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Social Media Strategy Worksheet

Use this worksheet to outline your social media strategy. Fill out each section to plan and organize your approach effectively.

This thoughtfully designed worksheet is perfect for reuse, providing a consistent and structured framework for your marketing team to craft successful social media strategies.

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Strategy

Define what you aim to achieve with your social media presence.
Describe your ideal audience by age, interests, or behavior.
List which social platforms you'll focus on.
Specify the formats of content you'll produce.
Describe how often you'll post on each platform.
How will you engage your audience? Think comments, DMs, or live videos.
List the tools used to measure performance.
What are your competitors doing well? Where can you improve?
What will you spend monthly on ads, tools, etc?
Describe the tone and language of your brand online.
How will you handle negative comments or issues publicly?
Unique plans per platform. e.g., ‘Use Reels for Instagram’