PLANNING TEMPLATE
Social Strategy Worksheet
Work through the eight prompts below for clarity and purpose when it comes to your social platform.
Your Goals
What are one to three outcomes you're building toward this year? Keep it focused and measurable.
- Grow my audience on Instagram to 5K.
Your Story
What do you want people to know, feel, and repeat about you?
- “I simplify social media strategy for overwhelmed marketers.”
- “I help creators get paid ethically, sustainably, and consistently.”
Your Content Pillars
Pick three to five repeatable themes that support your story.
- Craft & skills: how-tos, templates, platform education, creative process.
Your Content Rhythm
You don't have to post every day unless you want to. Consistency is about a rhythm that makes sense for you.
| Platform | Frequency | Format | Purpose |
|---|---|---|---|
Your Success Metrics
How will you measure progress? Pick the ones that actually matter to your goals.
Your Boundaries
What are your guardrails? What won't you do?
- No rush deadlines.
- No unpaid work.
- No posting daily unless it's aligned and sustainable.
Your First 90-Day Focus
Move slowly and strategically. What do you want to focus on for the first three months?
- Clarify my message, post consistently on one platform, and repurpose content across one or two others with ease.
Your Idea Dump
A creative parking lot for anything that could become a post, series, newsletter topic, carousel, speaking point, hook, or selling angle. No pressure, no overthinking. Just capture the thought before it disappears.