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07/05/2022 Footer 1 TIPS AND TRICKS TO CONDUCTING A SUCCESSFUL CONTENT AUDIT By Denise Kadilak Information Architect/Team Manager

Content audit

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TIPS AND TRICKS TO CONDUCTING A SUCCESSFUL CONTENT AUDITBy Denise KadilakInformation Architect/Team Manager

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ABOUT ME

• 17 years experience• Creating and maintaining 1000s of pages of user-end documentation• Technical-project lead investigating new tools, best practices, and

workflows for a 22-member documentation team• Led team’s move four years ago to MadCap FlarePart-time instructor at John Carroll University in Cleveland, OH

• Teach the Technical Writing course included in the school’s Professional Writing program

Past presentations:• Flare workshop at 2014 WritersUA, Palm Springs • Link your Way to Successful Content Management in Flare at the CMS/DITA North America 2013 conference• Moving from FrameMaker to Flare at the 2011 WritersUA

Information Architect/Team Manager

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ABOUT ME

Webinar:

• Moving from Adobe FrameMaker to FlareWebsite:

• Writing with a Flare

More stuff

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AGENDA

• What is a Content Audit• How it fits in a Content Strategy• What is a Content Strategy• Where to start• Tips• Q&A

What we’ll cover…

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WHAT IS A CONTENT AUDIT?

• Tracking of all content you currently publish• Foundation of a successful content

strategy

In very broad terms

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WHAT IS A CONTENT AUDIT?

• Quantitative analysis that answers 5 basic questions about your content:• What’s there?• Who’s responsible for the content?• How are users locating what they need?• Is it satisfying the users’ needs?• Is it up-to-date?

A bit more specific

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SO WHAT IS A CONTENT STRATEGY?

Kristina Halvorson or Brain Traffic offers the most used definition:• It “plans for the creation, publication, and

governance of useful, usable content.”

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SO WHAT IS A CONTENT STRATEGY?

A more comprehensive explanation can be found in Sarah O’Keefe and Alan Pringle’s Content Strategy 101: Transform Technical Content into a Business Asset.• Free Epub download• Crowd-sourced development• Comprehensive

• Broad range of considerations regarding content strategy

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SO WHAT IS A CONTENT STRATEGY?

• It does not mean simply figuring out how you plan to manage thousands of content-carrying topics or hundreds of chapter-bearing files.

In short:

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SO WHAT IS A CONTENT STRATEGY?

• That is an element in the strategy equation, but because documentation teams nowadays do so much more than traditional “documentation” and work with so many departments outside of their own, a successful content strategy involves orchestrating a number of related elements.

In short:

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SO WHAT IS A CONTENT STRATEGY?

• For example, • Determining what deliverables will best

satisfy your users’ needs: videos, visual walkthroughs, tip sheets, getting stated documentation, traditional help, printed manuals, combination package?

• What outside departments have a stake in the content you deliver, and what exactly should their input be?

In short:

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WHERE DOES A CONTENT AUDIT FIT?

• Content audit is just one element – a very important element – in this very large process

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WHERE DOES A CONTENT AUDIT FIT?

• A list is a content inventory• Catalog all contents• Includes all information assets on a

website:• Html pages• Meta elements, such as keywords, page

title, images, audio and video files, document files

It’s more than just a list…

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WHERE DOES A CONTENT AUDIT FIT?

• An audit evaluates content• Results in a better understanding of the

content• May find things you didn’t know existed• Spot duplication• Identify all kinds of relationships in the

content• Can also serve as a precursor to a more

comprehensive content analysis

It’s more than just a list…

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WHERE TO START?

• What do you want to accomplish?• What are you going to do with content you

remove?• Resources available• Evaluation process

• Keep Cleanup in mind• Size of the audit

Create a solid audit plan that addresses:

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AUDIT PLAN

• What do you want to accomplish?• More Website traffic?• More Help File traffic?• Fewer support calls?• Fewer complaints about

outdated/missing content?

Determine the goal of your audit

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AUDIT PLAN

• Condition?• Archive?• Delete?

How to handle unnecessary content

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AUDIT PLAN

• Helps you determine scope• Don’t want to bite off more than you can

chew• You have to act on what you find!

Evaluate your resources

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AUDIT PLAN

• Some way to:• ID content that needs to be addressed• Allows you to prioritize the cleanup

process• Keep cleanup in mind

Create an evaluation process

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AUDIT PLAN

• Ideal if you can do this in the content itself• If not, a spreadsheets works

• Flexible• Arrange a lot of information• Easy to share

Record findings

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AUDIT PLAN

• Depends on size of audit• Record info for pages that need work• Location of content• Comments/Notes on what you found

What to record

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AUDIT PLAN

• Full audit: • Every piece of content currently in your

system• Partial audit:

• Varies, but usually focuses on the top few levels in your information hierarchy

• Or, content created during a specific time period (past three months, oldest-to-newest)

Determine the size of your audit

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AUDIT PLAN

• Sample content (good starting point)• Least detailed• A random collection of content

Determine the size of your audit

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FINAL TIPS

• Section by section• Level by level• Checklist helpful

Be methodical

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FINAL TIPS

• Check all links• Thoroughly record findings• Restrict audit time – don’t plan on doing

this all day

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RESOURCES

• Content Inventory and Audit Resources – a compilation page

• Content Audit Guide and Template• How to Conduct a Content Audit• How to do a Content Audit – Step-by-step

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QUESTIONS?

[email protected]

My contact information: