ScreenSteps

Content Planning Workbook

Determine what content to include in your knowledge base

HubSpot Video

Before you start filling your knowledge base with content, create a plan for your content. This workbook helps you host a content workshop where your team evaluates and determines which content should be included in your knowledge base.

How will you use the template?

When you fill out this template, it will help you:

  • Plan the content for your knowledge base
  • Brainstorm triggering moments that require a documented procedure
  • Audit your existing policies, processes, and procedures
  • Decide who "owns" specific articles in your knowledge base

What happens when you fill out this form?

Once you fill out this form, you will be taken to a page where you can access the workbook. Before filling out the workbook, you'll want to make a copy of the Google Sheets workbook for your personal use.

We'll also send a copy of the template directly to your inbox for easy access in the future.

HubSpot Video

Before you start filling your knowledge base with content, create a plan for your content. This workbook helps you host a content workshop where your team evaluates and determines which content should be included in your knowledge base.

How will you use the template?

When you fill out this template, it will help you:

  • Plan the content for your knowledge base
  • Brainstorm triggering moments that require a documented procedure
  • Audit your existing policies, processes, and procedures
  • Decide who "owns" specific articles in your knowledge base

What happens when you fill out this form?

Once you fill out this form, you will be taken to a page where you can access the workbook. Before filling out the workbook, you'll want to make a copy of the Google Sheets workbook for your personal use.

We'll also send a copy of the template directly to your inbox for easy access in the future.