Training Clients to
Love Wordpress
and You
What
happened?
Andy Christian was unable
to make it to Phoenix
!

@codyl asked me to fill in so
thanks, I think?
!

Also gr...
Who is this
guy?
Online Marketing Consultant
rogerwilliamsmedia.com
@rogermedia
!

Phoenician
desertstandard.com
!

Triath...
Training Wordpress
•

Who should you train?

•

What needs to be taught?

•

When does training start?

•

Where should tr...
Who should you train?
•

Think of User Roles

•

Admin

•

Editor

•

Writer
Admin
Nuclear option
Total control and access
!
!

Examples:
IT Dept
Marketing?
Owner?
Editor
Update any content
Review content
!
!

Examples:
Marketing
Owner
Writer
New Content
Update their existing
content
!

Example:
Interns
What needs to be taught?

•

Nuts and Bolts

•

Strategy/Planning
When should training start?
•

Proposal

•

Kickoff

•

Buildout

•

Handoff
Proposal
Line Items:
• Strategy
• Training
• Maintenance
!
!

Get paid!
Kickoff
•
•
•
•
•
•

Define User Roles
Define Content Types
Interview stakeholders
Interview customers
Interview vendors
Col...
Buildout
Research Personas
Develop Tone & Voice
Create Crisis Strategy
No Lorem Ipsum
Use existing content or build
it!
In...
Handoff
Nuts & Bolts
Where should training be
done?

•

In-Person

•

Virtual
In Person
One on one
!

Group
Virtual
Screen Share
Why should we train clients?
•

The promise of Wordpress

•

It’s their company
The promise of
Wordpress
“born out of a desire for an
elegant, well-architectured
personal publishing system”
!

Its for b...
Its their
company!
Effective content comes
from them
Regular content engages
their customers
Its the whole point of having...
How do you train WP?
•

Strategy

•

Login

•

Dashboard

•

Plugins

•

Publishing
Strategy
Personas
Voice & Tone
Types of Content
Content Calendar
!

Books:
Everything at A Book Apart
Login
Password Education
1Password
!

Create a bookmark
Dashboard
General Navigation
Screen Options
Customize with RSS and
Training Videos
Upgrades
Plugins
Yoast SEO
Yoast SEO Videos
Publishing
Creating New Content
Editing Existing Content
!

Sites:
http://www.grovo.com/
wordpress - h/t @troydean
Creating New
Content
Page vs Post
Visual vs Text Editors
Title/URL
Body
Custom Fields
Featured Image
Scheduling
Categories...
Editing Existing
Content
Admin Toolbar
Text
Images
Links
Thank you!
Questions?
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WordCamp phoenix 2014 training clients to love wordpress presentation

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Presentation about how to train clients to love wordpress and then you. Talks about strategy and nuts & bolts of doing this. Presented in the biz dev track at wordcamp Phoenix 2014

Published in: Marketing, Technology, Business
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WordCamp phoenix 2014 training clients to love wordpress presentation

  1. 1. Training Clients to Love Wordpress and You
  2. 2. What happened? Andy Christian was unable to make it to Phoenix ! @codyl asked me to fill in so thanks, I think? ! Also great work April and all the volunteers! ! Be nice to Roger - Roger’s Mom
  3. 3. Who is this guy? Online Marketing Consultant rogerwilliamsmedia.com @rogermedia ! Phoenician desertstandard.com ! Triathlete in training
  4. 4. Training Wordpress • Who should you train? • What needs to be taught? • When does training start? • Where should training happen? • Why should clients learn WP? • How do you train a client?
  5. 5. Who should you train? • Think of User Roles • Admin • Editor • Writer
  6. 6. Admin Nuclear option Total control and access ! ! Examples: IT Dept Marketing? Owner?
  7. 7. Editor Update any content Review content ! ! Examples: Marketing Owner
  8. 8. Writer New Content Update their existing content ! Example: Interns
  9. 9. What needs to be taught? • Nuts and Bolts • Strategy/Planning
  10. 10. When should training start? • Proposal • Kickoff • Buildout • Handoff
  11. 11. Proposal Line Items: • Strategy • Training • Maintenance ! ! Get paid!
  12. 12. Kickoff • • • • • • Define User Roles Define Content Types Interview stakeholders Interview customers Interview vendors Collect existing content: Copy Images Videos Etc
  13. 13. Buildout Research Personas Develop Tone & Voice Create Crisis Strategy No Lorem Ipsum Use existing content or build it! Involve client in process
  14. 14. Handoff Nuts & Bolts
  15. 15. Where should training be done? • In-Person • Virtual
  16. 16. In Person One on one ! Group
  17. 17. Virtual Screen Share
  18. 18. Why should we train clients? • The promise of Wordpress • It’s their company
  19. 19. The promise of Wordpress “born out of a desire for an elegant, well-architectured personal publishing system” ! Its for building the web with “more better content”
  20. 20. Its their company! Effective content comes from them Regular content engages their customers Its the whole point of having a website!
  21. 21. How do you train WP? • Strategy • Login • Dashboard • Plugins • Publishing
  22. 22. Strategy Personas Voice & Tone Types of Content Content Calendar ! Books: Everything at A Book Apart
  23. 23. Login Password Education 1Password ! Create a bookmark
  24. 24. Dashboard General Navigation Screen Options Customize with RSS and Training Videos Upgrades
  25. 25. Plugins Yoast SEO Yoast SEO Videos
  26. 26. Publishing Creating New Content Editing Existing Content ! Sites: http://www.grovo.com/ wordpress - h/t @troydean
  27. 27. Creating New Content Page vs Post Visual vs Text Editors Title/URL Body Custom Fields Featured Image Scheduling Categories or Parent Page Tags Moz Beginner SEO - h/t @troydean
  28. 28. Editing Existing Content Admin Toolbar Text Images Links
  29. 29. Thank you! Questions?
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