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HOW TO DOCUMENT AND
REFINE YOUR CONTENT
STRATEGY 

Matthew Grocki
@mgrocki
#intelcontent
LeftImageSlide
B A S I C S L I D E
#intelcontent@mgrocki
• Cofounder + Strategist - First Chair Partners
• Principal + Owner - Grass Fed Content
• 20 year content nerd
• Avid digital behaviorist
#intelcontent@mgrocki
Today content strategy
is…
recognized by executives
widely known and understood
receiving more funding
disparate strategies
increasing complexity
vague metrics
…which comes at a
price
questionable value
S. S. Blog
“George, get me THE
content strategy!”
#intelcontent@mgrocki
“IT DEPENDS” IS NOT
AN ACCEPTABLE
ANSWER
Documenting and Refining Your Content Strategy
#intelcontent@mgrocki
CONTENT IS NOT
A PROJECT
PROBLEM, IT’S AN
ORGANIZATIONAL
ASSET OR A GIANT PAIN
IN THE BUTT
#intelcontent@mgrocki
TODAY
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

TODAY
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

TODAY
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

TODAY
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

TODAY
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

Documenting and Refining Your Content Strategy
#intelcontent@mgrocki
websiteContent Strategy fer ya…
#intelcontent@mgrocki
intranetContent Strategy fer ya…
#intelcontent@mgrocki
productContent Strategy fer ya…
#intelcontent@mgrocki
appContent Strategy fer ya…
#intelcontent@mgrocki
micrositeContent Strategy fer ya…
#intelcontent@mgrocki
toolContent Strategy fer ya…
#intelcontent@mgrocki
blogContent Strategy fer ya…
Documenting and Refining Your Content Strategy
1
ARE YOU ALONE?
DEFINING YOUR STRATEGY
ARE THEY READY?
WHO’S ON BOARD?
WHAT’S THE ENDGAME?
ARE YOU ALONE?
DEFINING
DEFINING
ARE THEY READY?
WHO’S ON BOARD?
DEFINING
WHAT’S THE ENDGAME?
DEFINING
Documenting and Refining Your Content Strategy
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

Documenting and Refining Your Content Strategy
the
STATEMENT
the
BRIEF
the
REPORT
the
PLAYBOOK
pic of a fantasy scene
TheStatement
DOCUMENTING YOUR STRATEGY
Attributes:
• Short
• Memorable
• Evergreen
• Consistent
Useful for:
key decision makers
c-suite
project managers
sales
writers
editors
DOCUMENTING
Componentsofavaluestatement
DOCUMENTING YOUR STRATEGY
- Easily repeatable
- Matches content goals to business goals
- Highly shareable  
- Validated by research
- Provides context
DOCUMENTING
TheBrief
DOCUMENTING YOUR STRATEGY
Attributes:
• Sales driven
• Visual-based
• Tells a story
• Easily socialized
Useful for:
key decision makers
c-suite
project managers
sales
writers
editors
DOCUMENTING
Componentsofabrief
DOCUMENTING YOUR STRATEGY
- Summarizes: 

     Research
     User journeys/personas
     KPIs and metrics
     Editorial direction
     Supporting strategies
- Can stand alone 

- Value statement in context 

- Maps content value to product/service/organization 

- Provides a roadmap to achieve content goals 

DOCUMENTING
TheReport
DOCUMENTING YOUR STRATEGY
Attributes:
• Long form
• Validated by research
• Can include multiple
deliverables
Useful for:
writers
editors
project managers
upper management
sales
DOCUMENTING
DOCUMENTING YOUR STRATEGY
Componentsofareport
Content ecosystem 

Current/future state
By LOB
By Content type
Ownership 
Editorial process
Analytics
Content recommendations

Content goals 

Metrics and KPIs 

Internal and external
Research 

Approach
Findings 
Opportunities
Competitive analysis  

Audience needs 

Personas
User journeys




DOCUMENTING
ThePlaybook
DOCUMENTING YOUR STRATEGY
Attributes:
• Highly instructional
• Visual-based
• Uses design artifacts
• Living document
• Includes related deliverables
such as the core strategy
statement
Useful for:
writers
editors
project managers
upper management
sales
DOCUMENTING
DOCUMENTING YOUR STRATEGY
Componentsofaplaybook
Style 

Plain language 
Terminology
Audiences
Needs
Condensed personas
Distilled user journeys
Writing guidelines 

Mobile considerations
Static/dynamic content
Personalized/Anticipatory
guidelines
Writing best practices
Reference materials

Intended audience  

Value statement  

Measurement 

Metrics and KPIs
Supporting strategies 

Editorial    

Messaging
Voice
Personality
Tone
Emotional states
Strategic themes

Accessibility  



Marketing objectives 

Goals
Calendar
Content models 

View templates
Objectives
Audience
Content guidelines
Page attributes
Required CTAs
Suggested text
Content hierarchy 
DOCUMENTING
SCALE DELIVERABLES
DOCUMENTING YOUR STRATEGY
FIDELITY MATTERS
SOCIALIZE
C.O.P.E
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

YOUR AUDIENCE YOUR ORGANIZATION
FRONT OF THE HOUSE BACK OF THE HOUSE
@mgrocki
ORGANIZATIONAL
APPROACHES TO
CONTENT
#intelcontent
TACTICAL
This
EVOLVING
NOT THEIR BUSINESS
IMPERFECT
“By putting people at the
heart of corporate strategy
we must acknowledge the
very humanness of this
resource." - Dr. Lynda Gratton
Living Strategy: Putting People at the Heart of Corporate Purpose
#intelcontent@mgrocki
Statement
Brief
Report
Playbook
WRITERS
+
EDITORS
SALES
MANAGEMENT
EXECUTIVES
DISTRIBUTING YOUR STRATEGY
SOCIALIZED
IMPLIMENTED
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

Documenting and Refining Your Content Strategy
“the books got thicker, the
printing got more
sophisticated, the covers got
harder and the drawing got
better” - Jack Welch on the evolution of business strategy
CONSOLIDATE
REFINING YOUR STRATEGY
MEASURE
FOCUS ON CRAFT
REDESIGN
CONSOLIDATE
REFINING
REFINING
MEASURE
1. Are you producing more or less content?
2. How engaged are your content teams?
3. How dialed-in is upper management?
4. Does it align with new projects?
5. Has content funding increased or decreased?
REFINING
FOCUS ON CRAFT
REFINING
REFINING
REDESIGN
#intelcontent@mgrocki
DEFINING
DOCUMENTING
DISTRIBUTING
REFINING

GROWING AND SUSTAINING YOUR STRATEGY
ASK
CONSOLIDATE
MATCH
ITERATE
1
THANK YOU

Matthew Grocki
@mgrocki
#intelcontent



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Documenting and Refining Your Content Strategy