Social Media Crisis Management Checklist

Steps a marketing or comms team runs when a social media crisis hits — from detection through holding statement through post-mortem. Designed for a single crisis run; section 1 confirms the standing prep is current before the live response begins.

5 sections 22 steps Collects data
1

Standing Prep Verification

  1. Confirm the crisis squad on-call rotation
    • The comms lead verifies primary and backup contacts for: comms lead, legal counsel, social manager, customer support lead, executive sponsor. Stale rotations are the most common reason a crisis stalls in the first hour — confirm phone numbers, not just Slack handles.

  2. Refresh the holding-statement templates
    • Pull the pre-approved holding statements for product issue, employee conduct, executive misstep, and customer harm scenarios. Confirm legal still approves the standing language; outdated entity names and brand taglines are common gotchas.

  3. Verify listening tools and alert thresholds
    • Confirm Brandwatch, Sprout Social, or Talkwalker queries cover the brand handle, executive names, product names, and common misspellings. Spike-detection thresholds should match your normal baseline mention volume — too tight produces false alarms, too loose misses the actual crisis.

  4. Capture the inciting post or thread
    • Record the originating URL, author handle, follower count, post timestamp, and current engagement count. Take dated screenshots — original posts get deleted and you need the receipt for the post-mortem and any legal action.

    Collects url
2

Detection and Triage

  1. Verify the claim against internal records
    • Before issuing any public response, check the underlying facts with the relevant internal team — product, support, HR, or legal. A holding statement that contradicts what actually happened becomes its own crisis.

  2. Pull share-of-voice and sentiment trend
    • Compare current mention volume against a 30-day baseline in your listening tool. A 3x spike on one platform with neutral sentiment is different from a 10x spike across platforms with negative sentiment — the second is a real crisis, the first may be organic discussion.

  3. Classify the crisis tier
    • Tier 1 (severe) covers customer harm, legal exposure, executive misconduct, or active media coverage. Tier 2 (moderate) covers product complaints with viral momentum or coordinated negative campaigns. Tier 3 (contained) covers isolated complaints and routine negative feedback.

    Collects list
  4. Brief executives and legal counsel
    • For Tier 1 events, the executive sponsor and outside counsel join the response call before any public statement. Document the briefing time and attendees — regulators and plaintiffs' attorneys may later ask when leadership was informed.

3

Response Drafting and Approval

  1. Draft the holding statement
    • Acknowledge the situation, express what the brand cares about, commit to a follow-up window. Do not assign blame, speculate on cause, or promise specific remedies before facts are confirmed. Keep under 280 characters for X; longer versions for LinkedIn and the dark site.

  2. Route through legal and comms review
    • Capture the timestamped approval in writing — Slack DMs aren't documentation. Legal reviews for liability and regulatory exposure (FTC for advertising claims, SEC Reg FD if material to investors); comms reviews for tone and brand voice.

    Collects list Collects paragraph Collects file
  3. Revise the statement per legal feedback
    • Apply the requested revisions and route back through legal for a second sign-off. Track changes against the original draft so reviewers can see what moved.

  4. Pause all scheduled social posts
    • In Sprout, Hootsuite, or your scheduler, pause every queued post across every channel — including dark posts and ad creative on Meta and LinkedIn Campaign Manager. A cheerful brand tweet landing during a crisis is the screenshot that goes viral next.

  5. Publish the holding statement
    • Post simultaneously across X, LinkedIn, Facebook, and Instagram with platform-appropriate formatting. Update the dark site or status page in the same window so reporters reaching the homepage land on the official account.

4

Active Response and Engagement

  1. Reply to high-reach mentions individually
    • Prioritize mentions from accounts with 10K+ followers, verified journalists, and customers reporting direct harm. Use the approved talking points — never freelance. Move sensitive conversations to DM or email, but post a public acknowledgment first.

  2. Brief customer support and sales
    • Send the talking points and FAQ to support, sales, and account management leads. Include the escalation path for any inbound that goes beyond the script — those need to come back to comms, not get answered ad-hoc.

  3. Track sentiment hourly for 24 hours
    • Log mention volume, net sentiment, and share of voice each hour into the crisis tracker. The trend curve — not the absolute number — drives decisions about whether to escalate response or stand down.

  4. Issue the substantive follow-up statement
    • Once facts are confirmed, replace the holding statement with a substantive update: what happened, what's being done, who is affected, and how to get help. The window the original holding statement promised must be honored — missing it is the second crisis.

5

Post-Crisis Review

  1. Compile the timeline of events and responses
    • Build a single document with timestamps for: inciting post, internal detection, executive briefing, statement approval, publish time, follow-up. Pull approval timestamps from the data settings on this run so the record is auditable.

  2. Pull final sentiment and reach metrics
    • Export the seven-day window from Brandwatch or Sprout: total mention volume, sentiment breakdown, top voices, share-of-voice change, and earned media pickups. Compare against the pre-crisis baseline to quantify residual brand impact.

  3. Run the crisis squad post-mortem
    • Blameless format — what worked, what didn't, what to change. Cover detection lag, approval bottlenecks, message effectiveness, and channel coverage. Capture concrete playbook changes, not vague resolutions.

    Collects paragraph
  4. Update the crisis playbook
    • Apply the post-mortem action items to the standing playbook: holding statement templates, escalation triggers, listening queries, on-call rotation. Versioning matters — the next crisis owner needs to know which playbook is current.

  5. Share the after-action report
    • Distribute to the crisis squad, executive sponsor, legal, and customer-facing leads. Keep specifics out of any wider distribution if pending litigation or regulatory review is plausible — coordinate that scope with legal counsel.

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Sections 5
Steps 22
Category Marketing
Price Free to start
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