Social media agencies or freelancers providing relevant services normally need a document to effectively communicate their scope of work to their clients and prevent unclear objectives, and scope creep. For this purpose, a free template is provided. It has sections for writing the project overview, goals and objectives, platforms, content creation, engagement, and advertising. It also allows you to write the reporting, budget, payment terms, and additional services. You can also write terms and conditions and approvals in this template. It is easily customizable, allowing you to add or remove any section per your need.
By the start of this template, you can write your client name, agency name, and project start date.
The main sections of this template are:
Project Overview
The overview of a social media project can increase clarity and alignment while guiding stakeholders about the overall social media project’s scope. In this section of the template, you can write a brief description of the project and its objectives.
Goals and Objectives
Understanding the goals and purpose of a social media project can increase alignment, communication, and evaluation chances. It has sections for writing the goals and objectives, such as increasing brand awareness and driving website traffic. A metric is provided to evaluate these objectives. You can also set targets for these objectives that you want to achieve.
Platforms
Depending on your target audience, you can choose the platforms where you want to run your social media campaign. In this section of the template, you can write the names of platforms, such as Facebook, Instagram, X, Linkedin, and YouTube.
Content Creation and Posting
According to the client’s need for the social media scope of work, you can post content to their desired platforms. By doing so, you can increase their online presence and brand awareness. In this section, you can write the content types, such as image posts, video posts, and blog shares. You can also choose their frequency (3x weekly, 2x, or 1x a week) and platforms, like Facebook, Instagram, Linkedin, and X.
Engagement and Community Management
Engaging with the audience and managing the community plays an integral role in the social media scope of work. These can assist in defining the responsibilities, expectations and ensuring consistency. This section allows you to write the relevant tasks, such as responding to comments and messages within 24 hours, engaging with followers content at least three times a week, and hosting monthly Q&A sessions or live streams.
Advertising and Promotions
Advertising and promoting content on social media is necessary to define a content strategy, allocate a budget, plan campaigns, and monitor performance. In this section of the template, you can write the campaigns, such as brand awareness campaigns, product launch campaigns, and more. You can also select the platforms (Facebook, Instagram, or X) for these campaigns, duration, and expected outcomes, which can be 10,000 website visits or 200,000 impressions.
Reporting and Analytics
Reporting the progress in social media scope of work is mandatory to evaluate performance, identification of trends, and continuous improvement. In this section of the template, you can write the report type, which can be weekly or monthly. It also allows you to write content, such as basic metrics (engagement rate, follower growth) and comprehensive insights, recommendations, strategy adjustments, and more. The frequency of the content can also be selected, including the delivery method (i.e., email or in-person meeting).
Budget
Mentioning the budget details can assist in proper resource allocation, cost estimation, and budget estimation. This section allows you to write the particulars of budget items, such as content creation, advertising and promotion, community management, reporting and analytics tools, and budget items. You can also write brief descriptions, such as for content creation, graphics, videos, and blog posts can be written. Similarly, for advertising and promotions, you can write Ad spend, creative design, and more. On the left side, you can write the amount of these items. By the end of this template, you can mention the total budget and total amount.
Payment Terms
A payment terms section is added to increase financial clarity and transparency. Here, you can write the payment terms, such as 50% upfront, 30% after the first month, and 20% upon completion.
Additional Services
The additional services section promotes flexibility and expands the scope of social media work. It can also help in managing the changes. Here, you can write additional services, such as influencer partnerships, photography and videography services, and social media training and workshops.
Terms and Conditions
By mentioning the terms and conditions related to the social media scope of work, both parties can have legal protection, scope clarification, risk alleviation, and compliance. In this section, you can write the terms, such as confidentiality agreement, intellectual property rights, and termination clauses. You can also write the legal terms and conditions regarding the project.
Approval
By the end of this template, both parties, i.e., the client and the consultant can write their signatures, including the date.
This template is professionally designed with a clean and easy-to-use interface. It provides flexibility to edit any part of a section or layout per your need. It is optimized for printing. You can use it online, as well as it is available in multiple file formats, such as ODT, DocX, DotX, and Google Docs. Overall, it resolves your problems of miscommunication and misunderstandings while defining the scope of social media work.
