Social media toolkit: Creating one for your organization
Simplify your social media strategy with a toolkit that enhances consistency, engagement, and performance tracking for your organization. Get your free calcu...
Social media toolkit: Creating one for your organization
Managing social media can feel overwhelming, but a social media toolkit simplifies the process and ensures your brand stays consistent across platforms. Here's what you need to know:
Check out our comprehensive guide: 7 Customer Activation Metrics Every SaaS Must Track.
Why it matters: 77% of small businesses use social media to connect with customers, and 76% of consumers make purchases based on social media posts. What to include:
Brand style guide (voice, visuals, platform-specific rules).
Content planning calendar (posting schedules, themes, promotions).
Pre-approved message templates (customer service, product launches, events).
Tools for scheduling, design, and performance tracking (e.g., Buffer, Canva, Google Analytics).
Key benefits: Save time, improve consistency, and measure success effectively.
Quick Tip
Start small: Focus on creating a posting schedule and pre-approved templates for common scenarios. Then, expand your toolkit as your needs grow.
A well-organized toolkit can transform your social media efforts from chaotic to strategic while aligning with your business goals.
How to Create a Brand Kit and Guidelines for Your Business
Key Parts of a Social Media Toolkit
A social media toolkit contains essential tools and guidelines to help your organization stay consistent and efficient across all online platforms.
Brand Style Guide
A brand style guide outlines how your organization presents itself across different platforms. It ensures a unified approach, no matter who’s creating the content. Key elements to include:
- Brand Voice Guidelines: Define whether your tone is casual, professional, or something in between.
- Visual Identity Rules: Specify logo usage, color codes (like hex values), and typography.
- Platform-Specific Guidelines: Explain how your brand’s style should adapt for each social network.
- Grammar and Formatting Standards: Set rules for punctuation, capitalization, and hashtags.
Think of this guide as your team’s go-to manual for creating content that feels cohesive and polished.
Content Planning Calendar
A content calendar keeps your social media efforts organized and ensures a consistent posting schedule. Research shows that 88% of consumers value consistency when engaging with brands. A good calendar tracks:
- Posting dates and times
- Content tailored for specific platforms
- Campaign timelines
- Seasonal promotions
- Themes for content
- Team member responsibilities
Pairing this with standardized templates can make managing your social media even smoother.
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Standard Message Templates
Message templates simplify communication across channels while maintaining your brand’s tone. They’re especially useful for common scenarios. Examples include:
Message Type Purpose Key Elements
Customer Service Respond to inquiries quickly Greeting, solution, call-to-action
Product Launches Share new offerings Features, pricing, benefits
Event Promotion Boost attendance Date, time, location, registration link
Crisis Communication Address urgent issues Acknowledgment, action plan, contact info
Templates should be easy to use, pre-approved, and updated regularly based on feedback. While they provide structure, they should also allow room for creativity and storytelling to better connect with your audience.
Tools to Include in Your Toolkit
These tools form the backbone for executing the strategies we've discussed.
Post Management Software
Scheduling and automation are key for efficient social media management. Here are some top tools, tailored to different needs:
Tool Best For Starting Price Key Features
Buffer Small teams $50/month Over 200 integrations, user-friendly
Planable Agencies $49/month Collaboration and visual planning tools
Agorapulse Mid-size teams $105/month Shared calendars, design functionality
Sprout Social Enterprise $149/month Advanced analytics and engagement tools
"Before using Planable, I had tried Hootsuite, Sendible, Sprout Social, AgoraPulse, and a couple others to schedule our clients' content. None of those schedulers have simplified our approvals and scheduling process the way Planable has".
Performance Tracking Tools
Tracking your social media performance is crucial, and Google Analytics is a standout option. It offers real-time data, integration with major marketing tools, machine learning insights via GA4, and ROI measurement. For example, 412 Food Rescue reported cutting their reporting time in half by using Google Analytics.
"Google Analytics allows us to look at our data across platforms - web and app - to understand the full journey of our users. We've been able to cut our reporting time by 50%".
Design and Video Tools
Creating professional content is easier than ever with these tools:
Tool Monthly Cost Main Use
Canva Pro $10 Graphics and presentations
Adobe Express $9.99 Social media visuals
InVideo $15 Video creation
Veed.io $18 Video editing
"[Canva] empowers you to produce brilliant, profitable content quickly".
Organizations using Canva have reported a 60% boost in content production within a single month.
Learn more in our guide: How to Measure and Improve Time-to-Value (2025 Guide).
Team Communication Tools
Smooth collaboration is essential for effective workflows. Features like real-time feedback, calendar integration, organized assets, task assignments, and version control can save time and reduce bottlenecks. Teams using Canva for collaboration claim to save an average of 10 days per month on social media content creation.
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Making Your Toolkit Work for You
Once you've established the basics of your toolkit, it's time to align its features with your business goals to get the most out of it.
Matching Business Goals
Your toolkit should address specific business challenges. Start by identifying objectives that social media can help achieve. For example, the Atlanta Hawks found that casual, behind-the-scenes video content engaged fans better than highly polished productions.
Here’s how you can align your toolkit with key business goals:
Business Goal Toolkit Focus Key Metrics to Track
Brand Awareness Content creation tools, scheduling software Reach, impressions, follower growth
Lead Generation Analytics platforms, CRM integration Click-through rates, form submissions
Customer Service Team communication tools, response templates Response time, resolution rate
Sales Growth E-commerce integrations, conversion tracking Revenue attribution, social conversions
By tailoring your toolkit to these goals, you can simplify social media management while also delivering measurable results. Once you’ve mapped out your objectives, the next step is to ensure your tools can grow alongside your business.
Choosing Tools That Grow With You
Picking tools that can scale with your business is essential for staying ahead. Look for platforms that offer:
- Cloud-Based Solutions: Cloud tools automatically scale and provide flexible resource management.
- Integration Capabilities: Tools with API support and compatibility with popular systems can streamline and automate workflows.
- Performance Monitoring: Analytics features help you track content performance, efficiency, and ROI.
- Growth-Focused Features: Opt for tools with automated task management, collaborative workflows, customizable access, in-depth training, and responsive customer support.
These features ensure your toolkit remains effective as your business expands.
Using and Updating Your Toolkit
Team Training Steps
Customize training for each role to make the most of your toolkit. Create modules that address specific responsibilities.
Training Component Purpose Delivery Method
Basic Platform Skills Understanding social media basics Live workshops
Tool-specific Training Hands-on sessions with software tools Video tutorials
Brand Guidelines Ensuring consistent messaging Documentation
Compliance Rules Reducing risks and following policies Certification
Content Creation Sharing strategies and best practices Interactive sessions
"Share what's most relevant. Don't think of it as 'promoting content.' Consider what your network wants to learn more about. When you share a post, customize the copy to infuse your experience and make it relevant for your audience."
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Keeping Tools Current
After training, make sure your toolkit keeps up with your team's needs. Conduct regular audits to evaluate how tools are performing and update templates to match your branding and platform changes.
This process should include reviewing both technical functionality and how well the tools support your overall strategy. Doing so helps you spot gaps and stay in sync with social media trends and organizational objectives.
Checking Tool Performance
Once your toolkit is updated, measure its effectiveness regularly. Over 65% of marketing leaders say tying campaigns to business goals is critical for securing future investments.
Key performance indicators to monitor include:
- Adoption: Track how often team members log in and use features.
- Efficiency: Measure time saved on tasks compared to before the toolkit's implementation.
- Content Performance: Look at engagement rates, reach, and conversion metrics.
- ROI Measurements: Compare the cost of tools to the measurable benefits they deliver.
Create monthly performance reports that combine these metrics. This data-driven approach not only justifies your toolkit's value but also highlights areas for improvement.
Conclusion
Creating a social media toolkit takes thoughtful planning, consistent effort, and regular fine-tuning. Did you know that posting 16 or more times a month can drive 3.5 times more traffic?.
A well-organized toolkit acts as the backbone of your digital strategy. Take Single Grain as an example: by updating 42 posts, they saw traffic jump by almost 96%, with their most effective updates pushing that number to 135.8%.
Here’s how to get the most out of your toolkit:
- Focus on Quality and Consistency: Posts with images can generate 650% more engagement compared to text-only posts.
- Keep Content Fresh: Regular updates matter - 53% of marketers report better engagement after refreshing content.
- Track Performance: Dive into analytics to measure engagement, response times, and conversion rates.
By following these steps, you can simplify your workflow and deliver results that matter.
Remember, your social media toolkit should grow alongside your organization. As David Loughney aptly puts it:
"Consistency is the backbone of any successful brand identity. It's not about rigidity or monotony; it's about establishing a rhythm that your audience can groove to".
Related reading
- How to Build the Best Marketing Toolkit
- What Is A Brand Toolkit and How You Can Create One?
- What Is Strategy Consulting? (And when to hire a consultant to do it for you)
- Digital Marketing Services
- How your acquisition strategy influences your conversion rate