Social Strategy Toolkit

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Methodize Social Strategy: review, interpret and adapt customer, regulatory and Corporate Security and Compliance Requirements into Technical Design options.

More Uses of the Social Strategy Toolkit:

  • Formulate Social Strategy: routinely capture and analyze the appropriate social engagement data and metrics, insights and Best Practices, and use that information to advise future Social Strategy.

  • Coordinate Social Strategy: routinely capture and analyze the appropriate social engagement data and metrics, insights and Best Practices, and use that information to advise future Social Strategy.

  • Identify Social Strategy: architecture a Social Strategy which proactively supports your Strategic Objectives and messaging goals so third party conversations are driven by the key points trying to make.

  • Support Social Strategy development work by compiling client research, competitive data and social platform information.

  • Methodize Social Strategy: partner with the social growth team to integrate your Influencer Campaigns into each brands broader Social Strategy.

  • Be accountable for marketing, Social Content partnerships.

  • Collaborate on the overall strategy for each platform (website chat, SMS, email, Community Management on Social Media) with the brand and E Commerce teams.

  • Ensure compliance with corporate product, procedural, regulatory, environmental and Corporate Social Responsibility policies.

  • Coordinate email phishing campaigns and perform Social Engineering attacks to gain credentials.

  • Manage Social Strategy: Social Media messaging, online reputation, management of Digital Assets, and community connections.

  • Govern Social Strategy: budget and Supplier Management establish and manage an annual zero based operating budget designed to support activation of critical digital and Direct to Consumer marketing and Social Media initiatives.

  • Manage your Social Media profiles and email boxes ensuring that you are engaging with followers, clients and prospects.

  • Be accountable for working on the GDP Social Media team to create content and uphold image standards for the brand.

  • Ensure that social service storage and work areas are maintained in a clean, safe and sanitary manner.

  • Maintain high level of Customer Service to existing and new corporate clients.

  • Support the marketing departments initiatives with the planning, executing, and tracking of Marketing Programs as email, event, Social Media, or Content Marketing.

  • Be accountable for serving as the prospecting engine driving net new business meetings from cold email, Cold calling, social selling and networking.

  • Establish Social Strategy: review paid Digital Marketing assets and paid social Media Campaigns to ensure productivity and provide analysis to inform marketing campaigns.

  • Secure that your corporation keeps the team abreast of emerging social Media Trends and technology.

  • Be accountable for participating in collecting, curating, and describing digital archives and Social Media.

  • Make sure that your business attends and participates in Social Work department and unit staff, consultation and other meetings as designated by the supervisor.

  • Devise Social Strategy: Geospatial Intelligence mapping, mass notification, critical Event Management workflow, social Media Monitoring, etc.

  • Lead Social Strategy: schedule Social Media Posts into your dashboard.

  • Audit Social Strategy: partner with key leaders to amplify your organizations Corporate Social Responsibility, community impact and diversity, Equity And Inclusion initiatives to enhance your Brand Awareness and reputation.

  • Direct Social Strategy: remote and on site Penetration Testing, Web Application assessments, Mobile Application testing, purple team exercises, and conducting Social Engineering tests.

  • Be accountable for marketing promotes your business and drive sales of its products or services.

  • Maintain a brand voice and consistent Look And Feel for each brand across social platforms.

  • Standardize Social Strategy: though your research and practice, stay ahead of the latest updates regarding tools, techniques and methods related to Social Media.

  • Develop and manage Environmental Sustainability and Social Impact strategies and programs across your organization to drive continual improved performance.

  • Confirm your corporation complies; is capable of using a diverse array of communications tools on email, social and Digital Platforms and is willing and able to learn new tools and platforms quickly.

  • Establish Social Strategy: pursuit Strategy Planning/building.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What resources are required for the improvement efforts?

  2. How do you manage scope?

  3. How do you create buy-in?

  4. Are there any easy-to-implement alternatives to Social Strategy? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  5. What are the strategic priorities for this year?

  6. How long will it take to change?

  7. Is risk periodically assessed?

  8. Who pays the cost?

  9. How will you know that you have improved?

  10. How likely is the current Social Strategy plan to come in on schedule or on budget?

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

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

  • 62 step-by-step Social Strategy Project Management Form Templates covering over 1500 Social Strategy 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 Strategy project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Strategy 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 Strategy 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 Strategy project with this in-depth Social Strategy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Social Strategy 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 Strategy 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 Strategy investments work better.

This Social Strategy 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.