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7 Steps to a More Strategic Editorial Calendar

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7 Steps to a More Strategic Editorial Calendar


Updated January 6, 2022

Too many companies focus on the logistics of their editorial calendar – what days content is publishing, at what times, and at what cadence – and ignore the strategic elements. Anyone can schedule blog posts regularly, but the best content marketers create robust, strategic editorial calendars.

Instead of thinking of your editorial calendar as a schedule of content, consider it the implementation plan for your documented content marketing strategy. While the strategy most likely won’t change dramatically over a year, your editorial calendar will. Plan content in quarterly sprints so you can adapt topics to real-time changes in the industry and content based on real-time performance.

Plan #content in quarterly sprints so you can adapt topics to real-time changes in the industry, says @Kelsey_M_Meyer via @CMIContent. Click To Tweet

This seven-step guide details how to build an effective editorial calendar by:

  • Determining who needs to be included
  • Identifying goals for the quarter
  • Deciding the content mix and publishing cadence to support those goals
  • Documenting your mix and cadence decisions on the editorial calendar
  • Brainstorming topics
  • Planning for flexibility
  • Measuring results to determine the success of your plan.

Step 1: Plan content creation capacity by determining who is involved

The best content assets should be influenced by a range of viewpoints, not just one person in the marketing department. The people involved should include subject-matter experts, writers, editors, graphic designers, distribution specialists, and potentially an outsourced content creation partner.

The best #content assets should be influenced by a range of viewpoints, not just one person in the marketing department, says @Kelsey_M_Meyer via @CMIContent. Click To Tweet

While most of these roles represent the content creators and distributors, subject-matter experts are different. Their primary duties are not about creating content. Build relationships with subject-matter experts who can offer specialized insight into relevant topics for your editorial calendar. These individuals should make sense as the “faces” of your company. They also should be willing (or required) to make time to serve as a subject-matter expert.

TIP: I’ve seen great results from interviewing subject-matter experts on topics, then writing the content and getting their approval on the draft. You and your marketing team are the experts on writing engaging content. Leave the writing to your team and use the SMEs to share unique insights.

Once you decide who will be involved, you need to determine how much time each can devote to the content over the quarter. (And later, you’ll use that information to detail the quantity and type of content assets to be created and distributed over the three months.)

In practice, you’ll need to decide how many SMEs you can rely on and how many hours they can devote across the quarter.

If each of three SMEs can devote six hours over the quarter, for example, you could create nine pieces of long-form content. Figure one hour of the SME’s time per article for an interview, then one hour per article to review and approve the draft. (That’s two hours per article and three articles per expert.) You would end up with nine articles by the end of the quarter.

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If you have 10 additional SMEs and each can devote two hours over the quarter, each SME could do a two 30-minute interviews and 30-minute draft reviews. You would end up with 20 blog posts at the end of the quarter.

Then consider how many additional content pieces your team can create without SME involvement. The total (SME-supported pieces plus the pieces your team can create on its own) is your capacity for the quarter.

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Step 2: Identify your goals for the quarter

Now that you’ve determined your content marketing capacity, think through your goals this quarter and how content plays into them.

I’ve found most companies have one of these three goals for their content marketing:

  • Improving brand awareness through thought leadership
  • Increasing leads generated through content
  • Improving search rankings for targeted keywords (SEO)

Pick your primary goal for the quarter. It will give you a clearer view of the content types that should be created and the topics to focus on. Consider these examples:

  • Goal: Improving brand awareness through thought leadership

Content mix: Heavy on guest articles in relevant publications and videos; topics geared toward areas of subject-matter expertise

Content mix: A new piece of gated content; guest-contributed articles that include landing page links to your site

Content mix: Topics determined by a keyword research report; heavily geared toward on-site content with some guest-contributed articles with backlinks

Step 3: Determine your content mix for the quarter

Use the insights you’ve gained from identifying your team’s capacity and goal to develop your ideal content mix for the quarter. You can create dozens of content types, including guest-contributed articles, videos, case studies, and static or interactive infographics. If you’re tight on capacity, stick with written content because it’s the least expensive to produce and the easiest to create with a small team.

Create your ideal #content mix based on available resources and a single goal, says @Kelsey_M_Meyer via @CMIContent. Click To Tweet

Using the team capacity described above with a goal of lead generation, here’s what a well-aligned content mix would look like:

  • Six unique-topic, guest-contributed articles with backlinks targeted to publications visited by prospective customers
  • 18 blog posts on your site – three posts for each topic addressed in the six guest-contributed articles
  • Two gated pieces of content (white papers) – each long-form guide aligned with nine blog posts
  • Two drip campaigns (one for each white paper)

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Step 4: Specify details on the editorial calendar

This fourth step is where a lot of people start the editorial calendar process – plotting the calendar. But this step involves more than plotting the day each content asset publishes.

Work backward from the ideal publishing date and schedule the following dates on the calendar:

  • Topics confirmed
  • Author assigned
  • Questions submitted to subject-matter expert (or outline created for the writer)
  • Answers submitted from subject-matter experts
  • Content piece draft completed
  • Content piece edited
  • Content piece approved (also note who is the final approver for the piece)
  • Content piece uploaded to a platform or submitted to a publication
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By including each of these dates on the calendar, you’ve taken what was once a vision – “we hope we can publish this many pieces of content in a quarter” – and turned it into a plan of what you can do based on the timeline you’ve laid out.

This calendar also serves as a one-stop shop that enables everyone involved to stay up to date on progress and due dates.

Make sure to assess other priorities and activities – those which you control and those which you can’t, such as product launches, big company events, holidays, guest publication dates, etc. Figure those into your planning process too.

By thinking through all of this on the front end, you’re less likely to end up with an editorial calendar that needs to keep changing. Though some things will change, plotting the deadlines you do control will help you and your team stay sane.

Step 5: Brainstorm to finalize the topics for each content piece

Now that you’ve scheduled the content for the quarter, it’s time to determine what you’ll be writing about. This step comes late in the process because brainstorming is more focused when you’ve accounted for your available resources, overall goal, and quantity of content pieces.

Brainstorming is better as a later step. After you know resources, goal, & content mix, says @Kelsey_M_Meyer via @CMIContent. Click To Tweet

Using our example, we now know:

  • The content campaign needs two overarching themes to create the two cornerstone pieces — the white papers.
  • Those two broad themes must be broken down into nine naturally aligned blog posts.
  • Those themes and blog posts also must relate to six relevant and engaging guest-contributed articles.

You also know who is going to author each piece of content as well as which subject-matter experts are involved. You can vet a brainstormed topic by asking “Can this person speak to this?” or “Is this person an expert on the topic?” This procedure will ensure that you end up with the best content.

A free-for-all brainstorming session can be fun, but it doesn’t result in the most productive meeting. Create a structure for your brainstorming sessions to ensure that they stay on track. Here’s an agenda for my company’s 60-minute brainstorming meetings:

  • 10 minutes – update on what’s in progress
  • 20 minutes – brainstorming relevant blog ideas
  • 20 minutes – brainstorming guest-contributed article ideas
  • 10 minutes – confirming deadlines and responsibilities and updating the editorial calendar

The important thing is to brainstorm a group of topics at once to ensure that they align. This is the difference between a plan to produce a bunch of content and a strategic content marketing plan.

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Step 6: Practice consistency and build flexibility into the plan

Companies make their biggest mistakes with their editorial calendars by putting in a ton of work on the front end and not following through. This happens for a lot of reasons. A boss pops in at the last minute with random content requests. Another executive needs a blog post to cover a conference where he or she is speaking, or news in the industry demands a fresh guest-contributed article commenting on the impact.

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Companies make their biggest mistakes with their #editorial calendars by putting in a ton of work on the front end and not following through, says @Kelsey_M_Meyer via @CMIContent. Click To Tweet

You can handle this two ways:

  • Throw the editorial calendar out the window and change focus every week based on the whims of the team. (I don’t recommend this.)
  • Build flexibility into the editorial calendar. (I recommend this.)

You might have noticed that our example content mix doesn’t use the team’s capacity for the quarter. This is intentional.

Based on the resources available, the team could produce up to 17 more pieces of content. But by not building out the plan to capacity, I built in flexibility to work on other pieces of content as they arise.

TIP: If one person in your company is known for coming up with a different, must-do random thing every week, build that into the plan. Simply schedule a spot for “Joe’s Crazy Content Idea” each week.

The important thing is to let your content plan set up your brand for success. When an unexpected request pops up, it doesn’t distract the team from the planned content mix because you built in a capacity for flexibility.

Step 7: Measure your content success

The metrics to gauge the success of your editorial calendar are based on your content marketing goals. However, I recommend tracking these bare minimum metrics to see how well your content is performing against your goal:

  • Metrics for brand awareness – social shares on published guest-contributed articles, clicks back to your website, new connections on LinkedIn, and people reaching out to your subject-matter experts
  • Metrics for lead generation – clicks back to your website from published guest-contributed content, the conversion rate for blog posts, new leads generated from gated content
  • Metrics for SEOlinks earned through published guest-contributed content, traffic from organic search, rankings for your target keywords

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Be strategic from the first step

Following a strategic approach to your editorial calendar is a never-ending process. But that ongoing work should be affected by your evaluation process. Review your key metrics toward the end of the quarter as you begin to plan for your next three months.

It gets easier each time you plan the editorial calendar for the next quarter because you’re simply tweaking your previous plan rather than starting from scratch. Let me know in the comments how this seven-step guide to creating your next editorial calendar works for you.

Want more content marketing tips, insights, and examples? Subscribe to workday or weekly emails from CMI.

Cover image by Joseph Kalinowski/Content Marketing Institute





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The Future of Ecommerce is THIS! – Ryan Deiss [VIDEO]

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The Future of Ecommerce is THIS! - Ryan Deiss [VIDEO]


“Own your media. I have been saying this for a while and I’ve got proof of it.”

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5 Open Door Policy Examples

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5 Open Door Policy Examples


Whether they have an issue they want to be resolved or ideas they think would improve the company or better serve clients, employees just want to be heard.

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Good morning: The future of CTV

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2022 Predictions: CTV and cross-channel advertising


MarTech’s daily brief features daily insights, news, tips, and essential bits of wisdom for today’s digital marketer. If you would like to read this before the rest of the internet does, sign up here to get it delivered to your inbox daily.

Good morning, Marketers, and today we take a closer look at the CTV landscape.

CTV is very device-driven, so marketers were watching CES closely earlier this month to see what new kinds of screens will find their way into homes. This has broad implications for consumer behavior, and forces marketers to reconsider the channels where they engage customers.

More social media apps are migrating to the CTV ecosystem through new device features like Samsung’s Smart Hub. But marketers can’t be sure how their specific customers expect a trusted brand to appear on such a format. Is it social, or is it TV, or some combination of the two, or something entirely new?

An experimental mindset and attention to campaign performance metrics will guide marketers through these new touchpoints. No wonder there is such a high demand for data in the CTV space, which explains the many data collaborations and partnerships that have been formed over the last year.

All of this influence in CTV from other digital channels – the short-form video imported from social, for instance – means that CTV is expected to continue to grow. Just last summer, The Trade Desk’s Jeff Green predicted that it will represent at least one half of global advertising’s trillion dollar pie.

Chris Wood,

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Quote of the day. “The evolution of social is that it’s moving to TV, which makes a lot of sense right now because of social’s video content, which is becoming more important in the TV industry.” Katelyn Sorensen, CEO, Loomly


About The Author

Chris Wood draws on over 15 years of reporting experience as a B2B editor and journalist. At DMN, he served as associate editor, offering original analysis on the evolving marketing tech landscape. He has interviewed leaders in tech and policy, from Canva CEO Melanie Perkins, to former Cisco CEO John Chambers, and Vivek Kundra, appointed by Barack Obama as the country’s first federal CIO. He is especially interested in how new technologies, including voice and blockchain, are disrupting the marketing world as we know it. In 2019, he moderated a panel on “innovation theater” at Fintech Inn, in Vilnius. In addition to his marketing-focused reporting in industry trades like Robotics Trends, Modern Brewery Age and AdNation News, Wood has also written for KIRKUS, and contributes fiction, criticism and poetry to several leading book blogs. He studied English at Fairfield University, and was born in Springfield, Massachusetts. He lives in New York.



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