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This template offers a detailed planning framework and example layout for a social media campaign or strategy plan. It includes sections for situational analysis, audience and content planning, channel strategy, timeline and resources, budget allocation, campaign assets, posting cadence, measurement and optimisation. The example ensures you can visualize how each element fits together, and the template enables you to plug in your own data, goals and creative schedule.
Designed for social media teams, content marketers and digital agencies, it allows you to build a social media plan that's easy to communicate and execute. By using the example and template together, you'll avoid omissions, ensure alignment across teams, and create a living document that supports implementation and review.
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Unlock this guide, along with all related templates, dashboards, and checklists in the full toolkit.
This toolkit provides the tools and templates to develop and manage effective social media strategies. It includes the Social Media Playbook, Audit Template, and Reporting Framework, helping you set objectives, measure performance and refine creative output.
The toolkit aligns with the RACE Framework to ensure social activity contributes directly to brand reach, engagement and conversion goals. Use it to maintain consistency across channels and drive measurable improvements in community and content performance.
Ideal for social media managers and marketers responsible for multi-channel engagement who want practical frameworks that improve results.
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Why marketers trust Smart Insights
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marketers have used the RACE Framework to plan, manage and optimize their marketing
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businesses and teams rely on our resources to deliver more effective, data-driven marketing
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creating practical marketing frameworks used by professionals in organizations worldwide
Dr. Dave Chaffey
RACE Growth System
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Frequently asked questions
How are your toolkits structured?
Each toolkit is designed in a similar way with templates to help you apply the Smart Insights RACE 90-day planning process using a consistent approach of:
- A. Review Opportunity (Audit and Set Objectives)
- B. Define Strategy (Identify strategic approach and priorities)
- C. Take Action (Report on performance with dashboards, apply best practices and SOPs)
Toolkits typically have an in-depth 7-Steps guide and a shorter Playbook which are downloadable PDFs which are far quicker to browse than online video courses, so you can efficiently review your strengths, weaknesses and where you need to prioritize.
Each toolkit is grounded in helping you understand the essential, need-to-know fundamentals of marketing success including strategic marketing, campaign planning, content marketing and data-driven marketing using Google Analytics.
How do I use Standard Operating Procedures (SOPs) in my marketing?
SOPs are your secret weapon to using a more strategic, managed approach to integrated marketing.
They are repeatable practical tasks defining how to complete a marketing activity by following a series of steps in order to achieve a consistent approach and good results by applying best practices.
SOPs form the heart of our Digital Marketing Strategy toolkit - you can audit your approach and adopt them in the Digital marketing strategy audit/health check.
It also links to relevant templates to support you across all toolkits.
We recommend building in SOPs to our RACE 90-day planning process, selecting which you will prioritize in the upcoming periods.
What the quickest way to get started to improve my results from digital marketing?
For a comprehensive audit of all of your digital marketing, we recommend using our Digital Strategy Toolkit which will help you develop a complete digital marketing strategy and a 90-day plan so you start make a difference straightaway.
Tried-and-trusted templates are available in Word, Excel and Powerpoint / Google Docs which will enable you to summarize your strategy and communicate it to colleagues or clients.
Ensure you download the Digital marketing strategy audit/health check spreadsheet to amend to your business. It also links to relevant templates to support you across all toolkits.
If you perceive that you have a weakness or opportunity in one or more of the main digital marketing channels such as SEO, Paid media, Social Media marketing or Email marketing, then you can use the 7-Step guides and playbooks in each channel toolkit to review your strategy and then the spreadsheet templates to make practical improvements to your marketing for each channel.
What type of businesses benefit from Smart Insights?
The Smart Insights RACE Opportunity-Strategy-Action process was designed so that it can help all types of businesses of different sizes and from different sectors improve their results from digital marketing.
Our RACE system has been used since we launched in 2010 by businesses including:
- Smaller businesses with an owner manager or single person responsible for marketing
- Agencies and consultancies who apply our frameworks to their clients' businesses to improve results
- Larger organizations in sectors including B2B, Financial Services, FMCG Brands, Healthcare, Pharmaceutical
Famous names who have applied our approach to their business since we launched include 3M, Accenture, Dell, Ernst and Young, Glaxo Smith Kline, HSBC and Rentokil Initial.
How often are your resources updated?
You will know that digital marketing changes fast, so since we launched our digital resource library, we have had a continuous annual programme of updating resources to ensure they cover the latest approaches.
Currently Generative AI (GenAI) is transforming marketing, as you'll know, so we recommend the latest best practices for using tools such as ChatGPT and Gemini for strategy, planning and copywriting. We recommend you start with our AI Governance Policy Playbook for a recommend approach to improve your marketing.
One of our most popular resources is the digital media updates tracker which is updated quarterly to summarize the most important changes from the digital platforms such as Google and Meta that marketers need to know about.
How quickly can I access my toolkit?
You’ll get instant digital access as soon as your payment is confirmed. Your downloads and toolkit materials will be available immediately.
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