social media planner

A closer look at our Social Media Planner (Lite)

social media planner

The LITE edition of our Social Media Planner is aimed at people who only need a light touch planner or who only manage one set of social media accounts. The LITE planner has approx 180 pages and includes the majority of the layouts that the Full Edition has just less of them. 

The LITE edition includes the following layouts:

  • Social Media Goals Pages including a progress tracker and strategy page for each goal.
  • Getting Ready: Consistency Plan and Brand Guidelines
  • Getting Ready: Profile Checklists (LinkedIn, Twitter, Facebook, Instagram)
  • Getting Ready: Key Messages, Themes and Hashtags
  • Getting Ready: Daily, Weekly, Monthly and Quarterly Routines
  • Social Media Stats Tracker (year overview)
  • 2019 and 2019 Year Overview Calendar
  • Key Dates by month (year overview)
  • Monthly Planner (undated)
  • Weekly Planner (week per page) (undated)
  • Monthly To do List
  • End of Month Reviews
  • End of Year Review
  • Ideas and Inspiration: Instagram Feed Planner (12 pages)
  • Ideas and Inspiration: Activites Ideas and Plan (LinkedIn, Twitter, Facebook, Instagram)
  • Ideas and Inspiration: RSS Feeds and Websites
  • Ideas and Inspiration: Content Ideas
  • Ideas and Inspiration: Blog Post Ideas
  • Notes

Section 1: My goals

Goals Planner

The first section of the “Lite” version of the Social Media Planner is for goal Setting. This includes:

  • goals overview (space for 6 goals)
  • a progress tracker as well as space to highlight your achievements
  • goals breakdown including space to plan out your strategy next steps and success criteria.

For anyone who has used one of our goals notebooks, the format is the same – after all why change what works.

Section 2: Getting Ready to Use your Social Media

The next section in the “Lite” version of the social media planner is about getting ready to use your social media channels (once you have decided which social media platform you are going to use).

Consistency Checklist and Brand Guidelines

It is important that your social media has a professional and consistent look and feel – whether you are using social media from a personal perspective or on behalf of your business or another organisation. This is why we have included a page for a consistency checklist and brand guidelines. This is appropriate for a quick snapshot that you can quickly refer to as part of your social media planning (and not as a substitute for developing full brand guidelines).

Profile Pages

Profile Page - Social Media Planner

Next up are your profile set up pages. The Social Media Planner focuses on the 4 main social media platforms: LinkedIn, Twitter, Facebook and Instagram.

The Lite Version features a page for each of these platforms to guide you through your profile set up in a handy checklist, encourages quarterly refreshes of your profile and has space for additional notes. As well as this there is also space for website info and refresh and a blank section for you to fill in your own depending on what else you might use as part of your social media presence.

Key Messages

Content Plan and Key Messages - Social Media Planner

Key Messages are next.

On these pages, we have included some prompts to help you work out your key messages and values (if you don’t already know these). Your content should also be “tied” to your key messages so we have also included some pages to help you match your content and key messages. There is also space in this section for setting and planning out themes and hashtags.

Your Routine

We consider that everyone’s style and routine is different and that you need to work out what works best for you personally! Therefore we do not include in our social media planner checklists for daily and weekly routines. Instead, we encourage you to design your own (you can read more about how to do this on our visibility planner website). The planner includes space for designing daily, weekly, monthly and quarterly routines.

Social Media Tracker

The last pages in the “getting ready for social media” is your year overview social media tracker. This is for tracking your stats all year – a simple numbers game/overview.

Start by recording your stats for the beginning of your year.

Section 3: The Planner

The planner includes a 2019/2020 yearly calendar overview so that you can easily refer to relevant dates. However, the planner itself is undated so that you can use it at any time. You can take a break. You can be flexible.

Social Media Planner - Key Dates

There is a key dates section (year view two page spread) so you can insert your key dates – this might be key campaigns and launches, it might be awareness days or monthly themes etc.

Social Media Planner - week

The next pages are the planners set up (enough for a year) which includes:

  • monthly overview grid (two page spread)
  • weekly (one page per week)
  • to do list (one per month)
  • end of month review (two page spread).

There is also a section for an end of year review.

Section 4: Ideas and Inspiration

Social Media Planner - Ideas and Inspiration

The fourth and final section of the planner is the “Ideas and Inspiration” Section. The Lite version of the planner contains a condensed version of this and includes:

  • Instagram Feed Planning Grid
  • Examples of Activities (and space to include your own for the 4 platforms.

Then there is a section for non-platform specific content ideas including RSS feeds, general content ideas and blog post ideas and notes.

Interested? You can support our campaign here.

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