Social Media Checklist

4.8/5 with 141 votes
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Toggle Planning status

Planning

Toggle Identify people within the business who are responsible for and who should be informed about social media programme. status

Identify people within the business who are responsible for and who should be informed about social media programme.

Toggle Have a good understanding of the roles played by social media in your market sector. status

Have a good understanding of the roles played by social media in your market sector.

Toggle Know what your competitors are doing and with what success. status

Know what your competitors are doing and with what success.

Toggle Establish clear measurable objectives for your social media programme. status

Establish clear measurable objectives for your social media programme.

Toggle Identify and understand the measurement and tracking tools you will use to monitor the objectives. status

Identify and understand the measurement and tracking tools you will use to monitor the objectives.

Toggle Establish a clear report structure and process against the objectives. status

Establish a clear report structure and process against the objectives.

Toggle Listening status

Listening

Toggle Create a list of search terms that identify the conversations that are most relevant to you. status

Create a list of search terms that identify the conversations that are most relevant to you.

Toggle Identify opinion leaders in the online conversations that are relevant to you. status

Identify opinion leaders in the online conversations that are relevant to you.

Toggle Put the appropriate monitoring tools in place to follow these conversations. status

Put the appropriate monitoring tools in place to follow these conversations.

Toggle Responding status

Responding

Toggle Integrate social media practices into your Crisis and Issues Planning. status

Integrate social media practices into your Crisis and Issues Planning.

Toggle Create clear and realistic policies and processes for responding. status

Create clear and realistic policies and processes for responding.

Toggle Identify platforms for your response. status

Identify platforms for your response.

Toggle Influencing status

Influencing

Toggle Identify and second key spokespeople inside your business. status

Identify and second key spokespeople inside your business.

Toggle Create a content development program schedule. status

Create a content development program schedule.

Toggle Create a linkbait program. status

Create a linkbait program.

Toggle Create a distributed content program. status

Create a distributed content program.

Toggle Invite your key bloggers and opinion leaders to join an advisory panel. status

Invite your key bloggers and opinion leaders to join an advisory panel.

Toggle Establish an SEO PR program. status

Establish an SEO PR program.

Toggle Enlisting status

Enlisting

Toggle Create an education program for internal audiences. status

Create an education program for internal audiences.

Toggle Create a clear, realistic social media policy and communicate it to your staff. status

Create a clear, realistic social media policy and communicate it to your staff.

Toggle Apply the social media policy and understand how it is being implemented. status

Apply the social media policy and understand how it is being implemented.

Download or Print this Social Media Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Presented by:

Campbell Rodriguez

Campbell Rodriguez

Stats

Views

23

Uses

5

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:

  1. Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
  2. Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
  3. Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
  4. Reuse without rebuilding - when Social Media comes up again, start from your saved version and run it with clear ownership.

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Rate this Checklist

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Scores 4.80 with 141 votes

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