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CART, MEET HORSE: CONTENT STRATEGY
FOR CONTENT MANAGEMENT
Margot Bloomstein
May 14, 2013 CMS Expo
@mbloomstein
#CMSX
@mbloomstein
@mbloomstein | #CMSX 4
© 2013
@mbloomstein | #CMSX 5
© 2013
CC Sam Korn, via Wikipedia
Gnothi sauton
@mbloomstein | #CMSX 6
© 2013
Know thyself.
You invest in knowing your users,*
but what about your brand?
*right?
Unless you understand what
people are trying to do with
your content you cannot know
if it’s working or not.
Gerry McGovern
If you don’t know what
you need to communicate,
how will you know if you
succeed?
fails to meet needs
fails to meet needs
different labels
fails to meet needs
different labels
unexpected steps
fails to meet needs
different labels
unexpected steps
too many fields
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespaces
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
different fieldsunexpexcted tags
not enough types
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
different fieldsunexpexcted tags
not enough typesContent model
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
different fieldsunexpexcted tags
not enough typesContent model
Mapping of types
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
different fieldsunexpexcted tags
not enough typesContent model
Mapping of types
namespacesunexpexcted tags
Mapping of typesnot enough types
namespacesunexpexcted tagsnamespaces
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
different fieldsunexpexcted tags
not enough typesContent model
Mapping of types
namespacesunexpexcted tags
Mapping of typesnot enough types
namespacesunexpexcted tagsnamespaces
unexpexcted tagsnamespacesunexpexcted tagsnamespaces
unexpexcted tagsunexpexcted tagsnamespacesunexpexcted tags
unexpexcted tagsunexpexcted tagsunexpexcted tags
unexpexcted tags
fails to meet needs
different labels
unexpected steps
too many fields
wrong fields
not enough fields
too few tags
namespacesunexpexcted tags
different fieldsunexpexcted tags
not enough typesContent model
Mapping of types
namespacesunexpexcted tags
Mapping of typesnot enough types
namespacesunexpexcted tagsnamespaces
unexpexcted tagsnamespacesunexpexcted tagsnamespaces
unexpexcted tagsunexpexcted tagsnamespacesunexpexcted tags
unexpexcted tagsunexpexcted tagsunexpexcted tags
unexpexcted tagsFRUSTRATION
@mbloomstein | #CMSX 24
© 2013
failure to adopt
@mbloomstein | #CMSX 25
© 2013
“creative” workarounds
@mbloomstein | #CMSX 26
© 2013
What is the cost of
non-compliance?
@mbloomstein | #CMSX 27
© 2013
First things first.
Why start blogging, audit the content,
consolidate site architecture, add video
testimonials, incorporate user reviews,
relaunch the site, develop new brand
guidelines, switch to a new CMS, or go
“mobile first”… if you don’t know what
you need to communicate?
@mbloomstein | #CMSX 28
© 2013
What is content strategy?
Planning for the creation, aggregation,
delivery, and governance of useful,
usable, and appropriate content in an
experience.
Why content strategy?
Because we all want the same things,
but content keeps getting in the way.
Sustainable content is content you can
create—and maintain—without going
broke, without lowering quality in ways
that make the content suck, and without
working employees into nervous
breakdowns.
Erin Kissane,
The Elements of Content Strategy
If you don’t know what
you need to communicate,
how will you know if you
succeed?
@mbloomstein | #CMSX 32
© 2013
Steps along the way…
Message architecture
Content audit/inventory
Content model
Editorial style guidelines
Metadata guidelines
Governance guidelines
@mbloomstein | #CMSX 33
© 2013
Steps along the way…
Message architecture
Content audit/inventory
Content model
Editorial style guidelines
Metadata guidelines
Governance guidelines
@mbloomstein | #CMSX 34
© 2013
Deliverables punctuate
and facilitate the
conversation.
Don’t let them replace
the conversation.
@mbloomstein | #CMSX 35
© 2013
What’s a message architecture?
A hierarchy of communication goals
that reflects a common vocabulary.
@mbloomstein | #CMSX 36
© 2013
A little thing with big impact.
@mbloomstein | #CMSX 37
© 2013
A little thing with big impact.
How could we prove this is a car not like
anything else out there? It’s a small car,
but it’s premium. You get a Porsche 911
ride for a fifth of the cost. It’s got history…
but in Europe.
You need to give people content to give
them history.”
“
@mbloomstein | #CMSX 38
© 2013
A little thing with big impact.
@mbloomstein | #CMSX 39
© 2013
Message architecture
Premium technology
• Assertive; ready to perform as a driver’s car
• Proactive and supportive of spontaneity
Classic design
• Experienced and savvy
Cheekiness
• Smart,“punny,” hip
• Fun, gleeful
@mbloomstein | #CMSX 40
© 2013
What did content need to do?
• Offer fast, easy access
• Encourage personalization
• Convey local relevance
• Facilitate sharing
• Communicate quirkiness
• Allow for easy infrequent updates
• Support a few structured content types
If the CMS can’t support it,
the content can’t do it.
@mbloomstein | #CMSX 42
© 2013
@mbloomstein | #CMSX 43
© 2013
@mbloomstein | #CMSX 44
© 2013
@mbloomstein | #CMSX 45
© 2013
@mbloomstein | #CMSX 46
© 2013
@mbloomstein | #CMSX 47
© 2013
Message architecture drives
the user experience
@mbloomstein | #CMSX 48
© 2013
Photographic angles
Dark backgrounds
Bold headlines
Thick stroke weights
…and in design
@mbloomstein | #CMSX 49
© 2013
Nomenclature
Content types
Content elements
Calls to action and instructional copy
Sentence structure, diction, and tone
…in content
@mbloomstein | #CMSX 50
© 2013
What’s a message architecture?
A hierarchy of communication goals
that reflects a common vocabulary.
Concrete, shared terminology,
not abstract concepts.
@mbloomstein | #CMSX 51
© 2013
Welcoming,
but elite.
Selective?
@mbloomstein | #CMSX 52
© 2013
Traditional,
but edgy.
@mbloomstein | #CMSX 53
© 2013
©Warby Parker
@mbloomstein | #CMSX 54
© 2013
@mbloomstein | #CMSX 55
© 2013
Why do this?
Gain standards by which to conduct
a qualitative audit.
(What is “good” anyway?)
@mbloomstein | #CMSX 56
© 2013
Why do this?
Prioritize new content types to manifest
the message architecture—not just
because they’re trendy or feasible.
@mbloomstein | #CMSX 57
© 2013
Message architecture
Passionate about strategic discovery
• Creative, spirited, inspired
• Visionary, innovative thought leader and industry leader
• Flexible
Tactical and hands-on
• In the trenches, in touch
• Detail-oriented and methodical
Pioneering
• Groundbreaking, trend-setting
• Modern and savvy
People-focused and market-driven
• Trusted by medical professionals, researchers, and media
• Industry news source
@mbloomstein | #CMSX 58
© 2013
@mbloomstein | #CMSX 59
© 2013
Passionate? Creative? Hands-on?
Pioneering? Trusted?
@mbloomstein | #CMSX 60
© 2013
Humanizing the institution is
more important than establishing
individual thought leadership.
Audit to understand content
you have, content you need,
and content patterns you can
standardize.
What are you trying to learn?
@mbloomstein | #CMSX 62
© 2013
Every tab tracks the same data
Quantitative:
• Head count: what do we have?
• Is it consistent? What are the patterns?
• Are similar content types
consistent in size and structure?
• Is there parity of length, level of
detail, and tone?
@mbloomstein | #CMSX 63
© 2013
Every tab tracks the same data
Qualitative: is it any good?
• ROT analysis: redundant, outdated, trivial
• Current, relevant, and appropriate
to the message architecture
• Does it serve the communication goals?
• Does it speak to the target audience?
@mbloomstein | #CMSX 64
© 2013
@mbloomstein | #CMSX 65
© 2013
@mbloomstein | #CMSX 66
© 2013
Each piece of content gets a row
Set up dropdowns to constrain data
• Data  Data validation  List  Sources
@mbloomstein | #CMSX 67
© 2013
What will you learn?
• What do we have and is it any good?
• What are the patterns, elements, and types?
• Is it worth keeping and maintaining?
• What do we need to update?
• What do we need to translate?
• What do we need to associate?
• Where do we need more?
@mbloomstein | #CMSX 68
© 2013
© Karen McGrane
@mbloomstein | #CMSX 69
© 2013
Where can you go?
• Identify new content types and channels
• Prioritize specific content types and elements
• Prioritize specific CMS modifications
• Reallocate budget across channels
• Prepare for future-friendly cross–channel
and cross–platform delivery
@mbloomstein | #CMSX 70
© 2013
But first things first:
What are you trying to
communicate?
What content do you have and
what do you need to do that?
@mbloomstein | #CMSX 71
© 2013
Thank you!
Margot Bloomstein
@mbloomstein
margot@appropriateinc.com
slideshare.net/mbloomstein
amzn.to/CSatWork
All photography © Margot Bloomstein unless otherwise noted.
Screen grabs property of their respective owners at time of capture.

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Cart, Meet Horse: Content Strategy for Content Management

  • 1. CART, MEET HORSE: CONTENT STRATEGY FOR CONTENT MANAGEMENT Margot Bloomstein May 14, 2013 CMS Expo @mbloomstein #CMSX
  • 3.
  • 5. @mbloomstein | #CMSX 5 © 2013 CC Sam Korn, via Wikipedia Gnothi sauton
  • 6. @mbloomstein | #CMSX 6 © 2013 Know thyself. You invest in knowing your users,* but what about your brand? *right?
  • 7. Unless you understand what people are trying to do with your content you cannot know if it’s working or not. Gerry McGovern
  • 8. If you don’t know what you need to communicate, how will you know if you succeed?
  • 10. fails to meet needs different labels
  • 11. fails to meet needs different labels unexpected steps
  • 12. fails to meet needs different labels unexpected steps too many fields
  • 13. fails to meet needs different labels unexpected steps too many fields wrong fields
  • 14. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields
  • 15. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags
  • 16. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespaces
  • 17. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags
  • 18. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags different fieldsunexpexcted tags not enough types
  • 19. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags different fieldsunexpexcted tags not enough typesContent model
  • 20. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags different fieldsunexpexcted tags not enough typesContent model Mapping of types
  • 21. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags different fieldsunexpexcted tags not enough typesContent model Mapping of types namespacesunexpexcted tags Mapping of typesnot enough types namespacesunexpexcted tagsnamespaces
  • 22. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags different fieldsunexpexcted tags not enough typesContent model Mapping of types namespacesunexpexcted tags Mapping of typesnot enough types namespacesunexpexcted tagsnamespaces unexpexcted tagsnamespacesunexpexcted tagsnamespaces unexpexcted tagsunexpexcted tagsnamespacesunexpexcted tags unexpexcted tagsunexpexcted tagsunexpexcted tags unexpexcted tags
  • 23. fails to meet needs different labels unexpected steps too many fields wrong fields not enough fields too few tags namespacesunexpexcted tags different fieldsunexpexcted tags not enough typesContent model Mapping of types namespacesunexpexcted tags Mapping of typesnot enough types namespacesunexpexcted tagsnamespaces unexpexcted tagsnamespacesunexpexcted tagsnamespaces unexpexcted tagsunexpexcted tagsnamespacesunexpexcted tags unexpexcted tagsunexpexcted tagsunexpexcted tags unexpexcted tagsFRUSTRATION
  • 24. @mbloomstein | #CMSX 24 © 2013 failure to adopt
  • 25. @mbloomstein | #CMSX 25 © 2013 “creative” workarounds
  • 26. @mbloomstein | #CMSX 26 © 2013 What is the cost of non-compliance?
  • 27. @mbloomstein | #CMSX 27 © 2013 First things first. Why start blogging, audit the content, consolidate site architecture, add video testimonials, incorporate user reviews, relaunch the site, develop new brand guidelines, switch to a new CMS, or go “mobile first”… if you don’t know what you need to communicate?
  • 28. @mbloomstein | #CMSX 28 © 2013 What is content strategy? Planning for the creation, aggregation, delivery, and governance of useful, usable, and appropriate content in an experience.
  • 29. Why content strategy? Because we all want the same things, but content keeps getting in the way.
  • 30. Sustainable content is content you can create—and maintain—without going broke, without lowering quality in ways that make the content suck, and without working employees into nervous breakdowns. Erin Kissane, The Elements of Content Strategy
  • 31. If you don’t know what you need to communicate, how will you know if you succeed?
  • 32. @mbloomstein | #CMSX 32 © 2013 Steps along the way… Message architecture Content audit/inventory Content model Editorial style guidelines Metadata guidelines Governance guidelines
  • 33. @mbloomstein | #CMSX 33 © 2013 Steps along the way… Message architecture Content audit/inventory Content model Editorial style guidelines Metadata guidelines Governance guidelines
  • 34. @mbloomstein | #CMSX 34 © 2013 Deliverables punctuate and facilitate the conversation. Don’t let them replace the conversation.
  • 35. @mbloomstein | #CMSX 35 © 2013 What’s a message architecture? A hierarchy of communication goals that reflects a common vocabulary.
  • 36. @mbloomstein | #CMSX 36 © 2013 A little thing with big impact.
  • 37. @mbloomstein | #CMSX 37 © 2013 A little thing with big impact. How could we prove this is a car not like anything else out there? It’s a small car, but it’s premium. You get a Porsche 911 ride for a fifth of the cost. It’s got history… but in Europe. You need to give people content to give them history.” “
  • 38. @mbloomstein | #CMSX 38 © 2013 A little thing with big impact.
  • 39. @mbloomstein | #CMSX 39 © 2013 Message architecture Premium technology • Assertive; ready to perform as a driver’s car • Proactive and supportive of spontaneity Classic design • Experienced and savvy Cheekiness • Smart,“punny,” hip • Fun, gleeful
  • 40. @mbloomstein | #CMSX 40 © 2013 What did content need to do? • Offer fast, easy access • Encourage personalization • Convey local relevance • Facilitate sharing • Communicate quirkiness • Allow for easy infrequent updates • Support a few structured content types
  • 41. If the CMS can’t support it, the content can’t do it.
  • 42. @mbloomstein | #CMSX 42 © 2013
  • 43. @mbloomstein | #CMSX 43 © 2013
  • 44. @mbloomstein | #CMSX 44 © 2013
  • 45. @mbloomstein | #CMSX 45 © 2013
  • 46. @mbloomstein | #CMSX 46 © 2013
  • 47. @mbloomstein | #CMSX 47 © 2013 Message architecture drives the user experience
  • 48. @mbloomstein | #CMSX 48 © 2013 Photographic angles Dark backgrounds Bold headlines Thick stroke weights …and in design
  • 49. @mbloomstein | #CMSX 49 © 2013 Nomenclature Content types Content elements Calls to action and instructional copy Sentence structure, diction, and tone …in content
  • 50. @mbloomstein | #CMSX 50 © 2013 What’s a message architecture? A hierarchy of communication goals that reflects a common vocabulary. Concrete, shared terminology, not abstract concepts.
  • 51. @mbloomstein | #CMSX 51 © 2013 Welcoming, but elite. Selective?
  • 52. @mbloomstein | #CMSX 52 © 2013 Traditional, but edgy.
  • 53. @mbloomstein | #CMSX 53 © 2013 ©Warby Parker
  • 54. @mbloomstein | #CMSX 54 © 2013
  • 55. @mbloomstein | #CMSX 55 © 2013 Why do this? Gain standards by which to conduct a qualitative audit. (What is “good” anyway?)
  • 56. @mbloomstein | #CMSX 56 © 2013 Why do this? Prioritize new content types to manifest the message architecture—not just because they’re trendy or feasible.
  • 57. @mbloomstein | #CMSX 57 © 2013 Message architecture Passionate about strategic discovery • Creative, spirited, inspired • Visionary, innovative thought leader and industry leader • Flexible Tactical and hands-on • In the trenches, in touch • Detail-oriented and methodical Pioneering • Groundbreaking, trend-setting • Modern and savvy People-focused and market-driven • Trusted by medical professionals, researchers, and media • Industry news source
  • 58. @mbloomstein | #CMSX 58 © 2013
  • 59. @mbloomstein | #CMSX 59 © 2013 Passionate? Creative? Hands-on? Pioneering? Trusted?
  • 60. @mbloomstein | #CMSX 60 © 2013 Humanizing the institution is more important than establishing individual thought leadership.
  • 61. Audit to understand content you have, content you need, and content patterns you can standardize. What are you trying to learn?
  • 62. @mbloomstein | #CMSX 62 © 2013 Every tab tracks the same data Quantitative: • Head count: what do we have? • Is it consistent? What are the patterns? • Are similar content types consistent in size and structure? • Is there parity of length, level of detail, and tone?
  • 63. @mbloomstein | #CMSX 63 © 2013 Every tab tracks the same data Qualitative: is it any good? • ROT analysis: redundant, outdated, trivial • Current, relevant, and appropriate to the message architecture • Does it serve the communication goals? • Does it speak to the target audience?
  • 64. @mbloomstein | #CMSX 64 © 2013
  • 65. @mbloomstein | #CMSX 65 © 2013
  • 66. @mbloomstein | #CMSX 66 © 2013 Each piece of content gets a row Set up dropdowns to constrain data • Data  Data validation  List  Sources
  • 67. @mbloomstein | #CMSX 67 © 2013 What will you learn? • What do we have and is it any good? • What are the patterns, elements, and types? • Is it worth keeping and maintaining? • What do we need to update? • What do we need to translate? • What do we need to associate? • Where do we need more?
  • 68. @mbloomstein | #CMSX 68 © 2013 © Karen McGrane
  • 69. @mbloomstein | #CMSX 69 © 2013 Where can you go? • Identify new content types and channels • Prioritize specific content types and elements • Prioritize specific CMS modifications • Reallocate budget across channels • Prepare for future-friendly cross–channel and cross–platform delivery
  • 70. @mbloomstein | #CMSX 70 © 2013 But first things first: What are you trying to communicate? What content do you have and what do you need to do that?
  • 71. @mbloomstein | #CMSX 71 © 2013 Thank you! Margot Bloomstein @mbloomstein margot@appropriateinc.com slideshare.net/mbloomstein amzn.to/CSatWork All photography © Margot Bloomstein unless otherwise noted. Screen grabs property of their respective owners at time of capture.