Social Media Checklist
Table of Contents
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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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.