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8/29/2016 Footer 1
TIPS AND TRICKS TO CONDUCTING A
SUCCESSFUL CONTENT AUDIT
By Denise Kadilak
Information Architect/Team Manager
8/29/2016 Footer 2
ABOUT ME
• 17 years experience
• Creating and maintaining 1000s of pages of user-end documentation
• Technical-project lead investigating new tools, best practices, and
workflows for a 22-member documentation team
• Led team’s move four years ago to MadCap Flare
Part-time instructor at John Carroll University in Cleveland, OH
• Teach the Technical Writing course included in the school’s
Professional Writing program
Past presentations:
• Flare workshop at 2014 WritersUA, Palm Springs
• Link your Way to Successful Content Management in Flare at the
CMS/DITA North America 2013 conference
• Moving from FrameMaker to Flare at the 2011 WritersUA
Information Architect/Team Manager
8/29/2016 Footer 3
ABOUT ME
Webinar:
• Moving from Adobe FrameMaker to Flare
Website:
• Writing with a Flare
More stuff
8/29/2016 Footer 4
AGENDA
• What is a Content Audit
• How it fits in a Content Strategy
• What is a Content Strategy
• Where to start
• Tips
• Q&A
What we’ll cover…
8/29/2016 Footer 5
WHAT IS A CONTENT AUDIT?
• Tracking of all content you currently publish
• Foundation of a successful content strategy
In very broad terms
8/29/2016 Footer 6
WHAT IS A CONTENT AUDIT?
• Quantitative analysis that answers 5 basic
questions about your content:
• What’s there?
• Who’s responsible for the content?
• How are users locating what they need?
• Is it satisfying the users’ needs?
• Is it up-to-date?
A bit more specific
8/29/2016 Footer 7
SO WHAT IS A CONTENT STRATEGY?
Kristina Halvorson or Brain Traffic offers the
most used definition:
• It “plans for the creation, publication, and
governance of useful, usable content.”
8/29/2016 Footer 8
SO WHAT IS A CONTENT STRATEGY?
A more comprehensive explanation can be
found in Sarah O’Keefe and Alan Pringle’s
Content Strategy 101: Transform Technical
Content into a Business Asset.
• Free Epub download
• Crowd-sourced development
• Comprehensive
• Broad range of considerations regarding
content strategy
8/29/2016 Footer 9
SO WHAT IS A CONTENT STRATEGY?
• It does not mean simply figuring out how
you plan to manage thousands of content-
carrying topics or hundreds of chapter-
bearing files.
In short:
8/29/2016 Footer 10
SO WHAT IS A CONTENT STRATEGY?
• That is an element in the strategy equation,
but because documentation teams
nowadays do so much more than
traditional “documentation” and work with
so many departments outside of their own,
a successful content strategy involves
orchestrating a number of related
elements.
In short:
8/29/2016 Footer 11
SO WHAT IS A CONTENT STRATEGY?
• For example,
• Determining what deliverables will best
satisfy your users’ needs: videos, visual
walkthroughs, tip sheets, getting stated
documentation, traditional help, printed
manuals, combination package?
• What outside departments have a stake
in the content you deliver, and what
exactly should their input be?
In short:
8/29/2016 Footer 12
WHERE DOES A CONTENT AUDIT FIT?
• Content audit is just one element – a very
important element – in this very large
process
8/29/2016 Footer 13
WHERE DOES A CONTENT AUDIT FIT?
• A list is a content inventory
• Catalog all contents
• Includes all information assets on a
website:
• Html pages
• Meta elements, such as keywords, page
title, images, audio and video files,
document files
It’s more than just a list…
8/29/2016 Footer 14
WHERE DOES A CONTENT AUDIT FIT?
• An audit evaluates content
• Results in a better understanding of the
content
• May find things you didn’t know existed
• Spot duplication
• Identify all kinds of relationships in the
content
• Can also serve as a precursor to a more
comprehensive content analysis
It’s more than just a list…
8/29/2016 Footer 15
WHERE TO START?
• What do you want to accomplish?
• What are you going to do with content you
remove?
• Resources available
• Evaluation process
• Keep Cleanup in mind
• Size of the audit
Create a solid audit plan that addresses:
8/29/2016 Footer 16
AUDIT PLAN
• What do you want to accomplish?
• More Website traffic?
• More Help File traffic?
• Fewer support calls?
• Fewer complaints about
outdated/missing content?
Determine the goal of your audit
8/29/2016 Footer 17
AUDIT PLAN
• Condition?
• Archive?
• Delete?
How to handle unnecessary content
8/29/2016 Footer 18
AUDIT PLAN
• Helps you determine scope
• Don’t want to bite off more than you can
chew
• You have to act on what you find!
Evaluate your resources
8/29/2016 Footer 19
AUDIT PLAN
• Some way to:
• ID content that needs to be addressed
• Allows you to prioritize the cleanup
process
• Keep cleanup in mind
Create an evaluation process
8/29/2016 Footer 20
AUDIT PLAN
• Ideal if you can do this in the content itself
• If not, a spreadsheets works
• Flexible
• Arrange a lot of information
• Easy to share
Record findings
8/29/2016 Footer 21
AUDIT PLAN
• Depends on size of audit
• Record info for pages that need work
• Location of content
• Comments/Notes on what you found
What to record
8/29/2016 Footer 22
AUDIT PLAN
• Full audit:
• Every piece of content currently in your
system
• Partial audit:
• Varies, but usually focuses on the top
few levels in your information hierarchy
• Or, content created during a specific
time period (past three months, oldest-
to-newest)
Determine the size of your audit
8/29/2016 Footer 23
AUDIT PLAN
• Sample content (good starting point)
• Least detailed
• A random collection of content
Determine the size of your audit
8/29/2016 Footer 24
FINAL TIPS
• Section by section
• Level by level
• Checklist helpful
Be methodical
8/29/2016 Footer 25
FINAL TIPS
• Check all links
• Thoroughly record findings
• Restrict audit time – don’t plan on doing
this all day
8/29/2016 Footer 26
RESOURCES
• Content Inventory and Audit Resources – a
compilation page
• Content Audit Guide and Template
• How to Conduct a Content Audit
• How to do a Content Audit – Step-by-step
8/29/2016 Footer 27
QUESTIONS?
denise.kadilak@blackbaud.com
My contact information:

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Content audit

  • 1. 8/29/2016 Footer 1 TIPS AND TRICKS TO CONDUCTING A SUCCESSFUL CONTENT AUDIT By Denise Kadilak Information Architect/Team Manager
  • 2. 8/29/2016 Footer 2 ABOUT ME • 17 years experience • Creating and maintaining 1000s of pages of user-end documentation • Technical-project lead investigating new tools, best practices, and workflows for a 22-member documentation team • Led team’s move four years ago to MadCap Flare Part-time instructor at John Carroll University in Cleveland, OH • Teach the Technical Writing course included in the school’s Professional Writing program Past presentations: • Flare workshop at 2014 WritersUA, Palm Springs • Link your Way to Successful Content Management in Flare at the CMS/DITA North America 2013 conference • Moving from FrameMaker to Flare at the 2011 WritersUA Information Architect/Team Manager
  • 3. 8/29/2016 Footer 3 ABOUT ME Webinar: • Moving from Adobe FrameMaker to Flare Website: • Writing with a Flare More stuff
  • 4. 8/29/2016 Footer 4 AGENDA • What is a Content Audit • How it fits in a Content Strategy • What is a Content Strategy • Where to start • Tips • Q&A What we’ll cover…
  • 5. 8/29/2016 Footer 5 WHAT IS A CONTENT AUDIT? • Tracking of all content you currently publish • Foundation of a successful content strategy In very broad terms
  • 6. 8/29/2016 Footer 6 WHAT IS A CONTENT AUDIT? • Quantitative analysis that answers 5 basic questions about your content: • What’s there? • Who’s responsible for the content? • How are users locating what they need? • Is it satisfying the users’ needs? • Is it up-to-date? A bit more specific
  • 7. 8/29/2016 Footer 7 SO WHAT IS A CONTENT STRATEGY? Kristina Halvorson or Brain Traffic offers the most used definition: • It “plans for the creation, publication, and governance of useful, usable content.”
  • 8. 8/29/2016 Footer 8 SO WHAT IS A CONTENT STRATEGY? A more comprehensive explanation can be found in Sarah O’Keefe and Alan Pringle’s Content Strategy 101: Transform Technical Content into a Business Asset. • Free Epub download • Crowd-sourced development • Comprehensive • Broad range of considerations regarding content strategy
  • 9. 8/29/2016 Footer 9 SO WHAT IS A CONTENT STRATEGY? • It does not mean simply figuring out how you plan to manage thousands of content- carrying topics or hundreds of chapter- bearing files. In short:
  • 10. 8/29/2016 Footer 10 SO WHAT IS A CONTENT STRATEGY? • That is an element in the strategy equation, but because documentation teams nowadays do so much more than traditional “documentation” and work with so many departments outside of their own, a successful content strategy involves orchestrating a number of related elements. In short:
  • 11. 8/29/2016 Footer 11 SO WHAT IS A CONTENT STRATEGY? • For example, • Determining what deliverables will best satisfy your users’ needs: videos, visual walkthroughs, tip sheets, getting stated documentation, traditional help, printed manuals, combination package? • What outside departments have a stake in the content you deliver, and what exactly should their input be? In short:
  • 12. 8/29/2016 Footer 12 WHERE DOES A CONTENT AUDIT FIT? • Content audit is just one element – a very important element – in this very large process
  • 13. 8/29/2016 Footer 13 WHERE DOES A CONTENT AUDIT FIT? • A list is a content inventory • Catalog all contents • Includes all information assets on a website: • Html pages • Meta elements, such as keywords, page title, images, audio and video files, document files It’s more than just a list…
  • 14. 8/29/2016 Footer 14 WHERE DOES A CONTENT AUDIT FIT? • An audit evaluates content • Results in a better understanding of the content • May find things you didn’t know existed • Spot duplication • Identify all kinds of relationships in the content • Can also serve as a precursor to a more comprehensive content analysis It’s more than just a list…
  • 15. 8/29/2016 Footer 15 WHERE TO START? • What do you want to accomplish? • What are you going to do with content you remove? • Resources available • Evaluation process • Keep Cleanup in mind • Size of the audit Create a solid audit plan that addresses:
  • 16. 8/29/2016 Footer 16 AUDIT PLAN • What do you want to accomplish? • More Website traffic? • More Help File traffic? • Fewer support calls? • Fewer complaints about outdated/missing content? Determine the goal of your audit
  • 17. 8/29/2016 Footer 17 AUDIT PLAN • Condition? • Archive? • Delete? How to handle unnecessary content
  • 18. 8/29/2016 Footer 18 AUDIT PLAN • Helps you determine scope • Don’t want to bite off more than you can chew • You have to act on what you find! Evaluate your resources
  • 19. 8/29/2016 Footer 19 AUDIT PLAN • Some way to: • ID content that needs to be addressed • Allows you to prioritize the cleanup process • Keep cleanup in mind Create an evaluation process
  • 20. 8/29/2016 Footer 20 AUDIT PLAN • Ideal if you can do this in the content itself • If not, a spreadsheets works • Flexible • Arrange a lot of information • Easy to share Record findings
  • 21. 8/29/2016 Footer 21 AUDIT PLAN • Depends on size of audit • Record info for pages that need work • Location of content • Comments/Notes on what you found What to record
  • 22. 8/29/2016 Footer 22 AUDIT PLAN • Full audit: • Every piece of content currently in your system • Partial audit: • Varies, but usually focuses on the top few levels in your information hierarchy • Or, content created during a specific time period (past three months, oldest- to-newest) Determine the size of your audit
  • 23. 8/29/2016 Footer 23 AUDIT PLAN • Sample content (good starting point) • Least detailed • A random collection of content Determine the size of your audit
  • 24. 8/29/2016 Footer 24 FINAL TIPS • Section by section • Level by level • Checklist helpful Be methodical
  • 25. 8/29/2016 Footer 25 FINAL TIPS • Check all links • Thoroughly record findings • Restrict audit time – don’t plan on doing this all day
  • 26. 8/29/2016 Footer 26 RESOURCES • Content Inventory and Audit Resources – a compilation page • Content Audit Guide and Template • How to Conduct a Content Audit • How to do a Content Audit – Step-by-step

Editor's Notes

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