establishing a brand-driven message architecture workshop at how

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Brand-driven content strategy complements user-centered design, and this workshop will help you get up to speed on the philosophy, questions, tools, and exercises to implement it. We’ll conduct a hands-on exercise to prioritize communication goals and develop a message architecture—ideal whether you design for the web, mobile apps, social media, or offline experiences. Eager for more efficient engagements? You’ll also discover how a brand attributes cardsort can help you identify potential pitfalls and points of disagreement while you improve organizational alignment. Then use this foundation to conduct a qualitative and quantitative content audit. We’ll discuss the content opportunities a gap analysis reveals when we use the message architecture as a metric of quality. Trying to manage scope creep? What about seagulling stakeholders? And what content matters most, anyhow? These questions and other challenges drive content strategy; they’re basic issues to any designer planning for content. But what if you’re not a content strategist? What if you need to empower a team, wrangle a client, and rally everyone around a common vocabulary for your primary navigation? No matter your title, it’s time to embrace content strategy, starting with the message architecture. You’ll leave with the savvy and experience to bring brand-driven content strategy techniques and thinking into your own work. Presented as two sold-out workshops at HOW Design Live, #HOWLive, May 12, 2014 in Boston.

TRANSCRIPT

@mbloomstein | #HOWLive 1

© 2014 © 2014

Establishing a brand-driven

message architecture

Margot Bloomstein

HOW Design Live 051214

@mbloomstein #HOWLive

@mbloomstein | #HOWLive 2

© 2014

Oh HEY

effective content & design!

@mbloomstein | #HOWLive 3

© 2014

Content and design—

and processes to create them—

best complement each other through

content strategy.

@mbloomstein | #HOWLive 3

@mbloomstein | #HOWLive 4

What is content strategy?

Planning for the creation, aggregation,

delivery, and governance of useful,

usable, and appropriate content in an

experience.

@mbloomstein | #HOWLive 5

You need this.

@mbloomstein | #HOWLive 6

© 2014

© narniafans.com

Get a seat at the table.

@mbloomstein | #HOWLive 7

© 2014

Content demands attention

@mbloomstein | #HOWLive 8

© 2014

Because we all want the same thing,

but content keeps getting in the way.

Content requires time

@mbloomstein | #HOWLive 9

© 2014

Content dredges up politics

This is your job now.

@mbloomstein | #HOWLive 11

© 2014

©Skillset.org

@mbloomstein | #HOWLive 12

© 2014

Titles < Roles < Skills

©Skillset.org

© The Creative Group

@mbloomstein | #HOWLive 15

© 2014

Steps along the way…

Message architecture

Content audit/inventory

Prescriptive content matrix

Content model

Editorial style guidelines

Metadata guidelines

Governance guidelines

Deliverables are merely

punctuation in the

conversation.

They can’t replace the

conversation.

@mbloomstein | #HOWLive 17

Why content strategy?

@mbloomstein | #HOWLive 18

Why content strategy?

Because we all want the same thing, but content keeps getting in the way.

@mbloomstein | #HOWLive 19

Why content strategy?

Launch on time

@mbloomstein | #HOWLive 20

Why content strategy?

Stay within budget

@mbloomstein | #HOWLive 21

Why content strategy?

Maintain a consistent user experience

visually and verbally, across channels

@mbloomstein | #HOWLive 22

Why content strategy?

Without the team killing each other

over differences in opinion and

changing goals

@mbloomstein | #HOWLive 23

© 2014

This can be yours.

More

like

Apple.

@mbloomstein | #HOWLive 27

© 2014

More like Apple’s “message

architecture”

Confident but approachable; accessible

Simple

Minimal detail

Streamlined and anticipatory

Inviting, friendly

Supportive but not fawning

@mbloomstein | #HOWLive 28

© 2014

Message architecture

Cheeky

• Witty and fun

• Young without being childish

Customer oriented and responsive

• Approachable, friendly

• Championing and empowering

Helpful

• Accessible

@mbloomstein | #HOWLive 29

© 2014

@mbloomstein | #HOWLive 30

© 2014

@mbloomstein | #HOWLive 31

© 2014

From: Little MOO | Print Robot <noreply@moo.com> Subject: MOO | Order 0629312615 | Confirmed Hello I'm Little MOO - the bit of software that will be managing your order with moo.com. It will shortly be sent to Big MOO, our print machine who will print it for you in the next few days. I'll let you know when it's done and on its way to you. Remember, I'm just a bit of software. So, if you have any questions regarding your order please first read our Frequently Asked Questions or contact customer services (who are real people!) Thanks, Little MOO, Print Robot

@mbloomstein | #HOWLive 32

© 2014

Message architecture…

Cheeky

Customer oriented and responsive

Helpful

@mbloomstein | #HOWLive 33

© 2014

Versus brand values?

@mbloomstein | #HOWLive 34

© 2014

Versus a mission or vision?

“Great design for everyone”

Vision and direction are different.

This inspires, but isn’t tactical.

@mbloomstein | #HOWLive 35

© 2014

@mbloomstein | #HOWLive 36

© 2014

Gracious

• Welcoming, anticipatory service

Elite and premium

• Selective membership

• “Curated” experiences

Traditional

• Enduring heritage

• Preserving appreciation for quality

Message architecture?

@mbloomstein | #HOWLive 37

© 2014

@mbloomstein | #HOWLive 38

© 2014

First things first.

What do you need to communicate?

@mbloomstein | #HOWLive 39

© 2014

First things first.

start blogging, audit the content,

consolidate site architecture, add video

testimonials, incorporate reviews, relaunch

the site, develop new brand guidelines,

switch to a new CMS, or go “mobile first”…

@mbloomstein | #HOWLive 40

If you don’t know what

you need to communicate,

how will you know if you

succeed?

@mbloomstein | #HOWLive 41

© 2014

What’s a message architecture?

A hierarchy of communication goals

that reflects a common vocabulary.

@mbloomstein | #HOWLive 42

© 2014

A little thing with big impact.

@mbloomstein | #HOWLive 43

© 2014

A little thing with big impact.

How could we prove this is a car not like

anything else out there? It’s a small car,

but it’s premium. You get a Porsche 911

ride for a fifth of the cost. It’s got history…

but in Europe.

You need to give people content to give

them history.”

@mbloomstein | #HOWLive 44

© 2014

A little thing with big impact.

@mbloomstein | #HOWLive 45

© 2014

Message architecture

Premium technology

• Assertive; ready to perform as a driver’s car

• Proactive and supportive of spontaneity

Classic design

• Experienced and savvy

Cheekiness

• Smart, “punny,” hip

• Fun, gleeful

@mbloomstein | #HOWLive 46

© 2014

@mbloomstein | #HOWLive 47

© 2014

@mbloomstein | #HOWLive 48

© 2014

@mbloomstein | #HOWLive 49

© 2014

@mbloomstein | #HOWLive 50

© 2014

If these emails are boring you

and you don’t mind missing out

on all the lip-smackin’ stuff

we’ll be sending in the future,

simply send a message to owner-

unsubscribe@insiders.miniusa.com

and include “Unsubscribe” and

your favorite fruit in the

subject field.

@mbloomstein | #HOWLive 51

© 2014

Message architecture drives

the user experience

@mbloomstein | #HOWLive 52

© 2014

Nomenclature

Calls to action

Instructional content

Sentence structure

Diction

…in content

@mbloomstein | #HOWLive 53

© 2014

Photographic angles

Dark backgrounds

Bold headlines

Thick stroke weights

…and in design

@mbloomstein | #HOWLive 54

© 2014

Premium technology

Classic design

Cheekiness

• Smart, “punny,” hip

• Fun, gleeful

…in the choice of features and

content types

@mbloomstein | #HOWLive 55

© 2014

@mbloomstein | #HOWLive 56

© 2014

@mbloomstein | #HOWLive 57

© 2014

Not all channels are appropriate

for every brand or audience. • Annual reports

• Articles on your site

• Articles on other sites

• Blogs

• Books

• Branded tools

• Case studies

• Digital magazines

• eBooks

• Email newsletters

• Facebook posts

• Games

• In-person events

• Infographics

• Licensed/syndicated

content

• LinkedIn posts

• Microsites

• Mobile apps

• Online presentations

• Podcasts

• Print magazines

• Print newsletters

• Research reports

• Twitter

• Videos

• Virtual conferences

• Webinars/webcasts

• Whitepapers

Per Content Marketing Institute & MarketingProfs 2013 Content Marketing Survey

@mbloomstein | #HOWLive 58

© 2014

Not all channels are appropriate

for every brand or audience. • Annual reports

• Articles on your site

• Articles on other sites

• Blogs

• Books

• Branded tools

• Case studies

• Digital magazines

• eBooks

• Email newsletters

• Facebook posts

• Games

• In-person events

• Infographics

• Licensed/syndicated

content

• LinkedIn posts

• Microsites

• Mobile apps

• Online presentations

• Podcasts

• Print magazines

• Print newsletters

• Research reports

• Twitter

• Videos

• Virtual conferences

• Webinars/webcasts

• Whitepapers

Per Content Marketing Institute & MarketingProfs 2013 Content Marketing Survey

@mbloomstein | #HOWLive 59

© 2014

@mbloomstein | #HOWLive 60

© 2014

Premium

• Lindt embodies quality, in product, marketing, & company interactions

• Approachable: Quality indulgences are more accessible

• Trusted in brand and quality

Empowering

• Entrepreneurial: Innovating, championing individuals and successes

• Market driving: strategic and proactive

• Professional and consistent through experience and being responsive

Community-minded

• Engaged with the Lindt family

• Customer-oriented

• Socially conscious

Message architecture

@mbloomstein | #HOWLive 61

© 2014

Message architecture drives

a consistent user experience,

visually and verbally.

@mbloomstein | #HOWLive 62

© 2014

@mbloomstein | #HOWLive 63

© 2014

Elegant layout and typography

• Spread-to-spread sightlines and flow

• Wider borders

• Layered background images

• Italic titles with initial drop caps

• Serif body copy

@mbloomstein | #HOWLive 64

© 2014

@mbloomstein | #HOWLive 65

© 2014

Imagery of individual impact

• People engaged with product and offsite

community service—not just product or

just results of service

• Team breadth and diversity of role,

gender, ethnicity, and age

@mbloomstein | #HOWLive 66

© 2014

@mbloomstein | #HOWLive 67

© 2014

Accessible, informative copy

• First-person plural

• Frequent rhetorical asides

• Shorter sentences

• Clear, concrete explanations

@mbloomstein | #HOWLive 68

© 2014

@mbloomstein | #HOWLive 69

© 2014

Message architecture

Content audit

Content types

Content model & matrix

Editorial style guidelines and calendar

@mbloomstein | #HOWLive 70

© 2014

What’s a message architecture?

A hierarchy of communication goals

that reflects a common vocabulary.

@mbloomstein | #HOWLive 71

© 2014

What’s a message architecture?

Concrete, shared terminology,

not abstract concepts.

@mbloomstein | #HOWLive 72

© 2014

Welcoming,

but elite.

Selective?

@mbloomstein | #HOWLive 73

© 2014

Accessible,

open, and

premiere.

@mbloomstein | #HOWLive 74

© 2014

Traditional,

but edgy.

@mbloomstein | #HOWLive 75

© 2014

@mbloomstein | #HOWLive 76

© 2014

Words are valuable,

but meaningless without

context and priority.

(In a few minutes, we’ll

give them context.)

@mbloomstein | #HOWLive 77

© 2014

How?

• Engage in a tangible, hands-on way

• Encourage debate and conversation

• Identify points of disagreement

• Prevent seagulling

• Force prioritization

• Encourage ownership & investment

@mbloomstein | #HOWLive 78

© 2014

@mbloomstein | #HOWLive 79

© 2014

Cardsorting

• Groups of 7 – 10

• Pick 4 people to represent the brand

• Everyone else: put on your content

strategy hats!

@mbloomstein | #HOWLive 80

© 2014

@mbloomstein | #HOWLive 81

© 2014

• Who we are

• Who we’re not

• Who we’d like to be

Go with your gut!

Step 1

@mbloomstein | #HOWLive 82

© 2014

Who we are Who we’d like to be

Be aspirational. What needs to change?

Step 2

@mbloomstein | #HOWLive 83

© 2014

• Form groups: what goes together?

• Prioritize the goals or groups

• Tell the story of those aspirations

Step 3

@mbloomstein | #HOWLive 84

Why do this?

Words are cheaper than comps.

@mbloomstein | #HOWLive 85

Why do this?

Refine the concept, rather than

confirm the purpose.

@mbloomstein | #HOWLive 86

Why do this?

Choose content types to manifest

the message architecture—

not just because they’re trendy.

@mbloomstein | #HOWLive 87

But first things first:

Understand what you need to

communicate—and why.

@mbloomstein | #HOWLive 88

© 2014

But wait there’s MORE!

@mbloomstein | #HOWLive 89

© 2014

@mbloomstein | #HOWLive 90

© 2014

#contentstrategy & meetup.com

@mbloomstein | #HOWLive 91

© 2014

Thank you!

Margot Bloomstein @mbloomstein margot@appropriateinc.com slideshare.net/mbloomstein amzn.to/CSatWork

All photography © Margot Bloomstein unless otherwise noted. Screen grabs property of their respective owners at time of capture.

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