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Storming the Castle
@nozurbina @lavacon
How to ReachThoseWho Control and
Power and Purse Strings
Storming the Castle:
How to Reach Those Who Control and Power and
Purse Strings
noz.urbina@urbinaconsulting.com
@nozurbina / @thecsbook
urbinaconsulting.com
(Originally presented as a LavaCon Conference keynote while working for Mekon ltd.)
@nozurbina @LavaCon
Me (Noz Urbina, Urbina
Consulting)
Content strategist & modeller
Consultant/trainer
Author
urbinaconsulting.com/events
89 3929 31 x88
24g
UC.com 2015
You
You have a (great) idea for how to improve
something content-related.Which requires:
@nozurbina @lavacon
Our mission overview
@nozurbina @lavacon
Climb the mountain,
storm the castle
...and get back
with the treasure
Our mission tasks
@nozurbina @lavacon
Doing your research and
choosing your team
Planning and equipment
Getting back down
Storming the castle
Climbing
What is the treasure?
@nozurbina @lavacon
What is the treasure?
@nozurbina @lavacon
If you’re not clear on what it is that you
want, and why, you will fail
Doing your research
@nozurbina @lavacon
Doing your research
@nozurbina @lavacon
?
?
??
?
?? ?
There are many ways to storm a castle…
Doing your research
@nozurbina @lavacon
“It is only one who is
thoroughly acquainted
with the evils of war
that can thoroughly
understand the
profitable way of
carrying it on.”
– SunTzu
Validate what you
think you want
– Audience
– Requirements
– ROI
@nozurbina @lavacon
“The general... whose
only thought is to
protect his country
and do good service...
is the jewel of the
kingdom.”
– SunTzu
Find out how you’ll
know when you
have it
– Success metrics
– Audit
Doing your research
@nozurbina @lavacon
“Bravery without
forethought, causes
you to fight blindly
and desperately like a
mad bull.”
– SunTzu
Find out if it’s even
remotely possible
– Current corporate
climate
– Other big
spends/initiatives
Doing your research
Organisational
Goals
User goalsYour goals
Pitfalls
Thinking people care
about content
bit.ly/notking
All ideas and no
tech
Not realising it’s
sales a pitch
All ideas and no
tech
Not realising it’s
sales a pitch
Choosing your team
@nozurbina @lavacon
Choosing your team
Strategist
Doer
Technologist
Presenter
Copyright NBC Studios
Pitfalls
Know thyself
Availability
Too big / too
many cooks
Dead weight
Too dispersed
Vision
Lack of key
perspectives
Planning and equipment
@nozurbina @lavacon
Castle map
Support
Es
“Sell”“Make”
Product
Mgmt.
Dev
Support
Docs &
Training
Pre-
Sales
Eng.
Field
App
Eng.
S&M
Persuade
Org chart bingo
$$$
Influencer
Minor
Influencer
...
Influencer
... ...
Influencer
$$
Competitor ...
Your boss
$
... You
+
+
+
- ?
x
n
-
For
Against
Neutral
Undecided
Unknown
Irrelevant
+
-
x
n
?
+
? ?
++
“Ultimate
excellence lies not
in winning every
battle, but in
defeating without
ever fighting.”
– SunTzu
Audience to benefits / needs map
Your idea
Quality (QM)
•Errata Sheet Process
•Doc Guidelines
•Process alignment
•…
Legal & Patent
•Trademarks
•Disclaimer
•IP Protection
•…
Communication
•Corporate Design
•Document distribution
(e.g. via Internet)
•…
Sales &
Marketing
•Document release
•Requirement capturing
•Localization
•… R&D
•Document creation
•Design automation
•Tool support service
•Template service
•…
IT
•Tool evaluation
•Tool implementation
•Process /Tool support
•…
The 4Ps
• Required
Tools and
support
• Credibility
• Authority
• Alignment
• Change
s to
work
• Who’s
affected
People Process
PlatformPosition
Pitfalls
Scope too bigToo fast
Insufficiently
aligned /
researched
The climb itself
@nozurbina @lavacon
Castle map
Support
Es
“Sell”“Make”
Product
Mgmt.
Dev
Support
Docs &
Training
Pre-
Sales
Eng.
Field
App
Eng.
S&M
Persuade
“There are only two
methods of attack:
direct and indirect; yet
in combination these
give rise to
an endless series of
manoeuvres.”
– SunTzu
Castle map
Support
Es
“Sell”“Make”
Product
Mgmt.
Dev
Support
Docs &
Training
Pre-
Sales
Eng.
Field
App
Eng.
S&M
Persuade
Castle map
Support
Es
“Sell”“Make”
Product
Mgmt.
Dev
Support
Docs &
Training
Pre-
Sales
Eng.
Field
App
Eng.
S&M
Persuade
Castle map with BUs (acquired)
VPs
"Sell""Make"
Product
Mgmt
Dev
Support
Docs &
Train
Pre
Sales
Eng.
Field
App
Eng.
S&M
Es
Castle map with BUs (acquired)
VPs
"Sell""Make"
Product
Mgmt
Dev
Support
Docs &
Train
Pre
Sales
Eng.
Field
App
Eng.
S&M
Es
“...senior management is on
board...middle managers do
not all fully understand the
content initiatives and
therefore do not carry them
forward with their staffs.”
– UC Survey Respondant
Pitfalls
Missing key
buy-in
Getting
communication
balance right
Cookie cutter
pitching
No sense of
urgency
Pitfalls
Missing key
buy-in
Getting
communication
balance right
Cookie cutter
pitching
No sense of
urgency
38%
38% don’t know
what their
company is doing
or why!
[Realistic/Cookie]
Justifying that I'll be
able to continue
creating content while
also
researching/implementi
ng new tools and
strategies.
– UC Survey Respondent
[Urgency]
Decision-makers who
don't make decisions or
communicate... by
sharing updates,
requesting updates, or
attending meetings to
make decisions
– UC Survey Respondent
The climb itself
@nozurbina @lavacon
Pitfalls
Thinking savings is
always motivational
Thinking content’s
king
Playing the magician
Being a controversy
whore
Lack of standards /
references (credibility)
Unclear.
Not concise.
Not visual.
______’s (Content) Strategy
Corporate Strategy
• Be most innovative
provider of solutions
into key markets:
– ...
– ...
– ...
Content Strategy
• Treat information as a
business asset
– “Innovative”:
knowledge that’s
easily shared &
accessed
– “Solution”: content
integrated into
product offering
Sample tool selection short list
“Killer” Requirements
CCMSs References CMS
Compatibility /
Flexibility
Multi-
platform
Standard
Support
Roadmap
xxx
xxx
xxx
xxx
Pitch checklist
Itemised budget and ROI over time
5 Year TCO
Key milestones / Escape points
Risk matrix and mitigation plan
Market references
“What if we do nothing”?
Contextual alignment
CONTEXTUALISING THE
PITCH
Some useful ideas
Content
StrategyEnabling,
Product data
&Technical
Content
Persuasive,
Sales &
Marketing
Content
Content Strategy is Cross-silo
Development
efficiency &
significant cost
avoidance
Unified Framework for Content
Delivery, Measurement and
Improvement
Brand Equity,
regional markets
& revenue
channels
Business
Goals
Org
UsersYou
“Content providers are too siloed: MarComm,
TechComm, Web Design, Product Support, and
Training and have different reporting
structures.” – Survey
Un-aware
Recognize
Educate
Compare
Select
Configure
Support
/ Train
Use
Unified picture of a customer
Un-aware
Recognize
Educate
Compare
Select
Configure
Support
/ Train
Use
Unified picture of a customer
Un-aware
Recognize
Educate
Compare
Select
Configure
Support
/ Train
Use
Unified picture of a customer
“Companies don’t know what
they know... they don’t have a
strategy that focuses around the
customer and the data and using
them in a proactive way.”
– Bill Payne,Vice President, CRM and
industries
http://ibm.co/10UFHHx
Getting back down
@nozurbina @lavacon
Pitfalls
You won’t get
everything:
prepare for the half-win
Fight for some more
time:
managers often rush what
they don’t (fully) understand
GET BASELINES
METRICS:
So you can prove ROI
Wash, rinse, repeat:
Getting budget is the
beginning of the fun
Happy storming!
noz.urbina@urbinaconsulting.com
@nozurbina / @thecsbook
Urbinaconsulting.com/blog
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[LavaCon Keynote] Storming the Castle: Reaching Those Who Control the Power & Purse Strings [Noz Urbina, Lavacon 2013]

Editor's Notes

  1. Metrics Baseline AND Success
  2. This will help you do what you're already trying to do Tie into corporate vision statement
  3. Are you great in writing but not so good in front of an audience? Are you a tools geek? Are you a visionary but not someone who does or finishes things very well on a deadlines? The impact of physical distance varies greatly from project to project
  4. Positioning splits up into credibility and authority Credibility is your reputation for adding value This helps you take on senior management of other departments
  5. Not know what other things are going When are budget cycles Have they just signed a huge agreement to buy another massive enterprise system? PSP: Figuring out when and how (you think) you're going to get it Does your audience love services, not like tools, or vice versa? Lack of change management
  6. Content (strategy) isn’t an end in itself – it’s a means to support and further corporate goals. Alignment with other initiatives Tie into corporate vision statement “This will help you do what you're already trying to do”
  7. Coherent messaging across the silos. User interfaces, apps, commercial communications, tech docs – the lot.
  8. Coherent messaging across the silos. User interfaces, apps, commercial communications, tech docs – the lot.