establishing a brand-driven message architecture workshop at how

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@mbloomstein | #HOWLive 1 © 2014 © 2014 Establishing a brand-driven message architecture Margot Bloomstein HOW Design Live 051214 @mbloomstein #HOWLive

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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

Page 1: Establishing a Brand-Driven Message Architecture Workshop at HOW

@mbloomstein | #HOWLive 1

© 2014 © 2014

Establishing a brand-driven

message architecture

Margot Bloomstein

HOW Design Live 051214

@mbloomstein #HOWLive

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© 2014

Oh HEY

effective content & design!

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© 2014

Content and design—

and processes to create them—

best complement each other through

content strategy.

@mbloomstein | #HOWLive 3

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What is content strategy?

Planning for the creation, aggregation,

delivery, and governance of useful,

usable, and appropriate content in an

experience.

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You need this.

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© 2014

© narniafans.com

Get a seat at the table.

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Content demands attention

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Because we all want the same thing,

but content keeps getting in the way.

Content requires time

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Content dredges up politics

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This is your job now.

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© 2014

©Skillset.org

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© 2014

Titles < Roles < Skills

©Skillset.org

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© The Creative Group

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© 2014

Steps along the way…

Message architecture

Content audit/inventory

Prescriptive content matrix

Content model

Editorial style guidelines

Metadata guidelines

Governance guidelines

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Deliverables are merely

punctuation in the

conversation.

They can’t replace the

conversation.

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Why content strategy?

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Why content strategy?

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

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Why content strategy?

Launch on time

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Why content strategy?

Stay within budget

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Why content strategy?

Maintain a consistent user experience

visually and verbally, across channels

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Why content strategy?

Without the team killing each other

over differences in opinion and

changing goals

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© 2014

This can be yours.

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Page 25: Establishing a Brand-Driven Message Architecture Workshop at HOW

More

like

Apple.

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© 2014

More like Apple’s “message

architecture”

Confident but approachable; accessible

Simple

Minimal detail

Streamlined and anticipatory

Inviting, friendly

Supportive but not fawning

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© 2014

Message architecture

Cheeky

• Witty and fun

• Young without being childish

Customer oriented and responsive

• Approachable, friendly

• Championing and empowering

Helpful

• Accessible

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© 2014

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© 2014

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© 2014

From: Little MOO | Print Robot <[email protected]> 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

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Message architecture…

Cheeky

Customer oriented and responsive

Helpful

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Versus brand values?

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© 2014

Versus a mission or vision?

“Great design for everyone”

Vision and direction are different.

This inspires, but isn’t tactical.

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© 2014

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Gracious

• Welcoming, anticipatory service

Elite and premium

• Selective membership

• “Curated” experiences

Traditional

• Enduring heritage

• Preserving appreciation for quality

Message architecture?

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© 2014

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First things first.

What do you need to communicate?

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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”…

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If you don’t know what

you need to communicate,

how will you know if you

succeed?

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What’s a message architecture?

A hierarchy of communication goals

that reflects a common vocabulary.

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A little thing with big impact.

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© 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.”

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© 2014

A little thing with big impact.

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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

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© 2014

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© 2014

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© 2014

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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-

[email protected]

and include “Unsubscribe” and

your favorite fruit in the

subject field.

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Message architecture drives

the user experience

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Nomenclature

Calls to action

Instructional content

Sentence structure

Diction

…in content

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Photographic angles

Dark backgrounds

Bold headlines

Thick stroke weights

…and in design

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© 2014

Premium technology

Classic design

Cheekiness

• Smart, “punny,” hip

• Fun, gleeful

…in the choice of features and

content types

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© 2014

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© 2014

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© 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

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© 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

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© 2014

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© 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

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Message architecture drives

a consistent user experience,

visually and verbally.

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© 2014

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Elegant layout and typography

• Spread-to-spread sightlines and flow

• Wider borders

• Layered background images

• Italic titles with initial drop caps

• Serif body copy

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© 2014

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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

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© 2014

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Accessible, informative copy

• First-person plural

• Frequent rhetorical asides

• Shorter sentences

• Clear, concrete explanations

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© 2014

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© 2014

Message architecture

Content audit

Content types

Content model & matrix

Editorial style guidelines and calendar

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© 2014

What’s a message architecture?

A hierarchy of communication goals

that reflects a common vocabulary.

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© 2014

What’s a message architecture?

Concrete, shared terminology,

not abstract concepts.

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Welcoming,

but elite.

Selective?

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Accessible,

open, and

premiere.

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© 2014

Traditional,

but edgy.

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© 2014

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Words are valuable,

but meaningless without

context and priority.

(In a few minutes, we’ll

give them context.)

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© 2014

How?

• Engage in a tangible, hands-on way

• Encourage debate and conversation

• Identify points of disagreement

• Prevent seagulling

• Force prioritization

• Encourage ownership & investment

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© 2014

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Cardsorting

• Groups of 7 – 10

• Pick 4 people to represent the brand

• Everyone else: put on your content

strategy hats!

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• Who we are

• Who we’re not

• Who we’d like to be

Go with your gut!

Step 1

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Who we are Who we’d like to be

Be aspirational. What needs to change?

Step 2

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• Form groups: what goes together?

• Prioritize the goals or groups

• Tell the story of those aspirations

Step 3

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Why do this?

Words are cheaper than comps.

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Why do this?

Refine the concept, rather than

confirm the purpose.

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Why do this?

Choose content types to manifest

the message architecture—

not just because they’re trendy.

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But first things first:

Understand what you need to

communicate—and why.

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© 2014

But wait there’s MORE!

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© 2014

#contentstrategy & meetup.com

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© 2014

Thank you!

Margot Bloomstein @mbloomstein [email protected] slideshare.net/mbloomstein amzn.to/CSatWork

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