By Michele Linn published December 25, 2014

14 Checklists, Scorecards, and Worksheets to Set Up Content Marketing Success

Content-Marketing-Success Cover

I’ll admit it. I have a love-hate relationship with checklists (and templates, which we shared in yesterday’s post). On one hand, I thrive on process and consistency. On the other hand, I think check-the-box mentality can result in unoriginal and rote thinking.

That said, checklists are great for some activities. When you have so many moving parts, lists can keep you grounded. Or, if you want to figure out how to tackle a new project, templates can provide the framework to get started.

With that understanding, I offer some of CMI’s most popular checklists, scorecards, and worksheets. Start with what is here and then modify them to suit your needs.

Content marketing strategy and planning

The Essentials of a Documented Content Marketing Strategy: 36 Questions to Answer

If you read CMI, even in passing, you likely have heard our mantra: Those with a documented content marketing strategy are more likely to be effective. This guide walks you through the questions so you can move in the right direction.

Content kickoff checklist

This checklist from Clare McDermott is a great starting place for both writers as well as those who are working with writers and need to scope a content marketing project.

Content prioritization worksheet

If you are balancing multiple projects (and who isn’t?), this checklist from Gina Balarin can help you determine the scope of your projects and prioritize all of the ideas and requests.

Key elements of a social media content plan

Cathy McPhillips provides five questions to ask when you are evaluating your plan for every social channel.

Technology questionnaire

If you are considering new technology to help with your content marketing efforts, take a look at these 12 questions. HINT: Your needs must drive the technology; the technology should not drive your strategy.

Blogging and other writing projects

Title evaluation scorecard

You know titles are critical, but how do you know what will work – and what won’t? Here is a 10-point checklist from Roger Parker to help you evaluate your titles.

The ultimate blog marketing checklist

I’ll admit that I thought, “Do we really need another checklist about blog marketing?” when Mike Murray suggested this post earlier this year. Apparently, the answer is yes. This 57-point list has been one of our most visited and shared posts this year. It tackles everything from setting up your blog, to writing, design, and promotion.

Readability checklist

It seems obvious, but is your content readable? This seven-step checklist provides a good gut check.

Blog post tracker

Do you have too many blog post ideas and don’t know how to keep them organized? This handy tracker from Roger Parker may be just the thing.

SlideShare proofing checklist

If you use SlideShare, this is an indispensable checklist for making sure you dot your i’s and cross your t’s before publishing.

The ultimate SEO checklist

You are likely using SEO as part of your content marketing strategy. This 15-point checklist from Tracy Gold is a great place to make sure you have all your bases covered.

Content curation

Content curation scorecard

This worksheet from Roger Parker helps you gauge the quality and consistency of your content curation efforts.

The ethical content curation checklist

Pawan Deshpande offers a different view of content curation: Is it ethical? He walks you through his 10-step checklist to help you curate ethically and effectively.

One more

Resource center checklist

If you want to build or improve your online resource center(s) that houses your content, Roger Parker has a checklist to help you think through the key steps.

Follow our simple, step-by-step plan to integrate unique, impactful, and strategic content marketing into your organization. Download Launch Your Own Content Marketing Program.

Cover image by kropekk_pl via pixabay

Author: Michele Linn

Michele Linn is the co-founder and chief strategy officer of Mantis Research, a consultancy focused on helping brands create and amplify original research they can use in their marketing. Before starting Mantis, Michele was head of editorial at Content Marketing Institute, where she led the company's strategic editorial direction, co-developed its annual research studies, wrote hundreds of articles, spoke at industry events and was instrumental in building the platform to 200,000 subscribers. In 2015, she was named one of Folio's Top Women in Media (Corporate Visionary). You can follow her on Twitter at @michelelinn.

Other posts by Michele Linn