Content Strategy Templates

This primary objective of enterprise content strategy is to get the right content, to the right user, at the right time. This page includes templates to help facilitate this task. Forthcoming will be a comprehensive guide that will detail the approach and methodology for designing, implementing and rolling-out and enterprise content strategies.

Current State Stakeholder Protocol (2012 Version) – PDF

Use this protocol when conducting stakeholder interviews to uncover current-state business processes, content scope, requirements and issues.

Meet with each business unit within the organization to ascertain what kinds of content each user group or business unit handles, what the publication and production processes are, and any issues, gaps, or redundancies with their processes or quality of content.

Interview authors, content contributors, and other members of each line of business who work with content daily. Span the organizational matrix, interviewing junior, mid-level and senior leaders.

Meet with one person at a time, if possible. Also, have another team member such as a project manager capture all notes during the interview.

You should schedule two hours for the interview. Be sure to send the protocol before the meeting, and list any deliverables and/or examples you would like the interviewee to bring.

If you are remote, set up Web-share for meetings, so that the interviewee can show you file structures, or CMS screens.

Content Audit/Inventory Template – XLS

The Content Audit captures the content within an organization and its publication channel(s).

The objective of the audit is to provide a current-state assessment of the content landscape.

Content strategists use inventories and audits to evaluate the volume (quantitative), quality (qualitative), and the rules of use of content, as well as the systems in which it resides and its creators.

An audit also may capture the audience and/or channel for which the content is intended.

This document will become critical as a foundation to develop content migration plans, make future-state design decisions, and inform the future content and publication models.

This template provides several different fields, any of which a content audit might capture. You may use it as a reference point and customize it accordingly per the needs of your project.

Content Matrix Template (2010 Version) – XLS

A Content Matrix captures each piece of content present in a Website design. The captured content should include all include images, data and content modules used within the Website.

This Content Matrix will help you catalog and identify each piece of unique content, any rules of use including personalization and character lengths, and references to the appropriate Sitemap and Wireframes.

This will assist you in tracing content to its origin and associated rules that dictate its characteristics.

A content matrix is a living document; regard it as the definitive source for all content on your Website.

This template provides several different fields, any of which a content audit might capture. You may use it as a reference point and customize it accordingly per the needs of your project.

Content Market Matrix Template (2010 Version) – XLS

This Content Market Matrix captures each piece of content present in the design and allows for multiple language fields, so that each localized and/or translated piece of text is accounted for.

Use the market matrix on international Websites, to catalog, track and manage multiple languages.

This document is a living document.