Learn to stay organized by setting limitations and segmenting your calendars. In this tutorial, Brian Honigman uses Trello and Coschedule to discusses how to show more information on individual tasks as opposed to the monthly view. Review channels and content types. Control the administration of the calendar template.
- [Voiceover] Organization will help you stay focused with content, even when you're facing difficult challenges. Organize your editorial calendar by setting limitations, regularly updating it to reflect your existing strategy and creating a consistent layout. It's not only important to divide your efforts across a few calendars, but purposely set limitations to ensure each calendar is organized. Limitations ensure there's only so much information included on a calendar, keeping it both actionable and specific. These limitations will vary by company and calendar and should help ensure there isn't too much information on any one document.
The amount of text, associated files, and other details on an editorial calendar should be minimal when viewing more than one day at a time. Tools like Trello and CoSchedule allow specific details to be hidden within an assignment until a viewer clicks on an item to expand it. Here I'm selecting an assignment within CoSchedule due June 9th to reveal the additional details associated with the content. This functionality is useful for finding the right balance of including helpful info about your content, but hiding extra details from the monthly view on the calendar. In addition to reviewing who has access to your calendars, update it by reviewing the marketing channels and content types included on a monthly basis.
Ask yourself if each task is still relevant to include or if anything is missing. If your team has decided to discontinue creating a certain type of content or stopped promoting their efforts on a particular channel, then account for this as well. Some of your content won't work and often this requires halting activity, whether that's stopping a podcast completely or blogging less frequently. In this case, delete a section or a group of tasks from your calendar to keep it accurate. On the other hand, some of your content may be performing really well and your team decides it is time to invest more in what's working.
This may require adding more assignments, adding a brand new section to a calendar or even creating a new editorial calendar to manage the growth. In addition to accounting for changes to strategy on a calendar, create a standardized template to keep company calendars consistent. Develop a calendar template to ensure the foundations of every calendar are similar from the beginning. Each calendar should still be customizable to account for the unique needs of the department using it, but having a standard for each will make collaboration a lot easier. To standardize your editorial calendars, create and manage them all within the same calendar tool like Google Sheets, Trello or CoSchedule to make the process simple.
Here's an example of a calendar template I created within Trello. Any team or department can go to the menu and click copy board to add it to their own account and customize it as they need to adjust for any unique circumstances that their department faces. The goal here is to prevent each department from using calendars that are formatted inconsistently, which could limit productivity and complicate collaboration. With that said, maintain control of your editorial calendar by creating limitations, updating it, and creating a consistent template to work from.
- Defining an editorial calendar
- Establishing calendar objectives
- Choosing the right tool
- Setting the time frame
- Adding campaigns and marketing channels
- Executing the editorial calendar