Category:User experience -> UX strategy -> Content -> Workflow
Workflow
Workflow defines how content is requested, sourced, created, reviewed, approved, and delivered.
If you put a process-monger in place, who is only looking at requirements and not the end product, the content will be treated like packets being moved down an assembly line. That works with technical features. Not with content. (Kristina Halvorson)
Workflow process
- Analyze
- Synthesize
- Create
- Review
- Edit
- Review
- Approve
- Publish
- Maintain
Workflow process (Richard Sheffield)
- Determine a starting point for your workflow (content request or requirement)
- Requesters: Who can request content? Who can approve or deny the request, and on what grounds? Who creates the assignment?
- What are the various instances that trigger a request for content to be published?
- How do you think this content can help us meet business objectives and user needs?
- Where and when do you provide source material, or are you leaving this up to someone else?
- How would you like to see this content take shape online?
- How do you want or need to participate in the content review and approval process?
- Providers: Who is responsible for sourcing existing content of delivering new information that will inform new content creation?
- How do you determine if the source content is on-brand, accurate, up-to-date, and legal?
- If we have questions about the source content, who are the subject matter experts we should contact?
- Creators: Who is responsible for creating new content? Who is responsible for editing source content?
- How long does it usually take to do a first draft?
- Who and what do you need access to during the content development process?
- What are your key challenges or obstacles related to web content creation?
- How are you made aware of updates to style guides and legal requirements? How often?
- Which tools do you use (or wish you had) for content creation and updates?
- Reviewers: Who must review each draft, and for which specific purpose(s)? Who fact checks the work? Who proofs or copyedits the content?
- When you review web content, what are your primary objectives?
- How and when would you like to receive content that requires your review or approval?
- Approvers: Who has the authority to approve or reject edits? Who is responsible for legal approval? Who is responsible for final approval prior to delivery?
- When you review web content, what are your primary objectives?
- How and when would you like to receive content that requires your review or approval?
- Publishers: Who moves the content from the desktop or server environment to the web?
- In what format would you like to receive web content to be published?
- How long do you require to publish new content, changes to content, and so on? Explain your process.
- Is there a standard workflow for content publication?
- How does the organization view the content life cycle? What are the triggers for current content review, archiving, or removal?
- Determine an ending point for your workflow (publish, archive, destroy).
- Identify all players from starting point to ending point.
- Sketch the tasks.
- Identify interaction patterns among players and tasks.
- Identify notification pattens.
- Identify approval patterns.
- Determine all what-ifs that may impact workflow.
- Simplify if possible.
Workflow for online editorial content
- Story generation
- “Zeitgeist” sources: Twitter, YouTube, Wikirage
- Media releases
- Breaking news event
- Competitors
- Reporter’s sourcebook
- Intranet, shared bookmarks
- Aggregators
- Beat-related conferences
- Industry meetings, webinars
- Local online communities
- Social media sites
- Local blogs
- Blogs on reporter’s beat
- Story development
- Source meetings
- Local, online communities
- Crowdsourcing
- Initial meetings with multimedia folks
- Social media sites
- Your news organization’s blog
- Production
- Contextual content
- Related content
- External links
- Databases
- Content partner notification
- Add in all hyperlinks
- Scale? One-off story or multiple?
- Editing
- Multimedia elements
- Is there context?
- Links—do they work?
- Check and add photographs
- “Package” story if necessary
- Add metadata
- Copy editing
- Against style guide and editorial guidelines
- Against other blogs
- Against other websites
- Do links work?
- Is there more related content?
- Add metadata
- Are cutlines and metadata correct?
- Publish
- Throughout the day
- Make sure content is archived and indexed correctly
- Comment and discuss
- Reporters and editors must participate
- Grow the story
- Send link to bloggers
- Send link to sources
- Ask for feedback
- Follow up and follow through
- Add more context, links, even after first publication
- Lather, rinse, repeat
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