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TheDigital
Strategy
Workbook:

AStandard
Anatomy
@nanotim
#digitalstrategyworkbook
Strategy
Understandthe
PurposeoftheWork
SelecttheMost
ValuableProblem
FightfortheBestIdea
The Plan
HEIST
CHRISTOPHER NOLAN
DOM COBB
SAITO
EXTRACTOR
OLD ENERGY TYCOON
YOUNG HEIR TYCOON
BREAK UP THE COMPANY
COMMUNICATION STRATEGY
INSIGHT
ARCHITECTING INCEPTION
SUBCONSCIOUS
AWESOME SNOW FORTRESS
“YOUR FATHER DIDN’T WANT YOU
TO BE LIKE HIM”
BE YOUR OWN MAN
IsDigitalStrategyready
forasharedlanguage
andpractice?
WeCan
HelpEach
Other
KeepItAll
Together
This is the desired
outcome.
OBJECTIVE
We select the
highest-value
problem from the
challenge space.
PROBLEM
We search for a
disruptive truth
that can’t be
ignored. It
demands change.
It provides
evidence for the
strategy.
INSIGHT
The plan of action
that achieves the
objective. Built
upon true and
simple insight.
STRATEGY
Basic
Structure
MULTI-CHANNEL HUMANFLUID FOCUS+ + +
TheCustomer
ValueCycle
Ecosystem
Ecosystem

ACommunityofOrganisms
InteractingasaSystem
ECOSYSTEMS CAN BE OVERWHELMING
The

Ecosystem
AWARENESS
ADVOCACY
PURCHASE
EXPERIENCE
CONSIDERATION
Paid Media
Shared Media
Owned Media
Product/
Service
• Aided
• Unaided
• Reach
• Desire
• Likability
• CPM
• CPA
• Satisfaction
• Effort
• Promotion
• Loyalty
• LCV
ConstructShort
Archetypical
JourneysThat

FitTogether,
AcrossMedia
ADigital
Strategy
Defines

Interactions
fromEvery
Business
Territory

IntoShared
Spacewiththe
Customer
AWARENESS
ADVOCACY
PURCHASE
EXPERIENCE
CONSIDERATION
Paid Media
Shared Media
Owned Media
Product/
Service
AUDIENCE TOUCH POINT CHANGE
DO
FEEL
THINK
Multi-channel,
journey-based
approach to
making services +
experiences more
competitive.
SERVICE
DESIGN
Develop strong
emotional bonds
with customers by
association of a
meaningful
purpose and
shared values.
DigitalStrategy
isaSymphony
+
BRAND
STRATEGY
+
COMMUNICATION
PLANNING
+
CONTENT
STRATEGY
Architecting a desired
communication outcome,
across channels, based on
the segment and emotional
state of customers.
Production and
operation of
multi-media
content, across all
channels, both
evergreen and
transient.
1 2 3 4
EXPERIENCE + SERVICE STRATEGY
AWARENESS
ADVOCACY
PURCHASE
EXPERIENCE
CONSIDERATION
Paid Media
Shared Media
Owned Media
Product/
Service
C
A B
D E
Flustered.Skeptical.
ENTRY
POINT
CUSTOMER
JOURNEY
STEP 1 STEP 2 STEP 3
TOUCH
POINTS
Web Search X
Web Search Y
Read Article
Read Reviews
Visit Website
Get Quote
Web Search Deals
MOTIVATIONS
AND NEEDS
“I need X.”
“What’s the right way to
shop for this?” “What’s available to me?”
“What’s most important to
me?”
EMOTIONAL
STATE
Overwhelmed.
Trying to make sense of
the space. Seeking expert advice.
Evaluate the top options.
Understand cost.
FRAME +
ANALYZE
TRACK
NEEDS
MAP THE
INFLUENCES
IDENTIFY
OPPORTUNITIES
CoreAnatomyof

aStrategyStory
CURRENT

STATE
DESIRED 

STATE
SELECTED
PROBLEM
REQUIRED 

CHANGE
INSIGHT STRATEGY
BLITZ | 2014 CAPABILITIES |
TRUST
GAP
TRUST
GAP
The Challenge
BLITZ | 2014 CAPABILITIES |
CONTENT COMMERCE PEP
BOOK
EPIC
WIN!!
Making SenseSocial Huddle Plan/Customize In the Park Back at Room Remember
VISION
1
GUIDING LIGHTS
2
MOMENTS
3 Vignette
Voice Nudge Focus Delight
Vignette Vignette
+ + +
ServiceDesign
orExperienceStrategy
OBJECTIVE TERRITORY JOURNEYS NEEDS INFLUENCES INSIGHTSAUDIENCE
BRAND AS METHOD
Purpose
Values
Personality
Benefits
Identity
Product
MANAGEBRAND
EXPERIENCEBRAND
DigitalBrandsHave
aNewFootprint
BrandsNowMust
ExtendBeyondAds
BrandsMustNowBeConcerned
WithAllCustomerExperiences
ConsumersSeeAll
InteractionsasBehavior
IN BOTH INTERNETWORKED
MARKETS AND AMONG
INTRANETWORKED
EMPLOYEES, PEOPLE ARE
SPEAKING TO EACH OTHER
IN A POWERFUL NEW WAY.
- THE CLUETRAIN MANIFESTO
ScaleBrand

viaBehaviors
Kaiser Permanente Vision
Click to edit Master title style
Page
We will make
Thrive a behavior
13
Page
Kaiser Permanente Vision
by extending our
approach to excellent
care into the shopping
experience.
USER JOURNEY
DISCOVER EXPLORE ENGAGE COMPARE ENROLL
What does KP
mean to me?
We will provide validation through
personalized communications, never
asking the same question
What plans are
best for me?
We will provide and justify a clear
recommendation guided by
information and social connectivity
What are my
healthcare needs?
We will make it easy to find the right
plan with self-assessment tools and
personalized shopping
What is
available to
me?
We will demonstrate the KP
difference earlier in the
process
How do I shop for
health care?
We will make shopping simpler
through helpful guides and plain
language information
Kaiser Permanente Vision
Click to edit Master title style
Page
CLICK TO EDIT MASTER TITLE
STYLE
Homepage
Kaiser Permanente Vision
27
Page
Kaiser Permanente Vision
Click to edit Master title style
Page
CLICK TO EDIT MASTER TITLE
STYLE
Thrive Plan
Kaiser Permanente Vision
28
Page
Kaiser Permanente Vision
Click to edit Master title style
Page
CLICK TO EDIT MASTER TITLE
STYLE
Thrive Plan
Kaiser Permanente Vision
29
Page
Kaiser Permanente Vision
Click to edit Master title style
Page
We are operating in
silos and competing
for attention from
consumers.
33
Page
Kaiser Permanente Vision
KP SERVICES
BRAND
REGION
SERVICE AREAS
LINE OF BUSINESS
MEMBER SERVICES
I’M KP!
I’M KP!
I’M KP!
I’M KP!
I’M KP!
I’M KP!
Kaiser Permanente Vision
Click to edit Master title style
Page
Rather than talking
over each other,
34
Page
Kaiser Permanente Vision
we will find the right time
and place in the user
journey for each area of
our organization to join
the conversation.
USER JOURNEY
DISCOVER EXPLORE ENGAGE COMPARE ENROLL MEMBER

SERVICES
KP SERVICES
BRAND
REGION
SERVICE AREAS
LINE OF BUSINESS
MEMBER SERVICES
BrandStrategy
andBehaviors
PURPOSE VALUES PERSONALITY BEHAVIORS
PLANNING COMMUNICATIONS
Ecosystem
PRODUCT
+ SERVICE
OWNED
CONTENT
EARNED
MEDIA
PAID
MEDIA
Influence
exploration
buying
satisfaction
engagem
ent
COMPARE
CONSIDER
OPINION
DISCOVERY
PERSONALIZE
DEEPEN
PURCHASE
What is
TV?
Who Do We
Love?
We Have
Next-Level
Value
What is our
positioning?
+ +
vs
vs
Everything is on. Always.
Don’t fix what’s not broken.
TV?
*binge*
Challenges
This is where
we are vikings.
Simple, Easy
Free Gateway
~90% ~30% ~10%
70% of all these people would like to “catch up” before a
new season of TV starts :)
New User Journey
“Can I watch all of my
digital content on my
television?”
Curious Desire
Reduce
complexity.
“Instant
gratification.”
“What is it? How
does it work?”
Anxiety Inspiration
Redefine TV.
“The last thing
you’ll ever need
to plug in.”
“How will I use the
streaming box?”
Apprehension Understanding
Proof of
compatibility.
“Everything’s
on. Always.”
DISCOVERY OPINION CONSIDERATION
AUDIENCE TOUCH POINT CHANGE
DO
FEEL
THINK
Ecosystem
PRODUCT
+ SERVICE
OWNED
CONTENT
EARNED
MEDIA
PAID
MEDIA
Influence
exploration
buying
satisfaction
engagem
ent
Reduce
complexity.
Instant
gratification.
Redefine TV.
The Last Thing
You’ll Need to
Plug In.
Proof of
Compatibility.
Test How You’d
Use It.
Simple.
Powerful.
Valuable.
Gateway to a
World of TV.
Yours for a
Lifetime.
COMPARE
CONSIDER
OPINION
DISCOVERY
CABLE CUTTING
CALCULATOR
Listen and
Personalize.
Find All of Your
Favorite Stuff.
PERSONALIZE
DEEPEN
STRATEGYMAIN MESSAGECHANGE CHANNELS AVAILABLE KPI’SCOMM OBJECTIVE
CONTENT STRATEGY
AWARENESS
ADVOCACY
PURCHASE
EXPERIENCE
CONSIDERATION
Paid Media
Shared Media
Owned Media
Product/
Service
Massive
Competition
Between
Channels
FRAME THE
OBJECTIVE
AUDIT

CONTENT
PRIORITIZE

OBJECTIVES
ANALYZE
PERFORMANCE
AuditandAggregate
CHANNEL
Facebook
CONTENT PROGRAM
“What the Fruit?”
SUBJECT/TOPIC
Ingredients
THEME
Only the bes
Instagram“Out and About” Lifestyle Live Naked
YouTube“Live Naked Anthems” Manifesto Live Naked
AnalyzeandPrioritize
TRAFFIC TIME
SPENT
EARNED
REACH
ENGAGE-
MENT
rank
Current/Benchmark Values
3 2 5 4
BUSINESS
VALUE
CUSTOMER
VALUE EFFORT
Prioritization
2 3 1weight Attributes via Content Analysis
MEDIA
TYPES
TOPIC
SPACE
COMM
OBJECTIVE
CONTENT
OBJECTIVE
EFFICIENCY
PREDICTIVE
ATTRIBUTES
WEIGHTED
ANALYSIS
EVALUATE
CONTENT
EVERGREEN
CONTENT
TRANSIENT
CONTENT/
PROGRAMS
MORE LIKE
THIS
CREATE NEW
FIX IT
KILL IT
AnalyzeandPrioritize
TRAFFIC TIME
SPENT
EARNED
REACH
ENGAGE-
MENT
rank
Current/Benchmark Values
3 2 5 4
BUSINESS
VALUE
CUSTOMER
VALUE EFFORT
Prioritization
2 3 1weight
MORE LIKE
THIS
CREATE NEW
FIX IT
CREATIVE
DEVELOPMENT
PROGRAM
EXPANSION/
MAINTENANCE
DEVELOPMENT +
EXPERIMENTATION
“QUALITY”
“TIME/
COST”
“EFFICIENCY”
RoadmapandBacklog
TYPE EFFORT
Video
HTML/Multi
HTML/Multi
Image
Copy
Video
HTML/Multi
Video
Copy
Copy
Video
HTML/Multi
Video
Copy
H
H
M
L
L
M
L
H
M
H
H
M
H
M
PRIORITY
1
1
1
2
2
2
2
4
5
2
2
5
5
5
RoadmapandBacklog
TYPE EFFORT
Video
HTML/Multi
HTML/Multi
Image
Copy
Video
HTML/Multi
Video
Copy
Copy
Video
HTML/Multi
Video
Copy
H
H
M
L
L
M
L
H
M
H
H
M
H
M
PRIORITY
1
1
1
2
2
2
2
4
5
2
2
5
5
5
DEPENDENCIES
INVESTMENT
PLAN
PRIORITY PLAN
ROLE OF
CHANNEL
PROTOTYPICAL
RESULTS
ANATOMY OF DIGITAL STRATEGY
MinimumViable
Strategy
OBJECTIVE PROBLEM INSIGHT STRATEGY
Focus on the
desirable outcome
in one ecosystem
territory.
Which, of all the
possible
problems, is of
highest-value to
the brand and
customer?
Find the disruptive
truth that, when
acted upon, will
create the desired
change.
How have you
chosen to reach
the objective?
What evidence do
you have that it is
fertile?
OBJECTIVES (CONTEXT)
AUDIENCE
NEEDS
(BRAND)
PURPOSE
PERSONALITY
DESIRED
CHANGE
INSIGHTS
STRATEGY KPI’S
SELECTED
PROBLEM SET
INFLUENCES
ROLES OF
CHANNELS
ACompleteStrategy
Story
OBJECTIVES (CONTEXT)
AUDIENCE
NEEDS
(BRAND)
PURPOSE
PERSONALITY
DESIRED
CHANGE
INSIGHTS
STRATEGY PROTOTYPE KPI’S PLAN
TOUCH
POINTS
CREATIVE
EXECUTIONS
COMM
OBJECTIVES
SELECTED
PROBLEM SET
INFLUENCES
ROLES OF
CHANNELS
BeaPartnerto

CreativeTeams
OBJECTIVES
ECOSYSTEM
MAP
JOURNEYS
AUDIENCE
NEEDS
BRAND
BEHAVIORS
PURPOSE
TERRITORY
ANALYSIS
VALUES
PERSONALITY
DESIRED
CHANGE
INSIGHTS
STRATEGY PROTOTYPE KPI’S PLAN
TOUCH
POINTS
PROGRAMS/
CAMPAIGNS
PRODUCTS/
SERVICES
NEW
JOURNEYS
CREATIVE
EXECUTIONS
PRIORITY
ANALYSIS
COMM
OBJECTIVES
SELECTED
PROBLEM SET
INFLUENCES
ROLES OF
CHANNELS
DigitalStrategyMustBe
OperatedandManaged
THE PROBLEM
THE PROBLEM
THE MANAGER
THE SOLUTIONTHE PROBLEM
THE MANAGER
THE SOLUTIONTHE WORKTHE PROBLEM
+
THE MANAGER
THE SOLUTIONTHE WORK
THE STRATEGY
THE PROBLEM
+
THE MANAGER
THE SOLUTIONTHE WORK
THE STRATEGY
THE PROBLEM
+
THE MANAGER
THE SOLUTIONTHE WORK
THE STRATEGY
THE PROBLEM
+
THE MANAGER
INSIGHT
THE SOLUTIONTHE WORK
THE STRATEGY
THE PROBLEM INSIGHT
+
THE MANAGER
THE SOLUTIONTHE WORK
THE STRATEGY
THE PROBLEM INSIGHT
+
THE OUTCOME
THE SOLUTIONTHE WORK
THE STRATEGY
THE PROBLEM INSIGHT
+
THE OUTCOME

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Digital Strategy Workbook