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Social Media Brief Template

Pitching a major project or strategy without a solid plan can feel overwhelming, but it doesn’t have to be. This social media brief template helps you effortlessly gather and present your plans from start to finish.

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What Is a Social Media Brief? 

A social media brief helps marketers gather key project details to share with the team and stakeholders. This includes everything from an overview to goals to content strategy and even proposed timelines. A good social media brief will leave no stone unturned and will answer all possible questions someone may have about the project or campaign.

Benefits of Using a Social Media Brief 

While it may feel like a lot of unnecessary, added work, the benefits of using a social media brief are tenfold and it continues to be one of the most essential elements of a brand's social strategy.

Lays the groundwork

The entire purpose of a social media brief is to lay the groundwork for a project or campaign. When done right, a social media brief should fit all the pieces of the larger puzzle together, allowing everyone on the team to see the importance, the impact and the next steps. If your current social media brief isn’t doing this, that means there are key elements that are missing and you may need to start from scratch.

Provides a single, source of truth

Big projects or campaigns can be busy with many different tasks and ideas coming from every angle. With a social media brief, the entire team has access to a single source of truth that can be used as a reference and to guide every single decision made about the project. Without one, there is the possibility of confusion and misalignment on some of the most important elements of the strategy.

Improves overall efficiency

It’s no surprise that having a really thorough social media brief also improves the overall efficiency of the team and the project itself. Gathering all critical information at the beginning stages of planning the strategy allows the team to be agile in responding to feedback and moving forward with action items. This approach also facilitates planning future projects or strategies effectively.

How to Create a Social Media Brief

Though it may seem complicated, crafting a social media brief is actually quite simple. Especially when you have a template at your disposal. While no social media brief template is exactly the same, there are a few key elements that should be included in every brief:

  1. Project Overview: An overview of the ‘what’ and the ‘why’ of this project.
  2. Team: The key members of this project and their roles. 
  3. Objective/Goals: The main objective and goals you hope to meet or surpass. 
  4. Audience: The target demographic this project aims to reach. 
  5. Channels: The platforms in which you will be utilizing for this project. 
  6. Content Strategy: The type of content you will want to create. 
  7. Creative/Asset Requirement: An idea of how many creative assets you are going to need per platform. 
  8. Schedule: A rough (or detailed) timeline of events.  

The great thing about a social media brief template is you can make it your own. If there are other elements you want to have in your brief, add them!

How To Use Dash Hudson’s Social Media Brief Template

Dash Hudson’s social media brief template is made to be easy to use and ensures social media managers are equipped with everything they need to brief their team on an upcoming project, campaign or social strategy in general. 

Use the project overview section to give a high-level summary of your campaign or strategy and the purpose or problem it’s trying to solve. Fill in the objective and goals to showcase exactly how you will be measuring success. Highlight the key team members, the target audience and the channels your strategy will focus on. Lastly, complete your brief by giving an overview of the project's timeline, how long things are going to take and any key dates. 

Do you have a new project or strategy you’re ready to pitch to your team? Download your free social media brief template to get started today.

Download Your Social Media Brief Template

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