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Developing a Solid Content Strategy Ragan 2005 Web Content Management Conference Hilary Marsh www.contentcompany.biz
[object Object],[object Object],[object Object],[object Object],[object Object],A little about me
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Agenda
Why it’s necessary to manage your content
[object Object],[object Object],[object Object],Why it’s necessary to manage your content
Why isn’t a non-managed site good enough? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why it’s necessary to manage your content
Isn't the Web a technology medium? ,[object Object],[object Object],Why it’s necessary to manage your content
Why is managing Web content hard? ,[object Object],[object Object],[object Object],[object Object],[object Object],Why it’s necessary to manage your content
Why use technology to manage content? ,[object Object],[object Object],[object Object],[object Object],[object Object],Why it’s necessary to manage your content
Business goals are executed through online content ,[object Object],[object Object],[object Object],[object Object],Why it’s necessary to manage your content
Exercise 1 ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is a content strategy, and why do you need one?
To be effective, your content needs a plan ,[object Object],[object Object],[object Object],[object Object],[object Object],What is a content strategy, and why do you need one?
Why don’t you have a content strategy? ,[object Object],[object Object],[object Object],[object Object],What is a content strategy, and why do you need one?
Why don’t you have a content strategy? ,[object Object],[object Object],[object Object],[object Object],[object Object],What is a content strategy, and why do you need one?
Is content strategy the same as CMS requirements? ,[object Object],[object Object],[object Object],[object Object],What is a content strategy, and why do you need one?
Change management issues ,[object Object],[object Object],[object Object],What is a content strategy, and why do you need one?
Your content without an effective strategy... What is a content strategy, and why do you need one?
With a content strategy in place... What is a content strategy, and why do you need one?
What is a content strategy? ,[object Object],What is a content strategy, and why do you need one?
The ultimate goal user needs (what’s desirable) business drivers (what’s important) technology capabilities (what’s possible) the sweet spot in the middle What is a content strategy, and why do you need one?
Six points to consider What is a content strategy, and why do you need one? business goals   user needs information to create users existing information content strategy user goals
Anatomy of an effective content strategy
Anatomy of an effective content strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Anatomy of an effective content strategy
Effective content strategy—inputs Inputs Outputs Implications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Anatomy of an effective content strategy
Effective content strategy—inputs Inputs Outputs Implications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Anatomy of an effective content strategy
Effective content strategy—inputs Inputs Outputs Implications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Anatomy of an effective content strategy
Effective content strategy—inputs Inputs Outputs Implications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Anatomy of an effective content strategy
Effective content strategy—inputs Inputs Outputs Implications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Anatomy of an effective content strategy
Effective content strategy—outputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—outputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—outputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—outputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—outputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—outputs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—implications ,[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—implications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
Effective content strategy—implications ,[object Object],[object Object],[object Object],[object Object],[object Object],Inputs Outputs Implications Anatomy of an effective content strategy
[object Object],[object Object],Exercise 2
What to include in a content strategy
Strategies for what? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],For REALTOR.org, we define the following strategies: What to include in a content strategy
Making your content strategy work
Making your content strategy work Figure it out Vet it  with  your deparment Get senior managment buy-in Communicate Enforce Making your content strategy work
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sample site
[object Object],[object Object],[object Object],Sample site
Why and how to audit your content
Auditing your content ,[object Object],[object Object],[object Object],Why and how to audit your content
What you might capture in an audit ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why and how to audit your content
Some tips ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why and how to audit your content
What an audit reveals ,[object Object],[object Object],[object Object],[object Object],Why and how to audit your content
What an audit won’t reveal ,[object Object],[object Object],[object Object],[object Object],[object Object],Why and how to audit your content
Creating a successful publishing process
Creating a successful publishing process ,[object Object],[object Object],[object Object],[object Object],[object Object],Creating a successful publishing process
Assess your current processes ,[object Object],[object Object],[object Object],[object Object],Creating a successful publishing process
Use your organization’s best practices ,[object Object],[object Object],[object Object],Creating a successful publishing process
Use your organization’s best practices ,[object Object],[object Object],[object Object],[object Object],Creating a successful publishing process
Everything you’ve always wanted to know about CMSs
A CMS is the tool, not the answer ,[object Object],[object Object],[object Object],Everything you’ve always wanted to know about CMSs
A CMS is the tool, not the answer ,[object Object],[object Object],[object Object],Everything you’ve always wanted to know about CMSs
What should a CMS do? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Everything you’ve always wanted to know about CMSs
Questions CM should address ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Everything you’ve always wanted to know about CMSs
Answers will take the form of ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Everything you’ve always wanted to know about CMSs
You may not need a CMS... ,[object Object],[object Object],Everything you’ve always wanted to know about CMSs
Myths about content management
Content management myths ,[object Object],[object Object],[object Object],[object Object],Myths about content management
[object Object],[object Object],[object Object],[object Object],[object Object],Myths about content management
Connecting your content strategy and your CMS
A content strategy is an “assurance policy” that ,[object Object],[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
What a nonstrategic process looks like ,[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
Risks of a nonstrategic process ,[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
Who in your organization needs to “get it” about content management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
Why? ,[object Object],[object Object],[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
Giving business users control of their own content: not necessarily scary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
The importance of a multidisciplinary governance structure ,[object Object],[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
Strategy needs a multidisciplinary team ,[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
Structure project for an easy win ,[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
What will constitute a successful CMS? ,[object Object],[object Object],[object Object],[object Object],[object Object],Connecting your content strategy and your CMS
How to choose a CMS strategically
Step 1: Discover your users ,[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Discovery phase activities ,[object Object],[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 1 Activities ,[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 1 Shortcuts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 2: Assess your content ,[object Object],[object Object],[object Object],How to choose a CMS strategically
Classifying content ,[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 2 Activities ,[object Object],[object Object],How to choose a CMS strategically
Step 2 Shortcuts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 3: Add corporate culture ,[object Object],[object Object],How to choose a CMS strategically
Step 3 Activities ,[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 3 Shortcuts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 4: Add it all up ,[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Know what the end will look like ,[object Object],[object Object],How to choose a CMS strategically
Step 4 Activities ,[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 4 Shortcuts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Step 5: Strategy document ,[object Object],[object Object],[object Object],How to choose a CMS strategically
NOW you’re ready to choose the CMS tool ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to choose a CMS strategically
Three stories ,[object Object],[object Object],[object Object],Three content stories
Before turf wars over homepage links content updated manually Story: Federal Reserve Bank of Chicago
After Cohesive rationale behind content choices Site reflects  what people  come for Story: Federal Reserve Bank of Chicago
organize content based on user goals & process Story: Donors Forum of Chicago
[object Object],[object Object],[object Object],[object Object],Story: National Association of Realtors
[object Object],[object Object],[object Object]
Questions? Hilary Marsh Content Company, Inc. http://www.contentcompany.biz [email_address] 708.217.3922 708.575.3450 fax

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Developing a Solid Content Strategy

  • 1. Developing a Solid Content Strategy Ragan 2005 Web Content Management Conference Hilary Marsh www.contentcompany.biz
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  • 4. Why it’s necessary to manage your content
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  • 12. What is a content strategy, and why do you need one?
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  • 18. Your content without an effective strategy... What is a content strategy, and why do you need one?
  • 19. With a content strategy in place... What is a content strategy, and why do you need one?
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  • 21. The ultimate goal user needs (what’s desirable) business drivers (what’s important) technology capabilities (what’s possible) the sweet spot in the middle What is a content strategy, and why do you need one?
  • 22. Six points to consider What is a content strategy, and why do you need one? business goals user needs information to create users existing information content strategy user goals
  • 23. Anatomy of an effective content strategy
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  • 40. What to include in a content strategy
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  • 42. Making your content strategy work
  • 43. Making your content strategy work Figure it out Vet it with your deparment Get senior managment buy-in Communicate Enforce Making your content strategy work
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  • 46. Why and how to audit your content
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  • 52. Creating a successful publishing process
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  • 57. Everything you’ve always wanted to know about CMSs
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  • 64. Myths about content management
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  • 67. Connecting your content strategy and your CMS
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  • 78. How to choose a CMS strategically
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  • 97. Before turf wars over homepage links content updated manually Story: Federal Reserve Bank of Chicago
  • 98. After Cohesive rationale behind content choices Site reflects what people come for Story: Federal Reserve Bank of Chicago
  • 99. organize content based on user goals & process Story: Donors Forum of Chicago
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  • 102. Questions? Hilary Marsh Content Company, Inc. http://www.contentcompany.biz [email_address] 708.217.3922 708.575.3450 fax

Notas del editor

  1. If you won’t be using a CMS’s capabilities for workflow (automated approval processes) If you have only a few content contributors If you have a lot of content, but it doesn’t need updating often One rule of thumb: more than 1000 assets, more than 10-12 contributors What is the cost of publishing content without a CMS? (A VERY important thing to calculate!!!!)
  2. #1: Technology supports a strategy -- without a strategy, tech decisions have a high risk of needing LOTS of customization or, worse, of not being used. #2: Only if you believe the hype. In order for content owners not to see the file structure where their content is stored, you’ll need a LOT of custom interface development. #3: Again, technology is the enabler, not the doer. Your content owners still have to take the initiative to update the content and tag it properly in order for correct, up-to-date information to appear on the right pages. #4: again #5: Knowledge management is about capturing, improving, and distributing this knowledge within an organization based on set rules for access and publishing. Especially useful in tech firms (“knowledge base” seen on software/hardware site) and in professional services organizations where applied knowledge IS their product. Most widely used as more of a front-end tool for content delivery … on the “other side” of the CMS Document management most widely refers to systems that help organizations streamline the creation and management of “documents” or discreet files. Often thought of as pre-cursor to CM. Useful in document-intensive environments like insurance companies (applications, policies, disclosure documents, etc.) and drug companies (patent applications, etc.). Mention Xerox/Documentum and how they first built this business by focusing on on a very small niche-regulatory affairs departments of Fortune 500 pharmaceutical companies. Many DM systems are not tweaked for managing Web content per se, but of course in the age of the Internet, vendors do support Web publishing capabilities.
  3. #6 without metatagging -- as well as the business logic built into the pages to use that metadata -- content from a CMS can’t be found any more easily than non-CMS-generated content #7 -- you knew I was joking with that one. #8 -- According to the CMS list, there are many open-source systems that are inexpensive or even free to download. However, that’s just the code that makes the system tick, without any front-end or templates at all. So you will still pay dearly for the finished product, however you look at it. Bottom line: your ultimate cost depends on how much you need. Build usually cheaper than buying, though, especially if you consider the top players.
  4. Why am I stressing this point so much? What happens without a CM strategy? (Refer back to group points)
  5. Why am I stressing this point so much? What happens without a CM strategy? (Refer back to group points)
  6. even though content management is technically a business process, I believe that it’s much more than that and can’t really be reflected accurately in this way. Why? content people don’t speak “business process” language the content creation, review, publishing process tends to be more fluid than other business processes -- and needs to be this way If content owners aren’t involved in the process, you’re making a big mistake!!
  7. “Get it” about what? What content management is Why the non-CM state isn’t good enough What CM will bring them What kinds of investments they’ll need to make in order to have CM
  8. Did I leave anything out?
  9. Without governance... technology won’t work buy-in won’t happen content will get out of date By governance, I don’t mean policing as much as policy setting and often, modeling. If you think of governance as policing, you’ll be posing it in terms of questions like “who is in charge of various sections and types of content?” “what rules will exist, and what is the process for enforcing those rules?” Instead, if you govern by example, it’s more like “who shows what the processes are?,” “who oversees our content management?” and “who promotes opportunities for us to reuse, train and evangelize content and content management?” More than just a semantic difference! Oversight by multiple disciplines ensures that technology people can discuss content, that business users understand how the technology can improve their lives, and content people can translate the benefits of technology for business users. To some degree, this is a translation effort, and an issue of representation. Users need a contact who understands them, developers need a liaison in order to prioritize requests, and content owners need a representative so they can get to developers. Governance is not intended to complicate the publishing process...quite the opposite: governance makes sure that whoever needs to touch the content (to review or approve it) has the opportunity to do so, enabling the smoothest possible publishing process.
  10. What departments and roles belong on a CM strategy team? Do all of those need to be involved in ongoing governance also? (probably not -- various team members roll on and off, or have their roles grow & diminish over the course of the project, to make the most of their expertise)
  11. what do I have? where is it? how do I create it? how do I find it? how do I change it? when is it obsolete? who created it? who changed it? who can see it?
  12. content management has two faces: one for content owners & contributors, one for site users a CMS needs to take both into account. Two types of metadata element of a template/content type -- defines style, display rules, etc. subject matter -- in order to group related content together, make it findable
  13. also consider relevant content currently existing but in other repositories/formats
  14. what does CM mean in your organization? Break into groups again and discuss your corporate culture open/control proactive/reactive centralized/decentralized budget restriction levels new ideas vs. tradition follow up: how do you know??????
  15. incorporate recommendations for CMS tool