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Social Media Strategy Template Guide

This document provides a template to guide companies through developing a 5-step social media strategy: 1. Establish goals and align them with business goals 2. Audit current social media presence and survey target audience 3. Develop a content strategy including types of content and posting schedule 4. Measure performance using analytics tools 5. Refine the strategy based on learnings The template includes sections to input company-specific details at each step, along with tips and considerations. The overall process is meant to help companies stay focused on objectives and allow teams to collaborate on execution.

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edu mello
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189 views22 pages

Social Media Strategy Template Guide

This document provides a template to guide companies through developing a 5-step social media strategy: 1. Establish goals and align them with business goals 2. Audit current social media presence and survey target audience 3. Develop a content strategy including types of content and posting schedule 4. Measure performance using analytics tools 5. Refine the strategy based on learnings The template includes sections to input company-specific details at each step, along with tips and considerations. The overall process is meant to help companies stay focused on objectives and allow teams to collaborate on execution.

Uploaded by

edu mello
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
  • Aligning Social Goals to Business Goals: Explains the relationship between business goals and social media goals, detailing how they align.
  • Establish SMART Social Media Goals: Guides on setting specific, measurable, achievable, relevant, and time-bound social media goals.
  • Audit Your Social Presence: Instructions for conducting a comprehensive audit of your company's social media profiles.
  • Develop Your Content Strategy: Outlines steps to create and maintain an effective social media content strategy.
  • Measure Your Progress: Discusses methods and tools for analyzing and tracking social media performance against goals.
  • Refine Your Strategy: Provides guidance on evaluating and refining social media strategies based on learnings.

Social Media Strategy Template

Your tool for crafting your company’s social strategy


in 5 steps
How to Use This Template
A social media strategy will help you stay focused on your objectives
and will allow other team members to participate in execution. This
template will guide your through the steps of developing your social
media strategy, providing helpful tips along the way.

For more information, reference our Social Media Strategy Guide.


Table of Contents
1. Establish SMART social media goals
2. Audit your social media presence
3. Develop a content strategy
4. Measure your progress
5. Refine your strategy
Aligning Social Goals to Business
Goals
Business Goals Social Goals

Brand Awareness Reach

Thought Leadership Consumption

Word of Mouth Shares, Likes, Retweets

Leads Actions

Sales Conversion
Establish SMART Social Media Goals
Input your social media goals on the next slide

Pro Tips

● Make your goals specific, measurable, attainable, relevant and time-bound


● Avoid goals that focus on vanity metrics such as Followers
● Align social media goals with department goals for sales, marketing,
productivity, etc.
<Your Company’s> Social Media Goals

My social media goals are:


1. Goal #1:

2. Goal #2:

3. Goal #2:
Audit Your Social Presence
Inventory all profiles representing your company on the next slide

Pro Tip

● Search and note all official and unofficial pages representing your company
including fan pages, rogue employee accounts, and poser accounts
Audit of <Your Company’s> Social Presence

Social Media
URL Followers Last Activity Date Action
Sites
Survey Your Target Audience
Tally results about your audience on the next slide

Pro Tips

● Distribute audience surveys in-store, via email, and on social media


● Consider offering an incentive for completion of the survey like a discount
Survey of <Your Company’s> Target Audience

# of Average % % % on % on
% on LinkedIn % on Other
Respondents Age Male Female Facebook Twitter
Know Your Competition
Investigate what the competition is doing on social media and track
observations on the next slide

Pro Tips

● Compare your competitors’ social footprint and content against your own
● Look at what type of content they are creating, how often they are sharing it, and
what influencers they are interacting with
Know Your Competition
Competitor Social Profiles Strengths Weaknesses Content That Resonates
Take Action Post Audit
Make recommendations to optimize your company’s social presence
on the next slide

Pro Tips

● Report poser and fake accounts


● Delete pages that are overrun with spam
Social Audit Learnings
1. I will consider consolidating the following accounts to simplify
our social presence:

2. The gaps in our social presence based on audience survey and


competitor analysis are:

3. Key takeaways learned from competition that I can apply to our


company are:
Develop Your Content Strategy
Determine content mix and posting cadence on the next two slides

Pro Tips 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 editorial calendar template and social media content calendar
template to assist your planning HERE
Develop <Your Company’s>
Content Strategy
1. The type of original content that we will create and post is:

2. The type of content we will share is:

3. 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
Measure Your Progress
Use analytics tools to see how your content is performing and track
on the next slide

Pro Tips
● Align your analytics with your goals
● Use the following tools: Hootsuite Analytics (advanced analytics & custom
reports), Facebook Insights & Google Analytics (who, when, and how many
people are viewing and interacting)
<Your Company’s> Progress
Lowest Performing
Social Media Top Performing
Content Action Required
Channel Content
Refine Your Strategy
Complete the questions/statements on the next two slides to help
you optimize your strategy
<Your Company’s> Learnings
1. What worked well?

2. 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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