Social Media Checklist
4.8/5 with 141 votes
Table of Contents
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- Planning
- Identify people within the business who are responsible for and who should be informed about social media programme.
- Have a good understanding of the roles played by social media in your market sector.
- Know what your competitors are doing and with what success.
- Establish clear measurable objectives for your social media programme.
- Identify and understand the measurement and tracking tools you will use to monitor the objectives.
- Establish a clear report structure and process against the objectives.
- Listening
- Create a list of search terms that identify the conversations that are most relevant to you.
- Identify opinion leaders in the online conversations that are relevant to you.
- Put the appropriate monitoring tools in place to follow these conversations.
- Responding
- Integrate social media practices into your Crisis and Issues Planning.
- Create clear and realistic policies and processes for responding.
- Identify platforms for your response.
- Influencing
- Identify and second key spokespeople inside your business.
- Create a content development program schedule.
- Create a linkbait program.
- Create a distributed content program.
- Invite your key bloggers and opinion leaders to join an advisory panel.
- Establish an SEO PR program.
- Enlisting
- Create an education program for internal audiences.
- Create a clear, realistic social media policy and communicate it to your staff.
- Apply the social media policy and understand how it is being implemented.
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Presented by:
Campbell Rodriguez

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Views: 57
Uses
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Uses: 5
Tasks
26
Tasks: 26
Who it's for
This Social Media Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Social Media steps every time, regardless of who executes
- Save time - reuse a proven Social Media workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Social Media checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Social Media Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Social Media comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 141 votes