Showing posts with label site map. Show all posts
Showing posts with label site map. Show all posts

Wednesday, December 11, 2013

How to Create a Documented Content Marketing Strategy: 36 Questions

via Content Marketing Institute http://contentmarketinginstitute.com/2013/11/documented-content-marketing-strategy-benefits-brand/

By MICHELE LINN published NOVEMBER 15, 2013
In this year’s content marketing research, one new question we asked was whether organizations were creating more or less content, compared to a year ago — and the majority of marketers are doing just that. Does that sound intimidating? Do you feel this is a positive trend, or one that just creates greater challenges?
This debate leads off our second roundtable discussion on the results of our B2C content marketing study. But, hold tight — what we learned holds lessons for anyone who is using content marketing, including those who work in B2B and nonprofit industries. 
Watch as our participants Andrew Davis (author of Brandscaping), Julie Fleischer (Kraft Foods), David Germano (Empower MediaMarketing), Buddy Scalera (Ogilvy CommonHealth Worldwide), Michael Weiss (Content Marketing Institute/figure18), and Karen Budell (Imagination Publishing) discuss the trend of increased content creation in the video below:
Andrew Davis summarized the call to action from the discussion nicely:
My hope is that we start focusing on less content, bigger success, and higher quality content over just high quantity.
But how exactly should you do this? You need a documented content marketing strategy in order to be successful. As we’ve seen in the responses to our annual survey, those with a documented content marketing strategy:
  • Are far more likely to consider themselves effective at content marketing
  • Feel significantly less challenged with every aspect of content marketing
  • Generally are more likely to consider themselves more effective in their use of all content marketing tactics and social media channels
  • Were able to justify spending a higher percentage of their marketing budget on content marketing
Of course, this leads to questions that we, at Content Marketing Institute, receive frequently:What exactly is a documented content marketing strategy, and what does it consist of?
In short, to develop a documented content marketing strategy, you’ll need to work through the following key activities:
  • Get buy-in for an innovative process such as content marketing
  • Make the case to your key stakeholders
  • Develop buyer personas
  • Map your content
  • Create your brand story
  • Develop your channel plan
Because each organization has unique opportunities, resources and challenges, no “template” exists for building a content marketing strategy. However, there is a set of questions that you can use to help guide you through the process.
Similarly, there is no singular “right way” to document your content marketing strategy. For instance, we have seen that both small businesses and those with simpler content marketing plans have found it adequate to work through the key questions, without much need for explicit documentation. For larger organizations, or more complex initiatives in which there are more stakeholders, documenting everything may make more sense.
To help you determine what documentation processes will be most effective for your organization’s content marketing strategy, our newest 16-page guide, The Essentials of a Content Marketing Strategy: 36 Questions to Answer, explains the basics.

Wednesday, May 22, 2013

Content Knowledge Is Power


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“Content matters!” “Comp with real copy!” “Have a plan!” By now, you’ve probably heard the refrain: making mobile work is hard if you don’t consider your content. But content knowledge isn’t just about ditching lorem ipsum in a couple of comps.
Countless organizations now have a decade or two’s worth of Web content — content that’s shoved somewhere underneath their redesigned-nine-times home page. Content that’s stuck in the crannies of some sub-sub-subnavigation. Content that’s clogging up a CMS with WYSIWYG-generated markup.
Messy, right? Well, not as messy as it will be — because legacy content is the thing that loves to rear its ugly head late in the game, “breaking” your design and becoming the bane of your existence.
But when you take the time to understand the content that already exists, not only will you be able to ensure that it’s supported in the new design, but you’ll actually make the entire design stronger because you’ll have realistic scenarios to design with and for — not to mention an opportunity to clean out the bad outdated muck before it obscures your sparkly new design.
Today, we’re going to make existing content work for you, not against you.

What You Don’t Know Will Hurt You

When you’re working on something new and fun, ignoring the deep recesses of content is tempting. After all, you’ve got a lot to think about already: designing for touch, dealing with ever-changing screen sizes, adding geolocation features, maybe even blinging things out with a few badges.
But if content parity matters to you (and it damn well should if you care one whit about the “large and growing minority of Internet users” who always or mostly access the Web on a mobile device), then at some point you’ll have to deal with the unruly content lurking underneath your website’s neat surface.
Why? Because chances are there’ll be stuff out there that you’ve never thought about, much less designed for. And all that stuff has to go somewhere — too often, shoehorned into a layout it was never meant to inhabit, or perhaps not even migrated into a new template but instead left to wither in an outdated, mobile-unfriendly design.
Take navigation. As Brad Frost has written, designing small-screen navigation for small websites is simply tricky, any way you slice it.
Hard as it already is, it becomes downright impossible if you haven’t dealt with your legacy assets first. You’re sure to end up with problems, like a navigation system that only works for two levels of content when you actually have four levels to contend with, making all of that deeper information accessible only with hard to manage (and find) text links — or, worse, making it completely inaccessible except through search.
There’s a better way.

In The Belly Of The Beast

Mark Boulton has written eloquently on content-out design — the concept of determining how your design should shift for varying displays by focusing not on screen sizes, but on where your content naturally breaks down. It’s excellent advice.
But if you’re trying to work with a website with thousands of URLs — or anything more than a few dozen, really — you have to ask: Which content do I design with? Unless you’re relying on infinite monkeys designing infinite layouts to create custom solutions for every single page, you’re going to have to rely on representative content: a set of content that demonstrates the variety of information that the experience needs to support.
So, how do you know what’s representative? You get your arms around the size, scope, structure and substance of your content.
Yup. It’s time for the content audit.
People have been talking about content audits and inventories for more than a decade — in fact, Jeffrey Veen wrote about them on Adaptive Path back in 2002, calling them a “mind-numbingly detailed odyssey through your web site.” At the time, people were starting to yank their websites from static hand-coded pages and pull them into content management systems, and someone needed to sit down and sort it all out.
More than a decade later, I’d say content audits are more useful than ever — but in a slightly different way. Today, a content audit isn’t just an odyssey through your website; it’s a window into your content’s nature.

WHAT TO LOOK FOR

You could audit content for all kinds of things, depending on what you want to learn and be able to do with the information. Some audits focus on brand and voice consistency, others on assessing quality or identifying ROT.
There’s nothing wrong — and quite a lot right — with these priorities. But if you want to ready your content to be more flexible and adaptable, then you can’t just look at each page individually. You need to start finding patterns in the content.
It’s a simple question, really: What are we publishing? If your first answer is “a page,” look again. What’s the shape of this content? What is this content most essentially? Is it an interview, a feature story, a product, a bio, a recipe, an erotic poem, a manifesto? Asking these questions will help you see the natural pieces and parts that make up the content.
When you do, you’ll have a structural model for the content that matches your users’mental model — i.e. the way they perceive what they’re looking at and how they understand what it means.
For example, I recently worked with a large publicly traded company whose website dates back to the early aughts. After a couple of responsive microsites, they’ve caught the bug and want to update everything. Problem is, the existing website’s a mess of subdomains, redirects and thousands of pages that are nowhere near ready for flexible layouts.
Our first step was to dig deep, like a geologist — except that instead of unearthing strata of shale and sandstone marking bygone eras, we identified and documented all of the forgotten templates, lost content and abandoned initiatives we could.
We ended up with a dozen or so content types that fit pretty much anything the company was producing. Sure, we still ended up with some general “pages.” But more often than not, our audit revealed something more specific — and useful — about the content’s nature. When it didn’t, that was often a sign that the content wasn’t serving a purpose — which put it on the fast track to retirement.
Once you’ve taken stock of what you have, gotten rid of the garbage and identified the patterns, you’ll also need to decide which attributes each content type needs to include: Do articles have date stamps? Does this need a byline? What about images? Features? Benefits? Timelines? Ingredients? Pull quotes? This will enable you to turn all of those old shapeless pages — “blobs,” as Karen McGrane has so affectionately labeled them — into a system of content that’s defined and interconnected:
A content model for a recipe
This content model shows attributes for the “recipe” content type, and how recipes fit into a broader system.
Each bit of structure you add gives you options: new abilities to control how and where content should be presented to best support its meaning and purpose.
Regardless of what you want to do with your content — launch a responsive website, publish to multiple websites simultaneously, extract snippets of content for the home page, reuse the content in an app, mash it up with a third party’s content — this sort of structure will make it possible, because it enables you to pick and choose which bits should go where, when.

TOOLS FOR AUDITING CONTENT

The content audit may not be new, but some tools to help you get started are. Lately, I’ve been running initial reports with the Content Analysis Tool (CAT), which, for a few bucks, produces a detailed report of every single page of content that its spiders can find across your website.
Using CAT’s Web interface, you can sift through the report and see details such as page types, titles, descriptions, images and even the content in <h1> tags — super-useful if you’re assessing content of murky origin, because a headline often gives you at least a glimmer of what a page is about.
Here’s an excerpt of what it found for Smashing Magazine’s own “Guidelines for Mobile Web Development” page:
An excerpt from the Content Analysis Tool
The CAT report shows a thumbnail of the page, as well as some data about its content. See the full screenshot for more.
While features such as screenshots of all pages and lists of links are useful for individual analysis, I prefer to export CAT’s reports into a big ol’ CSV file, where the raw data looks like this, with each row of the spreadsheet representing a single URL:
An excerpt of a raw CSV report from the Content Analysis Tool
CAT also spits out detailed CSVs chockfull of raw data about all pages of a website. See the full screenshot for all of the fields.
It’s not perfect. For example, if content’s been abandoned and removed from navigation but left floating out there in the tubes, CAT typically won’t pick it up either. And if a website’s headlines aren’t marked up using <h1> (like Smashing Magazine, which uses<h2>s), then it won’t scrape them either.
What it is great for, though, is getting a quick snapshot of an entire website. From here, I usually do the following:
  • Add fields for my own needs, such as qualitative rankings or keep/delete notations;
  • Set up filtering and sorting so that I can slice the data by whichever field I want, such as according to the section where it’s located;
  • Assess and rank each page according to whatever qualitative attributes we’ve settled on;
  • Note any patterns in the content types and structures used, as well as relationships to other content;
  • Define suggested meta-data types and tags that the content should have;
  • Use pivot tables, which summarize and sort data across multiple dimensions, to identify trends in the content.
With this, I now have both the detailed information to drive specific page-level changes and the high-level patterns to inform structural recommendations, CMS updates, meta-data schema and other efforts to improve content portability and flexibility.
I like using CAT because it was designed by and for content strategists — and improved features are rolling out all the time — but you can also use a similar tool from SEOmoz(although it tends to sell you on fancy-pants reporting features), or even grab a report from your CMS (depending on which one you use and how it collects information).
Any of these tools will help you quickly collect raw data. But remember that they’re just a head start. Nothing replaces putting your eyes — and brain — on the content.

The Secret To Scale

You don’t have to love auditing content. You certainly don’t need to develop a sick addiction to pivot tables (but it’s totally OK if you do). What you will love, I promise, is what a deep knowledge of content enables you to do: create an extensible design system that doesn’t devolve at scale.
For example, let’s look at some of the larger websites that have started using responsive design. There’s higher education, of course, where early adopters such as the University of Notre Dame were quickly followed by a rash of college websites.
What do most of these websites have in common? Two things: a lot of complex content and a responsive system that carries through to only a handful of pages, like the UCLA’s website, where the home page and a few key pages are responsive, but the deeper content is not:
UCLA’s responsive home page and non-responsive admissions page
UCLA’s home page is responsive, but most of the website, like this landing page, is not. Larger view.
Why doesn’t that design go deeper? I’d bet it’s because making a responsive website scale takes work, as Nishant Kothary summed up brilliantly in his story of Microsoft’s new responsive home page from late 2012:
“The Microsoft.com team built tools, guidelines, and processes to help localize everything from responsive images to responsive content into approximately 100 different markets… They adapted their CMS to allow Content Strategists to program content on the site.”
In other words, a home page isn’t just a home page. You have to change both your content and the jobs of the people who manage it to make it happen.
But one industry has had some luck in building responsively at scale: the media — including massive enterprises such as Time, People and, of course, the Boston Globe. These organizations manage as much or even more content than Microsoft and universities, but as publishers with a long history of creating professional, planned, organized content, they have a huge leg up: they know what they publish, whether it’s editorials or features or profiles or news briefs. Because of this, everything they publish fits into a system — making it much easier to apply responsive design patterns across all of their content.

Making Tough Choices

When you start breaking down your big, messy blobs of content and understanding how they really operate, you’ll realize there’s always more you could do: add more structure, more editing, more CMS customization. It never ends.
That’s OK.
When you understand the realities of what you’re dealing with, you’re better equipped to prioritize what you do — and what you choose not to do. You can make smart trade-offs— like deciding how much time you’re willing to invest now in order to have the flexibility to do more later, or what level of process change the current staff can handle versus the amount of flexibility you could use in the content.
There are no right answers. All we can do is find the right balance for each project, team and audience — and recognize that some structure is going to serve us a whole lot longer than none will.

Everyone’s Job

I get it. Going through endless reams of content ain’t your thing. You’re a designer, a developer, a project manager, damn it. You just want to get on with it, right?
We all do. But the more you seek to understand your content, the better your other work will be. The less often your project will go off the rails right around the time it’s supposed to launch. The fewer problems you’ll have with designs that “break” when real content gets inputted. The more the organization will be able to keep things in order after launch.
Best of all, the more your users will get the content they need — wherever and however they want it.
Thanks and credits go to Ricardo Gimenes, for preparing the front page image.
(al)

Tuesday, May 15, 2012

Expressing UX Concepts Visually


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Published: May 7, 2012
“Words are not always sufficient to describe things accurately.”
It is all too easy to create UX deliverables that are not visually pleasing. But UX expertise encompasses Web design, graphic design, and branding, so why should we be satisfied with mediocre design in our deliverables? When we present our personas, sitemaps, user flows, wireframes, and other design deliverables to our clients and stakeholders, it is our duty and responsibility to create well-designed deliverables.

Words and Objects Are Not Enough

People visualize words differently. If people read, “The apple fell from the tree,” some might picture a red apple; others, a green apple. However, if we show them a green apple, it is obvious to everyone that we’re talking about a green apple. Words are not always sufficient to describe things accurately.
People also visualize objects differently. If we show a drawing of a rectangle to a group of people, some will interpret it as just a rectangle, but others will see it as a brick. None of these interpretations is wrong. But if we show an actual brick to the same group of people, everyone will understand that it is a brick. The way we present even the simplest visuals affects people’s understanding.
Consequently, it is not right to expect our clients to understand a concept that we’ve outlined purely with boxes and arrows or words and objects.

Why Visuals Are Important

“Visual communication lets people perceive concepts and ideas most easily.”
Our perception of the world is primarily visual. In fact, according to the article “Seeing Clearly: The Story of the Human Eye,” by Bradford G. Schleifer, we receive 80 percent of the information that enters our brain through our eyes. Thus, it is no surprise that visual communication lets people perceive concepts and ideas most easily. As UX professionals, we present concepts and ideas to our clients or other stakeholders every day. The deliverables through which we communicate these concepts and ideas should be well designed. Designers know that great visuals not only help people understand concepts, but also create empathy in their audience. If we fail to create empathy in our clients and stakeholders, we’ve lost the essence of our work.

A More Visual Approach to Communicating UX Concepts

I come from a creative design background, and it has always been frustrating to me to see UX deliverables that are not well designed. This is why I started to look for better ways of presenting UX deliverables. In my search for better ways of communicating concepts visually, I have come across some great ideas for presenting UX concepts from others—like the personas UserInsight and Jason Travis created, shown in Figures 1 and 2, respectively, and the user flow Hochschule Luzern created, shown in Figure 3.
Figure 1—A persona UserInsight created
A persona UserInsight created
Figure 2—A persona Jason Travis created
A persona Jason Travis created
Figure 3—A user flow Hochschule Luzern created
A user flow Hochschule Luzern created
While I was fascinated by all of these UX deliverables, some of them seemed to be too cluttered, while others lacked words. I wanted to create something new, better, and even more usable. Next, I’ll outline my ideas for presenting personas, sitemaps, user flows, and wireframes more visually. The aim of these UX deliverables is to help clients and stakeholders understand our work better. In fact, they may even help us to design better user experiences.

A Complex Speech-Bubble Persona

“This persona reveals important information about Jamie, including his world view, what he is and isn’t looking for, his most recent and next experiences, what motivates and demotivates him.”
The idea for the speech-bubble persona shown in Figure 4 was to give Jamie more personality and, thus, create more empathy for him in stakeholders. I used speech bubbles to enable my persona to speak for itself. This persona reveals important information about Jamie, including his world view, what he is and isn’t looking for, his most recent and next experiences, what motivates and demotivates him.
Conversations give us good insights into the lives of people, so I created a conversation between my persona and a colleague. The work of Jason Travis compelled me take into account the fact that the items people possess reveal much information about them. So I added some things that Jamie possesses or would like to own or experience—for example, record albums, a house, a dog, a dream holiday. I also added some questions he might ask, because these can also reveal a lot about his personality. On my Web site, you can see a full-size image of this persona and read my article “Complex Speech Bubble Persona,” which describes in greater detail how I came up with this idea.
Figure 4—Jamie, a speech-bubble persona
Jamie, a speech-bubble persona

A Commented Sitemap

“When I create a sitemap, there are lots of ideas and thoughts in my mind. … I started writing these thoughts down, and doing this helped me to remember the reasons behind my decisions.”
When I create a sitemap, there are lots of ideas and thoughts in my mind. I have a dialogue with myself about how a page might look, what information it should provide, and what visual elements I might use on the page. So I started writing these thoughts down, and doing this helped me to remember the reasons behind my decisions. Consequently, I thought it would be a great idea to share this information with my clients, so I created the commented sitemap shown in Figure 5. My Web site shows the full-size sitemap, and you can read my article “Commented Sitemap,” which describes the evolution of this idea.
Figure 5—A commented sitemap
A commented sitemap

A Speech-Bubble User Flow

“ I combined the persona and the sitemap that I’d created in a user flow, adding a bit of a personal touch to the user journey.”
Finally, I combined the persona and the sitemap that I’d created in a user flow, adding a bit of a personal touch to the user journey. A brief quotation from the persona and a scenario head the flow. These help to set the goal for the user journey and create its context. I again used speech bubbles, adding the persona’s thoughts at each point in the user journey. Figure 6 shows this user flow, which you can see in greater detail on my site. My article “Speech Bubble User Flow describes how I developed this deliverable concept.
Figure 6—A speech-bubble user flow
A speech-bubble user flow

A Big-Brother Prototype

“The concept of a big-brother prototype arose out of the frustration of my forgetting to use my personas at the wireframing stage.”
The concept of a big-brother prototype arose out of the frustration of my forgetting to use my personas at the wireframing stage. The photo shown in Figure 7, which I saw in a great doctoral thesis titled “Personas and Scenarios in Use,” by Rósa Guõjónsdóttir, inspired this idea.
Figure 7—Personas observing a developer at work on a project deliverable
Personas observing a developer at work on a project deliverable
Photograph by Robert Jäschke
This photo made me want to put my personas everywhere. First, I printed them out and stuck them on the wall in front of my desk. But there was too great a distance between the world on my screen and the analog world, so I then realized that I had to put the personas into my prototypes—and so I did. My personas then became constant reminders of who I was creating my prototypes for. Figure 8 shows a big-brother prototype. You can see the complete prototype on my Web site. My article “Big Brother Prototype / Wireframes describes how this idea evolved.
Figure 8—A big-brother prototype
A big-brother prototype

Conclusion

I hope using these ideas will help you to make your UX deliverables more visual—and your concepts more readily understandable to your clients and stakeholders. I believe this greater understanding will help you to get buy-in for your concepts more quickly and easily.