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Social Media · Resource

Social Media Planning Sheet

Use this checklist before a new website, campaign or digital project. Mark each item, name an owner and decide the next action.

01

Business and offer

We can explain what the business provides in direct language.
The priority audience and market are clear.
The main customer action is agreed: enquire, call, message, book or buy.
The business can deliver the work if demand increases.
02

Ownership and access

The business controls its domain and recovery details.
Business email, social, advertising and analytics accounts have business-controlled owners.
Two-factor authentication and role-appropriate access are in place.
An access register records owners, administrators and removal steps.
03

Identity and rights

The approved name, logo, colours and typography are documented.
Image, icon, font and template rights are confirmed.
People and project visuals have permission records.
Old or rejected assets are clearly identified.
04

Website and contact path

The website has one clear primary job.
Important pages and calls to action work on mobile.
Contact details are accurate and tested.
Privacy, cookie and form notices match the actual experience.
05

Measurement and delivery

The business goal and meaningful measures are agreed.
Analytics access and consent behaviour are understood.
A named owner reviews enquiries and results.
The first improvement after launch has an owner and date.

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Social Media

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