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Social Media Strategy

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Modern
Difficulty
Beginner
Updated
November 1, 2026

Every page (8)

Overview

Social plans fail when a team is on every platform, the goal is awareness with no number, and nobody owns replies. This template ties each platform to a role, sets a content mix and posting rhythm you can staff, and settles who answers comments and when to escalate.

The sample is a 2027 strategy for Valemont Media, a fictional trade publisher: LinkedIn leads, Instagram supports, TikTok and X are dropped, and the budget is $96,000. It includes a goals scorecard, audience personas, a content mix, a response rota and service levels. Replace the platforms, mix and KPIs with numbers from your own analytics.

Useful for

  • A social media manager setting next year's goals, platform roles and weekly routine
  • A head of marketing deciding which platforms to fund and which to drop
  • A small business owner who needs a realistic plan, reply rules and monthly measures

What's included

  • Goals scorecard with targets, actuals, trends and status, plus next-quarter initiatives with owners
  • Audience page with a survey chart and two personas built from reader behavior
  • Platform roles diagram showing platforms, content pillars, formats, people and tools
  • Content mix page with a follower trend, a four-way mix chart and a key figures table
  • Community roles and reply rules, a measures scorecard and service levels
  • A make-it-yours page with five steps for replacing the sample content

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Choose the two platforms you will invest in, and delete the others from the platform roles page.

  3. 3

    Replace the content mix percentages with the pillars that suit your audience, and set a posting rhythm based on the hours you really have.

  4. 4

    Name who answers comments and the escalation route for complaints, then swap the example KPIs for numbers you can pull from your analytics today.

  5. 5

    Delete the Make it yours page, then share the strategy with your team or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

How many platforms should we use?

Two is a realistic start for most teams: one lead platform with 3 to 5 posts a week and one supporting platform with 1 to 2. Write down what you will stop doing, not only what you will start.

What is a good content mix?

The sample uses 40% educate, 30% entertain, 20% community and 10% promote. Treat it as a starting point and adjust to what your audience saves, shares and replies to.

Is Valemont Media a real company?

No. Valemont Media, the people named and every figure are fictional sample data. Replace them with your own brand, audience and analytics before you share the strategy.

  • #social-media-strategy
  • #social-media-plan
  • #content-calendar
  • #content-mix
  • #community-management
  • #marketing
  • #google-docs

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