A worksheet to determine the purpose and responsibility of social channels.

1. The Office of Marketing and Communications
Social Media Worksheet
We’ve heard it before, “Everyone is on Facebook so I need to be too.”That’s not really an
accurate statement though. Using social media platforms as communication tools requires
every bit as much research and planning as other online and more traditional outlets. Don’t fret.
This worksheet is designed to help CUI departments’ process through the need, desire and
necessity of a social media channel by assessing goals and objectives and assisting in
determining if and how social media can best serve your department. Before filling out this
worksheet it is recommended that you readWhat is Social Media?(http://www.cui.edu/aboutcui/socialmedia/what-is-social-media) and Getting Started(http://www.cui.edu/aboutcui/social-media/best-practices).
Research & Listen
Start With What You Know
Why are you using or considering using social media? How will it integrate with your
communication plan strategy?
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Who is the audience you are trying to engage with? What is the average age? What is the
gender percentage breakdown of your audience? Where geographically is your audience
located?
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Which social media site(s) is your department currently on?
[ ] Facebook [ ] Twitter [ ] YouTube [ ] Google+ [ ] Blog [ ] Instagram
[ ] Pinterest [ ] LinkedIn [ ] Other: ______________________ [ ] NONE
Questions? Contact Veronica Steele (socialmedia@cui.edu)
Worksheet based on examples from USF, UCSD and FSU
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2. URL:_________________________________________________________________________
URL:_________________________________________________________________________
Goals& Objectives
It’s nearly impossible to know if your social media strategy is successful unless you set goals and
objectives. Consider using Peter Drucker’s S.M.A.R.T. methodology when creating your goals.
Specific. Measurable. Achievable. Realistic. Timed
List your top five goals in creating and managing a social media channel:
1.
2.
3.
4.
5.
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What will your audience gain from being engaged with you? What does your audience want
that you can provide?
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Questions? Contact Veronica Steele (socialmedia@cui.edu)
Worksheet based on examples from USF, UCSD and FSU
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3. Prepare & Plan
Think twice and publish once
What concerns do you have in creating and maintaining a social media channel? What
obstacles or challenges may you face?
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What opportunities are possible with creating and maintaining a social media channel?
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How will you attract an audience to your social media channel? Do you have brand
ambassadors available?
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How often will your social media channels be updated? Who will be responsible for updating
them? Will you use an editorial calendar?
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Questions? Contact Veronica Steele (socialmedia@cui.edu)
Worksheet based on examples from USF, UCSD and FSU
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4. What type of content will you share? Where will you get your content?
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How often will you respond to comments and monitor engagement?
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Engage
Remember that social media is social. Avoid broadcasting and instead focus on your audience’s
wants, needs and successes. It’s all about engaging and being in community with others.
Will you use contests, polls, games or other incentives to engage with your audience?
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What brand that you follow is creating engaging social media content to you? Can you follow
their example?
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Department
Questions? Contact Veronica Steele (socialmedia@cui.edu)
Worksheet based on examples from USF, UCSD and FSU
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Date
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