Social Media Strategy Worksheet Template

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Local History Services | Minnesota Historical Society
July 23, 2015
This worksheet is intended to help local history organizations establish their presence on the web.
SOCIAL MEDIA STRATEGY WORKSHEET
This document answers the what, why, when, who and how questions about developing a social media
strategy. This is meant for all staff and volunteers interested in how social media can help us deliver our
mission and services.
Note: the answer boxes expand when you type into them.
Created by:
Last Update:
Approving Manager:
Project Manager
Team Members:
GOAL/OBJECTIVE
What are the goals you hope to achieve by using social media?
What are your public relations goals?
What are your community goals?
RATIONAL
What are the reasons your social media use will complement your overall strategic plan?
What are the types of content you’ll provide and the types of content you’ll solicit from your community?
PERFORMANCE MEASUREMENTS
What are the performance outcomes? How will you know if it was worthwhile developing this? Determine
what you are benchmarking against and how will you analyze the results?
AUDIENCE
Who is/are the intended audience(s) for the social media project? What is their profession (Genealogists,
Government, Students, Volunteers)? What is there age (Children, Young adults, adults, seniors)? Is it
Internal (Your coworkers/professionals) or external (General public)? What interests (preservation,
education, history, career enhancement, entertainment)?
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