Social Media Strategy TemplateTake your company's social media to the next level with this strategy template

Creating a social media strategy will help you to focus on your goals

and keep your team organized. Our template will walk you through

the creation and development process for your social media strategy.

How to Use This Template

Develop SMART social media goals

Audit your current social media efforts

Create a content strategy

Measure your progress

Fine tune your strategy

Table of Contents

Business Goals

Brand Awareness

Thought Leadership

Word of Mouth

Leads

Sales

Social Goals

Reach

Consumption

Shares, Likes, Retweets

Actions

Conversion

Aligning Social Goals to Business Goals

Establish SMART Goals

● SMART goals are Specific, Measurable, Attainable, Relevant and Time-bound● Avoid vague goals that focus on vanity metrics such as Followers

Pro Tips

List your social media goals on the next slide

<Your Company’s> Social Media Goals

My social media goals are:

Goal #1:

Goal #2:

Goal #2:

Audit Your Social Presence

List out all the social profiles for your company on the next slide

● Make a list of all the accounts set up and look for duplicate accounts so those can betaken care of. You should have one account per platform.

Pro Tips

Social Media Sites URL Followers Last Activity Date Action

Audit of <Your Company’s> Social Presence

Survey Your Target AudienceTake a look at your target audience and gather the information on the

next slide.

● Make distinguishing factors for you audience breakdown like geo location, devicetype, and other distinguishers that will help tailor your social plan

● Find something of value to promote in your social plan. That can be sales, percentageoff, specials on a product or free sign ups

Pro Tips

Survey of <Your Company’s> Target Audience

# of Respondents

Average Age

% Male

% Female

% on Facebook

% on Twitter % on LinkedIn % on Other

Know Your CompetitionFind out what’s going on around you. If your competition is doing something special that has traction, you should be doing it too. List your competitors and what you find in their social accounts on the next slide.

● Compare your content with theirs. See how the engagement is behind what theyshare

● See who is interacting with their content. Make notes and ideas with what hasworked and what hasn’t

Pro Tips

Know Your CompetitionCompetitor Social Profiles Strengths Weaknesses Content That Resonates

Take Action Post Audit Create a plan of action to implement on your company's social accounts. Share what findings you had on the next slide.

● Detail out your plan and use a content calendar to get organized with posting

Pro Tips

Social Audit LearningsI will consider consolidating the following accounts to simplify our social presence:

The gaps in our social presence based on audience survey and competitor analysis are:

Key takeaways learned from competition that I can apply to our company are:

Develop Your Content StrategyDetermine content mix and posting cadence on the next two slides

Use the social media content rule of thirds: ○ ⅓ of content promotes business and converts audience○ ⅓ of content shares ideas and stories from thought leaders○ ⅓ is original brand content

• Download our social media content calendar template to help your planning HERE

Pro Tips

The type of original content that we will create and post is:

The type of content we will share is:

We will post to the following channels this frequently: X channel / X times a day

Develop <Your Company’s> Content Strategy

4. The different audiences that we need to tailor content to are:

5. My editorial calendar that maps out our content release schedule is here: Add Link

6. My social media content calendar that maps out our promotion plan is here: Add Link

Develop <Your Company’s> Content Strategy

Measure Your ProgressUse analytics tools built into the social media platforms to help measure and audit to come up with new ideas and plans.

● Align your analytics with your goals

Pro Tips

<Your Company’s> ProgressSocial Media

ChannelTop Performing

ContentLowest Performing

Content Action Required

Refine Your StrategyComplete the questions/statements on the next two slides to help you optimize your strategy

<Your Company’s> Learnings

What worked well?

What didn’t work well?

<Your Company’s> Learnings

3. Our new goals for the next period/quarter are:

Goal #1: Goal #2:Goal #2:

4. Changes we will make to our strategy based on learnings are:

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