have?	
  
What	
  needs	
  to	
  be	
  created?	
  
1	
   4	
  2	
   53	
  
Discover
hDp://www.amnh.org/exhibiIons/permanent-­‐exhibiIons/discovery-­‐room	
  
Discovery	
  	
  
Tasks:	
  
• Gather	
  and	
  review	
  exisIng	
  content	
  and	
  
goals	
  documentaIon	
  –	
  guidelines,	
  policies,	
  
metrics,	
  recommendaIons,	
  member	
  surveys,	
  
etc.	
  	
  
• Review	
  exisIng	
  business	
  processes,	
  
challenges,	
  and	
  goals	
  
– Stakeholder	
  interviews	
  
– Member	
  survey	
  
Discovery	
  	
  
Deliverable:	
  	
  
•  Document	
  describing	
  content	
  goals	
  and	
  
current	
  state	
  
Content	
  Audit	
  
and	
  Assessment	
  
Content	
  audit	
  and	
  assessment	
  
Tasks:	
  
•  Assess	
  content	
  for	
  quality,	
  usability,	
  task/goal	
  
suitability,	
  structure	
  
•  Compare	
  exisIng	
  content	
  against	
  goals	
  to	
  
idenIfy	
  gaps	
  
•  Document	
  observaIons,	
  findings/
recommendaIons	
  
•  Discuss	
  with	
  content	
  owners,	
  review	
  feedback	
  
and	
  revisions	
  
Content	
  audit	
  and	
  assessment	
  
Deliverables:	
  	
  
•  Content	
  matrix	
  
•  Content	
  findings	
  and	
  recommendaIons	
  report	
  
•  Content	
  owner	
  discussions	
  
•  Feedback	
  and	
  revisions	
  
Compara7ve	
  	
  
Content	
  	
  
Analysis	
  
Compara7ve	
  content	
  analysis	
  	
  
Tasks:	
  
•  IdenIfy	
  appropriate	
  comparison	
  and	
  
compeIIve	
  sites	
  and	
  organizaIons	
  to	
  audit	
  
•  Develop	
  appropriate	
  metrics	
  to	
  use	
  
•  Conduct	
  the	
  analysis	
  
	
  
Deliverable:	
  	
  
•  ComparaIve	
  audit	
  findings	
  report	
  
Empathy-­‐Based	
  
Personas	
  
24	
  
hDp://www.slideshare.net/est3ban/empathybased-­‐personas-­‐gaining-­‐a-­‐deeper-­‐understanding-­‐of-­‐your-­‐audience-­‐presen	
  
25	
  
Anthony	
  
Susan	
  
Allen	
  
Maggie	
  
Empathy-­‐based	
  audience	
  personas	
  and	
  
customer	
  journey	
  framework	
  
Tasks:	
  
•  IdenIfy	
  highest-­‐priority	
  audience	
  segments	
  
•  Brainstorm	
  key	
  contextual	
  informaIon	
  about	
  
their	
  challenges,	
  fears,	
  and	
  hopes	
  
•  ArIculate	
  the	
  strategic	
  opportuniIes	
  for	
  the	
  
organizaIon	
  to	
  serve	
  them	
  
•  Validate	
  personas	
  and	
  customer	
  journeys	
  
through	
  focus	
  groups	
  
Empathy-­‐based	
  audience	
  personas	
  and	
  
customer	
  journey	
  framework	
  
Deliverables:	
  	
  
•  Detailed	
  descripIons	
  of	
  up	
  to	
  four	
  personas	
  
•  Detailed	
  experience	
  frameworks	
  
•  Focus	
  group	
  reports	
  
hDp://www.useit.com/eyetracking/	
  
Content	
  crea7on	
  and	
  
publishing	
  guidelines	
  
Develop	
  guidelines	
  for	
  content	
  crea7on	
  
and	
  publishing	
  
Tasks:	
  
•  IdenIfy	
  appropriate	
  editorial	
  style	
  guidelines	
  
•  Facilitate	
  a	
  message	
  architecture	
  workshop	
  	
  
•  IdenIfy	
  appropriate	
  voice	
  and	
  tone,	
  adapt	
  for	
  each	
  
content	
  source	
  and	
  channel	
  
•  Adapt	
  publishing	
  best	
  pracIces	
  to	
  client’s	
  content	
  and	
  
channels	
  	
  
Deliverable:	
  	
  
•  Content	
  guidelines	
  
31	
  
Governance	
  
33	
  hDp://www.ssireview.org/blog/entry/four_models_for_organizing_digital_work_part_two	
  
Iden7fy	
  roles,	
  lifecycles,	
  workflow,	
  and	
  
governance	
  models	
  
Tasks:	
  
•  Define	
  roles	
  and	
  governance	
  structure	
  	
  
•  Define	
  content	
  access-­‐level	
  strategy	
  
•  Define	
  content	
  success	
  metrics	
  and	
  ongoing	
  
decision	
  process	
  
	
  	
  
Deliverable:	
  	
  
•  Document	
  outlining	
  all	
  of	
  the	
  above	
  
Taxonomy 	
  	
  
•  What	
  Is	
  It?	
  
–  A	
  set	
  of	
  terms	
  (controlled	
  vocabulary)	
  and	
  content	
  aDributes	
  
(metadata)	
  that	
  can	
  be	
  applied	
  to	
  content	
  items	
  
–  The	
  underlying	
  data	
  structure	
  of	
  the	
  website	
  
	
  
•  Why	
  Use	
  It?	
  
–  Helps	
  describe	
  and	
  categorize	
  content	
  items	
  
–  Creates	
  relaIonships	
  among	
  content	
  items	
  
–  Helps	
  make	
  content	
  items	
  findable	
  through	
  navigaIon	
  	
  
	
  	
  	
  	
  	
  and	
  search	
  
Tasks:	
  
•  Agree	
  upon	
  controlled	
  vocabulary	
  
•  Validate	
  with	
  users	
  
•  Determine	
  who	
  will	
  tag	
  content	
  
	
  
Deliverables:	
  	
  
•  Content	
  taxonomy,	
  roles	
  
Taxonomy 	
  	
  
Controlled	
  Vocabulary
	
  	
  
Library	
  of	
  Congress	
  (loc.gov)	
  
Content	
  
Transforma7on	
  	
  
and	
  Migra7on	
  
Plan	
  for	
  content	
  transforma7on	
  and	
  
migra7on	
  
Tasks:	
  
•  Assess	
  content	
  for	
  quality,	
  usability,	
  and	
  how	
  
its	
  used	
  
•  Assess	
  content	
  for	
  migraIon	
  
•  Create	
  content	
  models/types	
  
Deliverables:	
  	
  
•  Content	
  models	
  
•  Content	
  transformaIon/migraIon	
  schedule	
  
•  Structure—how	
  content	
  items	
  will	
  assemble	
  
–  e.g.,	
  news,	
  author,	
  locaIon,	
  price	
  
•  Type—how	
  is	
  it	
  being	
  used?	
  
–  e.g.,	
  press	
  release	
  for	
  press	
  room,	
  author	
  database	
  for	
  
journal	
  arIcles	
  
•  ADributes—published	
  &	
  metadata	
  
–  e.g.,	
  Itle,	
  abstract,	
  taxonomy	
  tag	
  
	
   hDp://alistapart.com/arIcle/content-­‐modelling-­‐a-­‐master-­‐skill	
  
	
  
Content	
  Models	
  	
  
Transforma7on
	
  	
  
Transforma7on
	
  	
  
Content	
  Marke7ng	
  
and	
  Promo7ons	
  
Plan	
  for	
  content	
  marke7ng/promo7ons	
  
Tasks:	
  
•  Create	
  an	
  editorial	
  calendar	
  based	
  on	
  topics,	
  
content	
  volume,	
  and	
  promoIon	
  channels	
  
•  Create	
  a	
  communicaIon	
  plan	
  for	
  metrics	
  
	
  
Deliverables:	
  	
  
•  Editorial	
  calendar	
  
•  Metrics	
  communicaIon	
  plan	
  
hDp://www.kaushik.net/avinash/smart-­‐analyIcs-­‐dashboard-­‐modules-­‐insighkul-­‐dimensions-­‐best-­‐metrics/	
  
hDp://www.kaushik.net/avinash/digital-­‐dashboards-­‐strategic-­‐tacIcal-­‐best-­‐pracIces-­‐Ips-­‐examples/	
  
	
  
Source:	
  	
  	
  www.bobangus.com	
  
	
  
49	
  hDp://www.ssireview.org/blog/entry/four_models_for_organizing_digital_work_part_two	
  
Handoff	
  
and	
  
Next	
  
Steps	
  
#winning	
  
Making	
  it	
  work	
  
Have	
  a	
  plan	
  
Do	
  some	
  strategic	
  nagging	
  
Pa@ent	
  but	
  persistent	
  repe@@on	
  of	
  a	
  
message	
  
Handoff,	
  plan	
  next	
  steps	
  
Tasks:	
  
•  Educate/remind	
  client	
  about	
  each	
  of	
  the	
  
previous	
  steps	
  and	
  deliverables	
  
•  Create	
  a	
  plan	
  for	
  ongoing	
  educaIon	
  and	
  
follow-­‐up	
  
Handoff,	
  plan	
  next	
  steps	
  
Deliverables:	
  	
  
•  Content	
  strategy	
  “playbook”	
  document	
  
including	
  all	
  previous	
  deliverables	
  
•  CommunicaIon	
  plan	
  for	
  content	
  strategy	
  
educaIon,	
  socializaIon,	
  operaIonalizaIon	
  
Thank	
  you!	
  
Carrie	
  Hane	
  Dennison	
  
carriehd@gmail.com 	
   	
   	
  @carriehd	
  
	
  	
  
Dina	
  Lewis,	
  CAE	
  
dina@disIlledlogic.net 	
   	
  @dinalew	
  
	
  	
  
Hilary	
  Marsh	
  
hilary@contentcompany.biz 	
  @hilarymarsh	
  

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Mapping your content strategy

Hinweis der Redaktion

  1. Content is really where the rubber hits the road. If you think about it, there are really three aspects of every website:   1) What the organization needs to accomplish. That usually comes down to revenue through product or service sales, memberships or registrations, or awareness   2) What users come to the site for, and what they need from the organization   3) What’s technically possible   While this looks pretty straightforward, it often isn’t. And where it gets really tricky is in the shaded areas between two circles: If the business and IT create something that they think rocks, but the site’s audience doesn’t get it or doesn’t care, it won’t attract enough people to succeed. If the site is built with too much of a focus on what the users need and what’s possible technically, then there’s a good possibility that the business won’t get what it needs, and if that happens, the site could get shut down. And finally, if the user needs and the business drivers are all in alignment but IT wasn’t involved enough, it could turn out to be very expensive to execute the vision.   Content strategy has an essential face into all three of these circles, and it’s really where they all meet. Content strategy looks at what the organization is generating – its products, programs, services, events, etc., and makes sure that it’s written and delivered in a way that will resonate with the audience. Content strategists understand what users are looking for from the organization and try and get those gaps filled. And content strategists work with IT to make sure that the CMS and other systems used to deliver content work for both the internal users and for the end audience.
  2. When you go on a trip, you figure out where you’re going…
  3. how you’ll get there…
  4. when you’ll go… what your budget is…
  5. who will go with you…what you’ll take. The same things goes before you build a website … app … project…campaign. If you don’t know where you’re going, you won’t know where you’ll end up or when you’ve arrived…
  6. Think of this as a roadmap. you’ll define where you’re going…
  7. At NAR, we went through a process to create empathy personas. We enlisted the help of staff members to brainstorm about their challenges, fears, and motivations. These staff members had worked for NAR for many years and represented many programs and services. They’d been exposed to lots of different members, both the volunteer leaders who serve on the committees, and the general membership at large – which, as we all know, are completely different populations. This was my secret way of overcoming the objections to the fact that the web team was in charge of the website and of getting buy-in from my peers there. Rather than handing them a binder full of rules, we were all doing the work together.
  8. The consultant we worked with, Esteban Gonzalez, has a company called Brand Therapy that specializes in creating these kinds of personas. Esteban led us through the whole process. He had everyone check their individual experience at the door, which was so important We had to agree on the four most important audiences that the organization needed to serve online. The very last step of all the brainstorming sessions was to give each of our personas a name and a face. This was such an effective way to create a shared understanding of our audiences.
  9. When we were ready to reveal them to the larger community of staff members who published information on the site, we created life-size cutouts of them and actually had people introduce them. I kept those cutouts right outside my office, where they were always in view for me and my team, as well as anyone who came to talk with us.
  10. Online, people skim and don’t read. Two reasons Mental – expectations and time Physical – a computer is a reflective screen so it’s more fatiguing to read
  11. creating and managing a website -- how hard can it be? just put recent articles on the home page too hard to find information? just delete everything that's older than a year if all else fails, we'll just create an index