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Social Media Project Management in 2023: The Ultimate Guide

Are you looking for a well-defined process to manage your social media projects? We understand that this can be quite challenging at times, so we’ve created a guide for you!

In this comprehensive guide, we will delve into the intricate details of social media project management. We will explore what this process entails, highlight its advantages, and provide you with valuable tips to ensure your success.

So without further ado, let’s jump right in! 👩‍💻✨

What is Social Media Project Management? 

Social media project management is the process of planning, deploying, and monitoring social media marketing campaigns across multiple platforms to fulfill specific objectives such as increased revenue, improved follower engagement, or thought leadership positioning within a specific industry.

Social media project management involves multiple activities, including:

  • Content creation
  • Content planning and scheduling
  • Establishing social media workflows
  • Measuring campaign performance
  • And more

Social media managers often count on project management software and social media management tools to help with these activities.

Using ClickUp for social media management
The Social Posts Template by ClickUp includes flexible pre-built views, Custom Statuses, Custom Fields, and more, your personal social media template gives you the perfect foundation to plug in, strategize, and optimize your content

What is Involved in Social Media Project Management?

Social media project management covers various activities. Let’s dive a little deeper into each to get a grasp of what this process looks like. 

1. Campaign planning and management

Campaign planning is one of the most important aspects of your social media strategy—it gives your social campaigns direction and helps align them with broader business goals. 

Start by identifying your social media marketing strategy’s primary goal, like increasing positive brand mentions by 20% within three months, for instance. 

Next, set up your milestones. These represent smaller achievements that contribute toward fulfilling the main goal. Following the same example, a good milestone would be increasing positive brand online mentions by 7% in the first month. 

You’ll then need to determine how you can achieve your milestones and goals. This process involves identifying the most suitable social media networks and the type of content needed, assembling the team, setting up a campaign execution timeline, and more. 

Consider assessing the tactics used in previous campaigns to see what would work in your current social media strategies.

Develop your social media marketing campaign plan with a template like the Campaign Plan Template by ClickUp, then apply the Marketing Campaign Management Template by ClickUp to help you plan, execute, and manage multiple marketing campaigns in one place.

2. Content creation

Content is an integral part of your social media and brand management strategies — it gives your brand a voice and connects your follower base to your business.  

That said, content creation is a continuous process and isn’t an easy task. Creative briefs are essential to provide clear and concise guidelines for creative social media projects. These documents include all the necessary information regarding your project goals, how to achieve them, your target audience, and more.  In other words, creative briefs are helpful in devising relevant content ideas that align with your company’s goals and target audience.  

Although creating content can be time-consuming, various AI marketing tools like ClickUp with a built-in AI writing assistant can speed up content ideation, drafting, and polishing. ⚡️

Creating a social media campaign with ClickUp Ai
Using ClickUp AI to generate campaign ideas with the target audience and campaign goals in mind

Another tool with AI social media capabilities is Planable. It has an AI writing assistant integrated right into the post-composer. It comes with a predefined set of rewrite prompts that help you improve your copy, and it also allows you to give custom, detailed instructions.

AI writing assistant in Planable
Generating AI-generated copy for social posts (via Planable)

Don’t rely solely on it, though. Content is the main means of connecting and communicating with your target audience, so adding the human touch is a must, especially on social media. âś¨

3. Content calendars 

Creating a social media calendar goes hand-in-hand with content creation. These are schedules that help you plan social media posts in advance. This can help you maintain a consistent posting schedule, closely monitor the content creation process, and organize posts based on specific criteria such as social network, due dates, content formats, and more

Although you can set up content calendars from scratch with Google Sheets or Excel files, content calendar templates can save you some time. They are less time-consuming to fill in and give you a clear path to follow for the next social media calendar you have to create. 

Manage your social media calendar and post across channels in ClickUp Calendar view and Social Media Calendar Template
Manage your social media calendar and post across channels in ClickUp Calendar view and Social Media Calendar Template

Bonus: Content marketing strategy templates!

4. Creative asset development and storage 

Creating content for social media can be a complex process. Posts need written content, graphics, videos, images, and more. Having a system in place to develop these creative assets is important for efficiently distributing work among copywriters, graphic designers, videographers, and editors.

Another essential component is a media library. It acts as a storage space for a company’s authorized and branded assets like logos, videos, and images. This enables marketers to easily organize and find the creative design elements required to create a post.

Google Drive makes a great digital asset database. You can integrate Google Drive with project management tools to keep your creative assets accessible.

5. Scheduling posts

Once your creative assets are ready, it’s time to schedule your social media content on your publishing calendar.

Scheduling social media posts effectively involves identifying the best days and times to publish content on each social media network. Schedule posts with your audience in mind. Identify the platforms on which your target audience is most active as well as the days and times they are most likely to use them. 

Next, determine the ideal posting frequency—you don’t want to post too rarely, but not too often either. You’ll need to find the sweet spot, and it’s important to note that the ideal posting frequency may also vary from platform to platform. 

Social media scheduling tools are popular among project managers. ClickUp can help with content marketing project management, while Planable can help with creating and publishing social media posts on various social platforms simultaneously. They also allow for planning content in advance, ensuring a consistent posting frequency. 

6. Social media listening and monitoring 

Social media listening gathers data from various platforms to understand how your target audience engages with your industry, company, competitors, or products.

On the other hand, social media monitoring delves deeper, encouraging companies to actively participate in specific online conversations and respond to brand mentions.

Equipping yourself with the appropriate tools for social media monitoring and listening enables social media marketers to interact with their audiences and address potential customer complaints before they become bigger issues.

Bonus: Content marketing software!

Social media listening and monitoring are market research tools. Understand your customer pain points, needs, and motivations by actively performing market research—the Market Research Template by ClickUp can help keep track of your processes, tasks, and findings.

7. Workflows and approvals  

Every social media post needs to go through a content review process before it can be published. This process acts as a checklist to ensure that the post meets all the necessary requirements.

For example, let’s consider infographic posts. Here is a suggested workflow:

  • Come up with relevant topics that will resonate with your audience
  • Conduct research and gather the appropriate statistics for the post
  • Assign a copywriter to present the statistics in an engaging manner
  • Assign a graphics designer to create visually appealing visuals for the post
  • Combine the copy and visuals to create the final post
  • Go through the approval process to ensure everything is in order
  • Add the approved content to your calendar for scheduling

By establishing workflows for different types of content, you can streamline the process and improve productivity. Moreover, having clear approval processes in place ensures that nothing is overlooked and that your social media projects and posts are error-free when they are released.

Speed up and streamline the feedback loop process by using the Proofing feature in ClickUp. This handy feature lets you annotate images, videos, and PDFs—simply click on the image or section where you want to add a comment and use the @mention feature to assign it to a specific person.

Proofing images in ClickUp
Centralize feedback and expedite approval processes with Proofing by assigning comments directly on task attachments

8. Reports and analytics 

The social media management process requires continuous analysis and improvement. This helps companies learn where their campaigns succeed and where they fail. 

As such, generating periodic reports should be a part of your workload. Otherwise, you may risk spotting issues when it’s too late. Monitor metrics like reach, engagement, impressions, and more. 

Monitoring your social media campaigns and tracking their performances are key in social media project management. Strategize accordingly and kick off your next social media campaigns with confidence by using templates like the Campaign Tracking and Analytics Template by ClickUp to manage marketing campaigns, spending, performance, creatives, and more.

Benefits of Social Media Project Management Tools and Streamlined Workflows

A well-defined social media plan, a streamlined social media workflow, and proper social media tools are essential for businesses looking to harness the power of social media effectively.

Whether your plan involves creating content, scheduling posts, running an SEO campaign, or managing marketing teams and projects, social media management tools like ClickUp and Planable can give you the structure, solutions, and support you need to roll out successful projects.

Now, let’s discuss why managing social media projects is essential in today’s digital era.

1. Ensures clarity and alignment with the strategy

Rather than doing everything on the fly, social media management nudges you to plan activities ahead of time, ensuring a clear view of your goals and objectives.

Dedicated project management platforms like ClickUp cover the tools necessary to easily track projects and monitor your social media progress. This way, social media teams are always updated on their milestones and performance, ensuring alignment between current workflows and original plans. 

2. Saves time and resources

Planning as much as possible in advance will save you the time you’d otherwise spend making constant on-the-fly adjustments.

Here too, project and social management tools are very handy, helping you to create and delegate recurring tasks to specific team members automatically, set up dependencies, automate approvals, and more—tedious work that would occupy a large portion of your time if done manually. 

Speaking of saving time, you can also find various social media templates fit for various activities so you can get to work straight away!  

3. Improves team collaboration and productivity

Giving your team a bird’s eye view of its tasks and objectives helps members stay on track and boosts productivity. 

With a project and task management tool like ClickUp, you can view your team members’ workloads, enabling you to spread work evenly across your team and avoid bottlenecks or overworking your employees.

Other solutions, like Planable, focus on content collaboration. With Planable can manage feedback next to each post, share files, hold internal conversations separate from the client’s eyes, plan campaigns within the content calendar, and publish directly to the major social media platforms. Put in a few words: seamless collaboration that saves a lot of time! 

4. Enables you to manage multiple campaigns at once 

Project management tools offer a centralized view of your projects and marketing campaigns. From there, you can get more granular, see who works on what set goals specific to each project, etc.

The option to grab a general overview of multiple projects simultaneously or zoom in on a specific campaign is excellent for measuring project progress and making quick adjustments. 

5. Simplifies monitoring and reporting

On the same note, you can easily monitor progress across your projects.

For instance, ClickUp allows you to set goals for each project. You’ll then have a visual overview of how close your project is to achieving that goal, which is perfect for figuring out whether you’re on track or need to pick up the pace. 

You also have access to real-time workload, team activity, agile, time estimate reports, and much more—all within the same dashboard. Consequently, you can centralize crucial information and make quick data-driven decisions.  

How to Streamline Social Media Project Management

As seen above, social media project management can bring many benefits — if done right, that is. Let’s go through a few tips that will help you implement this process successfully within your strategy. 

1. Set clear social media goals with ClickUp Goals

ClickUp Goal Tracking
Stay on track to hit your goals with clear timelines, measurable targets, and automatic progress tracking

First, determine what you want to achieve from your social media campaigns. Your goals should be achievable yet specific.

For instance, “Increase TikTok followers” wouldn’t work — the goal is too broad and doesn’t define a clear path toward achieving your main objective. In contrast, “Increase TikTok followers by X amount within X months” is more precise. Consider implementing the SMART goals framework when setting your social media goals. 

Identify your KPIs (reach, engagement, audience growth, etc.) and measure existing campaign performance. KPIs help quantify the progress made toward achieving a specific goal while measuring existing performance will give you an idea of where you currently stand.

2. Plan your campaigns and create a social media calendar

content calendar template from clickup
Organize your content on a calendar to help you plan, visualize, and track social media posts, campaigns, and projects

Next, plan your campaigns and determine who works on what and when. Your social media campaigns should align with the main goal we discussed above. Define clear buyer personas to give you an idea of your target audience and the type of content they appeal to, and the social media channels they’re most active on to maximize your marketing efforts. 

After that, map out your marketing campaign with tools like digital Whiteboards, and schedule your content on an editorial calendar—Planable’s and ClickUp’s content calendars are excellent for this. They allow you to schedule upcoming content easily, set color-coded labels to keep stuff organized, and more.

3. Create your content

Universal Content feature in Planable
Universal Content feature in Planable

Your social media content should align with your goal and target audience. Create content specific to your follower base’s leading social network (product photos and user-generated content works best for Instagram, news are suitable for Twitter, infographics for Pinterest, and more. 

Planable helps you do just that. You can create, schedule, and collaborate on posts directly within the platform. Moreover, this project management software solution offers dashboards dedicated to each major social network, plus blogs, newsletters, and any other type of content within its Universal Content feature. 

Each social media dashboard gives pixel-perfect previews of the layout of the correspondent network, making it easy for you to craft optimized content. The platform also includes a media library for storing design assets

4. Establish a clear feedback loop and approval processes

A thorough feedback process will give your team a high level of precision and adaptability. Managers and clients can easily leave feedback next to a social media draft, giving team members quick access to suggestions and enabling them to make the necessary changes immediately. 

Approval processes can prevent you from accidentally releasing unpolished social media projects. As such, make sure to build a content approval team, establish a clear social media style guide, and organize your design assets. 

ClickUp and Planable will help you do just that. Both platforms allow you to upload and collaborate directly on files, leave real-time feedback, invite guests and clients, and more.

5. Schedule your content across platforms 

The next step is scheduling! Plan your posts with a drag-and-drop in Planable, set color-coded labels for better organization, and schedule your LinkedIn posts, TikToks, and reels from the same place without going to the social media platform for extra steps.

6. Monitor results and revise the plan as needed 

Keeping a close eye on your social media campaigns is key to success. Monitor project progress continuously and conduct periodic reports on your KPIs to see whether your project is on the right path.

The Social Media Analytics Template by ClickUp can help you track and monitor your campaign’s key performance metrics to improve your social media strategy.

Social Media Performance Tracking Template by ClickUp
Keep a close eye on your metrics and set new goals with ClickUp’s Social Media Analytics Template

You can also consider A/B testing your creative copy such as visuals, headlines, and copy. There’s always room for improvement—perhaps swapping a static image with a GIF will lead to much better post engagement, for instance.  

Who Benefits From Using a Social Media Plan?

Marketing Teams: A social media plan can help marketing teams create more effective campaigns, coordinate messaging across multiple platforms, track results, and measure success.

Small Businesses: Small business owners can take advantage of a social media plan to understand their target audience, create messaging that resonates with them, and reach out to potential customers.

Master Social Media Project Management and Take Your Brand Presence to the Next Level Today

And there you have it—a detailed overview of what social media project management is, what it involves, and its benefits, along with some best practices.

Although it may seem like there’s a lot to wrap your head around, start with the first few steps, and you’ll surely get the hang of it. Tools like ClickUp and Planable will have your back as well.

Planable’s content planning, real-time collaboration, custom approval processes, and scheduling tools help teams pump out highly polished content quickly and easily, while ClickUp’s project management tool, along with its detailed reports and dedicated social media templates, will help you streamline your team’s workflows, improve productivity and level up your social media project management. 🙌

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Guest Writer:

andreea coroian bio image

Andreea Coroian, Social Media Marketer at Planable.

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