October 10, 2023

How content excels with creative organizational design

Originally published on The Content Technologist on September 21, 2023.

Whether you know it or not, your next big campaign hinges on the technical concepts behind culture-making: organizational design.

Applied to content strategy, organizational design means fertilizing your media asset garden and slowing down to care for the people and processes that keep your garden thriving. Without it, your content loses the elements that most sharpen your brand's image.

Rather than pining for unavailable resources, org design orchestrates the dance between what you have on hand and the mechanisms you make to maximize them. It relies on optimistic, communicative, and experimental thinking that comes from trusting a tested system.

Whether you're in-house or consulting with clients, organizational change won’t always go as planned, but healthy friction is where you can make the biggest impact. Chances are, among the resources you lack, there are still processes and relationships that you can leverage, like internal operating systems and strong brand partnerships. Organizational design teaches us to lean on those advantages.

There are many ways organizational transformation can take place, but we'll focus on three cultural tenets that guarantee content that actually hits:

  • Strong editorial processes invite ownership
  • Healthy feedback cultures draw on rationale
  • Content success depends on cross-functional advocacy

Building up a taste for content: Culture is fermented

Creative operations comprise more than process; they're about culture. 

Think of kombucha, fermented tea made with sugar and a SCOBY (symbiotic colony of bacteria and yeast). SCOBYs are literal bacterial cultures with the viscosity of human mucus and the sliminess of human relationships. Icky as they sound, SCOBYs are the crucial ingredient that led to a $2B market for kombucha, a transformed drink that's sweet, sour, and everything in between.

Like SCOBYs, you're designing the environment for something really wonderful or edgy to emerge from your base ingredients. Small interactions add up. Extra spices thrown into your fermentation bring richness and complexity to your final product — they just take time to work their magic.

Existing company culture will likely not be designed for content success from the day you walk in. Like fermenting, you use what you have to produce something new and unusual. Yes, cultivating a healthy culture is a slow process. But as fermentation and its SCOBY mascot show, the transformation that occurs after a long-term investment bears fruit is worth the wait.

Strong editorial processes invite ownership

What does ownership mean in organizations where everyone, everywhere is expected to step up? Well, it depends on seniority. Ownership for executives looks like buy-in. For cross-functional collaborators, it's about advocacy. For content contributors and direct reports, it's concrete, meaningful ownership of the development and production processes.

Specific to this last point, I want to stress that our job is not to be a quality-control gatekeeper — at least not during ideation. As my friend Behzod Sirjani said about his time running research at orgs like Facebook and Slack, "Our job is not to be product police; it's to build a practice of learning." With organizational design, I like to think about it as building a practice of collective writing.

Define progress expectations when setting up editorial processes

Ultimately, your team's growth is your growth. As a team leader, I offer a clear sense of long-term goals so others can envision their own professional development. With organizational design, development is not about the output of a particular piece of content. It's about becoming a better content strategist so you can deliver results consistently and quickly in the future. To communicate these expectations, I use a handful of mental scripts to keep things as unambiguous as possible. 

  • "Expect two to three rounds of revisions in your first three months of submitting writing. At the six-month mark, those will consolidate into one round of revision. As you approach one year of working on the team, you should be a semi-autonomous writer who can ship thoughtful, on-brand projects with minimal editorial oversight."
  • "Expect both strategic feedback (positioning, brand tone of voice, etc) and tactical (flow, clarity, etc). Take at least two passes before you pass creative to me for review. Please double-check grammar and formatting, as I shouldn't be proofing for foundational components. Self-editing saves time for all of us."

When your colleagues have skin in the game — oh, I see how this makes me more valuable to the company — they're bound to care more. You may have heavy, high volume  reviews at the beginning of the process, but those will give way to true-to-brand projects shipping smoothly with minimal oversight in the future.

Healthy feedback cultures draw on rationale

When educating up, show examples and evidence. Use logic! Source authority outside yourself! Link a reputable publication that makes your point. Say you're advocating for a bigger creative budget. If you need a resource, reference that McKinsey's proven the thesis that design-driven companies increase their revenues and shareholder returns at nearly twice the rate of their industry counterparts. They did the research so your job is to gather the data for your story: Good creative enables efficiency.

Sure, there are also moments where you don't have data or need data that's custom to your business. Or, you're starting a new relationship with a company and don't yet know the context to interpret historical data. In those cases, I conduct my own research and rely on analyst-minded growth marketing teammates so I have data to point back to. 

Bring it back to the money. Whether advocating for an idea or giving notes on a piece of content, lead your feedback with the business rationale. Link back to documented strategy. Remind your colleagues that you’re thinking from the lens of what brings your target audience the most value. That pressure tests the validity of your own feedback as well.

For me, business-forward communication validates the larger, ongoing pursuit to document strategy, audience, tactics, and how they’ve evolved. Keeping a documented content and brand strategy is crucial for those moments when c-suite comes to me with an idea that we didn't allocate resources to. In those situations, I can say, “Hey, here's what we have going on. Here's the strategy that we've aligned on. Here’s how we expect it to perform and on what timeline. And here’s all the motions we've outlined to get there.” From there, I propose that if we plan to add something new to the mix, we should try a pilot version so we work within the margins of our available bandwidth before going all in.

Content success depends on cross-functional advocacy

If this article is about soft skills, then these are the extra squishy ones. And extra necessary for the business.

The last thing I assume is that colleagues intuit the value of content and brand. On the same day, I've received these two very different sentiments from colleagues in engineering and operations teams:

  • "I used to think brand was a dumb investment, but now I think it's the best investment we've ever made."
  • "What does brand even contribute to growth? We need growth more than we need brand."

I use two core methods to increase understanding when presented with the latter statement.

Make it easy for stakeholders to contribute to or benefit from content.

Think of your favorite episode of a TV show, or feature in a magazine. There's repartee between characters, and it's often most interesting when you pair characters coming from different worlds. 

When we created NewtonX's flagship AI thought leadership report, I knew I wanted to quote our Head of Engineering. He wasn't what we’d normally consider a top contender — normally we host more external-facing executives. Given that he works on sensitive internal initiatives, this wasn't the easiest idea to pursue. Yet after a briefing and a 30-minute interview, we honed into exactly the right quote to illustrate our organizational ethos. It marked the first time in 7 years of company history that a technical leader contributed to external thought leadership.

He had no edits and shared the final output to his personal network. As a highly respected leader in our organization, the side effect of his advocacy was a boost to my own credibility. I can't underscore enough — as a content person, you know when you've done good. You know what it feels like to be proud. 

This happens in small ways, too. I've had an engineering manager reach out for support on crafting a team-wide message to promote our remote gaming nights. A sales director might ask me to look at a standardized OOO message for the sales team.

I also think of my friend Jason Talwar, who spent time helping stakeholders internalize research data while building a research practice at data visualization software Tableau. Whether the insights were relevant or not, the goal was to get them engaged with the research. Once engaged, those stakeholders are primed to ask, “Hey, Jason, I’ve got some ideas for research. How can we partner up?"

Host bullpens to surface new ideas and refine thinking. 

My next favorite concept to use when collectively sharpening ideas is the bullpen. I discovered this ritual through YouTube's Shishir Mehrotra: "[The bullpen was] a creative experiment that turned into a hallmark of our process. The time was intentionally unstructured…  Many of these discussions would have naturally become ad-hoc meetings, and instead got handled in a timely manner."  

I host a monthly bullpen between the creatives of product and marketing. At the most basic level, it's a way to get like-minded people from different worlds into a room together and see what happens from the collisions. It's a chance to understand how creative decisions get made in another area of the org and get functional expert input (or just moral support) outside our own team. Some days it's show and tell, with a fallback bank of questions like "What are you excited about or experiencing challenges with?"

In our first meeting, our product writer brought up an SEO idea related to image search from his journalism days. It bumped up an idea that had been collecting dust for months but was worth revisiting now that our SEO strategy was ready for more creative execution.

In the next meeting, we walked through a new feature the product team was working on — and also the challenges of adoption. It's an age-old conundrum: spend months to ship a new feature or campaign, just for your stakeholders to… not even use it. I had recently gone through a similar exercise with a new marketing campaign, and working more closely with the sales team on content training to prepare for launch. 

It led to me sharing my experience: I reached out to a core sales leader at key brainstorm and pre-launch points of the content process. The goal was to give him an exclusive preview and get his take on how he'd use it, to both optimize the content for impact and utilize his stories as examples for his peers. It led to the highest engagement we'd ever seen from the collective sales team. 

That created an aha moment for the product team to think of creative ways to involve their internal stakeholders in dialogues beyond user feedback, pushing the conversation toward the bigger goal: user adoption.

Your content is only as good as the culture you build around it

If stakeholders are uncertain about why editorial systems matter, start seeding ideas and quietly influencing around the edges. Explain your creative decisions with the language of business impact. Do this again and again until the analysis becomes intuition, for both you and your stakeholders.

Congratulations, you have reached content culture nirvana!


Interested in more creative strategy insights? Subscribe to my newsletter hyperdisciplinary and The Content Technologist.

Thanks to Wye Coday and Deborah Carver for the edits.

June 20, 2023

Keep brands weird: The research framework for divergent content

Originally published on The Content Technologist on June 1, 2023, as “Keep brands weird: The research framework for exceptional data-driven content.”

Content strategy is a dance. It takes artful maneuvering to charm humans with poetry, appease algorithms with keywords, and win revenue with strategic budgeting. But you can't stun the audience if you're using the same moves as everyone else. 

With algorithms homogenizing our feeds, it takes extra effort to look outside the usual places for inspiration. The good news: your competitors are as uninspiring as ever. The bad news: you run this risk as well if you’re feeding yourself the same inputs—using the same public AI platforms, drinking data from the same APIs, or reading the same newsletters and trend reports as everyone else. 

These sources can provide utility, but creating content with an edge requires diversifying your inputs. Your brand won’t stand out unless you search deeper and farther than everyone else. Unless you build your own ethnographic toolbox and travel to unexplored internet highways and data troves, you're going to have a hard time making something new.

As Landor & Fitch Executive Director of Insights & Analytics, Americas Maarten Lagae advises, don’t rely on convenient data for strategic decisions:

"If you’re planning to manage a brand by simply looking at social media data, you might as well drive your car on the highway just using a flashlight…It requires more rigor, time and resources to find multi-faceted answers and develop solid business cases that unlock budgets, board approval and ultimately business growth."

Not every content professional has a research team feeding into their work. If you need to seek out project insights yourself, this content research framework will help you find the right data—not just convenient data—for content strategy that makes a difference.


I also presented this at The Content Technologist's NYC community gathering in June 2023. Click here for my Figma deck, speaker notes, and one content joke.

content-research-fraamework

Today, you'll learn:

  • How to diversify your inputs and do better work in an era of homogenization
  • How to source the right data and maximize insight
  • How to use the content research framework — with examples of using mixed methods across business use cases: brand positioning, performance reporting, tactical copywriting, campaign dreaming
co-collected-internal-data

Co-collected internal data reveals human context

What: Qualitative brand positioning and perception insights

How: Conducting internal employee interviews and surveys

When: During onboarding audits and key company moments like a rebrand, strategy pivot, or new product launch

Why: To understand the human dynamics behind brand perception. 

Questions to answer: How does external brand positioning match internal perception? Where are the gaps and opportunities to bridge this? What are the underlying organizational norms or cultural biases behind company language?

Whether you've just joined a company or started consulting for one, consider who might be able to offer brand perception insights, outside of your main stakeholders or collaborators.

Employee interviews are an effective way to glean brand insights, but they're also time-intensive. You might not be able to get a 30-minute interview with senior stakeholders across teams, or you might not think to spend time with more junior team members.

Complementary mini-surveys can scale insights and surface trends faster than conducting individual or group interviews. You could also run a survey first, and then use trends from the findings to inform the questions you ask in deep dive interviews.

Try asking employees to describe the company's value proposition in one or two sentences. Pretend they're introducing the organization to a prospect at a conference, without looking at the website for reference.

voice of the employee research

Collect the survey responses in a spreadsheet and note keyword trends. See where it deviates from the language you're hearing from executives. Make a checkbox to mark how many employees mirror executive phrasing, and see what percentage it is. Don't be surprised if it's just 1/4 of the company. That gives you a sense of how far the vision has trickled down, and where the reconciling work is to be done.

For sample size, be strategic. You don't need a huge sample if you're talking to key stakeholders who have influence on decisions and team training. And if you'll be manually analyzing open-ended responses, 15–20 respondents is a good cap to protect your own time while still getting an accurate look at the brand.

self-collected-internal-data

Self-collected internal data reveals historical context

What: Quantitative brand and content performance insights

How: Pulling metrics from tools across the organizational tech stack

When: Onboarding audit, and key reporting moments that inform future strategy (e.g. an end of year review)

Why: See where past actions went right or wrong, so you can double down on the right and avoid the wrong. 

Questions to answer: What strikes you about the data? What validates your intuition or surfaces new insight? How might these findings back your next decisions with confidence?

There's no way around deep data analysis. If you're in-house, dig around. If you're a consultant, ask for metrics reports across platforms. Even if you might not use them, it's better to have more than less. Look everywhere:

  • website traffic and engagement reports (GA4)
  • revenue and leads (Salesforce, sales enablement platforms)
  • email and campaigns (ESPs like Hubspot, Mailchimp)
  • editorial and creative operations (project management tools like Airtable, Notion, Asana)
  • social media (platforms like LinkedIn, Twitter, YouTube)
  • product analytics (tools like Amplitude, Mixpanel)
  • brand tracking and media monitoring (tools like Meltwater, Morning Consult)
  • your notes (anecdotal stories and screenshots collected over time or requested from your clients and client-facing teams)
reporting trendlines

Download all the reports, close Slack, and get dirty with the data. For example, your conclusions and recommendations might look like:

  • It's worth investing in deep subject matter expertise, even in this economy, because last year those packages contributed to up to 30% increase in QOQ revenue.
  • Let's continue to publish quality over quantity, because last year web engagement increased during the quarter that publishing volume decreased.
  • Let's refine our process to identify marketing-ready client partners with sales, since 7 out of 10 of our top performing content pieces were partnerships with strategic accounts.

A tip on how to extract insights from the data, from one of my ex-consulting VPs: "I sit, and I think really hard."

self-collected-external-data

Self-collected external data reveals market context

What: Qualitative market and persona insights

How: Doing desk research, reading industry publications, following thought leaders

When: Always on!

Why: Understand the language of your target audience. 

Questions to answer: What's familiar or foreign to them? Where are the nuances in how they operate? How might you quickly internalize their world and reflect it in the content you publish?

Writing case studies and articles? Website landing page copy? Marketing and sales emails? Check out:

  • Industry reports: Scan McKinsey, Gartner, Forrester (etc.) whitepapers for industry trends and challenges
  • LinkedIn bios and websites of key clients and prospects: Pull Salesforce data or ask for lists of target customers, along with job titles. See what language they use to describe their successes and passions.
  • Press around key clients and prospects: See the potential newsworthy impact your company can enable, so you can channel that charisma and speak to your clients' future successes with concrete examples

If anyone has success stories of using generative AI to expedite this research process, I'd love to hear them.

co-collected-external-data

Co-collected external data inspires weird ideas

What: Hybrid quant/qual cultural insights

How: Engaging with communities, inside and outside your industry

When: Always on!

Why: Enrich your inputs with the unexpected. This quadrant yields award-winning content and puts you on the map of those you aspire to be like. 

Questions to answer: What's the content that no one's searching for — yet? What's the stuff that's hard to scale? What can you learn from communities that see the world in a different light?

My favorite quadrant is the wild child. Go to industry conferences and meetups, speak up in Discords and Slacks, join your local club for your weird hobby. (Or if you're like me, sit at the bar and write poetry.)

At NewtonX, our Head of Brand & Marketing Jackie Cutrone had the idea to do a New York Mag-inspired culture matrix, but for B2B research instead of consumer trends. We brought this to life through the 2023 Insights Matrix, a fun selling tool that showcased our client partnerships and industry expertise.

newtonx insights matrix

For Currant, my food media collective, our editor Sarah Cooke proposed the concept of Climate, Changed: a series on climate change through the lens of jam producers. It became a year-long project that took us in original reporting across six producers across the US.

Creating newness requires a long game approach to ROI. These explorations shouldn’t be measured the same way as top-of-funnel lead generation efforts or bottom-of-funnel conversion tactics. Beyond getting eyeballs to your website or pushing them to purchase, wild card initiatives get users to stay, luxuriate, and wander around. They enable your audience to enjoy your brand, and yield customer loyalty and retention. 

It also requires the right timing. First, build stakeholder trust and organizational credibility so you're insured through uncertainty. Then, ship the weird and watch the waves roll in.

Use the content research framework to channel multifaceted curiosity into content success

There you have it: the map of the content ethnographer's research toolkit, applicable whether you're working in-house for a brand or independently consulting for one.

Remember: you won’t see the whole picture by examining each quadrant alone. Internal data will show you where you're at, but not necessarily where you're aiming to be. External data won't be customized for your business. Individually collected data is limiting; collectively sourced data isn’t scalable.

For the framework to work, you need to be pulling from every quadrant — applying mixed methods to your research and multifaceted curiosity to its synthesis. You'll find the gems of insight by putting in the effort to excavate them and polishing them until they shine.


Interested in more creative strategy insights? Subscribe to my newsletter hyperdisciplinary and The Content Technologist.

Thanks to Arikia Millikan and Deborah Carver for the edits.

May 4, 2023

How to boost creative strategy with visual concepting tools

Originally published on The Content Technologist on March 16, 2023, as “Why content strategists should add visual concepting software to their toolkits.” 

ChatGPT and its generative friends may look shiny, but don't forget about the jewels we already have. We've barely scratched the surface of existing content tools designed to enhance our capabilities as content professionals. Want to articulate your audience's needs in new words? Stretch your vision in new ways? Make millions? Algorithms alone won't hit these goals. But there is a suite of tools designed to coax out creativity in the collaborative process, enabling you to be more efficient on the way.

Visual concepting tools like Miro, Figma/Figjam, Mural, and Apple’s Freeform have started to branch into the strategy, brand, and content disciplines over the past decade—and are projected to be a $6B+ market by 2030. They present rich canvases to materialize and communicate vision, a far cry from algorithms that fill content templates with uninspiring words to edit.

While these tools have traditionally saturated the “builder” disciplines like design, web development, and product management, there's much opportunity for "thinker” disciplines—like strategy, marketing, and content—to tap in. These are not only design or collaboration tools, but tools for thinking.

Content requires nonlinear thinking. This takes both strategy and imagination. It pulls from diverse, unrelated concepts and synthesizes them into ideas that bring unique business value. Thus, linear Google Docs won’t cut it when you need to develop content strategy for a website in design conception phase, or show a designer how text should lay on a complex visual. Content strategists need tools that enable us to explore and synthesize nonlinear inputs quickly. We need digital sandboxes where we can get messy with our hands.

As a writer who designs and a designer who writes—for organizations from the Fortune 500 to Michelin restaurant teams, ranging from bootstrapped to venture-backed—I find visual concepting tools indispensable. As these tools have evolved, both in capability and positioning,  their learning curves for mastery have come down, enabling non-designers to add them to their toolkits.

A brief history of visual concepting tools:

  • 2006: Google Docs launches
  • 2011: RealtimeBoard and Mural launch
  • 2015: Figma launches — "as in, figment of your imagination made real"
  • 2019: RealtimeBoard rebrands as Miro — "Derived from Joan Miró, the Spanish painter and sculptor who painted bright, bold murals of surreal amoebic forms. His vibrant, energetic work was a perfect metaphor for bringing ideas to life."
  • 2020: Covid-19 launches, eliminating scenarios where teams gather around real-life whiteboards with real-life stickies
  • 2021: Figma launches Figjam, an online collaborative whiteboard on top of their existing interface design tool
  • 2022: Mural rebrands as a collaborative intelligence company and acquires LUMA Institute to offer training in design thinking and collaborative problem solving
  • 2022: Apple launches visual collaboration app FreeForm with its most recent OS, and our only choice is to accept
Joan Miró, The Tilled Field, (1923–1924), Solomon R. Guggenheim Museum

Both Miro's concept of "bringing ideas to life" and Mural's initiative toward "collaborative intelligence" speak to more than facilitating design and visual communication. These visual whiteboarding companies are signaling they're in the business of strategy. And strategy-plus-design is a much bigger market than just design. 

Because "what vision does is find concepts,” says Mary Potter, an MIT professor of brain and cognitive sciences. “That’s what the brain is doing all day long—trying to understand what we’re looking at.” Given how quickly executives need to digest information to make business-critical decisions, communication methods must evolve to keep up. We’re no longer tied to wordy memos or linear slide decks. We now have more fluid tools that can depict the flow of nonlinear strategy, instantly.

Not every campaign needs a brainstorm of digital Post-It notes, but can you think of at least one this quarter? How might you use the possibilities of the tool to concept more interesting projects? Tell more compelling stories to validate your creative pitches? If all your ideas are straightforward enough that they never outgrow the form they're seeded in (like a doc), then maybe that's a sign to try something new.

Today you’ll learn how to use visual concepting tools across five different strategic use cases:

  • Copy and design collaboration
  • Strategy and design collaboration
  • User research and data analysis
  • Creative brainstorming
  • Anything low stakes that you can test!

Or at least you'll try, and maybe fail, but at least you’ll learn how they work best for your needs — whether you're in-house or independently consulting, for B2B or B2C.

1. Copy and design collaboration

Copywriters typically work in docs and designers work in design software. But what of the crossover? How might visually inclined copywriters or copy-inclined designers take the extra step to help each other out?

Mockup (left) and final design (right) of the 2023 Insights Matrix we published at NewtonX (Series B B2B research company), inspired by NYMag's Approval Matrix. (Team: Jackie Cutrone on strategy, Clare Lagomarsino on design, me on copy and strategy)

Do you have visual ideas that you struggle to articulate clearly? What about an ambitious campaign idea where copy depends on visual placement and vice versa? A picture tells a thousand words. Visualize your briefs to smooth out collaboration between copy and design and minimize room for misinterpretation.

In the case pictured, writing directly into Figjam meant I could edit and rearrange as I pleased, in concert with the final design placement. This yielded zero design revisions — even more elusive than inbox zero.

2. Strategy & design collaboration

A landing page brainstorm conducted with design, production, growth marketing teams, and brand marketing stakeholders. (Team: Clare Lagomarsino on design, Jackson Bell on production, Ryan Toner on growth, me on content strategy)

While brainstorming landing pages that check SEO and brand boxes, filling a digital canvas with full-page screenshots of inspiration saves time during meetings and prevents the chaos of switching sites while screen sharing. It also enables each collaborator to add their commentary aligned with the aspects of designs that stand out to them.

In the illustrated example, the design team’s pushing visuals and interactivity, the growth team’s speaking to search engine authority and leads, production’s grounding us in what's feasible within a set timeline, and brand’s weaving it all together. Impactful creative happens when domain experts collide in the same room.

3. User research and data analysis

Developing brand positioning insights for Stagetime, a seed stage market network for the performing arts industry. This was the preliminary draft of user interview takeaways passed to the founder. (Team: Jennie Moser as founder/client, me as strategy consultant)

Good strategy requires good data. Desk research, or internal data, or intuition are not enough; ideally, a data toolkit also includes primary research. Visual tools can support data points and conclusions without reading like a college thesis. You’re not necessarily collaborating with a team to pull takeaways from customer interviews, but you can use a whiteboarding tool  to quickly analyze stream-of-consciousness style thoughts.

Say you're at an early stage company and you're tasked to conduct a few customer/user interviews for insights to inform strategy. But you're not a research professional and you don't have specialized tools to draw from. On the upside, you're likely not working with a ton of interviews — maybe you've managed to get one interview with each key persona. But it takes work to comb through transcripts! When you’re trying to manually quantify qualitative insights, scanning and highlighting in infinite-google-doc-scroll quickly becomes a slog. 

I find it more effective to parse out themes in Figjam, and then share them back with stakeholders, whether through Figjam or transferred to a slide deck.

It also doesn't need to be pretty. Above's an example for NewtonX, where I was pressed for time. I pasted transcripts into the Figjam (thanks to my a sick love of verbal anarchy), copied important quotes into stickies, grouped them into themes (e.g. brand perception, user feedback, user dreams), and then pulled bullet points from the themes. Those points fed into the slide deck I presented to internal stakeholders.

4. Creative brainstorming and landscape mapping

Caption: A snapshot from a campaign strategy project, mapping out the cultural landscape for a Fortune 500 retailer with Another, a creative agency in LA. (Team: Micah Heykoop as director and lead, me on strategy)

Sometimes it’s helpful to map out the cultural landscape to unlock insight into the whitespace your company can enter. You can also apply it to competitive analyses: what's going on in the market, how can we get an aggregated look at it, and where can we do something new?

No need to go for a hyper-comprehensive look—the goal is to capture just enough to jolt the brain into action and get the pinballs shooting around. Literally map out what competitors are saying so your company can unlock the key need that they’re not saying.

Above is an example of a brand jam with Editor Sarah Cooke when we were reenvisioning Currant, my food media collective featured by Mailchimp/Intuit, Harvard's Nieman Journalism Lab, and Creative Mornings.

The top half contains rapid fire brainstorming around core questions to draw out:

  • Why do we exist?
  • What’s our truth?
  • How do we tell our truth?
  • Who do we speak our truth to?
  • What does success look like?
  • What are the challenges ahead?

Bottom half is the GV sprint, which we realized wasn't the right framework, but at least gave us conversation starters.

Brainstorming is probably one of the most intuitive use cases for digital whiteboarding tools, but there's still value in it. It's helpful to shake out everything from senior leadership’s heads and have something to point back to for alignment when you get to strategy development.

5. Anything low stakes that you can test!

Above is an industry messaging brainstorm I tried for NewtonX with my product marketing teammate Jenny. (Another pro tip: find kindred spirits who champion visual tools!)

We were aiming to compile keywords and trends across our core industries and personas, to inform product marketing and thought leadership content. But we found that we needed something more efficient to hit deadlines, and docs were better suited to quickly edit the sheer volume of words involved.

It's great to try Figjam and have it not work! That means you're successfully testing the bounds for your needs.

Use visual thinking tools for strategy success

Visual collaboration tools introduce play and exploration into process, resulting in more confident pitches and higher performing strategy.

As a designer, I find more freedom in Figjam than a slide deck, but my intent here is not to prescribe tools. You could frame Google slides like a Miro canvas; the execution is more about the mindset of play. It's up to you to evaluate the exploration vs efficiency tradeoff per project. Once you nail the balance for you and your team, it yields a three-part impact to ROI:

  • Enrich your collaboration and ideation, resulting in higher impact projects
  • Make your own process more efficient, yielding time savings
  • Communicate more effectively to stakeholders, thus elevating your role

Though I think the greatest ROI is: whiteboarding tools help us get creative again. With a blank canvas, virtual stickies, and a malleable moodboard, we can return to why we got into the business in the first place.


Interested in more creative strategy insights? Subscribe to my newsletter hyperdisciplinary and The Content Technologist.

Thanks to Arikia Millikan and Deborah Carver for the edits.

June 22, 2022

What good narrative strategy looks like

Let's start with marketing. It's the most visible medium for narrative strategy — that amorphous, curious, invisible energy that causes companies to rise and fall.

Most marketing is bad. Or if not bad, mediocre and unoffensive. Because what happens in today's Capital America is a brand strikes gold with a campaign and then instead of one-upping them, competitors retrofit their own versions of the creative flavor of the moment that's found scalable success. (This is why Instagram and subway ads look the same now.)

Because narrative strategy — articulating it, executing it — is hard. Yet this is the thrilling, messy process that anchors my work, which today's market structure categorizes across the brand, content, marketing, and strategy disciplines.

Indie consultant Tom Critchlow calls this (which I've lightly edited for flow): "Advisory" work — that done well is about helping the client shape narratives about who they are, narratives about how their markets function and narratives around the strategies they’re creating.

Narrative strategy is rooted in human behavior. It's tracing and shaping the contours of ourselves in real time as we navigate this strange era of crashing capitalism and post modernism and futuristic gen z-ism. At its core, it tells stories that move people to act. At its best, it restores the business-customer-society relationship when other functions go awry (e.g. when the algorithms be optimizing, when injustice runs rampant). It's key to sustainability, whether you're in B2B or B2C or B2G or web2 or web3 or web6. It might live in marketing and communications but demands to be deeply embedded with design, research, and product.

Today I unpack — why does narrative strategy matter? And then outline 4 tenets to a successful approach:

  • It starts with ethnography
  • It designs for both existing and emerging behavior
  • It resists virality
  • It remembers the joy and fights the urgency

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Narrative edge is the secret to competitive edge

In 2021, 5.4 million new business applications were filed according to the U.S. Census Bureau. That's 14,794 per day. (And I was one of them!)

I'm glad that the barriers to entrepreneurship are lowering. That also means that building the next big thing doesn't auto generate success. Disrupting an industry is the easy part; the hard part is sustaining the innovation.

Look at it from everyone's favorite business example: Apple didn't just launch the best product on the market. They didn't just enable a more fluid tech ecosystem. They showed you why you needed them spiritually — not just functionally.

Let's talk about my work with B2B research company NewtonX. We provide market research that enables our clients — like Microsoft, Pinterest, and Tableau — to make better decisions in high stakes business scenarios. We have a fantastic offering: the best data you've ever seen. Last year, 96% of clients started a second project with us after the first. But there are other options, other research providers for clients to go to, even if they don't measure up.

What this means for NewtonX's narrative strategy: it's not enough to market how we empower clients to retain their competitive edge. What's key is to help our clients and prospects see: we make you a hero. We restore trust in your data, in an industry context where 30-40% of data sourced from traditional providers and methods is trashed. We reinvigorate your organization's research practice, through partnering with you — the research buyer — to change the culture and expectations of insights in your company. We equip you with insights that don't just validate hypotheses or serve premeditated internal agendas, but rather, bring truth, no matter how hard to stomach. Yes, this is all thanks to our search technology and automation and AI, but that's just the background enabler.

Narrative strategy asks: how do we translate the complexity of our tech - to the simplicity of the impact?

It's the same in B2C world. One of my favorite success stories is Chinese tea brand HEYTEA. I live 7,364 miles from the nearest one yet I'll scroll through their immersive comics on WeChat. In a country where food delivery giant Meituan delivered over 210 million milk tea orders in 2018 — somehow, HEYTEA has made bubble tea an out-of-body $5 experience worth waiting hours for, through none other than stories.

Because technology doesn't move people; poetry does. The most effective narratives paint a portrait of who your customer or reader or viewer could be, covering their insecurities with grace, redeeming their failures with hope. I call this editorial marketing. It's storytelling the way journalism does it: not to overtly sell, but to pitch in ways so truthful and compelling that you can't help but want more. The NYT has over 10 million subs not because they sell subscriptions; they tell stories that sell subscriptions.

Whispers: Wanna make millions? Answer: Listen to the murmurs of the culture.

With that, the four tenets of effective narrative strategy below.

It starts with ethnography

Good narrative strategy gathers all data points available. It begins in deep research, a fascination with anthropology.

Friend and indie consultant Behzod Sirjani puts it well: it's about bringing rigor to your curiosity.

Coming back to the case of NewtonX: I'm not a senior decision maker tasked with sourcing B2B research, yet these are the buyers I speak to. So what does it take to know one? Conducting customer interviews, auditing and tracking metrics, doing competitive analyses and desk research, reading industry trade publications, attending conferences and crafting our CEO Sascha Eder's talk track, observing the audience reactions afterwards. And of course, just doing the work, repetitively, earnestly.

It also takes creativity. At NewtonX, I spent a few months working directly with our c-suite and soaking in their language. This sparked a new idea: surveying our own team on internal brand perception to understand how our strategic narrative trickled down to employees across functions and seniority — to uncover the opportunities in bridging and strengthening brand. What I call "voice of the employee" research, to complement "voice of the customer" takeaways.

In the B2C realm, there's even more. You get direct channels to your community through social media platforms and mass media publications. In the vast ocean of millennial content - the waves of culture are endless. There's literature! Film!

I contend that there's no such thing as a B2B audience; we're all B2C by virtue of being human. Some of us just happen to represent businesses. And all of us are moved by blood, love, sex, war. These are the impulses that drive our living and being. And so the best business writers read literature.

Brilliant friends Eugene Kan and Charis Poon do this well with their culture podcast Making It Up.
Above: A quick example of sensemaking the narrative landscape of athletic culture, in a brand strategy sprint I did with creative agency Another.

It designs for both existing and emerging behavior

I'm talking about SEO behavior here, zeroing in on content. Successful companies solve for what people are searching for — and introduce novel searches in the process. (15% of Google searches every day are new!)

So how do you make what you do sound new? While hinging on existing language as a directional signal for what people want?

At NewtonX, we're all about "custom recruiting," the research methodology that enables the high caliber of data we deliver. We infuse it everywhere. But we also frame our messaging with the familiar, making sure to contrast our approach with "expert panels," the method that B2B research is historically built on.

Because sustainable content strategy isn't just about cultivating trust with readers. It also requires building credibility with machines. It's a dance between charming humans with poetry and appeasing machines with code. Code in this case being the structured, formulaic language of SEO.

Nailing human-machine trust releases potential to do the fun stuff like "demand generation." This is marketing speak for "education," the space to play with what you're passionate about but isn't yet mainstream interest.

Content technologist Deborah Carver explores this well: Currently, in both publishing and content marketing, success is most often tied with easily gamed short-term metrics like leads/subscriptions generated, search ranking, or pageviews (yuck).

In an ideal execution, [content] pillars connect the actual content — ideas, world-views, leading thoughts, humor, personality — to brand performance over time.

Let's take it from the experimental end — say, with my food media collective Currant. Our biggest passive traffic generators come from our pieces on respected food figures Jonathan Nunn and Lucas Sin, who routinely garner press. Definitely not with our newest feature series on climate change through the lens of jam producers? Nobody's searching 'how does climate change affect my jam and what can we do about it???'

But because we publish pieces that are new, different, probing — Harvard's Nieman Journalism Lab added us to their public reading list. CreativeMornings promo'd us in their newsletter. (Thanks, Emerline!) Mailchimp featured my story on "creating content users want to consume." But because we skew on the emerging side, growth is slow and steady. (Here, it's about the community, but that's another piece.)

Another example, somewhere in the middle: Metalabel. They're dubbing terminology for things like Currant: "release clubs where groups of people who share the same interests collaboratively make, support, and release projects." They're betting on the current desire and future potential of creativity in multiplayer mode, and wondering how emerging technology might support it.

It resists virality

If you've worked in marketing, you've likely been asked how to go viral (or, meh, tasked with it).

No one gets to the big leagues because they're trying to go viral; they win because they're waking up earlier and sleeping later than everyone else to practice.

Sounds simple. But when I managed brand marketing at consumer product company W&P, our top Instagram posts came after endless rounds of iteration. It took months of daily workshopping with our creative team to hit our production stride. Fumbling and missing deadlines. Leading 10+ brand giveaways, cultivating relationships with 200+ influencers, and getting to know our community well enough until I intuited their hopes and needs. Their Instagram following has grown 235% (43k to 144k) since my time there, wherein our team put in the effort to build the foundation for economies of scale.

Because at the beginning, you don't have space to obsess over creating cool content. We were focused on aligning business priorities, creative capabilities, and editorial timing to produce magic.

Listen, if influencing was easy then we'd all be influencers by now. Trust the process.

(First iteration of this section was written for Julia Lipton's Awesome People newsletter.)

It remembers the joy and fights the urgency

That feels like a good transition to say: social media platforms are not the primary avenue to narrative success. As a recovering accidental marketer who's worked intimately with social media — it's hard to feel the love for what you do when there are so many warped incentives built into it. (Don't ask me how I feel about FB ads manager.) The platforms are like a strange relationship you have with someone who concurrently attracts and repulses you.

There are good humans working in tech, but they lack the vantage point of having to wrestle with the algorithm to pay rent, because they have the luxury of developing and designing it.

When you're brand-side, it's easier to see how sinister social media can be, more than the majority of humanity who use it on a personal level. You're professionally trained to manipulate human behavior, designing for desire and pulling the levers of words that convert.

Back to what I said up top: At its best, narrative strategy restores the business-customer-society relationship when other functions go awry. Done well, it redirects social behavior through thoughtful words and imagery, shared over deliberate timelines. It undos toxic feedback mechanisms pre-designed into platforms. There's no need to post 3x a week because it's 'industry standard.' That's why the industry has garbage engagement and open rates.

Applied to email as well: sender reputation works best when you're not inundating people. Even if they love your shit, they're not going to consume it as often as you hope. (Leave that to the actual media! e.g. the NYT Daily)

Of course, resisting our reactionary era requires taking unconventional stances. It takes a stomach for uncertainty. I like how strategy consultant Vaughn Tan framed it in a recent conversation we had: "Uncertainty is not the same as risk."

It sounds risky — to not play the game that everyone else is occupied with. But when you eschew biased rules, you enter new modes of operating. You and your organization enable redemptive strategy. And how much more fun would that be? What realms of possibility might we unlock as result?

"A show has a soul, which is very much made up by the people who create the thing. That's what makes it stand the test of time."
—Quinta Bronson on creating Abbott Elementary 

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