For many social media managers, a typical day starts by scanning their social listening platform of choice, sharing a few interesting articles, thanking new followers, responding to @mentions, wondering where the past two hours went, and then starting the cycle all over again in a few hours. They also mix in whatever requests land in their email inboxes from the PR and marketing teams. Unfortunately, this recurring set of activities isn’t a sustainable or efficient social media workflow. Having a casual approach to social media activities can make it nearly impossible to go on vacation. For these reasons and more, it’s important to create—and stick to—a social media editorial calendar.

5 Reasons Why Your Social Media Workflow Needs Documentation

1. Give important corporate initiatives air time

Have you ever gone home after a busy day only to realise you missed out on publicising a critical initiative on a key social channel? Rather than leaving social media boosts of crucial promotions to the last minute, it’s helpful to plan for their broadcast well in advance. Calendaring social media content allows you to plan for significant announcements, prepare appropriate images, create landing page URLs, etc. It provides an opportunity to have available materials on hand to complete social content.

2. Share an engaging mix of content types

Once you start documenting social media content, you’ll notice posting patterns that lean towards sharing certain content types significantly more often than others. Although it’s unlikely that you’ll end up with a perfect balance of audio, visual, and written content, a calendar makes sure you won’t accidentally leave out key content types that appeal to highly engaged customers or outspoken influencers.

3. Create consistency across channels

While you don’t want to use the same tone and copy across all social channels, keeping with consistent messaging and a distinct voice will keep you on-brand, regardless of channel. Viewing copy for each channel, side-by-side, will prevent you from sounding like two or three different company personalities. And will help avert misfires, such as sharing three conflicting sets of information for the same event.

4. Provide a record of past shares

Over time, it becomes challenging to track the content you’ve previously shared on social media platforms, even with analytics tools. Consider the time wasted collating content on a specific topic, or promoting a particular landing page. Documenting your work on a social media editorial calendar as you create and broadcast it will make it easy to replicate what’s worked before.

5. Enable colleagues to pick up social media activities in your absence

It’s not much of a vacation if you’re checking your cell every few minutes to monitor workplace social media accounts. But with a social media editorial calendar, your team has everything they need to keep the social content flowing in your absence. You can provide a detailed overview of the daily to do’s, write copy they can schedule, and ensure your team feels secure in knowing the status of social media programs, whether or not you’re there.

Elements of a Useful Social Media Editorial Calendar

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There are calendar and editorial workflow tools available for managing social media editorial calendars, including CoSchedule, Kapost, and Divvy HQ. However, you can get started without a financial investment by using Microsoft Excel or Google Sheets (example above). The tool you use is less important than its ability to assist you in documenting social media activities in an easy-to-navigate manner.

So what to include in a social media editorial calendar? I’ve found including the following columns or fields to be immensely helpful:

• Day of the week

◦ This is important to include, in case there are any day-specific hashtags or topics (such as #TBT) to consider, or if weekend content differs from weekday content.

Date and time of the post

◦ Is there a cut-off time for RSVP’ing for an event? Have you been asked to share a particular content item first thing in the morning? It’s helpful to spell out what content will be going out at exactly what time.

• Content objective

◦ If your social feeds are always sales calls to action (CTAs), don’t be surprised if your audience tunes out. This column helps ensure a mix of thought leadership, third-party articles, and amplification of marketing efforts are scheduled.

• Content topic

◦ Similar to objectives, if your content has too narrow of a focus, it can quickly get boring. This column is a reminder for all key topics to be shared on a regular schedule.

• Copy specific for each channel

◦ It’s useful to have related status updates side-by-side in one row of the calendar. Not for ease of copy/pasting the same verbiage into every cell (that’s not a best practice!), but to make sure you’re hitting the appropriate channels for content in the right way.

• Unshortened URLs for the CTA and any images

◦ One of the best ways to guarantee URL shortener click counts don’t come under scrutiny is to make it easy for content reviewers and posters to see what lies behind that shortened URL, so they can visit the site for additional context.

• Placeholders for recurring content activities

◦ Do you share a new blog post every Tuesday? Or post an inspirational image every Friday? Are you promoting a quarterly PR program to amplify social channels? Include those placeholders in your calendar, so they don’t fall through the cracks or become a last-minute fire drill.

And don’t forget to include a column that includes key hashtags to use, a link to your content curation source, a tab for evergreen content for regular resharing, plus timing for the industry Twitter chats you frequent.

By documenting social media content in an editorial calendar, you’ll be on the road to creating a more structured social media program that will be able to scale with your organisation.

To read more about how to amp up your social media program with calendaring and documenting, check out our e-book, How to Build a Serious Social Media Program.