How To Create A Social Media Marketing Plan In 6 Steps
So now you need to create a social media marketing plan. No easy task, right? Many of us struggle to iron out exactly what that is, let alone how to build one from scratch.
Put simply, every action you take on social networks should be a part of a larger social media marketing strategy. That means every Tweet, reply, like and comment should all be guided by a plan and driving towards pre-determined goals. It might sound complicated, but if you take the time to create a comprehensive social media plan, the rest of your social efforts should follow naturally. Everyone can do this if they approach it correctly.
Learn what a social media marketing plan should include, and follow our 6-step plan for creating your own:
A social media marketing plan is the summary of everything you plan to do and hope to achieve for your business using social networks. This plan should comprise an audit of where your accounts are today, goals for where you want them to be in the near future, and all the tools you want to use to get there.
In general, the more specific you can get with your plan, the more effective youll be in its implementation. Try and keep it concise and dont make your social media marketing strategyso lofty and broad that its unattainable. This plan will guide your actions, but it will also be a measure by which you determine whether youre succeeding or failing at social media. You dont want to set yourself up for failure from the outset.
The first step to any social media marketing strategy is to establish objectives and goals that you hope to achieve. Having these objectives also allows you to quickly react when social media campaigns are not meeting your expectations. Without these goals, you have no means of gauging your success and no means of proving your return on investment.
These goals should be aligned with your broader marketing strategy, so that your social media efforts all drive towards business objectives. If your social media marketing strategy is shown to drive business goals forward, youre more likely to get executive buy-in and investment. They should also go beyond vanity metrics like retweets or Likes, in favour of more advanced metrics like leads generated, sentiment or website traffic referred. Strive to approach these goals using the SMART approach, meaning they should all be specific, measurable, attainable, relevant and time-bound.
A simple way to start your social media marketing plan is by writing down at least three social media goals. Make sure to ask yourself what the goal will look like when completed, and use that to determine how you will track it.
For example:
For Instagram we will share photos that communicate our company culture. We will do this by posting 3 photos a week that will achieve 30 likes plus 10 comments each.
Prior to creating your social media marketing plan, you need to assess your current social media use and how it is working for you. This requires figuring out who is currently connecting to you via social media, which social media sites your target market uses and how your social media presence compares to your competitors.
Weve created a social media audit template that you can follow for each step of the process:
Once youve conducted your audit you should have a clear picture of every social account representing your business, who runs or controls them, and what purpose they serve. This living inventory should be maintained regularly, especially as you scale your business.
It should also be evident which accounts need to be updated and which need to be deleted altogether. Reporting fraudulent accounts will help ensure that people searching for you online are only connecting with the branded accounts you manage and your approved messaging.
An important part of your social media marketing plan will be to create mission statements for each social network profile. These one-sentence statements will help you focus your attention on a very specific goal you want to accomplish using Facebook, Twitter or any other social network. They will guide your actions and help steer you back on track when these profiles become less effective. They also force you to realize that not every social network is good for the right thing. Instagram might be great for selling a clothing brand, but for construction supplies Facebook might be a better medium. Take the time you need to determine the purpose of every social profile you have. If you cant figure out its purpose, you should probably delete that profile.
Mission statement example: We will use Instagram to showcase our company culture to recruit new talent.
To help with creating these mission statements, learn about your audience on each profile by using Forresters Social Technology Profile Tool. This will provide you with data that classifies consumers into seven levels of how they engage with technology. By profiling your customers habits on technology, youll be able to gain a clear perspective on where each of your social media profile stands with your customers.
Once youve audited your accounts, its time to hone your online presence. Choose what networks best meet your social media goals. If you dont already have social media profiles on each network you focus on, build them from the ground up with your broader goals and audience in mind. If you do have existing accounts, its time to refine them and update them for your best possible results.
Weve created a guide on How to Set-up Facebook, Twitter and Every Other Major Social Network to walk you through that process. Every social network has a different audience and should be treated definitely. See how you can optimize your profiles themselves to meet any of your business goals. Optimizing profiles for SEO can help generate more web traffic to your online properties. Cross-promoting social accounts could help you grow the reach of content. In general, social media profiles should be filled out completely, images and text optimized for the social network in question.
One of the most important reasons for being active on social media is that your consumers already are. That usually means, so are your competitors. That might not be comforting, but it actually means that theres a wealth of knowledge already available to you which you can integrate into your social media marketing plan. Turn to your competitors for inspiration when it comes to what content types and information get the most social media engagement. Also, use social media listening to see how you could distinguish yourself from competitors and appeal to consumers they might be missing.
Consumers can also offer social media inspiration, not only through the content that they share but in the way that they phrase their messages. See how your target audience writes Tweets, and strive to mimic that style. Also learn their habits, when they share and why, and use that as a basis for your social media marketing plan.
A final source of social media inspiration is industry leaders. There are giants who simply do an incredible job of social media marketing, from Red Bull and Taco Bell to KLM Airlines and Tangerine Bank. Companies in every industry imaginable have managed to distinguish themselves through advanced social media strategies. Follow them and learn everything you can. Dont be afraid to do research and see if theyve shared any social media advice or insight elsewhere on the web.
Here are a few suggested sources of inspiration:
Great content will be essential to succeeding at social media. Your social media marketing plan should include a content marketing plan, comprised of strategies for content creation and content curation, as well as an editorial calendar.
Your content marketing plan should answer the following questions:
Your editorial calendar lists the dates and times you intend to post blogs, Facebook posts, Twitter messages and other content you may plan to use during your social media campaigns. Create the calendar and then schedule your messaging in advance rather than updating constantly throughout the day. You want to work hard on the language and format of these messages anyways. Be spontaneous with your engagement and customer service rather than your content.
Make sure your calendar reflects the mission statement youve assigned to each social profile. If the purpose of your LinkedIn account is to generate leads, make sure you are sharing enough lead generation content. Hootsuites Senior Director of Social Media Jaime Stein recommends establishing a content matrix that defines what share of your profile is allocated to different types of posts. For example:
If youre unsure of how to allocate your resources, a safe bet is to follow the Social Media Rule of Thirds.
To find out what adjustments need to be made to your social media marketing strategy, you should constantly be testing. Build testing capabilities into every action you take on social networks. Track your links using url shorteners and utm codes. Use Hootsuites social media analytics to track the success and reach of social campaigns. Track page visits driven by social media with Google analytics. Record and analyze your success and failures, and then adjust your social media marketing plan in response.
Surveys are also a great way you can gauge success. According to Jaime Stein, these work both online and offline. Ask your social media followers, email list and website visitors how youre doing on social media. This direct approach is often very effective. Then ask your offline customers if social media had a role in their purchasing. This insight might prove invaluable when you look for where to improve.
The most important thing to understand about your social media plan is that it should be constantly changing. As new networks emerge, you may want to add them to your plan. As you attain goals, you may need to adjust them or find new goals for each network. New challenges might present themselves that you need to address. As you scale your business, you might need to add new roles or grow your social presence for different branches or countries. This is a plan that is meant to change, so be flexible and open to these changes. Rewrite your strategy to reflect your latest insight, and make sure your team is aware of what has been updated.
Learn more about how to measure social media ROI for your business.
Watchthis webinar for practical tactics and examples:
Setting the foundation for success on social media means creating a solid strategy to work from. The hard part is knowing where to start. In this 60-minute webinar, well cover simple steps for getting your social media marketing plan together from setting objectives and goals, to creating a realistic content calendar.
Youll hear from social media professionals at Vega and the Canadian Medical Association, and learn how to:
Watch Now
Link:
How To Create A Social Media Marketing Plan In 6 Steps
- Fashion house Valentino criticised over 'disturbing' AI handbag ads - BBC - December 2nd, 2025 [December 2nd, 2025]
- Social media users flee X, flock to TikTok and Reddit according to Pew Research - Axios - November 30th, 2025 [November 30th, 2025]
- Beyond Zohran Mamdani: Social media amplifies the politics of feelings - The Conversation - November 30th, 2025 [November 30th, 2025]
- Rebel nuns who busted out of Austrian care home win reprieve if they stay off social media - The Guardian - November 30th, 2025 [November 30th, 2025]
- Trump says he wants to permanently pause migration to the US from poorer countries - KBTX News 3 - November 30th, 2025 [November 30th, 2025]
- BeFound Social CEO Announces Industry Shift: AI to Split Marketing Agencies Into Two Groups - Markets Financial Content - November 30th, 2025 [November 30th, 2025]
- Gen Z perspectives: Omnicom-IPG merger, KFC Kallang's revamp and MY's social media ban - Marketing-Interactive - November 30th, 2025 [November 30th, 2025]
- Northern Ontario homesteader says social media paints a romanticized version of the lifestyle - CBC - November 30th, 2025 [November 30th, 2025]
- Children should be at least 16 to access social media, say MEPs - European Parliament - November 26th, 2025 [November 26th, 2025]
- Two Singapores: Why heavy and light social media users need different marketing strategies - YouGov - November 26th, 2025 [November 26th, 2025]
- TikTok Highlights the Value of Creator Partnerships for Marketing - Social Media Today - November 26th, 2025 [November 26th, 2025]
- Social media use trends and insights for marketing professionals - Marketing Tech News - November 24th, 2025 [November 24th, 2025]
- Marketers Reset Strategies As TV Loses Ground To OTT, CTV & Social - BW Marketing World - November 24th, 2025 [November 24th, 2025]
- Act On Real-Time Insights With A Consumer Intelligence Platform - Forrester - November 24th, 2025 [November 24th, 2025]
- Labor has brushed aside concerns over the social media ban. But what if it doesnt work as promised? - The Guardian - November 24th, 2025 [November 24th, 2025]
- I helped build the architecture of addiction for social media and I see warning labels coming. That's just a start - Fortune - November 23rd, 2025 [November 23rd, 2025]
- Facebook and Instagram to start kicking Australian teenagers off platforms as social media ban looms - The Guardian - November 23rd, 2025 [November 23rd, 2025]
- The Smartest Way to Grow on TikTok in 2025 - Social Media Examiner - November 23rd, 2025 [November 23rd, 2025]
- Social Media and Marketing Toolkit - SXSW - November 23rd, 2025 [November 23rd, 2025]
- LinkedIns Advertising Business Is Surging - MarketingProfs - November 18th, 2025 [November 18th, 2025]
- SMART Lab to showcase social media research with Nov. 21 virtual event - University of NebraskaLincoln - November 18th, 2025 [November 18th, 2025]
- TikTok Launches Hub To Assist With Holiday Campaigns - Social Media Today - November 18th, 2025 [November 18th, 2025]
- China and Korea Look to Curb Creator Influence on Sensitive Topcs - Social Media Today - November 18th, 2025 [November 18th, 2025]
- As social media grows more toxic, college athletes ask themselves: Is it worth it? - NPR - November 14th, 2025 [November 14th, 2025]
- What social media audiences want in 2026, by the numbers - Ad Age - November 14th, 2025 [November 14th, 2025]
- Are you limiting the time you spend online? Wed like to hear from you - The Guardian - November 14th, 2025 [November 14th, 2025]
- RateMyAgent, Curated Social rebrand to form Renowned - HousingWire - November 14th, 2025 [November 14th, 2025]
- Winning With Pinterest Ads: How to Increase Your B2C Sales - Social Media Examiner - November 14th, 2025 [November 14th, 2025]
- Responding To Post Comments Can Have a Big Impact on Overall Performance - Social Media Today - November 14th, 2025 [November 14th, 2025]
- The new creator-led marketing playbookwhy companies like Unilever are pouring billions into social-first strategy - Ad Age - November 14th, 2025 [November 14th, 2025]
- Reddit Says Women Auto Buyers Are Increasingly Turning to the App - Social Media Today - November 14th, 2025 [November 14th, 2025]
- The power of content: What do SMBs need to grow their social presence? - samsung.com - November 11th, 2025 [November 11th, 2025]
- Park City Marketing Club: Holiday Social and Business Book Swap - TownLift Park City - November 11th, 2025 [November 11th, 2025]
- Anti-Counterfeit & Brand Protection Guide for Social Commerce - Influencer Marketing Hub - November 11th, 2025 [November 11th, 2025]
- Waterford Social media experts tips for how to stay sane on the internet - waterford-news.ie - November 11th, 2025 [November 11th, 2025]
- They treat men like vending machines: inside the hidden world of social media sperm selling - The Guardian - November 10th, 2025 [November 10th, 2025]
- Social media marketers eye UGC and influencer content for growth, but burnout threatens - eMarketer - November 10th, 2025 [November 10th, 2025]
- Older adults share more political misinformation. Here's why - University of Colorado Boulder - November 10th, 2025 [November 10th, 2025]
- Military influencers are taking over social media. The Pentagon is at a loss on how to handle them. - Business Insider - November 10th, 2025 [November 10th, 2025]
- Modern dating: Why women are hiding their boyfriends on social media - BBC - November 10th, 2025 [November 10th, 2025]
- Social media misinformation driving men to seek unneeded NHS testosterone therapy, doctors say - The Guardian - November 10th, 2025 [November 10th, 2025]
- How The Celebrity Traitors reversed TVs most troubling trend - The Guardian - November 10th, 2025 [November 10th, 2025]
- Roblox shocks: online gaming platform should be snared by Australias social media ban for under-16s, experts and MPs say - The Guardian - November 10th, 2025 [November 10th, 2025]
- Australias social media age laws are imminent: what you need to know - AFR - November 10th, 2025 [November 10th, 2025]
- Gen Zs love for finfluencers is creating the perfect storm for brands - Fortune - November 7th, 2025 [November 7th, 2025]
- How Marketers Are Planning To Use AI, Influencers and More in 2026 - Social Media Today - November 7th, 2025 [November 7th, 2025]
- These Social Media and PR Firms Are Turning Influencer Marketing Into a Science - Inc.com - November 7th, 2025 [November 7th, 2025]
- Scam Ads Are Flooding Social Media. These Former Meta Staffers Have a Plan - WIRED - November 7th, 2025 [November 7th, 2025]
- Cruise Ship Workers Use Social Media to Expose Life Behind the Luxury - The New York Times - November 7th, 2025 [November 7th, 2025]
- Trump social media post injects confusion into the resumption of FoodShare benefits - Milwaukee Journal Sentinel - November 7th, 2025 [November 7th, 2025]
- Reddit Shares Tips on Effective Social Listening - Social Media Today - November 7th, 2025 [November 7th, 2025]
- Edits Gets Custom Captions, Color Correction and More - Social Media Today - November 7th, 2025 [November 7th, 2025]
- Reddit added to list of platforms facing teen social media ban - marketing-interactive.com - November 7th, 2025 [November 7th, 2025]
- Report: Indonesia's social media audience hits 180 million, driving brand discovery - marketing-interactive.com - November 7th, 2025 [November 7th, 2025]
- Surprise additions to final list of tech platforms banned for teens - AFR - November 7th, 2025 [November 7th, 2025]
- How to minimise family conflict over the social media ban - The University of Sydney - November 7th, 2025 [November 7th, 2025]
- Got 3 minutes? This habit may help boost hope and reduce stress - NPR - October 28th, 2025 [October 28th, 2025]
- GameStop (GME): Reviewing Valuation After Retail-Driven Rally and Renewed Social Media Buzz - Yahoo Finance - October 28th, 2025 [October 28th, 2025]
- Meta, TikTok and Snap say they oppose Australia's youth social media ban but will comply with it - MarketScreener - October 28th, 2025 [October 28th, 2025]
- Simplify, humanise, unify: B2B brands on avoiding social medias sea of blandness - Marketing Week - October 28th, 2025 [October 28th, 2025]
- Exclusive | Roshan Senapati on BonV Aeros marketing mix: 40% PR, 30% Social, 30% Events to build trust in deep tech - MediaBrief - October 28th, 2025 [October 28th, 2025]
- The White House movie theater demolition ends a storied era in presidential history - NPR - October 26th, 2025 [October 26th, 2025]
- Trumps ballroom blitz sparks chorus of disgust: The perfect symbol - The Guardian - October 26th, 2025 [October 26th, 2025]
- Opinion | Why Trumps East Wing Demolition Needed to Happen - The New York Times - October 26th, 2025 [October 26th, 2025]
- CA Gov. Newsom and Obama speaks on Prop 50 - LiveNOW from FOX - October 26th, 2025 [October 26th, 2025]
- Historic White House Movie Theater Demolished as Part of $300 Million Ballroom Build - The Hollywood Reporter - October 26th, 2025 [October 26th, 2025]
- The East Wing of the White House is gone. Here's a look at some of the history made there - Click2Houston - October 26th, 2025 [October 26th, 2025]
- Opinion | The Rot Creeping Into Our Minds - The New York Times - October 26th, 2025 [October 26th, 2025]
- How Democracy Is Being Undoneand What to Do About It - Barron's - October 26th, 2025 [October 26th, 2025]
- Idahoans rally against Trump. He responds with another crude tactic | Opinion - Idaho Statesman - October 26th, 2025 [October 26th, 2025]
- Who Votes And Who Doesnt At The Hawaii Legislature - Honolulu Civil Beat - October 26th, 2025 [October 26th, 2025]
- Trump Turned This Introvert Into an Activist - The Fulcrum - October 26th, 2025 [October 26th, 2025]
- Democratic Education in a Tempest: Balancing Protection and Pluralism in Education - Verfassungsblog - October 26th, 2025 [October 26th, 2025]
- Trump is wrecking the White House, and not just the East Wing | Opinion - Idaho Statesman - October 26th, 2025 [October 26th, 2025]
- The Taliban Drove This Afghan Trumpeter Into Exile. He Still Dreams of Home - Rolling Stone - October 26th, 2025 [October 26th, 2025]
- Daniel Naroditsky, a chess grandmaster, the highest title given to competitors by the International Chess Federation, and a popular chess commentator... - October 26th, 2025 [October 26th, 2025]
- Map Shows Which States Have Stand Your Ground Laws - Newsweek - October 26th, 2025 [October 26th, 2025]
- Where Is Susan Lorincz Of 'The Perfect Neighbor' Now? - TODAY.com - October 26th, 2025 [October 26th, 2025]
- Sheriff Says Susan Lorincz Was Far From the Perfect Neighbor After Documentary Release - eonline.com - October 26th, 2025 [October 26th, 2025]
- Three other tragic cases like The Perfect Neighbor show how deadly 'stand your ground' law can be - The Tab - October 26th, 2025 [October 26th, 2025]