Rick Allen
@epublishmedia

Confab Higher Ed 2013
#confabEDU

Training:
The Missing Element of
Content Governance
http://fli...
What is content
governance?

2
#confabEDU • @epublishmedia

Content governance
The process of managing your
content strategy.

3
#confabEDU • @epublishmedia

Content governance
The process of managing content roles,
responsibilities, workflow, documen...
#confabEDU • @epublishmedia

What’s on tap?
Getting real about content governance
Some goofy pictures
How to enable conten...
#confabEDU • @epublishmedia
#confabEDU • @epublishmedia

!@#$%^&*
#confabEDU • @epublishmedia

We like to say...

8
#confabEDU • @epublishmedia

“

Our website sucks because
content contributors don’t take
responsibility for their content...
#confabEDU • @epublishmedia

And rarely admit...

10
#confabEDU • @epublishmedia

“

Content contributors don’t
know what they’re responsible
for or how to make their web
cont...
#confabEDU • @epublishmedia

Training:
The Missing Element of
Content Governance
12

http://flic.kr/p/egpZmw
#confabEDU • @epublishmedia

Training:
An Essential Element of
Content Governance
13

http://flic.kr/p/egpZmw
Content governance
needs to be realistic,
not idealistic.

14
Plan for content training
15

http://flic.kr/p/7AEnVZ
Your organization

ePublish Media, Inc.
#confabEDU • @epublishmedia

Get organized
Who’s involved?
What are people responsible for?
What steps and activities are ...
#confabEDU • @epublishmedia

Content creation workflow
Plan

Create

Revise

Approve

Test

Publish
#confabEDU • @epublishmedia

Content creation workflow:
Roles
Plan

Create

Revise

Approve

Test

Publish

Roles:

Role:
...
#confabEDU • @epublishmedia

Content creation workflow:
Tasks
Plan

Create

Revise

Approve

Tasks:

Tasks:

Tasks:

Tasks...
#confabEDU • @epublishmedia

Where are the
knowledge gaps?

21
copyediting
video / editingtools
HTML/CSS/JavaScript
CMS
web analytics
photographyarchitecture
/ editing
informationwritin...
copyediting
video / editingtools
HTML/CSS/JavaScript
CMS
web analytics
photographyarchitecture
/ editing
informationwritin...
#confabEDU • @epublishmedia

Content creation workflow:
Guides & tools
Plan

Create

Revise

Approve

Test

Publish

Guide...
Every step in the
publishing process is
a chance to educate.

25
#confabEDU • @epublishmedia

Content governance model
Web Group

Editor-in-Chief

Editor

Author

Approver

Editor

Author...
#confabEDU • @epublishmedia

Training model
Content governance
Web Group

Editor-in-Chief

Editor

Author

Approver

Edito...
Be a teacher!
28

http://boagworld.com
#confabEDU • @epublishmedia

What if people don’t want
to learn?

http://flic.kr/p/6ZJWAR
30

http://flic.kr/p/6bXF19
Who are our users?
31

http://flic.kr/p/6bXF19
#confabEDU • @epublishmedia

What do we need to know?

32
#confabEDU • @epublishmedia

What do we need to know?
Who are our users?
What do they care about and what
do they need to ...
Content contributors
are users too.

34
#confabEDU • @epublishmedia

Who are content contributors?
Planners

Editors

Requesters

Approvers

Providers

Publishers...
Occidental College
Residential Education & Housing Services
36

http://www.oxy.edu/residential-education-housing-services/...
Pacific Northwest College of Art
Fine Art Library
37

http://library.pnca.edu/about/staff
Emporia State University
IT Help Desk
38

http://www.emporia.edu/it/about/service.html
North Carolina State University
Onboarding Center
39

http://bulletin.ncsu.edu/2013/06/first-stop-for-new-hires/
Emory University
Office of Student Leadership and Service
40

http://osls.emory.edu/about/meet_the_staff1.html
41
42

http://www.mnsu.edu/reslife/employment/meet_the_grad_staff.html
43

http://www.mnsu.edu/reslife/employment/meet_the_grad_staff.html
#confabEDU • @epublishmedia

What do we need to know?
Who are our users?
What do they care about and what
do they need to ...
#confabEDU • @epublishmedia

Brand guidelines
•
•
•
•
•

Student-centered
Empowering and valuable
Community-minded
Pioneer...
#confabEDU • @epublishmedia

Putting communication
goals to work
•

Community-minded

Ready to
start writing?

46
47
Content is made
relevant by the context
in which it is perceived.

48
#confabEDU • @epublishmedia

Content templates
#confabEDU • @epublishmedia

Voice and Tone
Inviting, Helpful
Our mission is making sure you have

Less like...

access to...
#confabEDU • @epublishmedia

Voice and Tone
Inviting, Helpful
Our mission is making sure you have

Less like...

access to...
52
53

Less this...
Readability
Scorecard
Low
31%

High
11%

Medium
58%

54

More this...
Findability
Scorecard
High
10%
Low
49%

55

More this...

Medium
41%
Communication Goal
Scorecard
High
18%

Low
61%

56

More this...

Medium
20%
#confabEDU • @epublishmedia

57

http://eyeform.co.uk/eyes-2/iceberg-ahead
#confabEDU • @epublishmedia

Branding, communication,
and editorial style
•

•

Overarching
communication goals

•

Editor...
#confabEDU • @epublishmedia

Editorial style guides

59
#confabEDU • @epublishmedia

General content guidelines
•

•

Web writing

•

SEO & findability

•

Accessibility

•

60

...
61
#confabEDU • @epublishmedia

Content types
•
•

Events

•

Academic program
description

•

Faculty bio

•

Slideshows

•
...
#confabEDU • @epublishmedia

Content templates
#confabEDU • @epublishmedia

Tasks
•

•

Admissions portal

•

Alumni portal

•

Legal department

•
64

Specific departme...
#confabEDU • @epublishmedia

Whoa! That’s a lot.

65
A content governance
plan must be practical.
Think resources, think
needs.
66
Create a content culture
67

http://www.nj4hcamp.rutgers.edu/images/Staff/
http://www.dilbert.com/strips/comic/2011-10-30/

Source: Higher Ed CMS Usage Survey, 2011 (.eduGuru)

Encourage feedback

...
Source: Higher Ed CMS Usage Survey, 2011 (.eduGuru)

Document feedback

http://doteduguru.com/id7800-results-higher-ed-cms...
Publish documentation
70

http://flic.kr/p/dWNJ62
To be useful, content
guides and tools need to
be easily accessible.

71
Create content groups
72

http://flic.kr/p/5qq1mL
#confabEDU • @epublishmedia

Create content groups for...
Discovering content and
publishing problems
Encouraging feedback...
74
Building a content culture
means we all need to be
teachers...

75
Building a content culture
means we all need to be
teachers...and students.

76
#confabEDU • @epublishmedia

Thank you!
Rick Allen
@epublishmedia
78
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Training: The Missing Element of Content Governance

2,030

Published on

When we think about content governance, we tend to consider roles, responsibilities, workflow, and documentation. But there’s an element to content governance that is equally important and often overlooked: training.

Fundamentally, content governance requires educating everyone involved in the publishing process—including content planning, creation, editing, publishing, and measurement. All this while considering numerous publishing channels and communication goals. To be successful, content relies on a cultural support for governance with active sharing and learning.

Building a content governance culture means we all need to be teachers—and students.

• Learn to assess content governance readiness, including existing expertise and knowledge gaps.
• Find out how to strengthen your content governance plan by making good use of staff resources.
• See how to create a scalable content governance training model.
• Discover how to foster a content culture and empower content contributors to do great work.

Published in: Technology, Design

Training: The Missing Element of Content Governance

  1. 1. Rick Allen @epublishmedia Confab Higher Ed 2013 #confabEDU Training: The Missing Element of Content Governance http://flic.kr/p/egpZmw
  2. 2. What is content governance? 2
  3. 3. #confabEDU • @epublishmedia Content governance The process of managing your content strategy. 3
  4. 4. #confabEDU • @epublishmedia Content governance The process of managing content roles, responsibilities, workflow, documentation and training. 4
  5. 5. #confabEDU • @epublishmedia What’s on tap? Getting real about content governance Some goofy pictures How to enable content contributors to consistently do great work Tips and tricks and happy content staff How to create a content culture and a sustainable governance plan 5
  6. 6. #confabEDU • @epublishmedia
  7. 7. #confabEDU • @epublishmedia !@#$%^&*
  8. 8. #confabEDU • @epublishmedia We like to say... 8
  9. 9. #confabEDU • @epublishmedia “ Our website sucks because content contributors don’t take responsibility for their content. 9
  10. 10. #confabEDU • @epublishmedia And rarely admit... 10
  11. 11. #confabEDU • @epublishmedia “ Content contributors don’t know what they’re responsible for or how to make their web content work. 11
  12. 12. #confabEDU • @epublishmedia Training: The Missing Element of Content Governance 12 http://flic.kr/p/egpZmw
  13. 13. #confabEDU • @epublishmedia Training: An Essential Element of Content Governance 13 http://flic.kr/p/egpZmw
  14. 14. Content governance needs to be realistic, not idealistic. 14
  15. 15. Plan for content training 15 http://flic.kr/p/7AEnVZ
  16. 16. Your organization ePublish Media, Inc.
  17. 17. #confabEDU • @epublishmedia Get organized Who’s involved? What are people responsible for? What steps and activities are required? What content guides and tools are needed? 17
  18. 18. #confabEDU • @epublishmedia Content creation workflow Plan Create Revise Approve Test Publish
  19. 19. #confabEDU • @epublishmedia Content creation workflow: Roles Plan Create Revise Approve Test Publish Roles: Role: Role: Roles: Roles: Roles: • Editor-in Chief • Editor • SME • Author • Editor • Editor-in Chief • Editor • SME • Editor • Author • Publisher • Editor • Author • Publisher
  20. 20. #confabEDU • @epublishmedia Content creation workflow: Tasks Plan Create Revise Approve Tasks: Tasks: Tasks: Tasks: • Determine • Create draft of • Copyedit • Review content • Build content in • Publish content need for new new copy for accuracy email or web content • Return to • Send to author for rewrite • Return to template • Request new content editor or send for author and editor • Submit for content for review approval for rewrite or publication submit for publication Test Tasks: Publish Tasks: on schedule
  21. 21. #confabEDU • @epublishmedia Where are the knowledge gaps? 21
  22. 22. copyediting video / editingtools HTML/CSS/JavaScript CMS web analytics photographyarchitecture / editing informationwriting web community management metadata and taxonomy user research accessibility SEO & findability 22
  23. 23. copyediting video / editingtools HTML/CSS/JavaScript CMS web analytics photographyarchitecture / editing informationwriting web community management metadata and taxonomy user research accessibility SEO & findability 23
  24. 24. #confabEDU • @epublishmedia Content creation workflow: Guides & tools Plan Create Revise Approve Test Publish Guides & tools Guides & tools Guides & tools Guides & tools Guides & tools •Content audit •General content • Message • Message •CMS publishing • CMS publishing • Editorial guides architecture architecture guidelines • Content model • Editorial style • Editorial style • Email calendar • Content templates guide guide • General content • General content guides • Content model • Content templates guides Guides & tools guidelines • Email publishing publishing guidelines guidelines • Visual style • Visual style guide guide
  25. 25. Every step in the publishing process is a chance to educate. 25
  26. 26. #confabEDU • @epublishmedia Content governance model Web Group Editor-in-Chief Editor Author Approver Editor Author Approver Editor Author Approver
  27. 27. #confabEDU • @epublishmedia Training model Content governance Web Group Editor-in-Chief Editor Author Approver Editor Author Approver Editor Author Approver
  28. 28. Be a teacher! 28 http://boagworld.com
  29. 29. #confabEDU • @epublishmedia What if people don’t want to learn? http://flic.kr/p/6ZJWAR
  30. 30. 30 http://flic.kr/p/6bXF19
  31. 31. Who are our users? 31 http://flic.kr/p/6bXF19
  32. 32. #confabEDU • @epublishmedia What do we need to know? 32
  33. 33. #confabEDU • @epublishmedia What do we need to know? Who are our users? What do they care about and what do they need to know? What information are they looking for? How are they going to use this information? When and how are they going to access this information? 33
  34. 34. Content contributors are users too. 34
  35. 35. #confabEDU • @epublishmedia Who are content contributors? Planners Editors Requesters Approvers Providers Publishers Creators 35
  36. 36. Occidental College Residential Education & Housing Services 36 http://www.oxy.edu/residential-education-housing-services/staff/first-year-staff
  37. 37. Pacific Northwest College of Art Fine Art Library 37 http://library.pnca.edu/about/staff
  38. 38. Emporia State University IT Help Desk 38 http://www.emporia.edu/it/about/service.html
  39. 39. North Carolina State University Onboarding Center 39 http://bulletin.ncsu.edu/2013/06/first-stop-for-new-hires/
  40. 40. Emory University Office of Student Leadership and Service 40 http://osls.emory.edu/about/meet_the_staff1.html
  41. 41. 41
  42. 42. 42 http://www.mnsu.edu/reslife/employment/meet_the_grad_staff.html
  43. 43. 43 http://www.mnsu.edu/reslife/employment/meet_the_grad_staff.html
  44. 44. #confabEDU • @epublishmedia What do we need to know? Who are our users? What do they care about and what do they need to know? What information are they looking for? How are they going to use this information? When and how are they going to access this information? 44
  45. 45. #confabEDU • @epublishmedia Brand guidelines • • • • • Student-centered Empowering and valuable Community-minded Pioneering and resourceful Welcoming
  46. 46. #confabEDU • @epublishmedia Putting communication goals to work • Community-minded Ready to start writing? 46
  47. 47. 47
  48. 48. Content is made relevant by the context in which it is perceived. 48
  49. 49. #confabEDU • @epublishmedia Content templates
  50. 50. #confabEDU • @epublishmedia Voice and Tone Inviting, Helpful Our mission is making sure you have Less like... access to a quality academic and student experience …
  51. 51. #confabEDU • @epublishmedia Voice and Tone Inviting, Helpful Our mission is making sure you have Less like... access to a quality academic and student experience … More like... We're here to help you reach your academic and career goals …
  52. 52. 52
  53. 53. 53 Less this...
  54. 54. Readability Scorecard Low 31% High 11% Medium 58% 54 More this...
  55. 55. Findability Scorecard High 10% Low 49% 55 More this... Medium 41%
  56. 56. Communication Goal Scorecard High 18% Low 61% 56 More this... Medium 20%
  57. 57. #confabEDU • @epublishmedia 57 http://eyeform.co.uk/eyes-2/iceberg-ahead
  58. 58. #confabEDU • @epublishmedia Branding, communication, and editorial style • • Overarching communication goals • Editorial style guidelines • 58 Branding guidelines Voice and tone guidelines
  59. 59. #confabEDU • @epublishmedia Editorial style guides 59
  60. 60. #confabEDU • @epublishmedia General content guidelines • • Web writing • SEO & findability • Accessibility • 60 “How-to” content guides Metadata and taxonomy
  61. 61. 61
  62. 62. #confabEDU • @epublishmedia Content types • • Events • Academic program description • Faculty bio • Slideshows • 62 News stories PDF Forms
  63. 63. #confabEDU • @epublishmedia Content templates
  64. 64. #confabEDU • @epublishmedia Tasks • • Admissions portal • Alumni portal • Legal department • 64 Specific department or stakeholder considerations Library services
  65. 65. #confabEDU • @epublishmedia Whoa! That’s a lot. 65
  66. 66. A content governance plan must be practical. Think resources, think needs. 66
  67. 67. Create a content culture 67 http://www.nj4hcamp.rutgers.edu/images/Staff/
  68. 68. http://www.dilbert.com/strips/comic/2011-10-30/ Source: Higher Ed CMS Usage Survey, 2011 (.eduGuru) Encourage feedback http://doteduguru.com/id7800-results-higher-ed-cms-usage-survey-2011.html http://www.flickr.com/photos/highwaysagency/6032691030/
  69. 69. Source: Higher Ed CMS Usage Survey, 2011 (.eduGuru) Document feedback http://doteduguru.com/id7800-results-higher-ed-cms-usage-survey-2011.html http://www.flickr.com/photos/highwaysagency/6032691030/
  70. 70. Publish documentation 70 http://flic.kr/p/dWNJ62
  71. 71. To be useful, content guides and tools need to be easily accessible. 71
  72. 72. Create content groups 72 http://flic.kr/p/5qq1mL
  73. 73. #confabEDU • @epublishmedia Create content groups for... Discovering content and publishing problems Encouraging feedback from content contributors in all roles Enabling cross-training and information sharing Informing staff about content governance policy and workflow changes 73
  74. 74. 74
  75. 75. Building a content culture means we all need to be teachers... 75
  76. 76. Building a content culture means we all need to be teachers...and students. 76
  77. 77. #confabEDU • @epublishmedia Thank you! Rick Allen @epublishmedia
  78. 78. 78

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