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Defining content workflows
Or, how to avoid content chaos
Content Strategy Singapore Meetup - April 27, 2017
Christine Oon, PebbleRoad
Maish Nichani, PebbleRoad
Agenda
Case study
What are content workflows
Why do we need them
How to create and use them
Case study
MOM website
The Ministry of Manpower (MOM) has a website. It
has a structure and the structure holds content.
The content is owned by different departments.
There is one team that helps publish content to the
website.
What should happen when a policy update is
announced?
3 policy changes
There were 3 updates to the Employment Act.
1. Employers now had to issue Itemised Payslips
to employees covered under the Act.
2. Employers are to issue Key Employment
Terms (KETs) in writing to employees covered
under the Act.
3. Employers must keep the latest 2 years of
Employee Records for all their employees.
Is anything
wrong here?
The workflow followed
Write
new
pages
Publish
to
existing
structure
• Did not consider the target
user
• Put the pages in the wrong
place in the structure
• Did not consider existing
pages that needed to change
Existing relevant pages
What should have changed
New page under Salary
Paying salary page updated with info on itemised payslips
Contract of service page updated with key employment terms
New page under Employment Practices on keeping employee records
Content workflows
What are content workflows
A workflow is an agreed process to do something.
A content workflow, then, is an agreed process to do stuff with content.
Stuff with content includes:
Creating content (e.g., new product page)
Optimising content (e.g., adding a few more sections)
Automating content (e.g., publishing to social media)
Typical content publishing process (es)
Plan Create Publish Promote Measure Optimise
Review ApprovePlan Write ... ...
Plan Curate Test Approve ... ...
When to use content workflows
When content:
Needs to be optimised
Is complex
Is important
Involves many people
Involves many systems
Involves many changes
Easy peasy
“I was part of a team that was having a
devil of a time getting clear about the
QA part of our workflow. Everyone was
confused. I finally drew these stick
figures and sent this drawing out to
everyone. Someone else added the
wigs. Whoever said workflows can’t be
fun?”
- Marcia Riefer Johnston, author of
Word Up!
http://contentmarketinginstitute.com/2016/07/define-
workflow-content-production/
Layering the steps
Create
Step Write content Create infographics Create calculator
Who Christine Nick Merry
How long 2d 1d 2d
Output HTML (Gather
Content)
PNG HTML, CSS, JS
Tools Content style guide,
Editorial calendar,
Core model
Visual design
guidelines
Frontend pattern
library
Case study example
Plan Create Publish Promote Measure Optimise
The Plan step was skipped.
A planning tip: use core model approach
https://alistapart.com/article/the-core-model-designing-inside-out-for-better-results
A workflow to establish workflows :)
Identify key
process
Identify roles Identify steps
Layer the
steps
Automate
Do this in a workshop
Identify the problematic process
Your case:
A telco is releasing a new postpaid plan.
There are many parties involved in different stages of the process.
The telco wants to ensure that the campaign is successful and offers a high-
quality service experience for customers.
Identify roles
Postpaid plan owner
PR and communications
Web team
Social team
Marketing
Sales
Customer service
Legal
Resellers
Service centre
…
Identify steps
Plan Create Review Schedule
Publish Promote Measure
Create case Review Respond
Analyse Optimise
Before
launch
After launch
Support
case
Knowledge
management
Close
Layer the steps
Create
Step
Who
How
long
Output
Tools
Document the workflow
Content Strategy Toolkit by Megan Casey
Automate where possible
www.gathercontent.com
Summary
Identify the content type that needs a specific workflow
Invite relevant people such as subject matter experts, business owners, call
centre reps to a workshop
List out and agree on the steps, people, duration, tools and outputs
Educate and enforce the use of the workflow
Automate where possible
Resources
• PebbleRoad: Defining content publishing workflows
• Gather Content: How to create a content production plan
• Content Marketing Institute: How to Define a Workflow That Keeps Content
Production On Track

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Defining content workflows

  • 1. Defining content workflows Or, how to avoid content chaos Content Strategy Singapore Meetup - April 27, 2017 Christine Oon, PebbleRoad Maish Nichani, PebbleRoad
  • 2. Agenda Case study What are content workflows Why do we need them How to create and use them
  • 4. MOM website The Ministry of Manpower (MOM) has a website. It has a structure and the structure holds content. The content is owned by different departments. There is one team that helps publish content to the website. What should happen when a policy update is announced?
  • 5. 3 policy changes There were 3 updates to the Employment Act. 1. Employers now had to issue Itemised Payslips to employees covered under the Act. 2. Employers are to issue Key Employment Terms (KETs) in writing to employees covered under the Act. 3. Employers must keep the latest 2 years of Employee Records for all their employees.
  • 7. The workflow followed Write new pages Publish to existing structure • Did not consider the target user • Put the pages in the wrong place in the structure • Did not consider existing pages that needed to change
  • 9. What should have changed New page under Salary Paying salary page updated with info on itemised payslips Contract of service page updated with key employment terms New page under Employment Practices on keeping employee records
  • 11. What are content workflows A workflow is an agreed process to do something. A content workflow, then, is an agreed process to do stuff with content. Stuff with content includes: Creating content (e.g., new product page) Optimising content (e.g., adding a few more sections) Automating content (e.g., publishing to social media)
  • 12. Typical content publishing process (es) Plan Create Publish Promote Measure Optimise Review ApprovePlan Write ... ... Plan Curate Test Approve ... ...
  • 13. When to use content workflows When content: Needs to be optimised Is complex Is important Involves many people Involves many systems Involves many changes
  • 14. Easy peasy “I was part of a team that was having a devil of a time getting clear about the QA part of our workflow. Everyone was confused. I finally drew these stick figures and sent this drawing out to everyone. Someone else added the wigs. Whoever said workflows can’t be fun?” - Marcia Riefer Johnston, author of Word Up! http://contentmarketinginstitute.com/2016/07/define- workflow-content-production/
  • 15. Layering the steps Create Step Write content Create infographics Create calculator Who Christine Nick Merry How long 2d 1d 2d Output HTML (Gather Content) PNG HTML, CSS, JS Tools Content style guide, Editorial calendar, Core model Visual design guidelines Frontend pattern library
  • 16. Case study example Plan Create Publish Promote Measure Optimise The Plan step was skipped.
  • 17. A planning tip: use core model approach https://alistapart.com/article/the-core-model-designing-inside-out-for-better-results
  • 18. A workflow to establish workflows :) Identify key process Identify roles Identify steps Layer the steps Automate Do this in a workshop
  • 19. Identify the problematic process Your case: A telco is releasing a new postpaid plan. There are many parties involved in different stages of the process. The telco wants to ensure that the campaign is successful and offers a high- quality service experience for customers.
  • 20. Identify roles Postpaid plan owner PR and communications Web team Social team Marketing Sales Customer service Legal Resellers Service centre …
  • 21. Identify steps Plan Create Review Schedule Publish Promote Measure Create case Review Respond Analyse Optimise Before launch After launch Support case Knowledge management Close
  • 23. Document the workflow Content Strategy Toolkit by Megan Casey
  • 25. Summary Identify the content type that needs a specific workflow Invite relevant people such as subject matter experts, business owners, call centre reps to a workshop List out and agree on the steps, people, duration, tools and outputs Educate and enforce the use of the workflow Automate where possible
  • 26. Resources • PebbleRoad: Defining content publishing workflows • Gather Content: How to create a content production plan • Content Marketing Institute: How to Define a Workflow That Keeps Content Production On Track