How to Set Up Your Social Media Marketing Plan
You can dive into social media marketing headfirst and see what happens. Or, you can take the time to research, plan, execute, and evaluate your approach. The Social Media Marketing Plan is for people taking the latter approach. (You can download the form at Dummies.com.)
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Plan your work; work your plan.
Depending on its complexity and availability of support, think in terms of a timeline of 3 to 12 months to allow time to complete the following steps. Estimate spending half your time in the planning phase, one-quarter in execution, and one-quarter in evaluation and modification:
Market research and online observation
Draft marketing goals, objectives, and plan
In-house preparation
Hiring, outsourcing, or selecting in-house staff
Training
Team-building
Writing social media policy document
Preparatory development tasks
Design
Content
Measurement plan and metric implementation
Social media tool selection and dashboard development
Set up your social media activity calendar
Programming and content modifications to existing website(s) as needed
Create accounts and pilot social media program
Evaluate pilot program, debug, and modify as needed
Launch and promote your social media campaign one service at a time
Measure and modify social media in a process of constant feedback and reiteration
Don’t be afraid to build a pilot program — or several — into your plan to see what works.









