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Rick Allen
@epublishmedia

Confab Higher Ed 2013
#confabEDU

Training:
The Missing Element of
Content Governance
http://flic.kr/p/egpZmw
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, documentation
and training.

4
#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
#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.

9
#confabEDU • @epublishmedia

And rarely admit...

10
#confabEDU • @epublishmedia

“

Content contributors don’t
know what they’re responsible
for or how to make their web
content work.

11
#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 required?
What content guides and tools are needed?

17
#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:

Role:

Roles:

Roles:

Roles:

• Editor-in Chief
• Editor
• SME

• Author

• Editor

• Editor-in Chief
• Editor
• SME

• Editor
• Author
• Publisher

• Editor
• Author
• Publisher
#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
#confabEDU • @epublishmedia

Where are the
knowledge gaps?

21
copyediting
video / editingtools
HTML/CSS/JavaScript
CMS
web analytics
photographyarchitecture
/ editing
informationwriting
web
community management
metadata and taxonomy
user research
accessibility
SEO & findability

22
copyediting
video / editingtools
HTML/CSS/JavaScript
CMS
web analytics
photographyarchitecture
/ editing
informationwriting
web
community management
metadata and taxonomy
user research
accessibility
SEO & findability

23
#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
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

Approver

Editor

Author

Approver
#confabEDU • @epublishmedia

Training model
Content governance
Web Group

Editor-in-Chief

Editor

Author

Approver

Editor

Author

Approver

Editor

Author

Approver
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 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
Content contributors
are users too.

34
#confabEDU • @epublishmedia

Who are content contributors?
Planners

Editors

Requesters

Approvers

Providers

Publishers

Creators
35
Occidental College
Residential Education & Housing Services
36

http://www.oxy.edu/residential-education-housing-services/staff/first-year-staff
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 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
#confabEDU • @epublishmedia

Brand guidelines
•
•
•
•
•

Student-centered
Empowering and valuable
Community-minded
Pioneering and resourceful
Welcoming
#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 a quality academic and
student experience …
#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
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

•

Editorial style
guidelines

•

58

Branding guidelines

Voice and tone
guidelines
#confabEDU • @epublishmedia

Editorial style guides

59
#confabEDU • @epublishmedia

General content guidelines
•

•

Web writing

•

SEO & findability

•

Accessibility

•

60

“How-to” content
guides

Metadata and
taxonomy
61
#confabEDU • @epublishmedia

Content types
•
•

Events

•

Academic program
description

•

Faculty bio

•

Slideshows

•

62

News stories

PDF Forms
#confabEDU • @epublishmedia

Content templates
#confabEDU • @epublishmedia

Tasks
•

•

Admissions portal

•

Alumni portal

•

Legal department

•
64

Specific department
or stakeholder
considerations

Library services
#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

http://doteduguru.com/id7800-results-higher-ed-cms-usage-survey-2011.html
http://www.flickr.com/photos/highwaysagency/6032691030/
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/
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 from content
contributors in all roles
Enabling cross-training and
information sharing
Informing staff about content governance
policy and workflow changes
73
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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