Tuesday, March 8, 2011

A Checklist for Content Work



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We are delighted to present an excerpt of The Elements of Content Strategy by Erin Kissane (A Book Apart, 2011), published today. —Ed.
In content strategy, there is no playbook of generic strategies you can pick from to assemble a plan for your client or project. Instead, our discipline rests on a series of core principles about what makes content effective—what makes it work, what makes it good. Content may need to have other qualities to work within a particular project, but this list is limited to qualities shared across all sorts of content.
If this looks like theory, don’t be fooled. It’s really entirely practical: if we consciously refer to principles like these as we go about our work as info-nerds of various kinds, we’ll have an easier time making good, useful content—and explaining our priorities when we’re called to do so.

Good content is appropriate

Publish content that is right for the user and for the business
There’s really only one central principle of good content: it should be appropriate for your business, for your users, and for its context. Appropriate in its method of delivery, in its style and structure, and above all in its substance. Content strategy is the practice of determining what each of those things means for your project—and how to get there from where you are now.

RIGHT FOR THE USER (AND CONTEXT)

Let us meditate for a moment on James Bond. Clever and tough as he is, he’d be mincemeat a hundred times over if not for the hyper-competent support team that stands behind him. When he needs to chase a villain, the team summons an Aston Martin DB5. When he’s poisoned by a beautiful woman with dubious connections, the team offers the antidote in a spring-loaded, space-age infusion device. When he emerges from a swamp overrun with trained alligators, it offers a shower, a shave, and a perfectly tailored suit. It does not talk down to him or waste his time. It anticipates his needs, but does not offer him everything he might ever need, all the time.
Content is appropriate for users when it helps them accomplish their goals.
Content is perfectly appropriate for users when it makes them feel like geniuses on critically important missions, offering them precisely what they need, exactly when they need it, and in just the right form. All of this requires that you get pretty deeply into your users’ heads, if not their tailoring specifications.
Part of this mind-reading act involves context, which encompasses quite a lot more than just access methods, or even a fine-grained understanding of user goals. Content strategist Daniel Eizans has suggested that a meaningful analysis of a user’s context requires not only an understanding of user goals, but also of their behaviors: What are they doing? How are they feeling? What are they capable of?
Venn diagram of user's contexts
Fig. 1. The user’s context includes actions, constraints, emotions, cognitive conditions, and more. And that in turn affects the ways in which the user interacts with content. (“Personal-Behavioral Context: The New User Persona.” © Daniel Eizans, 2010. Modified from a diagram by Andrew Hinton.)
It’s a sensible notion. When I call the emergency room on a weekend, my context is likely to be quite different than when I call my allergy specialist during business hours. If I look at a subway map at 3:00 a.m., chances are that I need to know which trains are running now, not during rush hour tomorrow. When I look up your company on my phone, I’m more likely to need basic contact info than your annual report from 2006. But assumptions about reader context—however well researched—will never be perfect. Always give readers the option of seeing more information if they wish to do so.

RIGHT FOR THE BUSINESS

Content is appropriate for your business when it helps you accomplish your business goals in a sustainable way.
Business goals include things like “increase sales,” “improve technical support service,” and “reduce printing costs for educational materials,” and the trick is to accomplish those goals using sustainable processes. Sustainable content is content you can create—and maintain—without going broke, without lowering quality in ways that make the content suck, and without working employees into nervous breakdowns. The need for this kind of sustainability may sound boneheadedly obvious, but it’s very easy to create an ambitious plan for publishing oodles of content without considering the long-term effort required to manage it.
Fundamentally, though, “right for the business” and “right for the user” are the same thing. Without readers, viewers, and listeners, all content is meaningless, and content created without consideration for users’ needs harms publishers because ignored users leave.
This principle boils down to enlightened self interest: that which hurts your users hurts you.

Good content is useful

Define a clear, specific purpose for each piece of content; evaluate content against this purpose
Few people set out to produce content that bores, confuses, and irritates users, yet the web is filled with fluffy, purposeless, and annoying content. This sort of content isn’t neutral, either: it actively wastes time and money and works against user and business goals.
To know whether or not you have the right content for a page (or module or section), you have to know what that content is supposed to accomplish. Greater specificity produces better results. Consider the following possible purposes for a chunk of product-related content:
  • “Sell products”—This is so vague as to be meaningless and is likely to produce buzzword-infested fluff.
  • “Sell this product”—Selling a product is a process made up of many smaller tasks, like discussing benefits, mapping them to features, demonstrating results and value, and asking people to buy. If your goal is this vague, you have no idea which of these tasks (if any) the content will perform.
  • “List and demonstrate the benefits of this product”—This is something a chunk of content can actually do. But if you don’t know who is supposed to benefit from the product, it’s difficult to be specific.
  • “Show how this product helps nurse practitioners”—If you can discover what nurse practitioners need, you can create content that serves this purpose. (And if you can’t find out what they need before trying to sell them a product, you have a lot more to worry about than your content.)
Now do the same for every chunk of content in your project, and you’ll have a useful checklist of what you’re really trying to achieve. If that sounds daunting, think how much harder it would be to try to evaluate, create, or revise the content without a purpose in mind.

Good content is user-centered

Adopt the cognitive frameworks of your users
On a web project, user-centered design means that the final product must meet real user needs and fulfill real human desires. In practical terms, it also means that the days of designing a site map to mirror an org chart are over.
In The Psychology of Everyday Things, cognitive scientist Donald Norman wrote about the central importance of understanding the user’s mental model before designing products. In the user-centered design system he advocates, design should “make sure that (1) the user can figure out what to do, and (2) the user can tell what is going on.”
When it comes to content, “user-centered” means that instead of insistently using the client’s internal mental models and vocabulary, content must adopt the cognitive frameworks of the user. That includes everything from your users’ model of the world to the ways in which they use specific terms and phrases. And that part has taken a little longer to sink in.
Allow me to offer a brief illustrative puppet show.
While hanging your collection of framed portraits of teacup poodles, you realize you need a tack hammer. So you pop down to the hardware store and ask the clerk where to find one. “Tools and Construction-Related Accessories,” she says. “Aisle five.”
“Welcome to the Tools and Construction-Related Accessories department, where you will find many tools for construction and construction-adjacent activities. How can we help you?”
“Hi. Where can I find a tack hammer?”
“Did you mean an Upholstery Hammer (Home Use)?”
“…yes?”
“Hammers with heads smaller than three inches are the responsibility of the Tools for Home Use Division at the far end of aisle nine.”
“Welcome to The Home Tool Center! We were established by the merger of the Tools for Home Use Division and the Department of Small Sharp Objects. Would you like to schedule a demonstration?”
“I just need an upholstery hammer. For…the home?”
“Do you require Premium Home Use Upholstery Hammer or Standard Deluxe Home Use Upholstery Hammer?”
“Look, there’s a tack hammer right behind your head. That’s all I need.”
DIRECTORY ACCESS DENIED. Please return to the front of the store and try your search again!”
Publishing content that is self-absorbed in substance or style alienates readers. Most successful organizations have realized this, yet many sites are still built around internal org charts, clogged with mission statements designed for internal use, and beset by jargon and proprietary names for common ideas.
If you’re the only one offering a desirable product or service, you might not see the effects of narcissistic content right away, but someone will eventually come along and eat your lunch by offering the exact same thing in a user-centered way.

Good content is clear

Seek clarity in all things
When we say that something is clear, we mean that it works; it communicates; the light gets through. Good content speaks to people in a language they understand and is organized in ways that make it easy to use.
Content strategists usually rely on others—writers, editors, and multimedia specialists—to produce and revise the content that users read, listen to, and watch. On some large projects, we may never meet most of the people involved in content production. But if we want to help them produce genuinely clear content, we can’t just make a plan, drop it onto the heads of the writers, and flee the building.
Of course, clarity is also a virtue we should attend to in the production of our own work. Goals, meetings, deliverables, processes—all benefit from a love of clarity.

Good content is consistent

Mandate consistency, within reason
For most people, language is our primary interface with each other and with the external world. Consistency of language and presentation acts as a consistent interface, reducing the users’ cognitive load and making it easier for readers to understand what they read. Inconsistency, on the other hand, adds cognitive effort, hinders understanding, and distracts readers.
That’s what our style guides are for. Many of us who came to content strategy from journalistic or editorial fields have a very strong attachment to a particular style—I have a weakness for the Chicago Manual of Style—but skillful practitioners put internal consistency well ahead of personal preferences.
Some kinds of consistency aren’t always uniformly valuable, either: a site that serves doctors, patients, and insurance providers, for example, will probably use three different voice/tone guidelines for the three audiences, and another for content intended to be read by a general audience. That’s healthy, reader-centric consistency. On the other hand, a company that permitted each of its product teams to create widely different kinds of content is probably breaking the principles of consistency for self-serving, rather than reader-serving, reasons.

Good content is concise

Omit needless content
Some organizations love to publish lots of content. Perhaps because they believe that having an org chart, a mission statement, a vision declaration, and a corporate inspirational video on the About Us page will retroactively validate the hours and days of time spent producing that content. Perhaps because they believe Google will only bless their work if they churn out dozens of blog posts per week. In most cases, I think entropy deserves the blame: the web offers the space to publish everything, and it’s much easier to treat it like a hall closet with infinite stuffing-space than to impose constraints.
So what does it matter if we have too much content? For one thing, more content makes everything more difficult to find. For another, spreading finite resources ever more thinly results in a decline in quality. It also often indicates a deeper problem—publishing everything often means “publishing everything we can,” rather than “publishing everything we’ve learned that our users really need.”
There are many ways to discover which content is in fact needless; traffic analysis, user research, and editorial judgment should all play a role. You may also wish to begin with a hit list of common stowaways:
  • Mission statements, vision statements, and core values. If the people within your organization are genuinely committed to abstract principles, it will show in what they do. The exception is the small number of organizations for whom the mission is the product, as is the case with many charities. Even then, this kind of content should be supplemented with plentiful evidence of follow-through.
  • Press releases. These may work for their very narrow intended audience, but putting them undigested onto a website is a perfect example of the how-we’ve-always-done-it mistake.
  • Long, unreadable legal pages. Some legal awkwardness is acceptable, but if you want to demonstrate that you respect your readers, take the extra time to whittle down rambling legalese and replace needless circumlocutions with (attorney-vetted) plain language.
  • Endless feature lists. Most are not useful to readers. The few that are can usually be organized into subcategories that aid findability and comprehension.
  • Redundant documentation. Are you offering the same audience three different FAQs? Can they be combined or turned into contextual help?
  • Audiovisual dust bunnies. Do your videos or animations begin with a long flying-logo intro? Do they ramble on for 30 minutes to communicate ten minutes of important content? Trim, edit, and provide ways of skipping around.
Once you’ve rooted out unnecessary content at the site-planning level, be prepared to ruthlessly eliminate (and teach others to eliminate) needless content at the section, page, and sentence level.

Good content is supported

Publish no content without a support plan
If newspapers are “dead tree media,” information published online is a live green plant. And as we figured out sometime around 10,000 BC, plants are more useful if we tend them and shape their futures to suit our goals. So, too, must content be tended and supported.
Factual content must be updated when new information appears and culled once it’s no longer useful; user-generated content must be nurtured and weeded; time-sensitive content like breaking news or event information must be planted on schedule and cut back once its blooming period ends. Perhaps most importantly, a content plan once begun must be carried through its intended growth cycle if it’s to bear fruit and make all the effort worthwhile.
This is all easy to talk about, but the reason most content is not properly maintained is that most content plans rely on getting the already overworked to produce, revise, and publish content without neglecting other responsibilities. This is not inevitable, but unless content and publishing tasks are recognized as time-consuming and complex and then included in job descriptions, performance reviews, and resource planning, it will continue.
Hoping that a content management system will replace this kind of human care and attention is about as effective as pointing a barn full of unmanned agricultural machinery at a field, going on vacation, and hoping it all works out. Tractors are more efficient than horse-drawn plows, but they still need humans to decide where and when and how to use them.

Of theses and church doors

One of the great images of the history of the Protestant Church is that of a German priest standing in the cold in front of the Castle Church in Wittenberg on All Saints Eve, nailing his manifesto to its wooden doors.
The reality of the publication of Martin Luther’s 95 Theses is messier, and whether the church doors were really involved at all is the subject of academic dispute, but one thing is clear: Luther published his theses to begin an open, public conversation.
Our industry doesn’t lack for manifestos, some of them even explicitly modeled after Luther’s. This article—and the book from which it’s extracted—is not one of the firebrand, nailed-to-the-door attempts at full-scale revolution.
But it is intended to continue conversations we’ve been having for years, and to spark new ones, about the shared principles and assumptions that underlie our work, and the weird and interesting things we can build on top of them.
I’ll bring the coffee and doughnuts. See you on the church steps? 

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Related Topics: Content Strategy

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About the Author

 Erin KissaneErin Kissane is a content strategist and editor based in New York City and Portland, Oregon. She currently leads projects for content strategy consultancyBrain Traffic, and was formerly editor of A List Apart magazine, editorial director of Happy Cog Studios, and a freelance writer and editor. She blogs at incisive.nu.

Content and Clout: A Chat with Colleen Jones


from UXMatters

Published: February 21, 2011By Kristina Mausser
Clout book coverIt isn’t often that you come across a book that makes your highlighter work overtime. Colleen Jones’ book, Clout: the Art and Science of Influential Web Content, is just such a book. Chock full of Colleen’s brilliant insights and unique approaches to creating Web content, this book is the first to bridge the gap between user experience, marketing communications, and content strategy. It offers a complementary approach to all three disciplines that you shouldn’t undertake lightly. But, typically, UX professionals do not undertake this approach often enough.
I had the pleasure of catching up with Colleen Jones, Principal of Content Science and author of Clout, in between her book-launch events across Canada and the United States.
KM: Thank you, Colleen, for taking the time to talk with me today about your book! For those few UXmatters readers who don’t already know you, can you share with us a little bit about your background?
CJ: Certainly. While my M.A. is in technical communication, I spent the very early part of my career in local journalism, then evolved into interactive marketing and user experience design. I worked for several years with the US Centers for Disease Control and Prevention, then at Cingular Wireless, before moving into consulting, which I love! I hit my groove with that in 2010 and founded Content Science, a boutique consultancy in Atlanta, Georgia. We have a small team and work with everyone from Fortune 500 companies to government agencies to niche brands.
“Take a more holistic view of content.”—Colleen Jones
KM: And I think it’s those varied experiences that shine through in your book. There are a lot of Web marketing books that touch on content—and a lot of Web content books that touch on marketing, but in Clout, you don’t silo these two concepts as is common. Rather, you discuss them as a homogeneous whole, offering a more effective way of writing for the Web. Why did you take this approach?
CJ: Over the years, I’ve run into too many problems with the way our industry frames problems and, consequently, their solutions—especially for content. For example, I’ve seen UX professionals make fun of marketing departments over “cheesy” or irrelevant content, and I’ve seen marketing professionals get frustrated with UX professionals and technical communicators over their dry, lifeless content. The only way to address these issues, in my mind, was to take a more holistic view of content.
In my book, I point out when you need different types of content to influence attitude and guide action. I hope this approach saves people from some of the arguments and misunderstandings I’ve faced over the years.
KM: Who is this book for, Colleen?
“Content affects everyone, and everyone needs to get smarter about it.”—Colleen Jones
CJ: Honestly, my book is for everyone who’s even peripherally involved in the interactive-marketing industry. Content affects everyone, and everyone needs to get smarter about it. I really like how CMS Wiredescribes Clout as being useful to executives, designers, and people on the content front lines—such as writers, editors, and social community managers.
KM: In business, people often associate the concept of influence with brand, marketing, sales, and advertising—reflecting a very old-school model of top-down messaging. To some Web content purists, the very idea of persuasive writing might evoke the negative connotation ofswaying readers rather than guiding their interactions. How do you respond to this?
CJ: There’s a big difference between persuasion, or influence, and manipulation. People have experienced much interactive marketing in the United States as a collection of manipulative tricks—to the point that the connotations of marketing and advertising are now almost synonymous with lying. That really needs to change.
A story my colleague, Jeff Chasin, recently shared with me drove this point home for me. He told me that, in Japan, search-engine marketing ads actually work. I say actually, because in the United States, people often ignore them. But, if you run a search ad in Japan, lots of people will click it. When I asked why, Jeff said the reason is that people trust the ads. Businesses there would not advertise something that isn’t true. At least for now.
So, we need to shift our conception of influential content from being manipulation that tricks people to being a trusted advisor that guides people. If the interactive-marketing industry doesn’t make this shift, it will implode. That would be a bad thing for everyone, not just marketers.
KM: So, would you say that persuasive writing is the antithesis of plain language?
“Persuasive writing is an evolution of plain language. You can’t influence people if they don’t understand what you’re saying. You have to be clear.”—Colleen Jones
CJ: No, persuasive writing is an evolution of plain language. You can’t influence people if they don’t understand what you’re saying. You have to be clear. The plain language movement helps tremendously with being clear, especially for government or technical content. But, you can be very clear and still fail to influence. Influential content encourages people to care about what you’re saying. I love this quotation from advertising legend William Bernbach:
“The truth isn’t the truth until people believe you, and they can’t believe you if they don’t know what you’re saying, and they can’t know what you’re saying if they don’t listen to you, and they won’t listen to you if you’re not interesting, and you won’t be interesting unless you say things imaginatively, originally, freshly.”
KM: Great quotation! And to that point, I think it’s particularly interesting that Clout leans heavily on the psychology of language, vocabulary, and meaning as a way to illustrate how important Web content is to online success. Just as behavioral psychology relates to UX design, Clout relates to content strategy. Do you think this will be a hard transition for content strategists and writers to grasp?
CJ: The transition might be hard for any strategist or writer who hasn’t had some exposure to rhetoric. The older I get, the more I think our language studies should focus at least as much on rhetoric as they do on literature. Rhetoric is so practical! I found it exciting, for example, when my alma mater, James Madison University, recently changed the name of their Technical Communication program to include rhetoric. It’s now called Writing, Rhetoric, and Technical Communication.
“Content strategists and writers … already draw on some aspects of rhetoric—such as being sensitive to context….”
—Colleen Jones
However, I think most content strategists and writers can overcome this challenge in time. They already draw on some aspects of rhetoric—such as being sensitive to context—without realizing it.
KM: We often talk about content gaps. While it’s important to know what gaps exist in our content, it’s equally important to find ways to bridge the gaps and look for suitable anchor points upon which to start building these bridges. How can we do this?
CJ: Yeah, I like the idea of building bridges. I think Kristina Halvorson’s book, Content Strategy for the Web, provides some great starting points. It offers a nice table summarizing what different departments or functions—such as Marketing—tend to emphasize or omit in content. In Clout, I take that a bit further. As a simple example, marketing and media tend to focus on influencing attitude, while usability and technical communication focus on supporting action. There’s a time and a place for content that influences attitude—and for content that guides action. More and more, a complete user experience must plan content that influencesboth attitude and action. That’s easier said than done, and I share how to do just that in my book.
KM: Right now, I think social media exemplifies one of those content gaps. So many people don’t recognize how important content is to social media. Your book is quite clever, in that it discusses the importance of content to all Web channels. How important is it for people to plan their content strategy around social media?
CJ: Social media is now a reality that affects how people use Web sites and, consequently, your content strategy. One example I discuss in the book is about how social channels are becoming a major gateway into Web sites. When someone shares content from your site on a social network, there’s a good chance other people will discover your site that way. So, you need to think about people finding your site not only through search engines, but also through social channels.
KM: “Content is king” was the refrain in 2000. Ten years later, it’s “Content is king. Context is the kingdom.” How does Clout set us up for the coming decade?
“The entire customer or user experience—from raising awareness, to buying a product / taking action, to getting customer support—is going digital.”—Colleen Jones
CJ: As people use Web sites more and more, business is becoming more and more digital. Forrester Research recently reported that Americans spend as much time online as they do watching TV. So, the entire customer or user experience—from raising awareness, to buying a product / taking action, to getting customer support—is going digital. In the past, that wasn’t the case. A Web site used to focus on one main phase of the customer experience. It focused on either attitude—as on a marketing brochureware site or a media-content site or a social forum—or on action, as for an ecommerce catalog and shopping cart application. Even the elements of user experience divide Web sites into content sites and applications.
That narrow focus made sense in the past. People were not using Web sites as much as they do today. But, now, that narrow focus is changing and will continue to change. Web sites are no longer simply marketing brochures or product catalogs or shopping carts. Our Web sites are becoming all of these things at once. They’re evolving into complex mashups. I don’t see that stopping anytime soon.
That means our approach to content needs to evolve. Clout helps by offering principles that guide content decisions and a practical approach to planning. The book also explains how to overcome some common roadblocks.
KM: I often explain Web content to clients in this way: “Information promotes. Stories emote. Information compiles. Stories compel.” I love that you talk about the cultural considerations of vocabulary and implied meaning when evoking emotion on the part of the reader. How can we harness this in our Web writing—and through Web content in general—to create meaningful interactions?
“Culture and values are closely tied to emotion. If you want people to really care about what you’re saying, you have to evoke emotion in them and, consequently, delve into culture and values.”—Colleen Jones
CJ: Yes, culture and values are closely tied to emotion. If you want people to really care about what you’re saying, you have to evoke emotion in them and, consequently, delve into culture and values. Trying to evoke emotion is also a bit like playing with fire. If you get it right, it’s awesome. If not, you’re going to have big problems. So, you have to be careful.
Of course, culture and values vary in different countries—and even within different populations within the same country. So, if you’re an international organization or company, you have to think about when to simply translate content into a different language and when to invest in localizing it. By localize, I mean re-imagining the content for a particular country or culture. The VERB public health campaign to encourage tweens to exercise is a great example. The campaign offered very different materials for English-speaking, Spanish-speaking, and Vietnamese-speaking Americans. Even at a glance, you can see they’re not strict translations. (See this for yourself on the CDC Web site.)
KM: Thank you, Colleen! Clout has been a welcome addition to my bookshelf, and I know it will be for many content creators. I think it’s time for many of us to focus not simply on clear and concise language, but on creating engaging content that has clout—to embrace it, not shy away from it. Thanks for reminding us of that today!
If you’d like to learn more about Colleen’s book Clout, visit the book’s page on the Content Science site.