Social Media Process Checklist

Every Sunday night you can find me scheduling social media posts for the week (I have not outsourced this task as creating educational content is something that I quite enjoy). I also go against most others and only batch the week ahead (not the month or quarter as others advise). I find this way, I’m always posting the things that matter most at that period in time.

I release five posts per week on Facebook and Instagram – three of these are scheduled, and two I like to keep ad hoc. Three posts per week are also released on LinkedIn.

ProjectBox has a full System in place for the generation and publishing of social media content. The system includes information around frequency, images, content, hashtags, platforms, branding etc. Even though I do our social media posts, there is still a system in place to make sure that nothing is missed and that I am adhering to my own standards.

For the times we do outsource, we also have a separate system/checklist called ‘Outsourced Social Media System’ which ensures that we run through approval processes for content and images prior to scheduling.

As with all of our systems, we have a checklist built into ClickUp (which is what we use for our Project Management software and also to execute all of our systems) that repeats every week.

Checklists ensure that we are following the system, but that it is in such simple form that makes it quick and easy for us to use. Having it in ClickUp also allows us to make notes, updates, store information and delegate the task if needed. For when this process is outsourced, it’s also how we communicate during the process.

For an example of the type of thing we include, I’m sharing a PDF version with you below!

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