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CREATING A CONTENT WORKFLOW
THAT SERVES THE AUDIENCE
Whosepageisit
anyway?
Presented by Malaika Carpenter
S A Y C R E D M E D I A G R O U P L L C
Malaika Carpenter
CONTENT STRATEGIST
Helps companies get clear on their why,
solid on their story, and truly connected
with their audience.
@MALAIKAINK
(Plus, she produces comedy shows!)
ALIGN YOUR TEAM’S GOALS WITH
YOUR TARGET AUDIENCES’ GOALS
PRACTICAL EXERCISE TO HELP YOU
ACCOMPLISH BOTH
BRING AUDIENCE RESEARCH INTO
YOUR DAY-TO-DAY WORK
WhatYou'llLearn
A FAMILIAR
SOMEONE HAD A BRIGHT IDEA
Yourbossorclient
hasabrightidea...
A N D E V E R Y O N E W I L L L O V E I T .
Thatbrightidea
istypically...
C O N T E N T - I N T E N S T I V E
D E S I G N H E A V Y
C O M P L E X , I N T E R A C T I V E E X P E R E I N C E
“ C O O L , D O Y O U H A V E E V I D E N C E
O R REASEARCH T O S U P P O R T T H A T ?
You Ask:
Theysay:
“WE DON’T HAVE BUDGET FOR THAT.”
 
" W E ' L L T E S T I T L A T E R . "
“ L E T ’ S S E E W H A T O T H E R C O M P A N I E S
A R E D O I N G . ”
S O THERE'S BUDGET TO BUILD IT. . .
B U T N O T I M E O R M O N E Y T O S T U D Y T H E
P R O B L E M Y O U ’ R E S O L V I N G ?
You Think:
“If I had an hour to solve a
problem I'd spend 55
minutes thinking about
the problem and five
minutes thinking about
solutions.”
A L B E R T E I N S T E I N
Y O U ’ L L B E A S K E D T O B E I N A 5 5 + M I N U T E
M E E T I N G T O PITCH SOLUTIONS AND
WIREFRAMES  F O R T H E B R I G H T I D E A .
You Know:
W H A T D O Y O U K N O W A B O U T T H E A U D I E N C E ?
H O W D O Y O U K N O W T H E Y ’ L L W A N T T H I S ?
So, You Say:
Theymaygiveyou:
DEMOGRAPHIC DATA
MARKETING PERSONAS
CUSTOMER SURVEY DATA
GOOGLE ANALYTICS
(Or,you'llgatherthisyourself)
M A K E REALLY SMART GUESSES
A B O U T   W H A T T H I S A U D I E N C E W A N T S A N D
H O W T H A T A L I G N S T O T H E B R I G H T I D E A .
Now You Must:
Hasthisscenario
happenedtoyou?
NOT THE PROBLEM
It's when we think our bright
ideas are the right ideas for
our audience without any
evidence--that's the problem.
BrightIdeasare...
OUR ASSUMPTIONS
Like when I assumed health
advice is universal. But later
realized it's not universally
applied.
Whatwebuildis...
(These two women are not same.)
DidIreallytell
peopleinDubaito
runoutsidein100
degreeheat?
HARD TO PROVIDE VALUE
Meaningful content is created
when you know what satisfies
your audiences' wants and needs.
Don'tKnow
Audience,
BUTWEALREADY
KNOWTHIS!
(TRUE, BUT DO WE PRACTICE IT?)
FINDING
CHALLENGING OUR ASSUMPTIONS ABOUT AUDIENCE
HOW DO I...?
MAKE MY TEAM SEE THAT AUDIENCE TOUCHES
EVERY PIECE OF THEIR WORK?
SHOW THEM WAYS TO SOLICIT AUDIENCE
FEEDBACK IN THEIR DAY-TO-DAY WORK?
SHOW THEM WAYS TO CONNECT AUDIENCE
NEEDS TO OUR TEAMS’ AND CLIENTS’ PRIORITIES?
MAKE THEM
IN CONTENT & UX DESIGN, WE CALL THIS EMPATHY
We care about our
audience in theory. We
just don’t feel accountable
to them.
M A L A I K A C A R P E N T E R
@MALAIKAINK
WE DON'T SEE
THESE PEOPLE
EVERYDAY
BUT WE DO SEE
OUR BOSS
EVERYDAY
Exercise #1
ASK YOUR USER-FACING
TEAMMATES
LAST INTERACTION
WITH CUSTOMER
What was it like? What did
they learn? How did they
help?
WHAT THEY KNOW
ABOUT CUSTOMER
What are the user goals,
emotions, preferences?
WHAT THEY WISH
THEY KNEW
What information have
they not gathered or
learned?
WHY THIS MATTERS...?
PLACES TEAMMATES IN THE CONTEXT OF USERS
IDENTIFY GAPS IN TEAM'S KNOWLEDGE
PROVIDES QUALITATIVE DATA ABOUT AUDIENCE
GATHER WHAT
CREATE A CLEARER PICTURE OF OUR USERS
CreateDocumentThat
Summarizes:
DATA FROM TEAM INTERVIEWS
DEMOGRAPHIC DATA
MARKETING PERSONAS
CUSTOMER SURVEY DATA
GOOGLE ANALYTICS
HighlightKeyUserInfo:
USER GOALS
USER EMOTION
USER PAIN POINTS
USER BEHAVIORS & PREFERENCES
REAL-LIFE EXAMPLE
WHY THIS MATTERS...?
HELPS TEAM TO FOCUS ON USER CONTEXT VS.
THEIR OWN
TEAM CAN IDENTIFY WAYS IT IS OR CAN SERVE
AUDIENCES' GOALS & PAIN POINTS
QUICK, AT-GLANCE VISUAL OF AUDIENCE THAT
IS EASY TO SHARE
TEAM UP &
GET EVERYONE TO FOCUS ON AUDIENCE
Exercise #2
GATHER YOUR USER-
FACING TEAMMATES
REVIEW CUSTOMER
PROFILES
Share your fancy profile
document & discuss.
TALK ABOUT THE
USER JOURNEY
What are the specific
stages for your product?
What do users want and
feel in each stage?
IDENTIFY USER
TOUCHPOINTS
Discuss the various ways
customers discover and
confirm need for product
throughout user journey?
GroupWorkshop
WHO SHOULD BE THERE?
Teammates that impact user-
facing interactions
Cross-functional
OBJECTIVE:
Knowledge-sharing
Brainstorming ways to better
serve customer
Thinking about user context
SET ASIDE TIME...
P R E F E R A B L Y
A H A L F D A Y .
GroupWorkshop
MATERIALS:
F L I P C H A R T P A P E R
P O S T - I T N O T E S
S H A R P I E S
EXERCISE:
Define user goals & emotion for
each user journey stage.
Identify ways users may satisfy
goals on their own.
Identify ways we currently help
them.
Identify ways we could help
them.
1.
2.
3.
4.
WHAT WE
LEARNED
WE SHOULD TALK MORE TO
EACH OTHER
Some departments know more about
customers than others.
There's an opportunity to share
knowledge across organization.
WE SHOULD TALK MORE WITH
USERS
There's questions we could not answer
like how customers might satisfy goals on
their own.
There's an opportunity to refine user
survey questions and leverage sales reps.
WE ALSO
LEARNED
SOME PROJECTS ALIGNED WITH
AUDIENCE NEEDS
Confirmed that some features on the
product roadmap could really serve
customer needs.
OTHERS REALLY DID NOT
Realized that some features could be de-
prioritized, re-considered, or replaced
with others that were important to user
needs.
DOCUMENT,
CONNECT IT BACK TO DAY-TO-DAY WORK
WHAT WE
RECORDED
USED TRELLO BOARD
Captured written post-it notes into Trello
board to have a shared digital record.
Helpful for our remote teams.
VISUALIZED INTO ONE-PAGER
Transformed our digital Trello board into
a visual one-pager for entire team to
reference and keep top of mind.
TRANSFORMED THIS...
Whiteboard of post-its and online Trello board
INTO A ONE-PAGER
User goals and emotion were written as "I
want" and "I feel" statements in tone of user.
Additional
Strategies
FOR CONNECTING AUDIENCE
RESEARCH BACK TO DAILY WORK
STATUS UPDATES
Reference one-pager in status
meetings and team evaluations.
How are we tracking? How are
we performing?
PROJECT TASKS
Turn opportunities to improve
customer experience into
assignments the team can test.
PRODUCT ROADMAP
Compare workshop responses to
features on existing product
roadmap.
What's same? What's different?
How should it change?
LEVERAGE CUSTOMER
SUPPORT TEAM
Encourage customer support to
ask better questions.
REFINE USER
SURVEYS
Ask more targeted questions
about user goals, emotions, and
preferences.
CONTENT & DESIGN
PRINCIPLES
Transform user research data into
insights that can serve as working
principles.
THINGS TO
PUTTING IT ALL TOGETHER
We need to stop
interrupting what people
are interested in and be
what people are
interested in.
C E O , S E N D L E
CRAI G DAVI S
FINAL
THOUGHTS
REVOLVE AROUND YOUR
AUDIENCE’S INTERESTS
Be an advocate for your audience.
Constantly ask, "Will our audience care?"
Challenge your team's assumptions by
talking to real-world users.
BUILD RESEARCH INTO YOUR
WORKFLOW
Adapt existing user surveys.
Leverage sales or customer service reps.
Routinely check analytics.
Do small usability tests before and after
design and dev
THANKYOU!
(SO, ANY THOUGHTS OR QUESTIONS?)
saycredmediagroup@gmail.com
@malaikaink
www.malaikacarpenter.com
LET'S CONNECT YOU CAN REACH MALAIKA AT:

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Whose Page Is It Anyway?: Creating a content workflow that serves the audience

  • 1. CREATING A CONTENT WORKFLOW THAT SERVES THE AUDIENCE Whosepageisit anyway? Presented by Malaika Carpenter S A Y C R E D M E D I A G R O U P L L C
  • 2. Malaika Carpenter CONTENT STRATEGIST Helps companies get clear on their why, solid on their story, and truly connected with their audience. @MALAIKAINK (Plus, she produces comedy shows!)
  • 3. ALIGN YOUR TEAM’S GOALS WITH YOUR TARGET AUDIENCES’ GOALS PRACTICAL EXERCISE TO HELP YOU ACCOMPLISH BOTH BRING AUDIENCE RESEARCH INTO YOUR DAY-TO-DAY WORK WhatYou'llLearn
  • 4. A FAMILIAR SOMEONE HAD A BRIGHT IDEA
  • 5. Yourbossorclient hasabrightidea... A N D E V E R Y O N E W I L L L O V E I T .
  • 6. Thatbrightidea istypically... C O N T E N T - I N T E N S T I V E D E S I G N H E A V Y C O M P L E X , I N T E R A C T I V E E X P E R E I N C E
  • 7. “ C O O L , D O Y O U H A V E E V I D E N C E O R REASEARCH T O S U P P O R T T H A T ? You Ask:
  • 8. Theysay: “WE DON’T HAVE BUDGET FOR THAT.”   " W E ' L L T E S T I T L A T E R . " “ L E T ’ S S E E W H A T O T H E R C O M P A N I E S A R E D O I N G . ”
  • 9. S O THERE'S BUDGET TO BUILD IT. . . B U T N O T I M E O R M O N E Y T O S T U D Y T H E P R O B L E M Y O U ’ R E S O L V I N G ? You Think:
  • 10. “If I had an hour to solve a problem I'd spend 55 minutes thinking about the problem and five minutes thinking about solutions.” A L B E R T E I N S T E I N
  • 11. Y O U ’ L L B E A S K E D T O B E I N A 5 5 + M I N U T E M E E T I N G T O PITCH SOLUTIONS AND WIREFRAMES  F O R T H E B R I G H T I D E A . You Know:
  • 12. W H A T D O Y O U K N O W A B O U T T H E A U D I E N C E ? H O W D O Y O U K N O W T H E Y ’ L L W A N T T H I S ? So, You Say:
  • 13. Theymaygiveyou: DEMOGRAPHIC DATA MARKETING PERSONAS CUSTOMER SURVEY DATA GOOGLE ANALYTICS (Or,you'llgatherthisyourself)
  • 14. M A K E REALLY SMART GUESSES A B O U T   W H A T T H I S A U D I E N C E W A N T S A N D H O W T H A T A L I G N S T O T H E B R I G H T I D E A . Now You Must:
  • 16. NOT THE PROBLEM It's when we think our bright ideas are the right ideas for our audience without any evidence--that's the problem. BrightIdeasare...
  • 17. OUR ASSUMPTIONS Like when I assumed health advice is universal. But later realized it's not universally applied. Whatwebuildis... (These two women are not same.)
  • 19. HARD TO PROVIDE VALUE Meaningful content is created when you know what satisfies your audiences' wants and needs. Don'tKnow Audience,
  • 22. HOW DO I...? MAKE MY TEAM SEE THAT AUDIENCE TOUCHES EVERY PIECE OF THEIR WORK? SHOW THEM WAYS TO SOLICIT AUDIENCE FEEDBACK IN THEIR DAY-TO-DAY WORK? SHOW THEM WAYS TO CONNECT AUDIENCE NEEDS TO OUR TEAMS’ AND CLIENTS’ PRIORITIES?
  • 23. MAKE THEM IN CONTENT & UX DESIGN, WE CALL THIS EMPATHY
  • 24. We care about our audience in theory. We just don’t feel accountable to them. M A L A I K A C A R P E N T E R @MALAIKAINK
  • 25. WE DON'T SEE THESE PEOPLE EVERYDAY BUT WE DO SEE OUR BOSS EVERYDAY
  • 27. ASK YOUR USER-FACING TEAMMATES LAST INTERACTION WITH CUSTOMER What was it like? What did they learn? How did they help? WHAT THEY KNOW ABOUT CUSTOMER What are the user goals, emotions, preferences? WHAT THEY WISH THEY KNEW What information have they not gathered or learned?
  • 28. WHY THIS MATTERS...? PLACES TEAMMATES IN THE CONTEXT OF USERS IDENTIFY GAPS IN TEAM'S KNOWLEDGE PROVIDES QUALITATIVE DATA ABOUT AUDIENCE
  • 29. GATHER WHAT CREATE A CLEARER PICTURE OF OUR USERS
  • 30. CreateDocumentThat Summarizes: DATA FROM TEAM INTERVIEWS DEMOGRAPHIC DATA MARKETING PERSONAS CUSTOMER SURVEY DATA GOOGLE ANALYTICS
  • 31. HighlightKeyUserInfo: USER GOALS USER EMOTION USER PAIN POINTS USER BEHAVIORS & PREFERENCES
  • 33. WHY THIS MATTERS...? HELPS TEAM TO FOCUS ON USER CONTEXT VS. THEIR OWN TEAM CAN IDENTIFY WAYS IT IS OR CAN SERVE AUDIENCES' GOALS & PAIN POINTS QUICK, AT-GLANCE VISUAL OF AUDIENCE THAT IS EASY TO SHARE
  • 34. TEAM UP & GET EVERYONE TO FOCUS ON AUDIENCE
  • 36. GATHER YOUR USER- FACING TEAMMATES REVIEW CUSTOMER PROFILES Share your fancy profile document & discuss. TALK ABOUT THE USER JOURNEY What are the specific stages for your product? What do users want and feel in each stage? IDENTIFY USER TOUCHPOINTS Discuss the various ways customers discover and confirm need for product throughout user journey?
  • 37. GroupWorkshop WHO SHOULD BE THERE? Teammates that impact user- facing interactions Cross-functional OBJECTIVE: Knowledge-sharing Brainstorming ways to better serve customer Thinking about user context SET ASIDE TIME... P R E F E R A B L Y A H A L F D A Y .
  • 38. GroupWorkshop MATERIALS: F L I P C H A R T P A P E R P O S T - I T N O T E S S H A R P I E S EXERCISE: Define user goals & emotion for each user journey stage. Identify ways users may satisfy goals on their own. Identify ways we currently help them. Identify ways we could help them. 1. 2. 3. 4.
  • 39. WHAT WE LEARNED WE SHOULD TALK MORE TO EACH OTHER Some departments know more about customers than others. There's an opportunity to share knowledge across organization. WE SHOULD TALK MORE WITH USERS There's questions we could not answer like how customers might satisfy goals on their own. There's an opportunity to refine user survey questions and leverage sales reps.
  • 40. WE ALSO LEARNED SOME PROJECTS ALIGNED WITH AUDIENCE NEEDS Confirmed that some features on the product roadmap could really serve customer needs. OTHERS REALLY DID NOT Realized that some features could be de- prioritized, re-considered, or replaced with others that were important to user needs.
  • 41. DOCUMENT, CONNECT IT BACK TO DAY-TO-DAY WORK
  • 42. WHAT WE RECORDED USED TRELLO BOARD Captured written post-it notes into Trello board to have a shared digital record. Helpful for our remote teams. VISUALIZED INTO ONE-PAGER Transformed our digital Trello board into a visual one-pager for entire team to reference and keep top of mind.
  • 43. TRANSFORMED THIS... Whiteboard of post-its and online Trello board INTO A ONE-PAGER User goals and emotion were written as "I want" and "I feel" statements in tone of user.
  • 45. STATUS UPDATES Reference one-pager in status meetings and team evaluations. How are we tracking? How are we performing? PROJECT TASKS Turn opportunities to improve customer experience into assignments the team can test. PRODUCT ROADMAP Compare workshop responses to features on existing product roadmap. What's same? What's different? How should it change?
  • 46. LEVERAGE CUSTOMER SUPPORT TEAM Encourage customer support to ask better questions. REFINE USER SURVEYS Ask more targeted questions about user goals, emotions, and preferences. CONTENT & DESIGN PRINCIPLES Transform user research data into insights that can serve as working principles.
  • 47. THINGS TO PUTTING IT ALL TOGETHER
  • 48. We need to stop interrupting what people are interested in and be what people are interested in. C E O , S E N D L E CRAI G DAVI S
  • 49. FINAL THOUGHTS REVOLVE AROUND YOUR AUDIENCE’S INTERESTS Be an advocate for your audience. Constantly ask, "Will our audience care?" Challenge your team's assumptions by talking to real-world users. BUILD RESEARCH INTO YOUR WORKFLOW Adapt existing user surveys. Leverage sales or customer service reps. Routinely check analytics. Do small usability tests before and after design and dev
  • 50. THANKYOU! (SO, ANY THOUGHTS OR QUESTIONS?)