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www.cmsmyth.com @jakedimare
Jake DiMare
Senior Project Manager - ISITE Design
Contributing Editor – The CMS Myth
So Happy Together
(Experience Designers and Content Strategists are)
2 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
My name is Jake…
Resources: www.cmsmyth.com/D4DBoston2013
Hashtags: #D4D
#SoHappy
Twitter: @jakedimare
@cmsmyth
Who are you?
#SoHappyTogether @jakedimare
5 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
6 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
7 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Talking Content
Strategy and
Experience Design
with @jakedimare at
#D4D Boston!
#SoHappy
8 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
9 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
10 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
11 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
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Experience Design
Content Strategy
A
W
E
S
O
M
E
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Stakeholder expectations
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7 WAYS
CONTENT CAN
‘CHOKE OUT’ A
WEB PROJECT
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Content = scope…
#1 FAILURE TO
APPRECIATE THE
DEPTH AND
BREADTH OF A
PROJECT.
24 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
The Big Dig
25 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
The Big Dig
Originally scheduled for
completion: 1998 @ $2.8B
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The Big Dig
Eventually completed in:
2007 @ 14.6B
Originally scheduled for
completion: 1998 @ $2.8B
27 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
#2 FAILURE TO
RECOGNIZE THE
VITAL
IMPORTANCE OF
CONTENT.
It’s all about the content…
28 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
29 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
#3 FAILURE TO
PLAN FOR
CREATING AND/OR
REVISING
CONTENT.
Ready or not…
30 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
The Writing Process
Prewriting
Writing
Revising
Editing
Publishing
Promoting
31 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
#4 FAILURE TO
UNDERSTAND THE
CHALLENGES OF
DESIGNING WITH
DUMMY CONTENT.
For placement only (for dummies)…
32 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Dummy text is for…
Lorem Ipsum is simply dummy text of the
printing and typesetting industry. It has been
the industry's standard dummy text ever since
the 1500s…
…the 1500’s…
…the1500’s…
…the 1500’s…
33 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
#5 FAILURE TO
PROPERLY PLAN
FOR CONTENT
MIGRATION.
Content on the move…
34 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
35 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
36 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
#6 FAILURE TO
RECOGNIZE THE
RELATIONSHIP
BETWEEN CONTENT
AND EXPERIENCE
Experience this…
37 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
38 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
#7 FAILURE TO
UNDERSTAND THE
GRAVITY OF THE
BUSINESS GOALS
AND OBJECTIVES.
Create the experience business needs...
39 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Digital Experience
Vision
Culture &Governance
Technology
OptimizationContent
OperationsPlan
Customer Insight
The seven gates for digital
change
40 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
6 THINGS YOU
CAN DO TO
MITIGATE
THESE RISKS
41 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappy @jakedimare
42 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
THE EVOLUTION OF WEB
DESIGN AND DEVELOPMENT
TEAMS
43 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
In the beginning…
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1990-1995
Web team:
• Web Master(s)
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46 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
2000
Web team:
• Web Developer(s)
• Web Designer(s)
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48 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
2005
Web team:
• Web Developer(s)
• Web Designer(s)
• Information
Architect(s)
49 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
2005
Web team:
• Web Developer(s)
• Web Designer(s)
• Information
Architect(s)
• Project Manager
50 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Present day
DX team:
• Engineer
• XD
• XA
• PM
• Digital Strategist
• MO Specialist
• Content Strategist
51 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Defining success today…
Targeted
Portable
Mobile
Social
Responsive
Local
Global
Relevant
52 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
53 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Activities, Milestones and
Deliverables
Discovery Design Development
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Content audit
What: Detailed content inventory
and associated analysis
When: Scoping, Discovery
Why: The cone of uncertainty
55 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
Content Audit
56 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappy @jakedimare
Content audit pro tips
• Do Use Xenu!
• Don’t just run automated software
• Include UXA, UXD, MO, and business
stakeholders in the analysis
• Look for pockets of abandoned
content
• Compare audit against Analytics
57 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Message architecture
What: Hierarchy of
communication goals
When: Discovery, Design
Why: Learnin’!
58 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
Message Architecture
Card
Sort
59 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
Message Architecture
60 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
Message Architecture
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Message Architecture
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Card sort steps
1. Sort all cards into the three
columns
2. Remove ‘Who We’re Not’
3. Confirm remaining two columns
4. Remove ‘Who We Are’
5. Prioritize remainder
6. Record
63 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
64 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Venn diagram steps
1. Place emotive words in the
brand attributes circle
2. Place emotive words in the
audience needs circle
3. Explore overlap
4. Record
65 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Message architecture output
• Contrarian
– Provocative, yet optimistic
• Empowering
– Provide tools
– Inspire action
• Innovative
– Current
– Leading edge, not bleeding edge
• Egalitarian
– Build community
– Relationship oriented
66 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappy @jakedimare
Message architecture…
• Design Implications
– Use of Popular Memes for imagery
– No stock footage of people in offices
– Sans-Serif font for design elements
– User-centric navigation
• Copy Implications
– Use AP style guide
– Use humor liberally
– Longer sentence structures are acceptable
67 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Message architecture pro tips
• Set up the room
– Get chairs out of the way
– Provide snacks and refreshment
– Write ground rules on white board
• Ground rules:
– This exercise is about the brand
– Perception = reality
– This is a safe environment
68 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Migration planning
What: Documents detailing the
effort associated with content
integration
When: Design, Development
Why: Because migration is hard
69 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com#SoHappyTogether @jakedimare
70 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
71 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Migration planning pro tips
• Start early, update often
• Be informed by genuine workflow
• Let stakeholders know this is a
living document. It doesn’t get
‘finished’
• Make sure everyone is working
from the same sheet music.
• Have a sign off column!
72 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
CMS governance
What: Documentation of rules,
vital information, etc.
When: Development
Why: Self preservation (Ever
Want to go on vacation?)
73 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
CMS governance• Hosting information
• Support information
• Content management team information
• Measurement team information
• Advertising information
• Archiving
• Security
• Information architecture
• Hiring and training
• Standards and procedures
• Legal issues (Privacy, TOS, Etc.)
74 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
User Documentation
What: How to manual(s)
When: Development
Why: Self preservation
Also: Portfolio rot…
75 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
7 ways content can choke out
your project…
• #1 FAILURE TO UNDERSTAND SCOPE.
• #2 FAILURE TO RESPECT THE CONTENT
• #3 FAILURE TO PLAN FOR CONTENT CREATION.
• #4 FAILURE TO DESIGN WITH REAL COPY
• #5 FAILURE TO PLAN FOR CONTENT MIGRATION.
• #6 FAILURE TO PLAN FOR YOUR NEW CMS.
• #7 FAILURE TO UNDERSTAND BUSINESS NEEDS.
76 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
6 Things you can do to mitigate
these risks…
• Hire a content strategist!
• Conduct a Content Audit
• Create a Message Architecture
• Migration Planning
• Write CMS Governance Documentation
• Write User Documentation
Building Bridges, Connecting Communities
Evaluate this session at:portland2013.drupal.org/schedule.
Thank you!
and
What did you think?
Now who won those t-shirts?
78 6/21/2013 www.cmsmyth.com | @jakedimare | www.isitedesign.com
Resources: www.cmsmyth.com/D4DBoston2013
Hashtags: #D4D
#SoHappy
Twitter: @jakedimare
@cmsmyth