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THE MAGIC LAYER:
 THE SECRET OF EVERY
     SUCCESSFUL
  CONTENT STRATEGY

          Presented by
   Shelly Bowen, Pybop, LLC
      shelly@pybop.com
     @pybop @shelbow
          #magiclayer
• Do I have the right content strategist for
  the job?
• Where do we start?
• Which deliverables do we need? Will we
  actually use them?
• Are we moving in the right direction?
• How do we overcome debates on
  direction?


CONTENT STRATEGY
   QUESTIONS                                   © 2012 Pybop, LLC
What is content
  strategy?




           THE STORY
                       © 2012 Pybop, LLC
Problem
Discovery     Content
                         Analysis     Solving
               Audit

 Business
 Goals &                             Planning
Objectives

             Measure &
                         Execution
              Review



       CONTENT STRATEGY
           OVERVIEW                     © 2012 Pybop, LLC
But ... what does
content strategy look
 like? Can you send
     me samples?




              THE STORY
                          © 2012 Pybop, LLC
What Are You Trying to Achieve?         Where Does It Go?                        What’s Coming Up?
 •   Summary of company goals            •   Copy deck                            •   Editorial calendar
                                         •   Content conversion/migration
What Do You Own?                             strategy                            How Do We Know It’s Right?
                                         •   Content flow schematic
 •   Content inventory or audit          •   Channel strategy                     •   Benchmarks
 •   Content assessment (quality and     •   Community and social strategy        •   Checks and balances
     quantity)                           •   Visual presentation                  •   Summary of company goals
                                             recommendations                      •   Success metrics
What’s Missing?                          •   Wireframes                           •   Usability tests
 •   Content gap analysis
 •   Comparative content analysis       How Do We Make It Happen?
 •   Competitive analysis                •   Content approval workflow or
                                             governance model
How Do You Present the Words?            •   Communication plans
 •   User personas                       •   Community moderation policies
 •   User scenarios (think believable    •   Content production workshops and
     stories)                                training
 •   Editorial strategy                  •   Content sourcing review and plans
 •   Core messaging strategy                 (people, tools, budget, time)
 •   Content templates
 •   Sample content                     How Do We Stay Organized?
 •   Search Engine Optimization (SEO)    •   CMS requirements
     strategy                            •   Business rules
 •   Metadata strategy                   •   Taxonomies
 •   Brand strategy                      •   URL strategy
 •   Style guide                         •   Responsibilities
 •   Glossary                            •   Schedules


        POTENTIAL DELIVERABLES                                                                             © 2012 Pybop, LLC
WHAT IS
  THE
 MAGIC
LAYER?
     © 2012 Pybop, LLC
“THAT’S IT!”




               © 2012 Pybop, LLC
“    The Magic Layer Is ...
     ... when the intersections between the user's needs
     and the organization's needs (and capabilities) become
     visible.  --Erin Kissane, Incisive.nu

             ...when patterns become readily apparent for content
             solutions that support both user needs and organizational
             goals. --Kristina Mausser, Digital Word

...where the user interest, the business interest, and our
practitioner interests ... intersect. --Jeffrey MacIntyre, Arc90

      ... the "That's it!" moment ... looking at what content you
      have, your user needs, trying different approaches, and seeing
      which best suits the situation. --Colleen Jones, Content Science

             THE CONSULTANT
               PERSPECTIVE                                         © 2012 Pybop, LLC
“   The Magic Layer Is ...
     ... when stakeholders rally around shared communication
     goals that belie divergent communication channels.
     --Margot Bloomstein, Appropriate, Inc.

...when you find the right people willing to enter
your cluttered and claustrophobic house of content,
wave their wands, and leave it neat, ordered, and totally
user-friendly. --Andrew Lewellen, HUGE, Inc.

         ...when you start sketching out ideas, workflows and
         outlines manically, trying to capture the creative flow
         of output. --Ahava Leibtag, Aha Media Group

           THE CONSULTANT
             PERSPECTIVE                                    © 2012 Pybop, LLC
“     The Magic Layer Is ...
... when you meet your
audience needs through the
creation and curation of valuable
content, in a voice that
reflects your company.”
                                    ... when stakeholders sign off
                                    on a project brief with a
                                    primary message (or
                                    messaging hierarchy) and a
                                    target audience.
--Melissa Eisler, Active.com        --Brian Obermiller, Herbalife

...moving beyond diagnosing to      ... when you form a clear model
actually discovering a              of communication between
solution.” --David Ian Miller,      your client and their
San Francisco Chronicle             audience.”
                                    --James Mathewson, IBM


                  THE IN-HOUSE
                  PERSPECTIVE                                 © 2012 Pybop, LLC
The Magic Layer
    Happens Here!


Company                    Audience
 Needs                      Needs
              Clear
          communication!
            Discovery!
           Shared goals!




                                      © 2012 Pybop, LLC
WHO ARE THESE
   PEOPLE?



                © 2012 Pybop, LLC
Content    Analysis    Problem
Discovery      Audit
                                      Solving
 Business                            Planning
 Goals &
Objectives
             Measure &   Execution
              Review




       CONTENT STRATEGY
           OVERVIEW                     © 2012 Pybop, LLC
“When the right people come
together and when they
collaborate in the right way,
what happens often can feel
like magic.”
--Jonah Lehrer, Imagine: How Creativity Works




 THE MAGIC LAYER                           © 2012 Pybop, LLC
Content
                Audit
                             Planning

 Business
 Goals &        Analysis
Objectives


                           Execution
    Measure
    & Review



    CONTENT STRATEGY
        PROCESS                         © 2012 Pybop, LLC
Benefits:

 •New connections spark between diverse concepts
 •New opportunities are discovered
 •More meaningful experiences are revealed
 •New partnerships on the team are formed

 This leads to a set of recommendations and
 processes that form a successful content strategy.


      THE MAGIC LAYER                           © 2012 Pybop, LLC
WHAT COULD POSSIBLY
    GO WRONG?


                  © 2012 Pybop, LLC
Potential obstacles:
•Sheep think                   5 Ways to Prevent
•Focusing on details or           Obstacles
how-tos too early             1. Work in small groups
•Conflicting POVs              2. Name decision makers
•Birdwalking from goals       3. Reach out to outsiders
and falling in rabbit holes   4. Sketch ideas
                              5. Sleep on it
•Everything is a priority     6. Establish core
                              messaging priorities early



        HOP THE OBSTACALS                         © 2012 Pybop, LLC
PRIORITIES: AN
EXCELLENT EXAMPLE



                    © 2012 Pybop, LLC
© 2012 Pybop, LLC
Audience                                             Features
Priority                                             Priority
1        Potential Customers: Individuals who buy    1        ORGANIC
         strawberries
                                                     2      SWEET AND FRESH, last two weeks longer
2       Potential Customers: Professionals
                                                     3      LOWER PRICES
        (stores, restaurants) who buy strawberries
3       Repeat Customers
4       Potential Vendors: People who sell
        strawberries wholesale
5       Potential employees



Benefits                                             Credibility
Priority                                              Priority
1        Healthy                                      1        LARGEST PROVIDER: 70,000+ strawberry
2        Stand up well in pies, ice creams, jams               fields in California
3        Freeze well                                  2        FRESHEST: Strawberries spend less than 1
                                                               day traveling
4        Quick snack
                                                      3        AWARD-WINNING: 2008 CA Strawberry
5        Support your community                                Award
                                                      4        BEST WORKPLACE: Honored by Berry
                                                               Berry magazine as one of the "Best Places
                                                               to Work in the Fruit Picking Industry."
                                                      5        ORGANIC: No chemical pest repellants
                                                               used during farming
                                                      6        WORLD LEADER: World leader in
                                                               strawberry farming

                        SET PRIORITIES                                                       © 2012 Pybop, LLC
WILL YOU ACTUALLY
    USE THOSE
  DELIVERABLES?


                © 2012 Pybop, LLC
The Magic Layer
    Happens Here!


Company                   Audience
 Needs                     Needs
              Clear
          communication
            and shared
               goals




                                     © 2012 Pybop, LLC
We’re         We like
  I like to
                       data geeks.      to take
 make things.
                                     action. (And
                                     we ❤ dogs.)



         I ❤ drawing.
      Discovering talent.
         And surfing.


                                          We’re
LOVE to                               information
 CHAT!                                   junkies.

     KNOW YOUR PEOPLE                     © 2012 Pybop, LLC
Big content,                                THINK LIKE
  humanized               Search               HUMAN
                       intelligence

                                              Brand-driven,
UX, marcom, business                          user-balanced
                                                messaging

 Mad mix of                            Influential
 approaches!                          storytelling
                   Editorial
                     for
                   humans

      KNOW YOUR
  CONTENT STRATEGIST                                  © 2012 Pybop, LLC
Do you have the right content
strategist for the job?

 •Read his/her blog, view Tweets, follow on FB
 •Ask about approach, background, and processes
 •Find someone who fills a hole on your team or
 bridges a gap
 •Be sure s/he’s available for the duration
 •Likability matters


            YOUR CONTENT
             STRATEGIST                       © 2012 Pybop, LLC
“THAT’S
  IT!”
     © 2012 Pybop, LLC
1. Start with shared goals.
2. Get the right people together at the right times.
3. Empower the decision makers.
4. Hop the obstacles.
5. Get outside and cross-discipline perspectives.
6. Establish your core messaging priorities early!
7. Know that all content strategists have a unique
  approach.
8. Choose the deliverables that fit your objectives
  and needs, and present them in a way your people
  will use.
9. Keep (reality) checking your priorities.
10. Sleep on it!

       HOW TO ACHIEVE
       THE MAGIC LAYER
THE MAGIC LAYER:
 THE SECRET OF EVERY
     SUCCESSFUL
  CONTENT STRATEGY

          Presented by
   Shelly Bowen, Pybop, LLC
      shelly@pybop.com
     @pybop @shelbow
          #magiclayer

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The Magic Layer: The Secret to Every Successful Content Strategy

  • 1. THE MAGIC LAYER: THE SECRET OF EVERY SUCCESSFUL CONTENT STRATEGY Presented by Shelly Bowen, Pybop, LLC shelly@pybop.com @pybop @shelbow #magiclayer
  • 2. • Do I have the right content strategist for the job? • Where do we start? • Which deliverables do we need? Will we actually use them? • Are we moving in the right direction? • How do we overcome debates on direction? CONTENT STRATEGY QUESTIONS © 2012 Pybop, LLC
  • 3. What is content strategy? THE STORY © 2012 Pybop, LLC
  • 4. Problem Discovery Content Analysis Solving Audit Business Goals & Planning Objectives Measure & Execution Review CONTENT STRATEGY OVERVIEW © 2012 Pybop, LLC
  • 5. But ... what does content strategy look like? Can you send me samples? THE STORY © 2012 Pybop, LLC
  • 6. What Are You Trying to Achieve? Where Does It Go? What’s Coming Up? • Summary of company goals • Copy deck • Editorial calendar • Content conversion/migration What Do You Own? strategy How Do We Know It’s Right? • Content flow schematic • Content inventory or audit • Channel strategy • Benchmarks • Content assessment (quality and • Community and social strategy • Checks and balances quantity) • Visual presentation • Summary of company goals recommendations • Success metrics What’s Missing? • Wireframes • Usability tests • Content gap analysis • Comparative content analysis How Do We Make It Happen? • Competitive analysis • Content approval workflow or governance model How Do You Present the Words? • Communication plans • User personas • Community moderation policies • User scenarios (think believable • Content production workshops and stories) training • Editorial strategy • Content sourcing review and plans • Core messaging strategy (people, tools, budget, time) • Content templates • Sample content How Do We Stay Organized? • Search Engine Optimization (SEO) • CMS requirements strategy • Business rules • Metadata strategy • Taxonomies • Brand strategy • URL strategy • Style guide • Responsibilities • Glossary • Schedules POTENTIAL DELIVERABLES © 2012 Pybop, LLC
  • 7. WHAT IS THE MAGIC LAYER? © 2012 Pybop, LLC
  • 8. “THAT’S IT!” © 2012 Pybop, LLC
  • 9. The Magic Layer Is ... ... when the intersections between the user's needs and the organization's needs (and capabilities) become visible.  --Erin Kissane, Incisive.nu ...when patterns become readily apparent for content solutions that support both user needs and organizational goals. --Kristina Mausser, Digital Word ...where the user interest, the business interest, and our practitioner interests ... intersect. --Jeffrey MacIntyre, Arc90 ... the "That's it!" moment ... looking at what content you have, your user needs, trying different approaches, and seeing which best suits the situation. --Colleen Jones, Content Science THE CONSULTANT PERSPECTIVE © 2012 Pybop, LLC
  • 10. The Magic Layer Is ... ... when stakeholders rally around shared communication goals that belie divergent communication channels. --Margot Bloomstein, Appropriate, Inc. ...when you find the right people willing to enter your cluttered and claustrophobic house of content, wave their wands, and leave it neat, ordered, and totally user-friendly. --Andrew Lewellen, HUGE, Inc. ...when you start sketching out ideas, workflows and outlines manically, trying to capture the creative flow of output. --Ahava Leibtag, Aha Media Group THE CONSULTANT PERSPECTIVE © 2012 Pybop, LLC
  • 11. The Magic Layer Is ... ... when you meet your audience needs through the creation and curation of valuable content, in a voice that reflects your company.” ... when stakeholders sign off on a project brief with a primary message (or messaging hierarchy) and a target audience. --Melissa Eisler, Active.com --Brian Obermiller, Herbalife ...moving beyond diagnosing to ... when you form a clear model actually discovering a of communication between solution.” --David Ian Miller, your client and their San Francisco Chronicle audience.” --James Mathewson, IBM THE IN-HOUSE PERSPECTIVE © 2012 Pybop, LLC
  • 12. The Magic Layer Happens Here! Company Audience Needs Needs Clear communication! Discovery! Shared goals! © 2012 Pybop, LLC
  • 13. WHO ARE THESE PEOPLE? © 2012 Pybop, LLC
  • 14. Content Analysis Problem Discovery Audit Solving Business Planning Goals & Objectives Measure & Execution Review CONTENT STRATEGY OVERVIEW © 2012 Pybop, LLC
  • 15. “When the right people come together and when they collaborate in the right way, what happens often can feel like magic.” --Jonah Lehrer, Imagine: How Creativity Works THE MAGIC LAYER © 2012 Pybop, LLC
  • 16. Content Audit Planning Business Goals & Analysis Objectives Execution Measure & Review CONTENT STRATEGY PROCESS © 2012 Pybop, LLC
  • 17. Benefits: •New connections spark between diverse concepts •New opportunities are discovered •More meaningful experiences are revealed •New partnerships on the team are formed This leads to a set of recommendations and processes that form a successful content strategy. THE MAGIC LAYER © 2012 Pybop, LLC
  • 18. WHAT COULD POSSIBLY GO WRONG? © 2012 Pybop, LLC
  • 19. Potential obstacles: •Sheep think 5 Ways to Prevent •Focusing on details or Obstacles how-tos too early 1. Work in small groups •Conflicting POVs 2. Name decision makers •Birdwalking from goals 3. Reach out to outsiders and falling in rabbit holes 4. Sketch ideas 5. Sleep on it •Everything is a priority 6. Establish core messaging priorities early HOP THE OBSTACALS © 2012 Pybop, LLC
  • 20. PRIORITIES: AN EXCELLENT EXAMPLE © 2012 Pybop, LLC
  • 22. Audience Features Priority Priority 1 Potential Customers: Individuals who buy 1 ORGANIC strawberries 2 SWEET AND FRESH, last two weeks longer 2 Potential Customers: Professionals 3 LOWER PRICES (stores, restaurants) who buy strawberries 3 Repeat Customers 4 Potential Vendors: People who sell strawberries wholesale 5 Potential employees Benefits Credibility Priority Priority 1 Healthy 1 LARGEST PROVIDER: 70,000+ strawberry 2 Stand up well in pies, ice creams, jams fields in California 3 Freeze well 2 FRESHEST: Strawberries spend less than 1 day traveling 4 Quick snack 3 AWARD-WINNING: 2008 CA Strawberry 5 Support your community Award 4 BEST WORKPLACE: Honored by Berry Berry magazine as one of the "Best Places to Work in the Fruit Picking Industry." 5 ORGANIC: No chemical pest repellants used during farming 6 WORLD LEADER: World leader in strawberry farming SET PRIORITIES © 2012 Pybop, LLC
  • 23. WILL YOU ACTUALLY USE THOSE DELIVERABLES? © 2012 Pybop, LLC
  • 24. The Magic Layer Happens Here! Company Audience Needs Needs Clear communication and shared goals © 2012 Pybop, LLC
  • 25. We’re We like I like to data geeks. to take make things. action. (And we ❤ dogs.) I ❤ drawing. Discovering talent. And surfing. We’re LOVE to information CHAT! junkies. KNOW YOUR PEOPLE © 2012 Pybop, LLC
  • 26. Big content, THINK LIKE humanized Search HUMAN intelligence Brand-driven, UX, marcom, business user-balanced messaging Mad mix of Influential approaches! storytelling Editorial for humans KNOW YOUR CONTENT STRATEGIST © 2012 Pybop, LLC
  • 27. Do you have the right content strategist for the job? •Read his/her blog, view Tweets, follow on FB •Ask about approach, background, and processes •Find someone who fills a hole on your team or bridges a gap •Be sure s/he’s available for the duration •Likability matters YOUR CONTENT STRATEGIST © 2012 Pybop, LLC
  • 28. “THAT’S IT!” © 2012 Pybop, LLC
  • 29. 1. Start with shared goals. 2. Get the right people together at the right times. 3. Empower the decision makers. 4. Hop the obstacles. 5. Get outside and cross-discipline perspectives. 6. Establish your core messaging priorities early! 7. Know that all content strategists have a unique approach. 8. Choose the deliverables that fit your objectives and needs, and present them in a way your people will use. 9. Keep (reality) checking your priorities. 10. Sleep on it! HOW TO ACHIEVE THE MAGIC LAYER
  • 30. THE MAGIC LAYER: THE SECRET OF EVERY SUCCESSFUL CONTENT STRATEGY Presented by Shelly Bowen, Pybop, LLC shelly@pybop.com @pybop @shelbow #magiclayer