Social Media Monitoring Toolkit

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Control Social Media Monitoring: review business and technical requirements from multiple user areas to ensure compatibility, identify gaps and inconsistencies and eliminate conflicting requirements.

More Uses of the Social Media Monitoring Toolkit:

  • Develop and implement Social Media strategies that help client achieve brand, marketing, communications and sales objectives using inputs from clients, Social Media Monitoring tools, Competitive Analysis, and secondary research.

  • Devise Social Media Monitoring: geospatial intelligence mapping, mass notification, critical Event Management workflow, Social Media Monitoring, etc.

  • Analyze risks and opportunities for leadership in Social Impact and community responsibility and develop plans to proactively address vulnerabilities.

  • Steer Social Media Monitoring: concept and collaborate on campaign ideas and social tactics with a creative team while working on multiple projects.

  • Coordinate efforts with enrollment marketing, Media Relations and Social Media professionals to amplify your organizations communications resources.

  • Foster positive customer sentiment for referrals, social interaction, future adoption, etc.

  • Provide critical leadership and management to fully realize new equity and social justice initiatives.

  • Manage work on sustainability framework and strategies for multiple scales of projects, while also completing environmental and Social Impact assessments.

  • Refer to community and organization resources and services as appropriate.

  • Provide general support for organization projects, as Social Media Posts and new business research.

  • Devise Social Media Monitoring: brainstorm with social team leadership and cross functional teams to concept innovative social ideas for branded content, affiliate, and internal consumer brand campaigns.

  • Manage work with Digital Marketing team and business line marketing managers/coordinators to plan, create, and manage email, mobile, and social marketing efforts.

  • Establish Social Media Monitoring: mail, Social Media, distribution and fulfilment.

  • Collaborate with departments and internal stakeholders to plan, develop assets, execute, and optimize campaigns for Social Media (paid and organic), influencers, and user generated content.

  • Provide digital material for Social Media, email blasts, website, and online advertisements, etc.

  • Be accountable for communicating with investigative subjects in an undercover capacity using Social Media, email, and messaging apps.

  • Engage in various online communities and social platforms, fostering relationships and actively driving engagement with current and future clients.

  • Create, maintain and grow paid social campaigns across multiple accounts while hitting strict client goals.

  • Systematize Social Media Monitoring: work closely with the Communications, Public Relations, and Business Development Teams to ensure Social Media Posts are coordinated with and support other communications and marketing strategies.

  • Oversee Social Media Monitoring: core day to day operational team for Social Media/social networking and publishing activities.

  • Assure your operation develops strategies to leverage multimedia and Social Media content as an important component of news stories.

  • Be accountable for understanding how Social Media can be part of owned, earned and paid communications strategies.

  • Manage work with your Analytics/Measurement team using social monitoring tools to develop applicable insights.

  • Standardize Social Media Monitoring: partner with the paid Social Media management to plan and execute paid Social Media campaigns.

  • Manage Social Media Monitoring: post creative across the various Social Media platforms during peak times to drive the highest engagement.

  • Ensure you and with your commitment to ethics, you can be sure that you are doing it with transparency, integrity, and Corporate Social Responsibility.

  • Guide Social Media Monitoring: own channel and Community Management for a subset of your Social Media channels.

  • Optimize Social Content for performance on all platforms.

  • Confirm your group supports the brand and social communities through the execution of an ongoing Social Media and Thought Leadership strategy focused on recruiting and potential employee audiences.

  • Create accurate near term tactical forecasts for multiple lines of business and various customer contact channels Inbound Calls, Email, Social Media, Chat, etc.

  • Be accountable for pitching to media on behalf of clients; fostering positive Media Relationships.

  • Establish Social Media Monitoring: secure network system by establishing and enforcing policies; defining and monitoring access.

  • Secure that your organization provides leadership to stakeholders in coordinating, assessing, developing and communicating recovery environment requirements and Contingency Plans.


Save time, empower your teams and effectively upgrade your processes with access to this practical Social Media Monitoring Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Social Media Monitoring 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 Media Monitoring specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Social Media Monitoring 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 Media Monitoring improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is Social Media Monitoring realistic, or are you setting yourself up for failure?

  2. Are your outputs consistent?

  3. How do you verify performance?

  4. Are indirect costs charged to the Social Media Monitoring program?

  5. How will you measure your QA plan's effectiveness?

  6. How sensitive must the Social Media Monitoring strategy be to cost?

  7. How do you think the partners involved in Social Media Monitoring would have defined success?

  8. What Social Media Monitoring data should be collected?

  9. For decision problems, how do you develop a decision statement?

  10. What is out-of-scope initially?

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 Media Monitoring book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Social Media Monitoring 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 Media Monitoring Self-Assessment and Scorecard you will develop a clear picture of which Social Media Monitoring 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 Media Monitoring 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 Media Monitoring projects with the 62 implementation resources:

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 Media Monitoring project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Social Media Monitoring Project Team have enough people to execute the Social Media Monitoring 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 Media Monitoring 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 Media Monitoring Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Social Media Monitoring 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 Media Monitoring 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 Media Monitoring 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 Media Monitoring 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 Media Monitoring 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 Media Monitoring project with this in-depth Social Media Monitoring Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Social Media Monitoring 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 Media Monitoring 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 Media Monitoring investments work better.

This Social Media Monitoring 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.