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The Expert Guide to Creating a Social Media Plan [+Template]

Raja Antony
Written by Raja Antony
Published at Feb 07, 2023
The Expert Guide to Creating a Social Media Plan [+Template]


Social media is crucial to any marketing strategy.

The right approach can help businesses reach a wider audience, increase brand awareness and drive engagement and sales.

But with so many social media platforms available, it can be overwhelming to know where to start. This is why having a solid social media plan is essential.

However, creating a social media plan from scratch can be time-consuming and frustrating. That’s why we’ve created a social media plan template to guide you through the process and make it easier for you to create an effective plan for your business.

Whether you’re a seasoned social media marketer or just starting, you’ll learn how to prioritize your efforts, create a content strategy and measure your success. We will also cover all the critical aspects of customizing your template.

 

Table of Contents

Quick Read

  • A social media plan is a detailed blueprint for building and managing your company’s social media presence and achieving set goals.
  • Using a social media plan template saves you hours of work and helps you stay consistent with your branding and other activities
  • To make the most of your social media plan, you’ll need to set SMART goals, figure out your target audience profile, select the right social media channels and content type. Using a content calendar helps you automate your social media activities and keep things on track
  • After launching your social media plan, measure key metrics and KPIs to see what’s working or not working.
  • Conduct a competitor analysis to see what social networks they use, content types they post most frequently, how they engage with their audience, the keywords they rank for and more.
  • Your social media plan should not be set in stone. Prioritize auditing and optimizing your own social media plan. Doing that will help you track your performance, identify areas for improvement and where to focus your efforts next.
  • Visme has everything you need to elevate your social media strategy. You can create an effective marketing plan, social media plan, content calendar, competitive analysis as well as graphics for all of your social media channels.

 

What is a Social Media Plan Template?

A social media plan template is a document that guides you through the process of creating your own social media plan. It helps you to focus on your goals, identify the right audiences and set clear objectives for your marketing campaign.

The template provides pre-made sections to fill in with your own information. It also includes instructions on how to create a successful social media campaign.

A social media plan template can be used by anyone who wants to boost their brand awareness online through social media platforms such as Facebook, Twitter and Instagram.

Social Media Plan vs Social Media Strategy

Though these two terms are often used interchangeably, they have distinct meanings. A social media plan is a detailed document that lays out all of the steps you need to take to implement your social media strategy. It includes tasks, timelines and budgets for each step of the process.

For example, a social media plan might include tasks like creating a brand strategy, researching your target audience and developing content. It will also include timelines for when each task should be completed.

But the social media strategy will include how you will reach these targets. For example, the strategy will consist of how to create content that engages your audience and how you plan to measure success. It will also explain what type of content should be posted and when it should be published.

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Why Do You Need a Social Media Plan Template

Social media is a fast-moving environment, and getting caught up in the day-to-day tasks of posting content on your page is easy. But with a plan, you may get the most out of your efforts.

And a social media plan template will ensure you have all the information you need to create an effective plan.

Let's discuss further why you need a social media plan template.

Save Hours of Work

Social media can be a fun and creative way to engage with your audience. But when you're just starting, it's easy to get caught up in the day-to-day tasks of posting content on your page. Without a plan, you may end up spending hours working on social media — but not seeing any results.

A template will ensure you have all the information needed to create an effective plan. So, you can spend more time creating content and engaging with your audience than just figuring out what to do.

Set Clear Social Media Goals

A social media plan template is one of the best tools for setting clear goals for your social media presence. When you know what you want to achieve by creating a social media plan, you can set realistic goals that will help you measure the success of your efforts. Whether it's increasing brand awareness or growing sales through social media, clear goals will help you create content with intent.

Read this article about creating SMART goals to set and accomplish your goals faster. Additionally, you can use the infographic template below.

Smart Goals Infographic
Customize this template and make it your own! Edit and Download

Stay Consistent with Your Activities

The best way to build your brand's social media presence is by staying consistent. If you post once a week, then do it every week. If you post twice per day, then stick with that schedule. Consistency will help establish trust with your followers and keep them coming back for more content from your business.

A social media plan template will help you stay on track by giving you a place to keep all your content ideas and the schedule for posting them. When you create a plan with your team, you'll know what to do and when to do it.

Keep Your Branding Consistent

Consistency is essential when it comes to branding. You should always use the same voice on social media, whether posting about products or services. When you create a social media plan, you'll have a place to keep all your brand guidelines and messaging so that your team can reference them whenever they need help staying consistent with your brand voice.

But creating content while keeping your branding assets in mind is not a skill everyone possesses—especially non-designers. Visme's brand design tool can help you deal with this.

Create and save all your branding materials, such as your logo, brand fonts, brand colors and everything else, in Visme. Whenever you or anyone from your team opens Visme to create anything, Visme's brand wizard will help you automatically apply these assets to your design.

Watch this video to learn how to set up your brand identity kit in Visme.

 

How to Get the Most Out of Your Social Media Plan Template

The social media plan template is a powerful tool to help you create and execute a strategy to achieve your goals. But to be effective, you need to know how to customize the template to align with your brand.

We will provide tips to help you get the most out of your social media plan template.

Define Your Social Media Goals

Starting social media without knowing your goals is like going on a trip without knowing the destination. You may end up lost in the middle of nowhere, wondering if your efforts are even worth it. Before creating your social media plan, define your primary goals and how these goals will help you achieve your overall business objective.

Look how specifically the social media goals are defined in the template below.

Social Media Marketing Plan
Customize this template and make it your own! Edit and Download

There are many ways to set goals for your social media presence, but one of the best ways is by creating a SMART goal. This stands for specific, measurable, actionable, relevant and time-bound.

If you struggle to set and reach goals, use Visme's SMART goal-setting templates or goal setting worksheets.

Here is an example template for you.

Printable SMART Goals Worksheet
Customize this template and make it your own! Edit and Download

Create Target Audience Profile

Social media is not just a tool to get your message out there and hope it sticks. You need to know who you are targeting, where they hang out and what they enjoy to ensure your content is relevant to them.

The next step is to include the target audience in your social media plan.

A target audience profile is a description of who your ideal customer is. It includes demographic information about age, gender, income level and location and psychographic information about interests and personality traits.

Look at the target audience section of this social media plan template. It's well-researched and perfectly explained.

Social Media Marketing Plan
Customize this template and make it your own! Edit and Download

To create your own, edit the data widgets in this template and replace them with your own findings. Visme's comes with 30+ data visualization tools such as progress bars, redial gauges, population arrays and more. If you need to visualize more extensive data sets than this, you can use Visme's charts and graphs templates.

You can also use Visme's customer persona templates to capture these details and create an ideal customer persona for your business.

Below is a video about creating a user persona that you can watch to learn more.

Choose the Right Social Media Channels

Choosing the right social media channels for your business can make all the difference between success and failure. It's crucial to select the channels that are most relevant to your target audience. For example, if you're selling consumer goods, you will get little traction on LinkedIn or Twitter. But if you are in the B2B space, LinkedIn can be your ultimate game changer.

Here is an infographic template that you can use to compare each platform and decide which one works best for your business.

Social Media Comparison Infographic
Customize this template and make it your own! Edit and Download

You can now use this section of the template to plan your social media channels and tactics.

Social Media Marketing Plan
Customize this template and make it your own! Edit and Download

Decide on Your Social Media Content Type

Engaging your target audience is the primary goal that brought you this far. And you may already know what will help you do that—creating content that will make the audience stop scrolling and engage with your posts.

So, what are the most common types of social media content? Here's a list you can use as a guide:

  • Infographics
  • Video
  • Podcasts
  • Blog posts
  • Social advertising (paid and organic)

However, creating content for social media can be challenging, especially if you're a small business owner or a busy marketer who only has a little time.

Keeping this in mind, Visme features hundreds of templates to create eye-catching social media content for every business type and size. With Visme, you can create infographics, Facebook posts, Instagram stories, LinkedIn posts and even videos like explainer videos, video testimonials, product videos and many more.

Create stunning social media graphics

  • Present social media graphic dimensions
  • Create and resize content quickly and easily
  • Engage your audience through visuals

Sign up. It’s free.

Create stunning social media graphics

Below is a video guide that will provide tips for creating social media graphics.

Create a Social Media Content Calendar

Creating a social media content calendar is essential for any business that wants to establish itself as an authority in its industry. A content calendar lays out the themes and topics you plan on sharing over a month or quarter so you don't have to scramble at the last minute.

And, what can be better when you can create content, post schedule and publish from one place? With the Visme social media content calendar, you can create a customized calendar with all your posts planned out in advance. Each post can be scheduled for any date in the future and sent directly to your social media accounts.

This will save you time because you won't have to log into each platform separately to publish your content—they'll all be done from one place!

This video will show you how to automate your social media activities right inside the Visme editor.

Collaborate with Your Team to Optimize Your Social Media Plan

A social media plan template can be an excellent tool for keeping track of your goals, objectives and strategies for each channel. However, it's important to know that a template is different from a finished plan.

The key is to use the template as a starting point and then adjust it to meet your needs. So, if you have a social media team, it would be better to include everyone in the process of editing the template.

However, bringing everyone's thoughts and ideas together to create a social media plan is no easy feat. Visme's collaborative design features help you overcome these challenges and make collaboration easy and fun.

Invite your team members via email or by sharing a link generated from Visme. When one person makes a change on their end, it's automatically updated for everyone else as well.

Read this article to learn how to do collaborative design right in Visme, or watch the video below to see this in action.

 

3 Tips to Follow After Launching Your Social Media Plan

Creating a social media plan is only half the job. Once you've created your plan and are ready to launch it into action, there are a few more things you should do.

Here are three tips you should follow after launching your social media plan.

1. Measure Your Social Media Progress

Once you've launched your social media plan, it's time to start measuring how well it's working. You can track various KPIs, such as total followers, likes and shares over time. This will help you see which posts are performing well and which need more work.

Here is an infographic showing the 15 KPIs you should track to measure your social media performance.

15 Social Media KPIs You Should Track Infographic
Customize this template and make it your own! Edit and Download

You can conduct a social media audit to understand your current social media presence. This will help you see where your brand is currently standing and what changes need to be made.

If you have an existing social media presence and want to create a new plan, you should measure how well it works.

Use this social media audit report template to record your findings and present the information to your team.

Customize this template and make it your own! Edit and Download

2. Observe and Analyze Your Competitors

Social media is highly competitive. A recent study found that 91.9% of marketers in companies with more than 100 employees use social media. So paying attention to your competitors' actions is important. As you track and measure your own performance, keep an eye out for any changes in theirs.

You can also conduct competitor analysis by looking at their social media accounts and seeing what types of content they post most frequently. Here is a worksheet template that you can use to analyze multiple competitors.

Competitor Analysis Worksheet
Customize this template and make it your own! Edit and Download

3. Adjust the Social Media Plan Accordingly

Once you've audited your own social media and identified areas for improvement, it's time to make the necessary changes. For example, if your competitors post more frequently than you do, consider increasing the amount of content you publish on each channel.

You might also decide to change up the types of posts that get shared most often—this could be photos or videos, depending on what kind of content performs best for your brand.

 

Customize Your Next Social Media Plan Template with Visme

Creating a social media plan is a great way to stay on top of your brand's marketing efforts and see how they fit into your business goals. But if you're a business owner or a marketing professional, you may be pressed for time to create a detailed plan from scratch.

Instead of wasting hours researching and writing a plan that may not apply to your business, consider using Visme to create one in a few minutes. The drag-and-drop editor makes it easy to customize all of the elements of our social media plan template so that it fits your brand's unique needs—from goals and objectives to action steps and KPIs.

Sign-up for Visme to create your next social media plan and all the graphics you need to improve your brand's social media presence.

 

Raja Antony
Written by Raja Antony

Raja Antony Mandal is a content writer at Visme with 5+ years of experience in the B2B SaaS space. With a background in English Literature, he is passionate about using storytelling techniques to inform and engage readers. Raja writes about visual content creation, design tips and marketing strategies, and his specialty is making complex topics easy to understand.

He also knows the fundamentals of on-page and off-page SEO, which helps him rank his articles high in search engine results. In his free time, he enjoys playing guitar and tabla. You can connect with Raja on LinkedIn.

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