Social Media Strategy Plan


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

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Company
  2. Strategy team
  3. Start date
  4. Why this strategy plan is being performed?

Plans to develop

  1. Why do you need a social media strategy? Auto assign messages to an user
  2. Define a time limit for cards to stay on this phase
  3. How to prioritize assistance?

Company data

  1. Company’s business
  2. Company’s vision
  3. Company’s mission
  4. Company’s values
  5. Main short-term goals and objectives
  6. Main long-term goals and objectives
  7. Main difficulties
  8. Has the company already implemented any activity related to social media strategies? If so, what are the current results?
  9. Products or services to be promoted

Define the Ideal Customer

  1. Age
  2. Location
  3. Job title
  4. Income
  5. Pain Points (that your business can solve)
  6. Most Used Social Network

SWOT analysis

  1. Strengths
  2. Weaknesses
  3. Opportunities
  4. Threats

Social media tools analysis

  1. Social media tool/website
  2. Description
  3. Opportunities
  4. Limitations

Business analysis

  1. Social media tool/website
  2. Business goals
  3. Suitability
  4. Skills/resources needed

Online customer analysis

  1. Social media tool/website
  2. Customer demographics
  3. Volume of customers
  4. Usage details

Competitor analysis

  1. Social media tool/website
  2. Competitor names
  3. Online market share (%)
  4. Strengths
  5. Weaknesses

Risk management

  1. Business risks
  2. Impact
  3. Likelihood
  4. Mitigation strategy
  5. Contingency plan

Social media goals

  1. Establish S.M.A.R.T. social media goals.

Communication/engagement strategy

  1. Establish S.M.A.R.T. social media goals.

Social media strategy

  1. Activity/milestone
  2. Responsible staff members
  3. Expected completion date
  4. Cost ($)
  5. Key performance indicators (KPIs)
  6. Business goals

Social media content policy

  1. Policy details
  2. Reason
  3. Applicable social media tool

Monitoring/measurement activities


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