Social Media Audit

Who You Are

Contact Person Name

First Last

Organization Name

Website

Social Media Channels

Add the URL or handle for the social media channels you currently have and then answer platform-specific questions.

Facebook URL or @ Page Name

Twitter Handle

Instagram Handle

LinkedIn Company Page URL

YouTube Channel URL

TikTok Handle

List Any Other Social Channels Below

Examples: Pinterest, SnapChat, WeChat

General Questions

Are you currently using a scheduling software for your social media posts?

Yes

If yes, which one?

Hootsuite, Buffer, Loomly, Sprout Social, eClincher, etc…

Are you creating/using a content calendar for your social media posts?

Yes

How comfortable are you (or the person responsible for your social) with each platform?

Let us know which platforms you feel most comfortable with using – ranging from – “I could teach people on the best practices – to I never use it – it’s foreign to me.”

Is your social media and integrated part of your development strategy?

Yes

Are you set up for fundraising directly through your Facebook page?

There is an application process for this.

Yes

If yes, are you currently utilizing the fundraising feature?

Yes

Are you actively using your social media channels for any donor acquisition?

Yes

Are you social media channels linked from your website?

Yes

I don’t know

Are you happy with your website and the information it's communicating?

We ask this as with an increase in social media there should be a direct correlation with an increase in traffic to your website, so you will want to ensure it is functioning and communicating optimally.

Yes

I don’t know

Audiences

For each audience below let us know who you talk to or need to communicate to through your social media channels. For example – your primary audience might be donors, your secondary might be those you serve, your tertiary might be those who don’t know who you are. Be as detailed as possible with age and other demographic information.

Primary

Secondary

Tertiary

Goals

What are your top 3 goals for your social media?

Common goals: increase followers, increase engagement, stay relevant, fundraise, spread awareness, communicate with donors, communicate with those we serve?

If you have a fundraising goal? Do you have a specific amount, and if so, what is it?

What are any other goals you might have or objectives you need to meet with your social media platforms?

Bandwidth

Who is currently running your social media?

Dedicated Staff Person

Multiple Staff Members

Volunteer/s

No One

Other

How many hours per week are available to be spent on your social media content creation, posting, etc…

Anything else?

Are there any other things that you would like us to know as we are evaluating your social media efforts?

For example – do you have something you are trying to overcome? (like negative press or a negative reputation) Are you rebranding or changing direction/focus?

Social Media Audit