Social Media Checklist
Weekly social media workflow for a marketing or social team — covers content planning, asset QA, scheduling and FTC/brand-safety checks, community management, and post-campaign reporting.
Planning & Content Calendar
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Confirm the weekly content themes
Align themes to the editorial calendar and active campaigns in HubSpot or Asana. Note any product launches, earned-media pushes, or executive-amplification posts that require coordination with PR or PMM.
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Map posts to platforms and formats
Specify format per platform: LinkedIn (carousel, single image, document), Instagram (reel, carousel, story), TikTok (vertical video), X (thread, single post). Don't cross-post the same 1:1 asset to every channel — each platform has its own aspect ratio and copy length.
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Identify the post that includes paid partnership
Flag any influencer collaboration, affiliate post, or boosted creator content. FTC Endorsement Guides require disclosure (#ad at the top of post, or the platform's native Paid Partnership tag) — buried in 30 hashtags doesn't count.
Collects list -
Lock the weekly calendar in the scheduler
Build the slots in Sprout Social, Hootsuite, Buffer, or Later. Confirm posting times match audience-active windows from last quarter's analytics — don't default to 9am EST for every channel.
Creative Production & Approval
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Draft copy in the brand tone of voice
Reference the messaging house and brand voice guide. Respect character limits: LinkedIn 3,000 chars (truncates at ~210), X 280, Instagram caption 2,200, TikTok 2,200. Run drafts through the house style guide before sending to design.
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Pull assets from the DAM
Use approved imagery from Bynder, Brandfolder, or Frontify. Confirm stock licenses cover social use; AI-generated imagery follows the current FTC guidance on disclosure where material.
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Add alt text and accessibility captions
WCAG 2.1 AA: descriptive alt text on every image, captions burned into video for sound-off viewing, sufficient color contrast on any text overlay. LinkedIn and X both support alt text natively — use it.
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Route assets through brand and legal review
Capture approvals with a timestamped record — not a Slack DM. Any post that makes a material product claim, comparative claim, or quotes a customer testimonial needs substantiation on file per FTC and Lanham Act requirements.
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Revise and re-route flagged creative
Address each reviewer comment in writing before resubmitting. Reference the original approval thread so brand and legal can see what changed since the previous pass.
Pre-Publish Quality Checks
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Tag every link with the UTM convention
Source / medium / campaign must match the team's documented UTM standard so GA4 reports stay comparable. Use the shared link-builder; ad-hoc UTMs drift and break attribution within a quarter.
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Verify FTC disclosure on partnership posts
Confirm #ad or #sponsored appears at the top of the caption, and the platform-native Paid Partnership label is enabled where supported (Instagram, TikTok, YouTube). Affiliate links also require disclosure under FTC Endorsement Guides.
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Run a brand-safety check on placements
For boosted or programmatic placements, check the blocklist in DoubleVerify or IAS. News events that occurred since the calendar was locked may shift brand-suitability for adjacent content — review before any paid amplification goes live.
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Preview each post in the scheduler
Check rendering on mobile and desktop preview. Watch for caption truncation, link unfurl images, and aspect-ratio crops on Instagram and LinkedIn. Confirm scheduled time matches the audience timezone, not the scheduler's default.
Collects file
Publishing & Community Management
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Release scheduled posts to platforms
Watch the first 30 minutes after each post goes live to confirm rendering, link clicks, and pixel fires. Catch broken UTMs or wrong-image issues before the post accumulates impressions.
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Reply to comments and direct messages
Hit the team's response SLA — typically under 2 hours during business hours for branded mentions. Route service questions to support via the Sprout or Khoros inbox; flag any potential PR issues to comms immediately.
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Triage any crisis or escalation signals
Watch listening dashboards for sentiment shifts, viral negative threads, or coordinated trolling. The on-call comms lead owns the decision to pause scheduled posts during an active incident.
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Pause the remaining scheduled posts
In the scheduler, pause the queue across all channels — don't just unpublish one post. Note the cancelled placements in the run log so the recovery plan can repost or revise after the incident clears.
Reporting & Iteration
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Pull weekly performance from each platform
Export reach, impressions, engagement rate, link clicks, and saves from each channel's native analytics. Pull conversions from GA4 by source/medium and reconcile with the UTM sheet — a 5x discrepancy usually means a mis-mapped event.
Collects file -
Compare results against the campaign benchmarks
Flag posts that fell more than 30% below the trailing-90-day median for that format. Don't react to a single underperformer — look for patterns across format, theme, or posting time.
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Publish the weekly recap to stakeholdersCollects list Collects paragraph Collects file
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