About this process

  • Department: Content Services
  • Responsible: Strategist
  • Accountable: Head of Content
  • Consult: Client Delivery team
  • Inform: Client Relationship Manager & Operations Manager
  • Date created: 08/0/19
  • Date last updated: 10/02/20

Content workshops form a fundamental part of our service offering. We typically run workshops at the beginning of a new client relationship or project to determine key aspects of the client’s content requirements and uncover valuable insights we can use to create their content strategy. Here is our process for running a successful content workshop. 

Step 1 of the process

The Client Relationship Manager books the workshop for a time and date that suits the client’s senior stakeholder team, the Strategist, the Inbound Marketer, and the Content Writer.

Step 2 of the process

The Client Relationship Manager arranges transportation, books in the venue, and arranges for projectors, whiteboards, Post-It notes, lunch etc. (logistics) to be supplied.

The Client Relationship Manager confirms the attendees on the client’s side. They will also email the client to make sure they have signed off their buyer personas from the Buyer Persona workshop.

Step 3 of the process

The workshop team (made up of the Strategist, the Inbound Marketer, and the Content Writer) prepares for the workshop. This includes reading all relevant documents (such as the Content Workshop slides and approved buyer personas), reviewing the client’s website/competitors, and practising their workshop delivery.

Step 4 of the process

The workshop team attends the workshop. The Strategist leads the content workshop working from the slides. One person from the team is the designated note-taker.

Step 5 of the process

The workshop team reviews the workshop notes and writes up the relevant findings. Working from this information, the Strategist drafts the Content Strategy or Calendar for review by the client. (See the process for Creating a 90-Day Content Calendar.)

Topics: Content Processes