Social Design Toolkit

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Collaborate with internal creative teams and external departments to develop video and other multimedia content for show is/brands.

More Uses of the Social Design Toolkit:

  • Guide: design and implement a Social Media strategy to align with organizational goals.

  • Contribute ideas and design artwork for the overall organization.

  • Ensure you shape; lead consultant (digital technology and Business Transformation).

  • Warrant that your operation complies; contractors are paid a fixed rate once per month based on the number of contracted hours.

  • Orchestrate: monitor and identify content for cross posting opportunities.

  • Arrange that your operation develops creative ways to inform and engage staff in special projects, campaigns, and other health system activities.

  • Contribute to marketing and creative brainstorm initiatives.

  • Help manage and execute planning, creative and budgets for paid Social Media campaigns.

  • Secure that your enterprise takes initiative in working with other team members to get projects accomplished.

  • Ensure your organization complies; champions creative power with the knowledge to identify and nurture the best ideas.

  • Ensure you are creative and can articulate ideas in a variety of digital mediums.

  • Manage work with multiple departments to create, copy edit, and post Social Media content where applicable.

  • Compose impactful, on brand marketing messaging with a primary focus on customer acquisition, engagement, and retention.

  • Ensure you commit; lead business and operational skills related to Resource Management and financial performance of team/organization.

  • Suggest new ways to attract prospective supporters through campaigns and incentives.

  • Evaluate: research and report on the latest trends in Social Media and digital and content marketing.

  • Maintain brand voice consistency across all social platforms.

  • Be accountable for supporting the creation of marketing materials and tangible products.

  • Guide: monitor social trends, stay abreast of new social platforms and best practices, and provide competitive social analysis.

  • Initiate: brainstorm and ultimately execute creative writing that helps break through in feed and across platforms.

  • Systematize: confident providing direction during on set productions.

  • Be accountable for planning, posting, coordinating contests, tracking account growth, sponsor tracking, etc.

  • Warrant that your group keeps up to date with Industry Trends, new Social Media platform features, and algorithm updates.

  • Formulate: partner with research, strategy and analytics teams to gather data and develop reports and analysis.

  • Direct: mindset of mobile first and user centered UX/UI design roles and principles.

  • Establish that your strategy tracks tasks and creative process in centralized Project Management software.

  • Coordinate: review content and designs for errors before printing or publishing final work.

  • Confirm your group ensures that content posted on Social Media is on brand, and in line with organizational strategies and initiatives.

  • Stay up to date with changes in all social platforms ensuring maximum effectiveness.

  • Manage work with account directors to ensure the strategy and creative achieve your clients goals.


Save time, empower your teams and effectively upgrade your processes with access to this practical Social Design Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Social Design related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Social Design specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Social Design Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Social Design improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you make it meaningful in connecting Social Design with what users do day-to-day?

  2. Does Social Design create potential expectations in other areas that need to be recognized and considered?

  3. Are you maintaining a past-present-future perspective throughout the Social Design discussion?

  4. Is it needed?

  5. Will there be any necessary staff changes (redundancies or new hires)?

  6. What criteria will you use to assess your Social Design risks?

  7. What tools and technologies are needed for a custom Social Design project?

  8. Do you have the right capabilities and capacities?

  9. What will be the consequences to the stakeholder (financial, reputation etc) if Social Design does not go ahead or fails to deliver the objectives?

  10. Is the Social Design documentation thorough?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Social Design book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Social Design self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Social Design Self-Assessment and Scorecard you will develop a clear picture of which Social Design areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Social Design Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Social Design projects with the 62 implementation resources:

  • 62 step-by-step Social Design Project Management Form Templates covering over 1500 Social Design project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Social Design project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Social Design project team have enough people to execute the Social Design project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Social Design project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Social Design Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Social Design project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Social Design project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Social Design project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Social Design project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Social Design project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Social Design project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Social Design project with this in-depth Social Design Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Social Design projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Social Design and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Social Design investments work better.

This Social Design All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.