Social Media strategic planning is an exercise that few organizations put themselves through. Get beyond the overview presentations and start doing something on the social web. Licensed through Creative Commons. Please download, adapt and reuse. Just give credit and then I'd love to know how you have improved upon it.

1. Social Media Strategic Planning A strategic planning worksheet developed for the under-resourced organization new to social media The Most Practical Social Media Presentation You Will Find, For Free!

2. Developed by Mikey Ames I Strategic Consultant I Pursuant Group @mikeyames I techhermit.blogspot.com @pursuant I www.pursuantgroup.com

3. Social Media Basic Strategic Engagement Plan Audience, Objectives, Constraints and Strategy Ask Age? Gender? Geography? Socioeconomics? Profile the online behavior of your constituents Forrester’s Consumer Profile Tool Initial Strategic Planning Considerations and Questions Choose a single, measurable objective that is most important. If secondary objective must be met, it remains 2nd. An overall strategy must be informed by your audience, objectives and constraints. Strategies are different than tactics.

4. Social Media Basic Strategic Engagement Plan General Tactical Notes- Google Reader Google Reader-keywords *org name *programs and events *CEO or other notable staff names *peer organization names *URLs of site and blog *industry terms related to mission *Subscribe to key bloggers in your space AVOID GENERAL TERMS. Find New Blogs: Technorati.com Alltop.com Icerocket.com

6. One sentence to explain purpose of twitter presence

8. Like minded organizations /peers

10. Actively seek to reply and retweet others

12. Social Media Basic Strategic Engagement Plan General Tactical Notes- Facebook Profile and Pages In facebook, your personal profile is the way for you to make initial connections and it gives you the chance to invite friends to fan pages. Privacy is customizable, but be willing to be open with most. (Being aware you are on public display is a good governor when absent a social media policy) Tutorial to create a custom welcome page for your facebook fan page

14. Links to your sites

15. Full profile of informationOpen Comments Fear of negative comments shouldn’t limit you from positive connections “Subscribe to” and “Add as Friend” all peer organizations and individual who produce content around your mission.

16. Social Media Basic Strategic Engagement Plan General Tactical Notes- Update Scheduler - Hootsuite Top Efficiency Tactic Used to schedule updates to multiple locations Feedback and Statistics Measure effectiveness through easy reports

17. Social Media Basic Strategic Engagement Plan General Tactical Notes- Blogs and Comments Use comment management service like Disqus.com Commenting on other blog posts *What did they say well? *Answer Questions *Relay what others say *Ask “what if ?” *Review history and project future Top Priority Tactic Comment early and often on other blog posts that mention your team.

18. Social Media Basic Strategic Engagement Plan Schematic Workflow Visualize Your Workflow

19. Social Media Basic Strategic Engagement Plan Tactical Matrix Make Tactical Decisions While Making Time Estimates

20. Social Media Basic Strategic Engagement Plan Daily Tasks and Time Turn Tactics and Time Into Daily Task Lists

21. Social Media Basic Strategic Engagement Plan Task Order - Tool Tutorials Do The Setup Tasks gmail.com - may need more than one - sign up with name equivalent of “iheartmission@gmail.com” - also get iheartmission2, iheartmission3 - load contact list from csv file (limit to 10,000 contacts per email account) hootsuite.com- signup with primary gmail account - connect personal twitter, team twitter, facebook fan pages, facebook personal profile - feed YouTube RSS to Hootsuite on RSS/Atom tab http://gdata.youtube.com/feeds/api/users/username/uploads -set keyword search columns - video tutorial – Setting up a hootsuite account -video tutorial – Hootsuitehas a $1.99 iphone app Google.com/reader- signup with primary gmail account - import known blog RSS feeds and keyword alert feeds - video tutorial – Using Google Reader

22. Social Media Basic Strategic Engagement Plan Task Order - Tool Tutorials Do The Setup Tasks youtube.com- signup with primary gmail account -setup organization’s YouTube channel with matching username disqus.com- signup with primary gmail account -setup disqusprofile and replace blog comment system Discover New Bloggers alltop.com- become familiar technorati.com- become familiar icerocket.com- become familiar User Names - bring usernames into alignment - http://namechk.com/

23. Social Media Basic Strategic Engagement Plan Tactical Matrix

24. Social Media Basic Strategic Engagement Plan Daily Tasks and Time

25. Would you like someone to walk your organization through this exercise? Contact Mikey Ames at michael.ames@pursuantagency.com