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What is Business Casual in 2023? Give Your Office Outfit a Gut Check

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What is Business Casual in 2023? Give Your Office Outfit a Gut Check

I remember my first internship — more specifically, its dress code, which left me googling, “What does business casual mean?” Then, I took a shopping trip for blouses, comfortable slacks, and sensible flats to replace my sneakers.

During the tech boom in 1990, many tech companies opted for more laid-back, innovative workwear. This led to the origin of what’s known as “business casual attire.” Soon, other industries and businesses followed, acknowledging the importance of employee comfort over the traditional formality of office wear.

Download Now: Free Company Culture Code Template

But what exactly is business casual attire? Though the term is mostly ambiguously defined, there are some commonly accepted guidelines across the board. In this blog post, I set out to deconstruct “business casual” to help you understand and dress accordingly.

Table of Contents

What is business casual attire?

Business casual (or smart casual) strikes a balance between formal and informal.

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It’s less formal than traditional business wear but maintains the level of professionalism suitable for a workplace. Business casual outfits combine comfort with elements of both professional and casual attire.

For example, I could pair a pleated skirt with a short-sleeved blouse for my jaunt to the office. If the air conditioner was blasting, I might grab a cardigan or colored blazer to stay warm.

The look is class, yet comfortable. If you saw the outfit on Pinterest, you’d picture a cozy office in the background.

A business casual approach to dressing not only provides employees with more comfort and flexibility but also allows them to express their personal preferences and style. The more relaxed you are at work, the better your performance will be.

A recent study by Adzuna, which analyzed over 27 million job postings across various industries, suggests that workplaces are becoming more casual.

A significant 56.8% of job ads specified a “casual” dress code, while 42.4% of job ads followed a “business casual” dress code.

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Though business casual office wear is on the rise, outfits differ from city to city. For example, 68% of job postings in the Los Angeles area mention a casual dress code. In this scenario, jeans, a work-appropriate t-shirt, and comfortable sneakers may be in vogue.

Now, let’s turn to the D.C. metropolitan area. Over 70% of job postings require business casual attire. It’s time to buy slacks and button-ups if you don’t have them already.

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While interpretations of “business casual” may vary across industries and professions, here are some best practices that are universally agreed upon.

11 Best Practices for Dressing Business Casual

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1. Wear your size.

The difference between a frumpy blouse and an outfit that looks modern is often tailoring. Even a simple blazer will look better if it properly fits the wearer.

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Choose clothing that fits you well and flatters your body shape. Avoid wearing excessively loose or tight-fitting clothes.

2. Footwear matters.

Shoes play an important role in completing your look. Select shoes that compliment your ensemble — high heels, espadrilles, loafers, or classic sneakers.

Leave open-toe shoes such as sandals or flip-flops for the beach.

Personally, I like a pair of comfortable flats, Mary Janes, or plain sneakers in a neutral tone. Whether I’m walking the hallways or grabbing lunch, I always feel comfortable.

Pro tip: Do you have a walking-intensive commute? Consider leaving a pair of dress shoes in the office, so you can swap into your work wear once you get to your desk.

3. Accessorize appropriately.

A good accessory can make an outfit.

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However, when it comes to jewelry, less is more. If you have one statement piece, like earrings or a necklace, consider keeping the rest of your accessories simple.

Don’t let them overpower your outfit.

A watch can also be a helpful accessory with a clear function. If you like to keep track of the time, a watch allows you to do so without pulling out your phone.

4. Keep it neat.

On laundry day, it’s tempting to let your clothes sit in the dryer.

However, pulling them out can be the difference between wearing a wrinkle-free outfit and looking rumpled. Ensure your clothes are ironed, clean, and free from tears or holes. Make sure all seams are finished.

Ironing is one of my least favorite chores. Instead, I use a steamer or look for options that don’t require ironing. You don’t need to take hours to look presentable; you just need the right wardrobe.

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5. Consider the occasion.

Before a party, I often find myself texting a friend to ask what I should wear. I may even ask for a picture of their outfit, just to confirm that I’m dressed for success.

Work events are no different.

You’ll want to dress appropriately for any meetings, conferences, speaking events, or presentations on your agenda. It never hurts to seek advice from a colleague or a work friend to gut-check your outfit.

6. Layer up.

At one of my office jobs, the building cranked up the heat in the winter and blasted the AC in the summer.

Knowing exactly what the temperature would be inside was unpredictable. The temperature outside the building was at least 10 degrees different than the temperature inside.

To prepare, I always had a sweater at my desk, a blazer, and a pair of flats that didn’t need socks. I could then throw on more clothes if our office was too cold or change into cooler shoes during the warm months.

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In the hot summer months, be prepared for outdoor heat and indoor air conditioning by wearing easily removable layers to adjust your comfort level.

7. Overdressing is better than underdressing.

During my first job interview, I walked through the door in a full suit. However, my interviewer was dressed more casually, wearing slacks and a button-up.

Once I had the job, I found out that dressing more formally made me look more prepared than other applicants who arrived in jeans.

The point of this short anecdote? When in doubt, err on the side of formal. Blazers and jackets are always a nice addition.

8. Dress modestly.

When scrolling TikTok, I’ll see an outfit of the day video. Here, users show off what they plan on wearing to the office.

The best outfits are tailored and paired with tasteful accessories. They may be sleeveless or have knee-length dresses. The most confusing outfits are crop tops and mini-skirts, especially for business casual workplaces.

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Avoid wearing clothes that reveal too much skin. Backless, low-cut tops or crop tops are a huge no.

9. Avoid athleisure.

You won’t wear office attire to the gym, so don’t wear your gym attire in the office.

We all love to be comfortable, but athleisure isn’t appropriate for the business casual office. Instead, invest in a pair of slacks that are comfortable and stretch.

You can even look for a pair of business-casual plants that feel like yoga pants when you wear them.

10. Avoid graphic designs.

I can definitely wear HubSpot swag during a day in the office. However, if I’m going to a business casual event, I’ll opt for smaller or embroidered logos.

Large graphic designs can be distracting. Further, not every message on a graphic tee shirt is appropriate for the office. Steer clear of provocative prints or clothing with inappropriate logos or text.

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11. Create a capsule wardrobe.

Getting dressed in the morning doesn’t have to be a lengthy process.

This is especially true if you have a capsule wardrobe, or a closet of basic workwear that you can mix and match. That may include slacks that match with a variety of shirts.

I have a wide range of skirts in different colors that I can pair with different plain tops. This allows me to express my personality, keep my wardrobe visually interesting, and still stay business casual.

Plus, getting dressed in the morning takes minutes — no contemplation required.

Pro tip: Familiarize yourself with your company’s dress code policy and consult with your HR department regarding what’s appropriate and what’s not.

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Getting Business Casual Right

The Masculine Guide to Business Casual Dressing

No matter your gender, you may want to achieve a masculine look that fits with your office’s business casual dress code. Here are some options of what to wear that can help you stock your closet.

Blazers

Blazers are a timeless classic for all genders. Opt for professional colors like black, gray, blue, and other dark shades to add a business touch to your outfit.

In most business casual settings, you can wear a fitted tee shirt or sweater so long as you put a blazer on top.

Keeping one formal blazer at the office can come in handy for presentations and impromptu meetings.

Looking to add some more color to your outfit? You can add a blazer in one of your favorite shades to create variety in your wardrobe.

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Shirts

Long-sleeved, button-down collared shirts are the perfect choice. Choose tasteful patterns like checks, stripes, or microprints. You may go for polo shirts, but that depends on your company culture and occasion.

Pick either classic darks or light neutral colors. Avoid bright or flashy colors and loud patterns.

The best part? You don’t need a tie in a business casual setting.

Pants

Nice trousers, slacks, or pressed khakis are a safe choice. Pants should be cotton or linen. Although wool is fine, silk and rayon are no-no’s.

Choose dark or neutral-toned colors that compliment your shirt. Again, avoid bright colors and loud patterns. And remember to wear a belt.

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The length of your pants should reach to the top of your shoe or a little longer — but not so much that they’re bunching at your feet.

Shoes

In the business casual office, formal dress shoes are always safe. You can also opt for loafers or ankle boots in leather or suede if you’re super in-vogue.

Even if you love sailing in your free time, no boat shoes. Avoid athletic socks.

Some offices include classic, plain sneakers in their dress codes. Be sure to ask your HR department or manager before you wear sneakers to work.

Accessories

Accessories are a great way to personalize your outfit. Always wear a belt. Wristwatches are a nice touch. You don’t have to wear cufflinks (phew!)

If you love suspenders, you can add them to your outfit. If you like socks with patterns, that can help you personalize the look.

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Just remember, with accessories, less is more. Don’t experiment with every bell and whistle. Once you find your personal style, you can include a set rotation of your favorite accessories.

Outerwear

Your outerwear should match the seasons in your area. While we always recommend having a backup blazer in the office, you’ll also want to have a v-neck sweater, a nice jacket, or a peacoat for the winter.

What is Business Casual in 2023 Give Your Office Outfit

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How is this different from business formal?

Business formal requires a full suit every day. Your blazer and slacks must be made out of the same material and have the same shade.

You’re also limited to neutral, dark colors. You’ll often find matching black, dark gray, or dark blue suits paired with light-colored shirts. A tie is also required every day.

Business casual wear can incorporate more variety. You can wear lighter-colored blazers and pants. There’s an opportunity to experiment with prints and a wider range of colors. For business casual, these guys have it down.

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Feminine Business Casual Dressing

Perhaps you’re going for a more feminine look for your office wear. No matter your gender, we recommend using the following guidelines when building your business casual wardrobe.

Tops

With my own wardrobe, I have a number of clean, plain shirts that I can wear to the office. They vary by season.

I have short-sleeve blouses, turtlenecks, sweaters, and sleeveless tops that I can wear during any season. I also have blazers and cardigans to mix and match.

Neutral or solid-colored blouses, plain shirts, sweaters, turtlenecks, vests, blazers, dressy tops, or sleeveless shirts with collars are universally safe choices. It’s standard to wear a monotone shirt.

Patterns are acceptable if they aren’t outrageous. Tuck your shirt in or leave it untucked, depending on your style. Add a belt if it compliments your outfit. Try to keep logos to a minimum.

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Pants

When it comes to pants, you can take two approaches. You can find something in a solid color that you can pair with different tops. This allows your blouse to pop with color or experiment with patterns.

Conversely, you can find bottoms with a pattern, like tasteful plaid or houndstooth, to pair with a plain top.

Dress pants, khakis, trousers, or corduroy pants are the way to go. Neutral colors and dark tones are preferred.

Skirts and Dresses

My favorite skirts are pleated and end at the ankles. Meanwhile, I have dresses of various lengths below the knee. I know all of these options are business casual safe choices, which makes getting ready in the morning easy.

Knee-length or longer lengths are professional choices for the office. No sundresses or skintight dresses.

You can experiment with colors and accessories while maintaining a professional look. Adding a blazer, cardigan, or belt can give your outfit a business casual look.

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Study the example below — while the second outfit is more relaxed and for a party, add some tops, and you look professional.

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Shoes

Closed-toed flats or small heels are the best option. Leather shoes, formal open-toed shoes, and heels are okay too — but absolutely no sandals, flip-flops, rarely sneakers, or casual boots.

My personal favorite business casual shoes? Boots and Oxfords. I can wear something that looks office-appropriate with and without heels.

Accessories

When I get ready in the morning, I have my favorite jewelry on my nightstand, ready to go. On most days, that’s a simple tear-drop-shaped gold earring.

Sometimes, I’ll add a neutral necklace and bracelet to complete the look.

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Light jewelry, belts, and simple purses add a professional touch to any outfit.

Outerwear

Whether it’s cold in the office or outside, you’ll want to have business casual outerwear. A nice sweater, jacket, trench coat, or peacoat is appropriate. No athletic jackets or sweatshirts.

Consider a quarter zip or vest on those crisp fall days that don’t require a full jacket.

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How is this different from business formal?

Business casual allows for a more relaxed style, with options like separates, tasteful blouses, and slightly shorter skirts. You can also wear a wider range of shoes, like flats and oxfords. No pantyhose or tights are required.

Business formal is more conservative, requiring tailored suits or dresses and closed-toe heels.

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For business casual attire, the woman below knows what’s up.

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Jeans or no jeans?

The decision to wear jeans in the office hinges entirely on your company’s policy and guidelines. If allowed, pick dark-toned, straight-fit jeans paired with a polo or dress shirt. Avoid ripped, baggy, or faded jeans to avoid looking too casual.

Ready to dress business casual?

When it comes to dressing for work, it’s all about striking the perfect balance between formal and casual.

You’ll also want to look for options that make you feel comfortable. You’re still going to the office, so err on the side of caution to appear polished and professional.

Embrace your personal style, feel confident, and dress in a way that makes you feel great in your own skin.

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The Current State of Google’s Search Generative Experience [What It Means for SEO in 2024]

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By Tinuiti Team

SEO enthusiasts, known for naming algorithm updates after animals and embracing melodrama, find themselves in a landscape where the “adapt or die” mantra prevails. So when Google announced the launch of its Search Generative Experience (SGE) in May of 2023 at Google/IO, you can imagine the reaction was immense.

Although SGE has the potential to be a truly transformative force in the landscape, we’re still waiting for SGE to move out of the Google Labs Sandbox and integrate into standard search results. 

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Curious about our current take on SGE and its potential impact on SEO in the future? Read on for more.

Decoding Google’s Defensive Move

In response to potential threats from competitors like ChatGPT, Bing, TikTok, Reddit, and Amazon, Google introduced SGE as a defensive maneuver. However, its initial beta release raised questions about its readiness and global deployment.

ChatGPT provided an existential threat that had the potential to eat into Google’s market share. When Bing started incorporating it into its search results, it was one of the most significant wins for Bing in a decade. In combination with threats from TikTok, Reddit, and Amazon, we see a more fractured search landscape less dominated by Google. Upon its launch, the expectation was that Google would push its SGE solution globally, impact most queries, and massively shake up organic search results and strategies to improve organic visibility.

Now, industry leaders are starting to question if Google is better off leaving SGE in the testing ground in Google labs. According to Google’s recent update, it appears that SGE will remain an opt-in experience in Google Labs (for at least the short term). If SGE was released, there could be a fundamental reset in understanding SEO. Everything from organic traffic to optimization tactics to tracking tools would need adjustments for the new experience. Therefore, the prospect of SGE staying in Google Labs is comforting if not entirely reliable. 

The ever-present option is that Google can change its mind at any point and push SGE out broadly as part of its standard search experience. For this reason, we see value in learning from our observations with SGE and continuing to stay on top of the experience.

SGE User Experience and Operational Challenges

If you’ve signed up for search labs and have been experimenting with SGE for a while, you know firsthand there are various issues that Google should address before rolling it out broadly to the public.

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At a high level, these issues fall into two broad categories including user experience issues and operational issues.

Below are some significant issues we’ve come across, with Google making notable progress in addressing certain ones, while others still require improvement:

  • Load time – Too many AI-generated answers take longer to load than a user is willing to wait. Google recommends less than a 3-second load time to meet expectations. They’ll need to figure out how to consistently return results quickly if they want to see a higher adoption rate.
  • Layout – The SGE layout is massive. We believe any major rollout will be more streamlined to make it a less intrusive experience for users and allow more visibility for ads, and if we’re lucky, organic results. Unfortunately, there is still a decent chance that organic results will move below the fold, especially on mobile devices. Recently, Google has incorporated more results where users are prompted to generate the AI result if they’d like to see it. The hope is Google makes this the default in the event of a broad rollout where users can generate an AI result if they want one instead of assuming that’s what a user would like to see. 
  • Redundancy – The AI result duplicates features from the map pack and quick answer results. 
  • Attribution – Due to user feedback, Google includes sources on several of their AI-powered overviews where you can see relevant web pages if there is an arrow next to the result. Currently, the best way to appear as one of these relevant pages is to be one of the top-ranked results, which is convenient from an optimization standpoint. Changes to how attribution and sourcing are handled could heavily impact organic strategies. 

On the operational side, Google also faces significant hurdles to making SGE a viable product for its traditional search product. The biggest obstacle appears to be making the cost associated with the technology worth the business outcomes it provides. If this was a necessary investment to maintain market share, Google might be willing to eat the cost, but if their current position is relatively stable, Google doesn’t have much of an incentive to take on the additional cost burden of heavily leveraging generative AI while also presumably taking a hit to their ad revenue. Especially since slow user adoption doesn’t indicate this is something users are demanding at the moment.

While the current experience of SGE is including ads above the generative results now, the earliest iterations didn’t heavily feature sponsored ads. While they are now included, the current SGE layout would still significantly disrupt the ad experience we’re used to. During the Google I/O announcement, they made a statement to reassure advertisers they would be mindful of maintaining a distinct ad experience in search.  

“In this new generative experience, Search ads will continue to appear in dedicated ad slots throughout the page. And we’ll continue to uphold our commitment to ads transparency and making sure ads are distinguishable from organic search results” – Elizabeth Reid, VP, Search at Google

Google is trying to thread a delicate needle here of staying on the cutting edge with their search features, while trying not to upset their advertisers and needlessly hinder their own revenue stream. Roger Montti details more of the operational issues in a recent article digging into the surprising reasons SGE is stuck in Google Labs.

He lists three big problems that need to be solved before SGE will be integrated into the foreground of search:

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  1. Large Language Models being inadequate as an information retrieval system
  2. The inefficiency and cost of transformer architecture
  3. Hallucinating (providing inaccurate answers)

Until SGE provides more user value and checks more boxes on the business sense side, the traditional search experience is here to stay. Unfortunately, we don’t know when or if Google will ever feel confident they’ve addressed all of these concerns, so we’ll need to stay prepared for change.

Experts Chime in on Search Generative Experience

Our team has been actively engaging with SGE, here’s a closer look at their thoughts and opinions on the experience so far:

“With SGE still in its early stages, I’ve noticed consistent changes in how the generative results are produced and weaved naturally into the SERPs. Because of this, I feel it is imperative to stay on top of these on-going changes to ensure we can continue to educate our clients on what to expect when SGE is officially incorporated into our everyday lives. Although an official launch date is currently unknown, I believe proactively testing various prompt types and recording our learnings is important to prepare our clients for this next evolution of Google search.”

– Jon Pagano, SEO Sr. Specialist at Tinuiti

“It’s been exciting to watch SGE grow through different variations over the last year, but like other AI solutions its potential still outweighs its functionality and usefulness. What’s interesting to see is that SGE doesn’t just cite its sources of information, but also provides an enhanced preview of each webpage referenced. This presents a unique organic opportunity where previously untouchable top 10 rankings are far more accessible to the average website. Time will tell what the top ranking factors for SGE are, but verifiable content with strong E-E-A-T signals will be imperative.”

–Kate Fischer, SEO Specialist at Tinuiti

“Traditionally, AI tools were very good at analytical tasks. With the rise of ChatGPT, users can have long-form, multi-question conversations not yet available in search results. When, not if, released, Google’s Generative Experience will transform how we view AI and search. Because there are so many unknowns, some of the most impactful ways we prepare our clients are to discover and develop SEO strategies that AI tools can’t directly disrupt, like mid to low funnel content.”

– Brandon Miller, SEO Specialist at Tinuiti

“SGE is going to make a huge impact on the ecommerce industry by changing the way users interact with the search results. Improved shopping experience will allow users to compare products, price match, and read reviews in order to make it quicker and easier for a user to find the best deals and purchase. Although this leads to more competitive results, it also improves organic visibility and expands our product reach. It is more important than ever to ensure all elements of a page are uniquely and specifically optimized for search. With the SGE updates expected to continue to impact search results, the best way to stay ahead is by focusing on strong user focused content and detailed product page optimizations.” 

– Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

One of the most interesting aspects of the generative AI trend in search is that it appears to be in direct opposition to other recent trends.

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One of the ways Google has historically evaluated the efficacy of its search ranking systems is through the manual review of quality raters. In their quality rater guidelines, raters were instructed to review for things like expertise, authority, and trustworthiness (EAT) in results to determine if Google results are providing users the information they deserve. 

In 2022, Google updated their search guidelines to include another ‘e’ in the form of experience (EEAT). In their words, Google wanted to better assess if the content a user was consuming was created by someone with, “a degree of experience, such as with actual use of a product, having actually visited a place or communicating what a person has experienced. There are some situations where really what you value most is content produced by someone who has firsthand, life experience on the topic at hand.” 

Generative AI results, while cutting-edge technology and wildly impressive in some cases, stand in direct opposition to the principles of E-E-A-T. That’s not to say that there’s no room for both in search, but Google will have to determine what it thinks users value more between these competing trends. The slow adoption of SGE could be an indication that a preference for human experience, expertise, authority, and trust is winning round one in this fight. 

Along these lines, Google is also diversifying its search results to cater to the format in which users get their information. This takes the form of their Perspectives Filter. Also announced at Google I/O 2023, the perspectives filter incorporates more video, image, and discussion board posts from places like TikTok, YouTube, Reddit, and Quora. Once again, this trend shows the emphasis and value searchers place on experience and perspective. Users value individual experience over the impersonal conveyance of information. AI will never have these two things, even if it can provide a convincing imitation.

The current iteration of SGE seems to go too far in dismissing these trends in favor of generative AI. It’s an interesting challenge Google faces. If they don’t determine the prevailing trend correctly, veering too far in one direction can push more market share to ChatGPT or platforms like YouTube and TikTok.

Final Thoughts

The range of outcomes remains broad and fascinating for SGE. We can see this developing in different ways, and prognostication offers little value, but it’s invaluable to know the potential outcomes and prepare for as many of them as possible.

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It’s critical that you or your search agency be interacting and experimenting with SGE because:

  • The format and results will most likely continue to see significant changes
  • This space moves quickly and it’s easy to fall behind
  • Google may fix all of the issues with SGE and decide to push it live, changing the landscape of search overnight
  • SGE experiments could inform other AI elements incorporated into the search experience

Ultimately, optimizing for the specific SGE experience we see now is less important because we know it will inevitably continue changing. We see more value in recognizing the trends and problems Google is trying to solve with this technology. With how quickly this space moves, any specifics mentioned in this article could be outdated in a week. That’s why focusing on intention and process is important at this stage of the game.

By understanding the future needs and wants SGE is attempting to address, we can help you future-proof your search strategies as much as possible. To some extent we’re always at the whims of the algorithm, but by maintaining a user-centric approach, you can make your customers happy, regardless of how they find you.

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MARKETING

How to create editorial guidelines that are useful + template

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How to create editorial guidelines that are useful + template

Before diving in to all things editorial guidelines, a quick introduction. I head up the content team here at Optimizely. I’m responsible for developing our content strategy and ensuring this aligns to our key business goals.

Here I’ll take you through the process we used to create new editorial guidelines; things that worked well and tackle some of the challenges that come with any good multi – stakeholder project, share some examples and leave you with a template you can use to set your own content standards.

What are editorial guidelines?

Editorial guidelines are a set of standards for any/all content contributors, etc. etc. This most often includes guidance on brand, tone of voice, grammar and style, your core content principles and the types of content you want to produce.

Editorial guidelines are a core component of any good content strategy and can help marketers achieve the following in their content creation process:

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  • Consistency: All content produced, regardless of who is creating it, maintains a consistent tone of voice and style, helping strengthen brand image and making it easier for your audience to recognize your company’s content  
  • Quality Control: Serves as a ‘North Star’ for content quality, drawing a line in the sand to communicate the standard of content we want to produce 
  • Boosts SEO efforts: Ensures content creation aligns with SEO efforts, improving company visibility and increasing traffic 
  • Efficiency: With clear guidelines in place, content creators – external and internal – can work more efficiently as they have a clear understanding of what is expected of them 

Examples of editorial guidelines

There are some great examples of editorial guidelines out there to help you get started.

Here are a few I used: 

1. Editorial Values and Standards, the BBC

 

Ah, the Beeb. This really helped me channel my inner journalist and learn from the folks that built the foundation for free quality journalism. 

How to create editorial guidelines, Pepperland Marketing

pepperlandmarketingblogpostoneditorialguidelines

After taking a more big picture view I recognized needed more focused guidance on the step by step of creating editorial guidelines.

I really liked the content the good folks at Pepperland Marketing have created, including a free template – thanks guys! – and in part what inspired me to create our own free template as a way of sharing learnings and helping others quickstart the process of creating their own guidelines.

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3. Writing guidelines for the role of AI in your newsroom?… Nieman Lab

NiemanLabsguidanceonroleofaiinyournewsroom

As well as provide guidance on content quality and the content creation process, I wanted to tackle the thorny topic of AI in our editorial guidelines. Specifically, to give content creators a steer on ‘fair’ use of AI when creating content, to ensure creators get to benefit from the amazing power of these tools, but also that content is not created 100% by AI and help them understand why we feel that contravenes our core content principles of content quality. 

So, to learn more I devoured this fascinating article, sourcing guidance from major media outlets around the world. I know things change very quickly when it comes to AI, but I highly encourage reading this and taking inspiration from how these media outlets are tackling this topic. 

Learn more: The Marketer’s Guide to AI-generated content

Why did we decide to create editorial guidelines?

1. Aligning content creators to a clear vision and process

Optimizely as a business has undergone a huge transformation over the last 3 years, going through rapid acquisition and all the joys and frustrations that can bring. As a content team, we quickly recognized the need to create a set of clear and engaging guidelines that helps content creators understand how and where they can contribute, and gave a clear process to follow when submitting a content idea for consideration. 

2. Reinvigorated approach to brand and content 

As a brand Optimizely is also going through a brand evolution – moving from a more formal, considered tone of voice to one that’s much more approachable, down to earth and not afraid to use humor, different in content and execution. 

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See, our latest CMS campaign creative:

Mock ups of Optimizely CMS campaign creative

It’s pretty out there in terms of creative and messaging. It’s an ad campaign that’s designed to capture attention yes, but also – to demonstrate our abilities as a marketing team to create this type of campaign that is normally reserved for other more quote unquote creative industries. 

We wanted to give guidance to fellow content creators outside the team on how they can also create content that embraces this evolved tone of voice, while at the same time ensuring content adheres to our brand guidelines.

3. Streamline content creation process

Like many global enterprises we have many different content creators, working across different time zones and locations. Documenting a set of guidelines and making them easily available helps content creators quickly understand our content goals, the types of content we want to create and why. It would free up content team time spent with individual contributors reviewing and editing submissions, and would ensure creation and optimization aligns to broader content & business goals.

It was also clear that we needed to document a process for submitting content ideas, so we made sure to include this in the guidelines themselves to make it easy and accessible for all contributors. 

4. 2023 retrospective priority 

As a content team we regularly review our content strategy and processes to ensure we’re operating as efficiently as possible.

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In our last retrospective. I asked my team ‘what was the one thing I could do as a manager to help them be more impactful in their role?’

Editorial guidelines was the number 1 item on their list. 

So off we went… 

What we did

  • Defined a discrete scope of work for the first version of the editorial guidelines, focusing on the Blog and Resources section of the website. This is where the content team spends most of its time and so has most involvement in the content creation process. Also where the most challenging bottlenecks have been in the past
  • Research. Reviewed what was out there, got my hands on a few free templates and assembled a framework to create a first version for inputs and feedback 
  • Asked content community – I put a few questions out to my network on LinkedIn on the topic of content guidelines and content strategy, seeking to get input and guidance from smart marketers.  

linkedinpostoneditorialguidelines

Combining two of my great passions in life – content strategy and Arrested Development – in one LinkedIn post (Feb 2024)

  • Invited feedback: Over the course of a few weekswe invited collaborators to comment in a shared doc as a way of taking iterative feedback, getting ideas for the next scope of work, and also – bringing people on the journey of creating the guidelines. Look at all those reviewers! Doing this within our Content Marketing Platform (CMP) ensured that all that feedback was captured in one place, and that we could manage the process clearly, step by step:

Optimizelycmpscreenshotofeditorialguidelines

Look at all those collaborators! Thanks guys! And all of those beautiful ticks, so satisfying. So glad I could crop out the total outstanding tasks for this screen grab too (Source – Optimizely CMP) 

  • Updated content workflow: Now we have clear, documented guidance in place, we’ve included this as a step – the first step – in the workflow used for blog post creation: 

Optimizely CMP screenshot of editorial guideline review

Source: Optimizely CMP

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Results

It’s early days but we’re already seeing more engagement with the content creation process, especially amongst the teams involved in building the guidelines (which was part of the rationale in the first place :))

Screenshot of teams message editorial guidelines

Source: My Teams chat 

It’s inspired teams to think differently about the types of content we want to produce going forwards – for the blog and beyond.

I’d also say it’s boosted team morale and collaboration, helping different teams work together on shared goals to produce better quality work.

What’s next?

We’re busy planning wider communication of the editorial guidelines beyond marketing. We’ve kept the original draft and regularly share this with existing and potential collaborators for ongoing commentary, ideas and feedback.

Creating guidelines has also sparked discussion about the types of briefs and templates we want and need to create in CMP to support creating different assets. Finding the right balance between creative approach and using templates to scale content production is key. 

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We’ll review these guidelines on a quarterly basis and evolve as needed, adding new formats and channels as we go.

Key takeaways

  • Editorial guidelines are a useful way to guide content creators as part of your overall content strategy
  • Taking the time to do research upfront can help accelerate seemingly complex projects. Don’t be afraid to ask your community for inputs and advice as you create
  • Keep the scope small at first rather than trying to align everything all at once. Test and learn as you go
  • Work with stakeholders to build guidelines from the ground up to ensure you create a framework that is useful, relevant and used

And lastly, here’s that free template we created to help you build or evolve your own editorial guidelines!

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MARKETING

Effective Communication in Business as a Crisis Management Strategy

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Effective Communication in Business as a Crisis Management Strategy

Everyday business life is full of challenges. These include data breaches, product recalls, market downturns and public relations conflicts that can erupt at any moment. Such situations pose a significant threat to a company’s financial health, brand image, or even its further existence. However, only 49% of businesses in the US have a crisis communications plan. It is a big mistake, as such a strategy can build trust, minimize damage, and even strengthen the company after it survives the crisis. Let’s discover how communication can transform your crisis and weather the chaos.

The ruining impact of the crisis on business

A crisis can ruin a company. Naturally, it brings losses. But the actual consequences are far worse than lost profits. It is about people behind the business – they feel the weight of uncertainty and fear. Employees start worrying about their jobs, customers might lose faith in the brand they once trusted, and investors could start looking elsewhere. It can affect the brand image and everything you build from the branding, business logo, social media can be ruined. Even after the crisis recovery, the company’s reputation can suffer, and costly efforts might be needed to rebuild trust and regain momentum. So, any sign of a coming crisis should be immediately addressed. Communication is one of the crisis management strategies that can exacerbate the situation.  

The power of effective communication

Even a short-term crisis may have irreversible consequences – a damaged reputation, high employee turnover, and loss of investors. Communication becomes a tool that can efficiently navigate many crisis-caused challenges:

  • Improved trust. Crisis is a synonym for uncertainty. Leaders may communicate trust within the company when the situation gets out of control. Employees feel valued when they get clear responses. The same applies to the customers – they also appreciate transparency and are more likely to continue cooperation when they understand what’s happening. In these times, documenting these moments through event photographers can visually reinforce the company’s messages and enhance trust by showing real, transparent actions.
  • Reputation protection. Crises immediately spiral into gossip and PR nightmares. However, effective communication allows you to proactively address concerns and disseminate true information through the right channels. It minimizes speculation and negative media coverage.
  • Saved business relationships. A crisis can cause unbelievable damage to relationships with employees, customers, and investors. Transparent communication shows the company’s efforts to find solutions and keeps stakeholders informed and engaged, preventing misunderstandings and painful outcomes.
  • Faster recovery. With the help of communication, the company is more likely to receive support and cooperation. This collaborative approach allows you to focus on solutions and resume normal operations as quickly as possible.

It is impossible to predict when a crisis will come. So, a crisis management strategy mitigates potential problems long before they arise.

Tips on crafting an effective crisis communication plan.

To effectively deal with unforeseen critical situations in business, you must have a clear-cut communication action plan. This involves things like messages, FAQs, media posts, and awareness of everyone in the company. This approach saves precious time when the crisis actually hits. It allows you to focus on solving the problem instead of intensifying uncertainty and panic. Here is a step-by-step guide.  

Identify your crisis scenarios.

Being caught off guard is the worst thing. So, do not let it happen. Conduct a risk assessment to pinpoint potential crises specific to your business niche. Consider both internal and external factors that could disrupt normal operations or damage the online reputation of your company. Study industry-specific issues, past incidents, and current trends. How will you communicate in each situation? Knowing your risks helps you prepare targeted communication strategies in advance. Of course, it is impossible to create a perfectly polished strategy, but at least you will build a strong foundation for it.

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Form a crisis response team.

The next step is assembling a core team. It will manage communication during a crisis and should include top executives like the CEO, CFO, and CMO, and representatives from key departments like public relations and marketing. Select a confident spokesperson who will be the face of your company during the crisis. Define roles and responsibilities for each team member and establish communication channels they will work with, such as email, telephone, and live chat. Remember, everyone in your crisis response team must be media-savvy and know how to deliver difficult messages to the stakeholders.

Prepare communication templates.

When a crisis hits, things happen fast. That means communication needs to be quick, too. That’s why it is wise to have ready-to-go messages prepared for different types of crises your company may face. These messages can be adjusted to a particular situation when needed and shared on the company’s social media, website, and other platforms right away. These templates should include frequently asked questions and outline the company’s general responses. Make sure to approve these messages with your legal team for accuracy and compliance.

Establish communication protocols.

A crisis is always chaotic, so clear communication protocols are a must-have. Define trigger points – specific events that would launch the crisis communication plan. Establish a clear hierarchy for messages to avoid conflicting information. Determine the most suitable forms and channels, like press releases or social media, to reach different audiences. Here is an example of how you can structure a communication protocol:

  • Immediate alert. A company crisis response team is notified about a problem.  
  • Internal briefing.  The crisis team discusses the situation and decides on the next steps.  
  • External communication. A spokesperson reaches the media, customers, and suppliers.
  • Social media updates. A trained social media team outlines the situation to the company audience and monitors these channels for misinformation or negative comments.
  • Stakeholder notification. The crisis team reaches out to customers and partners to inform them of the incident and its risks. They also provide details on the company’s response efforts and measures.
  • Ongoing updates. Regular updates guarantee transparency and trust and let stakeholders see the crisis development and its recovery.

Practice and improve.

Do not wait for the real crisis to test your plan. Conduct regular crisis communication drills to allow your team to use theoretical protocols in practice. Simulate different crisis scenarios and see how your people respond to these. It will immediately demonstrate the strong and weak points of your strategy. Remember, your crisis communication plan is not a static document. New technologies and evolving media platforms necessitate regular adjustments. So, you must continuously review and update it to reflect changes in your business and industry.

Wrapping up

The ability to handle communication well during tough times gives companies a chance to really connect with the people who matter most—stakeholders. And that connection is a foundation for long-term success. Trust is key, and it grows when companies speak honestly, openly, and clearly. When customers and investors trust the company, they are more likely to stay with it and even support it. So, when a crisis hits, smart communication not only helps overcome it but also allows you to do it with minimal losses to your reputation and profits.

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