Social Media Checklist

4.8/5 with 141 votes

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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

Campbell Rodriguez

Stats

Views

57

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.

Rate this Checklist

5 stars
Scores 4.80 with 141 votes

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