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Social Fresh

Stop Flying Blind, 2013 Social Media Planning Spreadsheet
by Lisa Peyton on Jan 03, 2013
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Social media is big. It is unwieldy. And it grows thicker and
more complicated with each day.

Fear not.

With some simple planning, self -ref lection and research,
you can harness the ‘beast’ that has become social media.
Whether you are totally new to technology and the online
space or are an industry veteran, around since its
inception, the f ollowing plan will help you build a solid f oundation f or social media success.

T his methodology can be applied to managing personal social media prof iles and provide a basic f oundation
f or a solid business social media strategy.

I have created a Social Media Planning Spreadsheet that outlines MY plan and can serve as the perf ect
template f or yours.

It’s time to OWN your social media in 2013!

Phase 1: Planning and Research
T he f irst and most important step is asking yourself what you T RULY want to accomplish by creating and
updating social media prof iles.

If af ter some thoughtf ul self -ref lection you realize you AREN’T looking f or a new job, a better career path,
more clients, more contacts, more inf luence, maintaining connections with f riends and f amily AND want to
live entirely ‘of f the grid’, then perhaps social media is NOT your ‘thang’. IF you DO want any of these
outcomes then it’s time to determine which are the most important and WHY.

Goals and Object ives

Many of us have rushed into creating a social media prof ile bef ore actually asking the question ‘why?’ T his
may have lef t you f umbling to create constant updates with no real sense of purpose which is a waste of
time and can lead to f eelings of resentment and even anger. It’s time to go back to the drawing board and
take a look at your overall objective.

Your overall objective should be f airly broad and have a DIRECT impact on something VERY important to
YOU. It can be an overall business objective, an overall personal objective or both. Your objective should
also be measurable and time sensitive. T his will ensure you have the means to measure your social media
success and hold yourself accountable f or meeting your goals.

Last year, I had one very simple objective f or my social media activities. I wanted to provide consistent and
valuable updates to my network of social media and digital marketing prof essionals, thereby organically
growing my business network by a certain percentage over the twelve month time span. T his year, I want to
take my strategy to the next level and incorporate a plan f or my personal contacts as well.

Audience

When diving into your overall objective, it’s essential you explore who you are trying to reach. If your
approach is strictly business, then your overall objective is likely tied to revenue or compensation. T his
doesn’t mean that your social media strategy should be directly tied to revenue, but it does help to
determine a target f or your ef f orts. You’ll likely want to reach and engage with potential customers,
employers or f olks that INFLUENCE these groups.

A more personal approach may include audience segments such as f riends f rom the gym, distant f amily
members, co-workers, drinking buddies, etc. Each of these segments has very specif ic needs and
expectations regarding your involvement on social media. So ask yourself if connecting with these groups
will help you meet your overall objectives.




Tools like Vizify.com allow you to get a glimpse into the demographics of your current social media followers.

Research

Bef ore f inalizing your objectives and audience segments, go out and gather some data to help drive your
planning. If you are currently maintaining several social media prof iles, take the time to determine WHO is
already a f ollower, f an or ‘liker’. Tools like Vizif y.com’s Tweetsheet can show you stunning stats about your
Twitter f ollowers and help you learn about the demographics of your current online community.

For more qualitative data, I recommend surveying your current f ollowers and f ans. By conducting a brief
survey of your current community, you can determine if they can be segmented, what inf ormation they f ind
valuable and if engaging with them will help meet your overall objectives. If you are just getting started and
don’t have an ‘online’ community, start by surveying those you know in the real world.

Tools like SurveyMonkey.com make creating an online survey easy and cost-f ree. If you’re looking at
conducting a more robust survey, I highly recommend reading Hubpspot’s guide to using surveys in your
marketing. T he insight you can gain f rom a survey of your colleagues, f riends and f amily is invaluable at
helping to determine your target audience segments and if you are currently meeting their needs. If you don’t
have time to conduct a f ull-blown survey, simply start asking f or direct f eedback on your current social media
ef f orts or lack thereof .

Self Discovery, Google-st yle
Google’s Ad Preview and Diagnosis tool allows you to get organic search results without personalizing them
based upon your browsing behavior.

T he ONE thing I ALWAYS do bef ore meeting with potential clients is ‘Google’ their name, the name of their
business and take a look at their online prof iles. Take the time to Google variations of YOUR name and the
name of your business or company.

Scan the top several pages of results and determine IF you are visible and if so, do the results speak to how
your want to be represented to your target audience. Due to Google’s ability to personalize your search
results, I would recommend using a tool like the Google Ad Preview tool.

T his tool will display organic search results without personalizing them based upon your prior browsing
behavior.

Whether you like it or not, there are likely social media prof iles f loating around the web that house
inf ormation about YOU!

Klout.com scrapes sites such as Twitter and will assign a ‘Klout score’ to users that haven’t even signed up
f or an account. How about that LinkedIn account you created years ago and haven’t looked at since, it’s only
15% complete. Or that Twitter account you created and abandoned in 2010?

T he point is that Google can and will FIND any assets that house your name and display them f or all
searchers to see.

Bef ore embracing your new social media plan, it’s essential you audit the current state of your online
visibility and build f ixing any hiccups into your planning.

Phase II – Building your roadmap
After completing your research and determining your objectives, it’s time to choose your channels.

Now that you have taken the time to determine your objectives, target audience and current state of your
online prof iles, it’s time f or the f un stuf f !

Channel Select ion

T here are thousands of social media networks and platf orms and it’s impossible to participate in them all.
Even building communities around a handf ul of networks can be a f ull-time job. Bef ore selecting which social
media channels you want to participate in, determine how much time you can commit to your social media
activities and then prioritize based upon your objectives and P.I.T ’s or Passions, Interests and Talents.

If your objectives are more business f ocused, then considering platf orms that are used by business
prof essionals would be the way to go. LinkedIn has become the largest and most active network of business
prof essionals online and should be part of ANY strategy to grow a prof essional network. LinkedIn users
now have the ability to create updates and post via a newsf eed, just like Facebook. Creating consistent
LinkedIn updates that meet the needs of your target audience can help you reach your overall business
objectives.

For more personal objectives and reaching out to f riends and f amily, Facebook will likely be your channel of
choice. It is also, of course, the largest GLOBAL social network and almost EVERYONE has a prof ile, so it
can be a key channel f or everyone f rom brand marketers to small business owners.

Apart f rom these obvious choices, there are several other platf orms that are among the most popular and
can provide access to your target segments. T hey include sites such as:

        Twitter
        YouTube
        Google+
        Instagram
        Foursquare
        Pinterest

When determining your platf orm of choice, consider these key f actors:

        Who
Examine WHO is using the platf orm. Studies, reports and inf ographics are f loating around the web
      that outlines social media user statistics. Make sure your chosen platf orm speaks to your target
      audience.
         What
      Be sure to align the type of media on each platf orm with your passions, interests and talents or PITs.
      If you LOVE digital photography then choosing a community that promotes and supports that medium
      might prove to be a good choice.Instagram is one of the f astest growing communities that centers
      around digital photography. Even if you ef f orts are business f ocused, there may be a creative way to
      incorporate photography and rich media into your strategy. For inspiration, look no f urther than this
      recent Social Fresh article, ‘Top Brands Succeeding at Instagram and What You Can Learn From T hem’.
        Why
      Does engaging on your selected network help to meet your overall objective? T his might be a tough
      one to determine up f ront but read on to learn how to incorporate metrics and measure your success.

Cont ent St rat egy

Determining specif ic channels is only half of the social media battle. You will also need to create a plan
around the type of content you will be posting and sharing with your community. Be sure that each overall
objective is supported by thoughtf ul content that speaks to your target audience segments.

Af ter conducting my initial research, I discovered that my 2012 plan to only post business themed updates
WASN’T serving a large portion of my community. A close f riend shared with me that she didn’t understand
my Facebook updates and she was lef t f eeling conf used. Social Media Plan = FAIL. T his f eedback helped to
drive my decision to strategize BOT H my personal and prof essional posts and to explore segmenting my
business posts f rom those that are more personal.

Phase III – Commit ment and Account abilit y

Once you have determined your active social media channels, it’s time to commit to regular updates. Try to
come up with a schedule that is realistic and consistent. If you have time to update your prof iles daily AND
you have enough valuable content f or daily posts – then GO FOR IT ! I would argue that f or some this may
not be a realistic expectation and updating weekly may be more achievable.

My posting schedule f or 2012, daily business updates Monday through Friday, was something I was striving
f or AND f or the most part was able to achieve. I considered my audience, WHEN they were online and tried
to produce updates during those times. T here are a bevy of time-saving tools that can be used to help
streamline your updates, but that’s a whole dif f erent blog post!

It’s also ESSENT IAL you schedule time to ‘listen’ and respond on each active channel. Social media isn’t a
one-way conversation and simply spewing out updates isn’t a good strategy f or anyone. Taking the time to
thoughtf ully respond to other posts, photos, questions and conversations will help you learn more about
your community and ultimately make you a better communicator.

Measurement
The Social Media Planning Spreadsheet outlines my plan for 2013 and can be a GREAT template for yours. It
includes a tab for measurement, where you can track your metrics monthly. Simply add your own content under
each tab, following the key points outlined in this article.

Once you have established your plan, it’s important to come up with a f ew metrics to help hold yourself
accountable and to determine if you’re getting closer to your ultimate objective. T he ‘Measurement’ tab on
the Social Media Planning Spreadsheet allows you to track your metrics monthly.

Looking back at my objective f or 2012,

organically growing my business network by a certain percentage over the 12 month time span, I can come
up with a f ew simple metrics to measure this outcome.

Tracking these metrics weekly or monthly can then help to determine if I’m on the road to reaching my goal
by year’s end. I strongly recommend setting up a simple spreadsheet and committing to updating your
metrics regularly. Try to incorporate metrics that not only speak to the size of your community but also the
engagement level.

My metrics f or 2012 may have looked something like this:

        # of LinkedIn connections
        # of Twitter f ollowers
        # of RT ’s, Replies and mentions on Twitter (via Tweetreach.com)
        # of Google+ circlers
        Klout score

Is it wort h it ?
All of this planning may seem like T ONS of work and it will take time.

However, the time you will save f rom useless updates on platf orms where nobody is listening will more than
make up f or this initial investment.

Not only will you maximize your ef f ectiveness and meet your objectives, you will also begin to see the f ruits
of your labor. Seeing monthly improvements in your social media metrics will help f uel your ef f orts and keep
you inspired to continue your regular updates. T hereby creating a SNOWBALL EFFECT of social media
success!

How do you plan on managing your social media profiles in 2013?

Got any time-saving tools that help you stay on track? Please share your insights with the community by
adding your comments.

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Stop Flying Blind: Your 2013 Social Media Planning Guide

  • 1. so cialf re sh.co m http://so cialfresh.co m/2013-so cial-media-planning-guide-ho w-to -harness-the-po wer-o f-so cial-in-2013/ Social Fresh Stop Flying Blind, 2013 Social Media Planning Spreadsheet by Lisa Peyton on Jan 03, 2013 Share: Social media is big. It is unwieldy. And it grows thicker and more complicated with each day. Fear not. With some simple planning, self -ref lection and research, you can harness the ‘beast’ that has become social media. Whether you are totally new to technology and the online space or are an industry veteran, around since its inception, the f ollowing plan will help you build a solid f oundation f or social media success. T his methodology can be applied to managing personal social media prof iles and provide a basic f oundation f or a solid business social media strategy. I have created a Social Media Planning Spreadsheet that outlines MY plan and can serve as the perf ect template f or yours. It’s time to OWN your social media in 2013! Phase 1: Planning and Research
  • 2. T he f irst and most important step is asking yourself what you T RULY want to accomplish by creating and updating social media prof iles. If af ter some thoughtf ul self -ref lection you realize you AREN’T looking f or a new job, a better career path, more clients, more contacts, more inf luence, maintaining connections with f riends and f amily AND want to live entirely ‘of f the grid’, then perhaps social media is NOT your ‘thang’. IF you DO want any of these outcomes then it’s time to determine which are the most important and WHY. Goals and Object ives Many of us have rushed into creating a social media prof ile bef ore actually asking the question ‘why?’ T his may have lef t you f umbling to create constant updates with no real sense of purpose which is a waste of time and can lead to f eelings of resentment and even anger. It’s time to go back to the drawing board and take a look at your overall objective. Your overall objective should be f airly broad and have a DIRECT impact on something VERY important to YOU. It can be an overall business objective, an overall personal objective or both. Your objective should also be measurable and time sensitive. T his will ensure you have the means to measure your social media success and hold yourself accountable f or meeting your goals. Last year, I had one very simple objective f or my social media activities. I wanted to provide consistent and valuable updates to my network of social media and digital marketing prof essionals, thereby organically growing my business network by a certain percentage over the twelve month time span. T his year, I want to take my strategy to the next level and incorporate a plan f or my personal contacts as well. Audience When diving into your overall objective, it’s essential you explore who you are trying to reach. If your approach is strictly business, then your overall objective is likely tied to revenue or compensation. T his doesn’t mean that your social media strategy should be directly tied to revenue, but it does help to determine a target f or your ef f orts. You’ll likely want to reach and engage with potential customers, employers or f olks that INFLUENCE these groups. A more personal approach may include audience segments such as f riends f rom the gym, distant f amily members, co-workers, drinking buddies, etc. Each of these segments has very specif ic needs and
  • 3. expectations regarding your involvement on social media. So ask yourself if connecting with these groups will help you meet your overall objectives. Tools like Vizify.com allow you to get a glimpse into the demographics of your current social media followers. Research Bef ore f inalizing your objectives and audience segments, go out and gather some data to help drive your planning. If you are currently maintaining several social media prof iles, take the time to determine WHO is already a f ollower, f an or ‘liker’. Tools like Vizif y.com’s Tweetsheet can show you stunning stats about your Twitter f ollowers and help you learn about the demographics of your current online community. For more qualitative data, I recommend surveying your current f ollowers and f ans. By conducting a brief survey of your current community, you can determine if they can be segmented, what inf ormation they f ind valuable and if engaging with them will help meet your overall objectives. If you are just getting started and don’t have an ‘online’ community, start by surveying those you know in the real world. Tools like SurveyMonkey.com make creating an online survey easy and cost-f ree. If you’re looking at conducting a more robust survey, I highly recommend reading Hubpspot’s guide to using surveys in your marketing. T he insight you can gain f rom a survey of your colleagues, f riends and f amily is invaluable at helping to determine your target audience segments and if you are currently meeting their needs. If you don’t have time to conduct a f ull-blown survey, simply start asking f or direct f eedback on your current social media ef f orts or lack thereof . Self Discovery, Google-st yle
  • 4. Google’s Ad Preview and Diagnosis tool allows you to get organic search results without personalizing them based upon your browsing behavior. T he ONE thing I ALWAYS do bef ore meeting with potential clients is ‘Google’ their name, the name of their business and take a look at their online prof iles. Take the time to Google variations of YOUR name and the name of your business or company. Scan the top several pages of results and determine IF you are visible and if so, do the results speak to how your want to be represented to your target audience. Due to Google’s ability to personalize your search results, I would recommend using a tool like the Google Ad Preview tool. T his tool will display organic search results without personalizing them based upon your prior browsing behavior. Whether you like it or not, there are likely social media prof iles f loating around the web that house inf ormation about YOU! Klout.com scrapes sites such as Twitter and will assign a ‘Klout score’ to users that haven’t even signed up f or an account. How about that LinkedIn account you created years ago and haven’t looked at since, it’s only 15% complete. Or that Twitter account you created and abandoned in 2010? T he point is that Google can and will FIND any assets that house your name and display them f or all searchers to see. Bef ore embracing your new social media plan, it’s essential you audit the current state of your online visibility and build f ixing any hiccups into your planning. Phase II – Building your roadmap
  • 5. After completing your research and determining your objectives, it’s time to choose your channels. Now that you have taken the time to determine your objectives, target audience and current state of your online prof iles, it’s time f or the f un stuf f ! Channel Select ion T here are thousands of social media networks and platf orms and it’s impossible to participate in them all. Even building communities around a handf ul of networks can be a f ull-time job. Bef ore selecting which social media channels you want to participate in, determine how much time you can commit to your social media activities and then prioritize based upon your objectives and P.I.T ’s or Passions, Interests and Talents. If your objectives are more business f ocused, then considering platf orms that are used by business prof essionals would be the way to go. LinkedIn has become the largest and most active network of business prof essionals online and should be part of ANY strategy to grow a prof essional network. LinkedIn users now have the ability to create updates and post via a newsf eed, just like Facebook. Creating consistent LinkedIn updates that meet the needs of your target audience can help you reach your overall business objectives. For more personal objectives and reaching out to f riends and f amily, Facebook will likely be your channel of choice. It is also, of course, the largest GLOBAL social network and almost EVERYONE has a prof ile, so it can be a key channel f or everyone f rom brand marketers to small business owners. Apart f rom these obvious choices, there are several other platf orms that are among the most popular and can provide access to your target segments. T hey include sites such as: Twitter YouTube Google+ Instagram Foursquare Pinterest When determining your platf orm of choice, consider these key f actors: Who
  • 6. Examine WHO is using the platf orm. Studies, reports and inf ographics are f loating around the web that outlines social media user statistics. Make sure your chosen platf orm speaks to your target audience. What Be sure to align the type of media on each platf orm with your passions, interests and talents or PITs. If you LOVE digital photography then choosing a community that promotes and supports that medium might prove to be a good choice.Instagram is one of the f astest growing communities that centers around digital photography. Even if you ef f orts are business f ocused, there may be a creative way to incorporate photography and rich media into your strategy. For inspiration, look no f urther than this recent Social Fresh article, ‘Top Brands Succeeding at Instagram and What You Can Learn From T hem’. Why Does engaging on your selected network help to meet your overall objective? T his might be a tough one to determine up f ront but read on to learn how to incorporate metrics and measure your success. Cont ent St rat egy Determining specif ic channels is only half of the social media battle. You will also need to create a plan around the type of content you will be posting and sharing with your community. Be sure that each overall objective is supported by thoughtf ul content that speaks to your target audience segments. Af ter conducting my initial research, I discovered that my 2012 plan to only post business themed updates WASN’T serving a large portion of my community. A close f riend shared with me that she didn’t understand my Facebook updates and she was lef t f eeling conf used. Social Media Plan = FAIL. T his f eedback helped to drive my decision to strategize BOT H my personal and prof essional posts and to explore segmenting my business posts f rom those that are more personal. Phase III – Commit ment and Account abilit y Once you have determined your active social media channels, it’s time to commit to regular updates. Try to come up with a schedule that is realistic and consistent. If you have time to update your prof iles daily AND you have enough valuable content f or daily posts – then GO FOR IT ! I would argue that f or some this may not be a realistic expectation and updating weekly may be more achievable. My posting schedule f or 2012, daily business updates Monday through Friday, was something I was striving f or AND f or the most part was able to achieve. I considered my audience, WHEN they were online and tried to produce updates during those times. T here are a bevy of time-saving tools that can be used to help streamline your updates, but that’s a whole dif f erent blog post! It’s also ESSENT IAL you schedule time to ‘listen’ and respond on each active channel. Social media isn’t a one-way conversation and simply spewing out updates isn’t a good strategy f or anyone. Taking the time to thoughtf ully respond to other posts, photos, questions and conversations will help you learn more about your community and ultimately make you a better communicator. Measurement
  • 7. The Social Media Planning Spreadsheet outlines my plan for 2013 and can be a GREAT template for yours. It includes a tab for measurement, where you can track your metrics monthly. Simply add your own content under each tab, following the key points outlined in this article. Once you have established your plan, it’s important to come up with a f ew metrics to help hold yourself accountable and to determine if you’re getting closer to your ultimate objective. T he ‘Measurement’ tab on the Social Media Planning Spreadsheet allows you to track your metrics monthly. Looking back at my objective f or 2012, organically growing my business network by a certain percentage over the 12 month time span, I can come up with a f ew simple metrics to measure this outcome. Tracking these metrics weekly or monthly can then help to determine if I’m on the road to reaching my goal by year’s end. I strongly recommend setting up a simple spreadsheet and committing to updating your metrics regularly. Try to incorporate metrics that not only speak to the size of your community but also the engagement level. My metrics f or 2012 may have looked something like this: # of LinkedIn connections # of Twitter f ollowers # of RT ’s, Replies and mentions on Twitter (via Tweetreach.com) # of Google+ circlers Klout score Is it wort h it ?
  • 8. All of this planning may seem like T ONS of work and it will take time. However, the time you will save f rom useless updates on platf orms where nobody is listening will more than make up f or this initial investment. Not only will you maximize your ef f ectiveness and meet your objectives, you will also begin to see the f ruits of your labor. Seeing monthly improvements in your social media metrics will help f uel your ef f orts and keep you inspired to continue your regular updates. T hereby creating a SNOWBALL EFFECT of social media success! How do you plan on managing your social media profiles in 2013? Got any time-saving tools that help you stay on track? Please share your insights with the community by adding your comments.