The Content Strategy Toolkit

The Content Strategy Toolkit

The Content Strategy Toolkit: Methods, Guidelines, and Templates for Getting Content Right

by Meghan Casey

4.12  ·

In this essential guide, Meghan Casey outlines a step-by-step approach for doing content strategy, from planning and creating your content to delivering and managing it. Armed with this book, you can confidently tackle difficult activities like telling your boss or client what s wrong with their content, getting the budget to do content work, and aligning stakeholders on a common vision. Reading The Content Strategy Toolkit is like having your own personal consulting firm on retainer with a complete array of tools and tips for every challenge you’ll face. In this practical and relevant guide, you will learn how to: Identify problems with your content and persuade your bosses it’s worth the time and resources to do it right Make sense of your business environment and understand your audience. Get stakeholders aligned on business goals and user needs Set your content strategy and decide how to measure success Create, maintain, and govern on-strategy content You will learn to control your content and not have it control you.”
Paperback, 288 pages
Published June 1st, 2015 by New Riders Publishing (first published May 25th, 2015)
0134105109 (ISBN13: 9780134105109)
Edition Language


Steph MyersSep 04, 2015 Steph Meyers
rated it. 5 Stars    It was amazing   
This is pretty much another required for the content strategy reference collection. It makes content strategy understandable and doable for small businesses and nonprofits that might not yet have the budget to pay a strategy firm. It also makes this a little less scary. I would love to sit down and talk with both Megan and Kristina Halvorson. They are pretty much strategy geniuses as far as I can tell.


 Sep 03, 2015 Moniek

rated it 5 Stars  it was amazing

Shelves: content-management
Iedere content manager moet dit boek hebben. Fijn, helder en toegankelijke schrijfstijl. Bovendien staat het boek vol tips, formats & spreadsheets (die je allemaal kunt downloaden) en die het leven van een content manager écht makkelijker maken 😉


 Oct 24, 2015, Misty
rated it 3 Stars liked it
Worth a heavy skim, it’s great to get beyond theory to the nuts and bolts of actual implementation. I imagine the real value will come when I’m actually in a position to use the tools. As someone who used to work in a small nonprofit, I’m still struggling to see how these content strategy practices scale down.


Sep 03, 2015 David
rated it 3 Stars  liked it  · 

Got this book as a reading assignment on my job. It’s loaded with valuable tools for the modern content strategist, in fact, the toolkit alone (a Zip file containing a bunch of docs and templates) is worth the price of the book.

I skipped a few sections since they’re pretty specific to the tools being discussed but I’m pretty sure I’ll get back to them soon as I’ll need to implement some of he tools in the toolkit.

Recommended reference for content managers/strategists.

Bart De Pelsmaeker

Dec 22, 2015, Bart De Pelsmaeker
rated it 4 Stars really liked it
The book provides a solid framework and templates allowing you to start implementing and (internally) selling a content-focussed strategy. For part-time content marketers, the last chapters will be quite interesting.

Justyna Berzowska

Aug 30, 2015, Justyna Berzowska
rated it 4 Stars  really liked it
The Content Strategy Toolkit breaks content strategy down into a clear sequence and addresses key points you’ll want to pay attention to. It comes with a great set of templates and work samples you can use in your content strategy practice. These pieces will be really helpful to someone starting out or working as the sole content strategist in their organization. The keen analysis and insight will also be useful to those looking to refresh their practice or grow their consulting skills.


Most Helpful Customer Reviews

5 Stars

By Tracey on July 20, 2015

Format: Paperback

This is a really cool book. It’s useful for both newer content strategists who are looking for an overall roadmap of the process of a project, and also for more seasoned professionals who’d like to dip in to specific chapters for new ideas, tips, or tools. The tools that come with the book are awesome, too – I recently used the plan for the Objective Alignment Session in a large project kickoff, and the results were great.

I would definitely recommend this book to everyone working in content strategy (or even with content strategists). It’s comprehensive, written in an easy, conversational tone, and chock full of great ideas.

5 Stars

By Russ on October 26, 2015

Format: Paperback

The Content Strategy Toolkit illustrates in easy to understand terms how to write better content, and how to get people to engage more with the content that you write.

The book takes you from the beginning to end of how to write content. From evaluating what is wrong with your original content, to how to structure your content so that it illustrates effectively the point you are trying to get across so that your content stands above others.

Each chapter is laid out with a clear objective, and the relevant tools that are required are shown, along with clear instructions on how to use the tools.

Meghan is a real world practitioner of content writing and so the skills and experience she imparts are taken from real world examples and examples that are proven to work This is shown in the way the book is written with the depth of understanding and the tools and techniques used.

This book will benefit a wide range of people from those who are seasoned content writers to those who are just setting out on writing content by introducing the skills required for content writing, and helping improve the skill set of existing content writers.

The skills I have gained from reading this book can also be turned to other areas of my profession, as the methods for evaluating and reasoning why content is not reaching it’s intended audience can be turned to pretty much any area where users have to interact with something. The toolkits can also be modified and used to help out too.

This book is a breath of fresh air. It’s not often a highly skilled content writer will impart their knowledge and ‘best secrets’ to help to improve the game of others. In this case, this is exactly what Meghan does.

Format: Paperback Verified Purchase

Meghan Casey’s The Content Strategy Toolkit delivers what it promises: a well-structured, content-rich set of tools for content strategy practitioners both novice and advanced. I appreciate the practicality of this book. The author organizes her thoughts into a linear, logical flow, communicated in useful bullet-points, making it easy to browse and read.

Casey packs her book with a workshop full of well-crafted and useful content strategy tools, including a stakeholder matrix, project kick-off email, project team matrix, session plan and even a sample agenda.

In addition to these many tools, Casey offers clear directions for mapping out stakeholders processes, artifacts and deliverables; project management guidance, including timeline, material, reporting and rhythms and a strong overview of the content inventory, auditing, and mapping process.

Casey also pays close attention to the stakeholder interview process, including questions and documentation review process notes. These notes culminate in building a discovery inside workbook incorporating best practices from UX design, market research, and general business consulting.
While this may seem like an overwhelming amount of material to keep under control, Casey does a good job of aligning all the parts into a strategic framework that ties everything together, from the beginning of the process through the resulting outputs and actions.

Casey offers a nod to Sara Wachter-Boettcher’s book Content Everywhere in her overview of structured content and entering content into the CMS.
Her content types and components tend to be large, chunky, and high-level — so it’s at this level a high level introduction to modelling.

Format: Paperback

If you are or want to be a content strategist, this thorough reference book will support you through all project phases. It’s brilliantly navigable, attractively laid out, and organized to a tee. Casey’s knowledgeable, friendly voice talks you through the whole process, pointing all along the way to downloadable resources—audit spreadsheet, super simple user test, making-the-case presentation starter deck, stakeholder matrix, communications-management plan, objective-alignment session plan, project-kickoff email, project-preparation checklist, detailed timeline, stakeholder-interview guide … you get the idea. Wherever you are in your content strategy career, this book helps you get to the next level.
4 Stars

By Anne on August 17, 2015

Format: Paperback

Well structured and thorough. A good ‘go to’ book if you’re handling a specific aspect of content strategy, looking for sins of omission, or structuring an overarching approach. I think it would also be useful as a way of benchmarking organisational competencies and therefore when structuring a programme of skills acquisition and continuous professional development (not just for those for whom content sits at the core of their job).

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