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Managing social media for a small charity can be a rewarding yet challenging task. With limited resources and time, it’s essential to streamline your efforts effectively.

This checklist aims to provide a structured approach to managing your social media platforms on a daily, weekly, and monthly basis.

Daily Checklist:

Check Notifications:

  • Respond promptly to messages, comments, and mentions
  • Engage with your followers, liking, commenting, and sharing relevant content

Monitor Mentions:

  • Monitor your brand mentions and look into relevant new keywords that could be used
  • Address any inquiries, feedback, or complaints promptly and professionally

Post Updates:

  • Schedule or publish engaging content tailored to your audience’s preferences
  • Ensure consistency in posting times and frequencies across your platforms

Track Performance:

  • Monitor key metrics such as engagement, reach, and follower growth
  • Analyse the performance of recent posts and adjust your strategies accordingly

Explore Trends:

  • Stay updated on current events, trends, and conversations relevant to your cause
  • Consider leveraging trending topics to increase visibility and relevance

Weekly Checklist:

Content Planning:

  • Review and adjust your content calendar based on upcoming events, campaigns, or initiatives
  • Brainstorm and develop new content ideas to maintain variety and engagement

Engagement Analysis:

  • Review engagement metrics from the past week to identify trends and areas for improvement
  • Engage in conversations with followers and other relevant accounts to continue to grow your community engagement

Competitor Analysis:

  • Monitor the activity of other charities on social media platforms which may provide you with ideas
  • Identify successful strategies and incorporate relevant learnings into your approach

Content Optimisation:

  • Optimise content based on performance data, adjusting captions, hashtags, and visuals as needed
  • Experiment with different content formats (e.g., videos, infographics) to determine effectiveness

Community Building:

  • Identify and engage with influencers or advocates relevant to your cause
  • Collaborate with other organisations or individuals to expand your reach and impact

Monthly Checklist:

Performance Review:

  • Conduct a comprehensive review of your social media performance over the past month
  • Identify successes, challenges, and opportunities for growth

Audience Insights:

  • Analyse audience demographics, behaviours, and preferences using analytics tools
  • Tailor content strategies to better resonate with your target audience

Goal Setting:

  • Set specific, measurable goals for your social media performance in the upcoming month
  • Align goals with broader organisational objectives and priorities

Content Audit:

  • Conduct a content audit to assess the effectiveness of past content
  • Identify top-performing content and repurpose or recycle it as appropriate

Strategy Refinement:

  • Reflect on current social media strategies and identify areas for refinement
  • Experiment with new tactics or platforms to keep content fresh and engaging

By following this simple list, you can effectively manage your social media presence while maximising impact and engagement. Regular monitoring, analysis, and strategic adjustments will help maintain a vibrant online community and support your charity’s cause.

Other useful resources relating to social media:

28 Useful content ideas for social media guide

Choosing the Right Social Media Channels for Your Charity