Content Strategy is My Micro-Scope
By Ian Alexander / November 4, 2009
Too many articles and blogs (ours included) have set out to define Content Strategy, called it King, whitewashed it as “content marketing/SEO.” Some have hyped it with agendas and sales pitches, others with heartfelt enthusiasm for the buzzword d’jour.
The more I think about Content Strategy, the more I see it centered in and around project scope. As budgets tighten, content measurability logic matures and ROI has a smaller and smaller proof of concept window. Defining a robust scope for CS-related projects is paramount for all involved.
For the Client
At the simplest level, scope defines what the vendor is going to accomplish for price of the contract.
In my experience, there are four client attitudes about scope:
- Those who see the value in digging to the root of the problem and do have the budget
- Those who see the value in digging to the root of the problem but don’t have the budget
- Those who don’t see the value in digging to the root of the problem
- Those who don’t see the value in digging to the root of the problem because they don’t have a budget
And there are two strategies clients administer for scope definition:
- The formal RFP process (Scope is brought to the table as part of RFP)
- The relationship process (Client comes to table with loose scope and the practitioner digs deeper)
For the Vendor
Scope defines what the vendor is and isn’t responsible for.
I’ve spoken with some other agencies and this is what I hear about scope:
- Clients with the bigger budget get the better end-product
- There is cheap, good and fast—pick two
- I’ll work with you as much as I can, but at the end of the day we all need to make money
- There are no problems, only opportunities, but opportunities cost money to investigate
On the vendor side, there are two methods of scope definition and estimation.
- Plan for the worst and price accordingly
- Price reasonably and define what is and isn’t included, and carefully outline rates for out of scope work
The problem with these methods of thinking about scope (for both parties) is that the balance between the “best solution” and the “appropriate price” are at odds. The RFP is often not broad enough to get to the heart of the problem. And the vendor can only solve what he/she has access to, both politically and financially. So what usually happens is the client will cut what doesn’t seem relevant, fit the budget, or have a clear ROI. And the vendor will reduce services/deliverables to maintain profitability.
Scope Management
Scope Management, a content strategists’ most powerful tool, is often as much about Change Management (a.k.a. getting everyone to agree that there is an elephant in the room) as much as it is about Content Strategy. Proper Scope Management empowers the vendor to perform the difficult, time-intensive work and empowers the client to tackle real change at the root level. A project may be RFP’ed for a new website on an existing infrastructure—while the answer may lie in a CMS assessment that is outside that scope. Scope is not about padding the bill, it is about finding the best solution and implementing it.
Content Strategy is the tool that unearths and assembles the puzzle pieces spread across legacy systems, marketing agendas, newsletters, content, code, DB’s and design.* CS will grow in proportion to the depth it digs, both across other practices and intra-project. The marriage of Scope Management and Content Strategy requires content strategists to push for the deeper digging and clients to be open to a little more work for a much greater return.
*Not all the puzzles pieces are listed. And there is no picture on the box.
—Ian
Twitter me @eatmedia

November 4th, 2009 at 4:07 pm
This is great. *Hat tip*
I strongly agree that practitioners need to be thinking through how they are scoping their content strategy engagements in terms of project impacts and operational impacts. And that value needs to be clearly and plainly communicated with clients and colleagues. This is, as I’ve tried to suggest in several venues now, the crux between “small tent” and “big tent” CS.
This field of practice is capable of much, but we as a community need to hedge against overstatement and hype. Which is, after all, a very pragmatic definition of scope management.
November 4th, 2009 at 7:17 pm
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November 7th, 2009 at 10:20 pm
This topic is relevant for any firm providing professional services. The concept of Scope Management is generally misunderstood to mean the prevention of “scope creep.” What you’ve pointed out is that scope management can be THE value add in many cases. Talking about the elephant ultimately uncovers some of the most serious issues.
November 10th, 2009 at 8:25 pm
Yup. As you suggest, I find that almost all content strategy work I do is as much about being a good “scope manager” as it is about being a great “content strategist”. Getting people to agree on what content strategy is, and hearing all the different opinions about what it entails, has been tricky and enlightening.
Thanks.
November 10th, 2009 at 8:53 pm
Tiffany,
Thanks for the comment. Dig TTAB’s work. I’ll be beating the scope = CS horse more soon.
November 12th, 2009 at 12:04 pm
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May 6th, 2010 at 11:31 pm
Good CS saves money. Bad CS is a web writer with an English degree and some social media experience dictating design elements, project planning and other assets they have absolutely no understanding of.
May 7th, 2010 at 8:48 am
Axzm,
I entirely agree with you.
-Ian
June 25th, 2010 at 1:46 pm
Just had to take the two seconds to post a thank you. Read through through your site and really liked the articles, bookmarked and I plan on coming back soon!