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Content Governance 
Planning for success throughout 
the content lifecycle 
Chris Mickens, Creative Technical Director, EDUCO 
@chrismickens
Is your organization creating 
web content without a 
content governance plan? 
#contentjam @chrismickens
Why content governance? 
Allows you to establish detailed guidelines for creating 
& managing consistent, high quality content by: 
#contentjam @chrismickens 
Determining priorities 
Outlining editorial workflow 
Assigning responsibility & ownership 
Setting long & short-term content goals
Informs every stage of the 
content lifecycle 
Planning Development Revision Distribution Management 
#contentjam @chrismickens
PLANNING 
“Give me six hours to chop down a tree and 
I will spend the first four sharpening the axe.” 
– Abraham Lincoln
Priorities 
• How does content contribute to your overall 
marketing plan? 
• Who is your audience, and what are their personas? 
• Who are your peers and competitors, and how are 
they performing in the digital space? 
• What types of content are you creating and are some 
more important than others? 
#contentjam @chrismickens
Personas & Content Strategy 
Persona Topic SM Channel Digital Publications 
Marketing Mary web design best 
practices 
LinkedIn, Twitter 
Mashable, Ad Age, 
Forbes, marketing blogs 
Account Director 
Ashley 
digital marketing 
strategy 
LinkedIn, Twitter 
Ad Age, Mashable, 
marketing blogs 
C-Suite Charlie marketing industry 
trends 
LinkedIn 
Ad Age, Forbes, Wall 
Street Journal, 
marketing blogs 
Eddie 
Entrepreneur 
tech & design 
trends 
Twitter, LinkedIn, 
FB, Quora 
TechCrunch, Mashable, 
creative blogs 
Designer/ 
Developer Diana 
tech & design 
trends 
Twitter, LinkedIn, 
FB, Quora 
TechCrunch, Mashable, 
creative blogs
Editorial Calendar 
• Your weekly or monthly schedule of when content will be 
published 
• Gives you an actionable plan to back up your content 
strategy with an opportunity to break up content creation 
into manageable scheduled tasks 
• Allows you to plan for content-generating events 
• Editorial Calendar roundup post from Crazy Egg: 
http://blog.crazyegg.com/2013/10/18/content-strategy-editorial- 
calendar/ 
#contentjam @chrismickens
http://snapcreativity.com/how-to-create-an-editorial-calendar
http://www.ptsmultimedia.com/blog/blog-marketing-strategy- 
5-steps-to-help-increase-leads-with-blogging/
http://museyroom.com/post/15180815974/a-sample-editorial-calendar
Resource Management 
• Prioritize important content and focus on 
operating within organizational constraints 
• Create guidelines for outsourcing content 
development 
• Establish protocol for requesting graphic design, 
photography, and image acquisition 
#contentjam @chrismickens
Taxonomy 
Taxonomy is a system for organizing content 
Categories Tags 
News Events Tutorials Reviews CSS Tricks Drupal Business Tips 
The taxonomy decisions you make can affect the structure 
of your website and should focus on helping visitors find 
content that interests them 
#contentjam @chrismickens
Categories & Tags 
Taxonomy can take any form, but the most popular CMS defaults 
use Categories and Tags, so it’s important to know how they differ 
Categories Tags 
Think: book chapters Think: book index 
Broad groupings of general topics Specific, micro-categorization 
Could be structurally integrated into 
your site, so additions or modifications 
will involve some review process 
Free-flowing and easy to add, but don’t 
forget that a one-item tag is frustrating and 
useless to visitors 
Put a lot of thought into these in the 
up-front because they’re fairly static 
Should be audited on a regular basis to 
improve clarity and eliminate overlap
Miller’s Law & Chunking 
• Miller’s Law: the number of objects an average 
human can hold in working memory is 7 ± 2 
• Chunking is used by the brain’s short-term 
memory as a method for keeping groups of 
information accessible for easy recall 
http://en.wikipedia.org/wiki/The_Magical_Number_Seven,_Plus_or_Minus_Two 
#contentjam @chrismickens
DEVELOPMENT 
“If you don't know where you are going, 
you'll end up someplace else.” 
– Yogi Berra
Editorial Guide 
#contentjam @chrismickens 
Voice 
and Tone 
Point 
of View 
Grammar 
and 
Punctuation 
Preferred 
Terms
http://www.voiceandtone.com
https://www.gov.uk/design-principles/style-guide
Style Guide 
#contentjam @chrismickens 
Formatting 
and 
Layout 
Headings 
and 
Subheads 
Links 
and 
Buttons 
Image 
Usage and 
Format
http://mailchimp.com/about/style-guide/
REVISION 
“When everyone is super… no one will be” 
– Syndrome, ‘The Incredibles’
Roles & Responsibilities 
• Provide clear and defined boundaries with checks and 
balances 
• Identify knowledge gaps 
• Allow team members to take ownership of stages in the 
content development process 
• Align knowledge, capabilities, and responsibilities to 
the role and not the individual to allow for team 
changes and growth 
#contentjam @chrismickens
Editorial Workflow 
This workflow will be unique, and planning for it will allow you 
to acquire CMS tools to support your needs
Education & Training 
• Create a repository for training and how-to 
materials 
• Determine training prerequisites for certain roles 
and permissions 
• Establish on-going education and certification 
recommendations and requirements 
#contentjam @chrismickens
DISTRIBUTION 
“A goal without a plan is just a wish.” 
– Antoine de Saint-Exupéry
Publishing & Sharing 
• Determine Timing, Channel, and Frequency 
• Burrito Principle: catch people during down time 
stayclassy.org/blog/the-best-times-to-post-to-social-media-introducing- 
the-burrito-principle/ 
• Post Smarter Right Meow: target peak times by channel 
blog.sumall.com/journal/timing-everything-post-smarter-meow. 
html 
#contentjam @chrismickens
Activity Date Message 
Publish ‘How to Make a 
Sitemap' 
Tu 9/30 
LinkedIn Post Tu 9/30 
Trying to figure out your website content? Creating a 
sitemap will help guide your process. Learn how to make 
your sitemap in under an hour >> 
Tweet Tu 9/30 Working on your website? We’ve got some new sitemap 
design tips, just published this week >> 
LinkedIn Post Th 10/2 Working on your website? Creating your sitemap doesn’t 
need to be a chore. Here’s our step-by-step guide >> 
Tweet Th 10/2 Here’s our guide to sitemap design, new this week >> 
Facebook Post Th 10/2 
If you’re working on a website, try making the sitemap 
first. It’s easier than it sounds, and your first draft takes 
about an hour. To help, we created a step-by-step guide 
to sitemap design. 
Tweet F 10/3 If you liked this week’s sitemap design tips, check out 6 
Steps for Planning Your Website Content from @cate 
Tweet F 10/3 Shout out to Cate Conroy (@cate) 
Tweet W 10/6 In case you missed it last week, here’s our new step-by-step 
guide to sitemap design
Performance Benchmarks 
• Social Media: # of shares per channel; clicks per 
follower; engagement rate (FB) 
• Emails: # of opens; % of click-throughs 
• eBooks & White papers: # of downloads 
Pay attention to how shares, likes, and comments convert 
to page views from new and returning visitors and 
measure performance internally and against competitors 
#contentjam @chrismickens
MANAGEMENT 
“Everybody has a plan until they get 
punched in the face.” 
– Mike Tyson
Responding to Issues 
• Inquiries, feedback, and criticism 
Establish priorities, tone, and standard responses 
• Inflammatory or abusive comments 
Outline # of strikes banning policy; Avoid feeding 
the trolls 
• Controversial/offensive content 
Develop response protocol such as 3 A’s: 
Acknowledge, Apologize, Act 
#contentjam @chrismickens
Content Audit 
• What content types will be audited and how 
often? 
• What criteria will be used to judge content 
strengths and weaknesses? 
• Annie Cushing’s (exhaustive) Audit Checklist: 
bit.ly/audit-checklist 
#contentjam @chrismickens
Republishing Content 
• Rewrite, refresh, republish, or just promote again? 
• Evergreen content is quality, useful content that 
is relevant to readers for a long period of time 
http://blog.bufferapp.com/the-complete-list-of-evergreen-content-ideas-for-your-blog 
• Plan for annual or seasonal content 
#contentjam @chrismickens
If you like… 
Consistent, unified messaging 
Quality content 
Clear expectations 
Ownership & empowerment 
ROI and marketing goals
…and you hate 
Content that’s all over the map 
Micromanaging 
Dropping the ball 
Duplicating efforts 
ABJECT FAILURE
Content 
Governance is 
YOUR 
BUDDY!
Modules & Plugins
Drupal (D7) Modules 
• drupal.org/project/scheduler: Allow nodes to be published and 
unpublished on specified dates 
• drupal.org/project/workbench: Provide simplified content 
editing interface; access and editorial workflow control 
• drupal.org/project/revisioning: Configure workflows to create, 
moderate and publish content revisions 
• drupal.org/project/workflow: Create workflows to create, 
moderate and publish content based on permissions 
• drupal.org/project/maestro: Pretty intense workflow engine 
with visual workflow editor
WordPress Plugins 
• wordpress.org/plugins/oasis-workflow: (Free/Pro Version) 
Automate workflow processes with visual workflow 
designer; role-based routing; process history; reminders 
• wordpress.org/plugins/content-progress: Manage 
workflow marking content as complete, partial, or 
needing review; add notes 
• wordpress.org/plugins/edit-flow: Engage in editorial 
collaboration with calendars, statuses, comments, 
notifications, user groups, and content budgets
Thank you! 
Chris Mickens, Creative Technical Director, EDUCO 
www.educowebdesign.com 
@chrismickens

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Content Governance: Planning for success throughout the content life cycle

  • 1. Content Governance Planning for success throughout the content lifecycle Chris Mickens, Creative Technical Director, EDUCO @chrismickens
  • 2. Is your organization creating web content without a content governance plan? #contentjam @chrismickens
  • 3.
  • 4. Why content governance? Allows you to establish detailed guidelines for creating & managing consistent, high quality content by: #contentjam @chrismickens Determining priorities Outlining editorial workflow Assigning responsibility & ownership Setting long & short-term content goals
  • 5. Informs every stage of the content lifecycle Planning Development Revision Distribution Management #contentjam @chrismickens
  • 6. PLANNING “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” – Abraham Lincoln
  • 7. Priorities • How does content contribute to your overall marketing plan? • Who is your audience, and what are their personas? • Who are your peers and competitors, and how are they performing in the digital space? • What types of content are you creating and are some more important than others? #contentjam @chrismickens
  • 8. Personas & Content Strategy Persona Topic SM Channel Digital Publications Marketing Mary web design best practices LinkedIn, Twitter Mashable, Ad Age, Forbes, marketing blogs Account Director Ashley digital marketing strategy LinkedIn, Twitter Ad Age, Mashable, marketing blogs C-Suite Charlie marketing industry trends LinkedIn Ad Age, Forbes, Wall Street Journal, marketing blogs Eddie Entrepreneur tech & design trends Twitter, LinkedIn, FB, Quora TechCrunch, Mashable, creative blogs Designer/ Developer Diana tech & design trends Twitter, LinkedIn, FB, Quora TechCrunch, Mashable, creative blogs
  • 9. Editorial Calendar • Your weekly or monthly schedule of when content will be published • Gives you an actionable plan to back up your content strategy with an opportunity to break up content creation into manageable scheduled tasks • Allows you to plan for content-generating events • Editorial Calendar roundup post from Crazy Egg: http://blog.crazyegg.com/2013/10/18/content-strategy-editorial- calendar/ #contentjam @chrismickens
  • 13. Resource Management • Prioritize important content and focus on operating within organizational constraints • Create guidelines for outsourcing content development • Establish protocol for requesting graphic design, photography, and image acquisition #contentjam @chrismickens
  • 14. Taxonomy Taxonomy is a system for organizing content Categories Tags News Events Tutorials Reviews CSS Tricks Drupal Business Tips The taxonomy decisions you make can affect the structure of your website and should focus on helping visitors find content that interests them #contentjam @chrismickens
  • 15. Categories & Tags Taxonomy can take any form, but the most popular CMS defaults use Categories and Tags, so it’s important to know how they differ Categories Tags Think: book chapters Think: book index Broad groupings of general topics Specific, micro-categorization Could be structurally integrated into your site, so additions or modifications will involve some review process Free-flowing and easy to add, but don’t forget that a one-item tag is frustrating and useless to visitors Put a lot of thought into these in the up-front because they’re fairly static Should be audited on a regular basis to improve clarity and eliminate overlap
  • 16. Miller’s Law & Chunking • Miller’s Law: the number of objects an average human can hold in working memory is 7 ± 2 • Chunking is used by the brain’s short-term memory as a method for keeping groups of information accessible for easy recall http://en.wikipedia.org/wiki/The_Magical_Number_Seven,_Plus_or_Minus_Two #contentjam @chrismickens
  • 17. DEVELOPMENT “If you don't know where you are going, you'll end up someplace else.” – Yogi Berra
  • 18. Editorial Guide #contentjam @chrismickens Voice and Tone Point of View Grammar and Punctuation Preferred Terms
  • 21. Style Guide #contentjam @chrismickens Formatting and Layout Headings and Subheads Links and Buttons Image Usage and Format
  • 23. REVISION “When everyone is super… no one will be” – Syndrome, ‘The Incredibles’
  • 24. Roles & Responsibilities • Provide clear and defined boundaries with checks and balances • Identify knowledge gaps • Allow team members to take ownership of stages in the content development process • Align knowledge, capabilities, and responsibilities to the role and not the individual to allow for team changes and growth #contentjam @chrismickens
  • 25. Editorial Workflow This workflow will be unique, and planning for it will allow you to acquire CMS tools to support your needs
  • 26. Education & Training • Create a repository for training and how-to materials • Determine training prerequisites for certain roles and permissions • Establish on-going education and certification recommendations and requirements #contentjam @chrismickens
  • 27. DISTRIBUTION “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
  • 28. Publishing & Sharing • Determine Timing, Channel, and Frequency • Burrito Principle: catch people during down time stayclassy.org/blog/the-best-times-to-post-to-social-media-introducing- the-burrito-principle/ • Post Smarter Right Meow: target peak times by channel blog.sumall.com/journal/timing-everything-post-smarter-meow. html #contentjam @chrismickens
  • 29. Activity Date Message Publish ‘How to Make a Sitemap' Tu 9/30 LinkedIn Post Tu 9/30 Trying to figure out your website content? Creating a sitemap will help guide your process. Learn how to make your sitemap in under an hour >> Tweet Tu 9/30 Working on your website? We’ve got some new sitemap design tips, just published this week >> LinkedIn Post Th 10/2 Working on your website? Creating your sitemap doesn’t need to be a chore. Here’s our step-by-step guide >> Tweet Th 10/2 Here’s our guide to sitemap design, new this week >> Facebook Post Th 10/2 If you’re working on a website, try making the sitemap first. It’s easier than it sounds, and your first draft takes about an hour. To help, we created a step-by-step guide to sitemap design. Tweet F 10/3 If you liked this week’s sitemap design tips, check out 6 Steps for Planning Your Website Content from @cate Tweet F 10/3 Shout out to Cate Conroy (@cate) Tweet W 10/6 In case you missed it last week, here’s our new step-by-step guide to sitemap design
  • 30. Performance Benchmarks • Social Media: # of shares per channel; clicks per follower; engagement rate (FB) • Emails: # of opens; % of click-throughs • eBooks & White papers: # of downloads Pay attention to how shares, likes, and comments convert to page views from new and returning visitors and measure performance internally and against competitors #contentjam @chrismickens
  • 31. MANAGEMENT “Everybody has a plan until they get punched in the face.” – Mike Tyson
  • 32. Responding to Issues • Inquiries, feedback, and criticism Establish priorities, tone, and standard responses • Inflammatory or abusive comments Outline # of strikes banning policy; Avoid feeding the trolls • Controversial/offensive content Develop response protocol such as 3 A’s: Acknowledge, Apologize, Act #contentjam @chrismickens
  • 33. Content Audit • What content types will be audited and how often? • What criteria will be used to judge content strengths and weaknesses? • Annie Cushing’s (exhaustive) Audit Checklist: bit.ly/audit-checklist #contentjam @chrismickens
  • 34. Republishing Content • Rewrite, refresh, republish, or just promote again? • Evergreen content is quality, useful content that is relevant to readers for a long period of time http://blog.bufferapp.com/the-complete-list-of-evergreen-content-ideas-for-your-blog • Plan for annual or seasonal content #contentjam @chrismickens
  • 35. If you like… Consistent, unified messaging Quality content Clear expectations Ownership & empowerment ROI and marketing goals
  • 36. …and you hate Content that’s all over the map Micromanaging Dropping the ball Duplicating efforts ABJECT FAILURE
  • 37. Content Governance is YOUR BUDDY!
  • 39. Drupal (D7) Modules • drupal.org/project/scheduler: Allow nodes to be published and unpublished on specified dates • drupal.org/project/workbench: Provide simplified content editing interface; access and editorial workflow control • drupal.org/project/revisioning: Configure workflows to create, moderate and publish content revisions • drupal.org/project/workflow: Create workflows to create, moderate and publish content based on permissions • drupal.org/project/maestro: Pretty intense workflow engine with visual workflow editor
  • 40. WordPress Plugins • wordpress.org/plugins/oasis-workflow: (Free/Pro Version) Automate workflow processes with visual workflow designer; role-based routing; process history; reminders • wordpress.org/plugins/content-progress: Manage workflow marking content as complete, partial, or needing review; add notes • wordpress.org/plugins/edit-flow: Engage in editorial collaboration with calendars, statuses, comments, notifications, user groups, and content budgets
  • 41. Thank you! Chris Mickens, Creative Technical Director, EDUCO www.educowebdesign.com @chrismickens