Platform content standards

Audit, expand, and operationalize content guidelines into a sustainable system for consistent product language.

Background

Role
Lead content designer, program manager

Goal
Audit, expand, and operationalize content guidelines into a sustainable system for consistent product language.

Stakeholders
Content Design, Design Systems, Marketing, Accessibility, Localization

Overview

Zoom's content guidelines were weak and had grown inconsistent as a result of being under-resourced and lacking a unified ownership model. With ~15 existing guidelines, there was no single source of truth for what was current, missing, or outdated, making it difficult for designers to apply standards consistently at scale.

Impact snapshot
  • Led end-to-end program management for guideline audit and expansion.
  • Established a repeatable review/approval workflow for ongoing governance.
  • Facilitated cross-functional collaboration and decision-making.
  • Shipped a significantly expanded, vetted, and documented guideline system.

The challenge

As Zoom continued to scale, so did the number of teams contributing product copy. While content guidelines existed, they had been created over time without a unified audit process or ownership model.

We needed to answer several questions quickly:

  • What guidelines do we already have?
  • Which ones are outdated or incomplete?
  • What's missing entirely?
  • Who owns them—and who approves changes?
  • How will designers actually find and use them?
  • How do we keep them current as the product evolves?

This wasn't just a writing problem—it was a program management and governance problem. And because program management wasn't a skill content designers typically had, I was the only one with experience leading an initiative of this size and complexity. That's why I took on both the content design and the program management work.

The approach

Research + audit

We used real-world content design systems—Intuit's Content Design and Atlassian Design—to research industry standards and decide what applied to Zoom and what we needed to build ourselves.

Working audit. No one had a shared view of what existed. We assessed the ~20 guidelines for:

  • Relevance
  • Accuracy
  • Overlap
  • Gaps
Team brainstorming session

Single source of truth. I built a Coda workspace and ran a solo-then-group brainstorm to capture what we had, what was missing, and who needed to be involved. The page tracked:

  • Existing guidelines and status (15)
  • Proposed new guidelines (30)
  • Ownership
  • Review status
  • Teams involved
  • Open questions or dependencies
Content guidelines audit and inventory

Outcome: We could prioritize, align stakeholders, and track progress in one place.

Structured weekly ownership

Scale required structure. With a team of five, we needed a cadence that was predictable and sustainable. We:

  • Broke the work into weekly batches
  • Assigned two guidelines per person per week
  • Balanced updates and net-new guideline creation
  • Ensured every guideline had a clear owner
Content Guideline Activities Kanban board with weekly columns, task cards, assignees, and status indicators

Outcome: The workload stayed manageable while momentum stayed high.

Async-first review and approval

Drafts moved through review asynchronously. Once a guideline was complete:

  • Shared for team review — Designers added comments, questions, and flags directly.
  • Consensus = approval — If the team aligned, the guideline was approved async.
  • Escalation when needed — Deeper concerns were escalated intentionally.
Async document review workflow with comments and approval status

Outcome: Drafts moved faster without blocking meetings—only complex issues escalated to sync.

Synchronous alignment when needed

Complex or high-impact decisions got face time. We:

  • Reviewed feedback together in our next working session.
  • Resolved open questions collaboratively.
  • Determined next steps clearly.

When necessary, we looped in:

  • Accessibility — Inclusive language validation.
  • Localization — Global scalability.
  • Leadership — Decisions beyond our design authority.

I partnered with Design Systems to embed guidelines into the design system; with Engineering on string reviews and technical constraints; and with Product on prioritization and rollout timing. The goal was balancing ideal guidance with what teams could ship.

Zoom meeting for guideline alignment with Liz, Caty, Laura, and Rachel in gallery view

Outcome: Guidelines were not only well-written but durable and defensible.

Iteration + repeat

Each week followed the same rhythm:

  • Review completed guidelines.
  • Resolve open questions.
  • Approve or revise.
  • Assign the next set.

Outcome: The consistency of this cadence allowed us to complete a large volume of work without sacrificing quality.

Information architecture

We built the information architecture in tandem with the audit—as we determined what needed to be added, we structured guidelines into clear categories based on how designers search for answers while writing. The goal was making them findable, scannable, and usable in real workflows from the start.

From that structure, we created an outline of improvements: writing tips, example improvements, inclusive writing, and guideline suggestions—so each area had a clear place in the system.

Delivery

Once finalized, guidelines were published to Zoom's internal design system site (Google Sites at the time), making them easily accessible to designers and cross-functional partners.

What we built

Strategy & principles

Establishes why and how Zoom communicates—for strategy-first thinking before execution.

Voice and tone

Emotional and conversational baseline across product experiences.

Writing principles

Decision-making frameworks for ambiguous situations.

Writing tips

Practical, quick-reference guidance for day-to-day work.

Inclusive writing

Guidance for accessible, inclusive language across product experiences.

Voice and tone
Writing principles
Tactical UI behavior

Governs how content behaves in the UI—for direct, tactical answers.

Casing and capitalization

Title case, sentence case, and product-name conventions. See full project →

Formatting

Hierarchy, emphasis, and scannability.

Numbers

Numeral usage, accessibility, and localization.

Punctuation

Conventions to reduce ambiguity and maintain clarity.

Emoji

Appropriate usage, constraints, and edge cases.

Content guideline example

Outcome: This separation allowed designers to jump directly to tactical answers without wading through higher-level guidance.

What came next: component guidelines

Content guidelines established shared principles for voice, tone, and structure. As teams adopted them, a gap became clear: designers knew what good content looked like—but not how to apply it within real UI components. That gap led directly to the content patterns project—reusable UX patterns for empty states, errors, and other high-traffic components.

What component guidelines covered
Purpose

Why the component exists and when to use it.

Content hierarchy

How to structure copy within the component.

Usage guidance

Rules tied directly to behavior and user intent.

Accessibility & localization

Considerations for inclusive, global-ready content.

Content-specific checklist

As we created each guideline, we used a checklist of considerations: casing, punctuation, accessibility, and localization callouts. These were content-specific because we were adding guidelines to the design system component page—which was being built in tandem with our work.

Content do and don't examples for component guidelines

Outcome: Content and component guidelines together moved the system from principles to execution—faster decisions, fewer inconsistencies, and content that scaled reliably.

Key learnings

Program management and content design are complementary

Leading an initiative of this size required both content expertise and program management—a combination that wasn't typical for content designers.

Audit-first reveals gaps before expansion

Starting with a structured audit exposed what existed, what was outdated, and what was missing—enabling smarter prioritization.

Governance matters as much as content

Ownership, review workflows, and approval cadence enabled sustained delivery—without them, guidelines would drift again.

Async-first, sync when needed

Async review kept momentum; complex decisions got face time.

Why this work matters

This project delivered measurable value for content design and the broader product organization:

Single source of truth

Teams now have a unified, vetted guideline system instead of fragmented, inconsistent documentation.

Reduced decision fatigue

Designers can move faster with confidence, knowing where to find answers for voice, tone, and structure.

Foundation for component guidelines

Laid the groundwork for more specialized systems that apply guidelines directly to each component.

Scalable governance

Established a repeatable workflow for ongoing review and approval as the product evolves.

Related

Content guidelines led directly to component-specific guidelines and UX content patterns.

Platform UX content patterns →
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