MAP CHANNELS TO RESPONSIBILITIES
Use C1 and C2 for channels. Separate content production from permission to publish.
Business Services · FREE PREPARATION PACK
Social media calendar, approval and response-scope workbook
A post can be ready to design but not ready to publish. This helpful preparation resource from PickYourPro.ai helps you connect each channel and calendar item to the person supplying content, the person reviewing it and the person allowed to publish it. It also keeps community replies, pause requests and reporting separate, so two management proposals can be compared on the work they actually cover.
Download free PDF ↓Ready for proposals? Start a request ↗
Preparation only, not a content strategy, posting schedule recommendation, advertising or platform-policy guide, accessibility certification, permission-setting instruction, privacy or legal advice, or a promise of reach, leads or sales. Keep passwords, access tokens, customer messages, private strategy and personal details out. Record roles and process questions, not credentials.
START HERE
How to use this resource
Use channel labels such as C1 and calendar-item labels such as P1. For each item, keep its version, reviewer and publishing decision together. Ask what happens if approval is missing, a change arrives after scheduling or someone requests a pause. Define which response categories the manager can handle and which need the client's decision. Mark unanswered points as unresolved. This workbook does not authorize publishing or grant account access.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
FOLLOW ONE CALENDAR ITEM
Use P1 and a version label. Keep unresolved approval separate from permission to publish.
DEFINE REPLIES, REPORTS AND HANDOFF
Tick points discussed. Do not copy customer messages, private account details or credentials.
QUESTIONS FOR THE SOCIAL MEDIA MANAGER
Ask each provider to explain the same workflow, including what happens when a decision is missing.
COMPARE THE SAME MANAGEMENT WORK
Use A and B in every box. Separate recurring management from extra content or campaign work.
USE IT RIGHT NOW
Social Media Management preparation checklist
- Label each channel and separate supplied content, new production, review and publishing.
- Identify the client and provider role responsible for every included task.
- Connect each calendar item to a content version, reviewer and approval decision.
- Ask who supplies and checks captions, text alternatives and other agreed accessibility outputs.
- Agree what happens when approval is late, a version changes or a pause is requested.
- Distinguish approved reply categories from questions that must be escalated.
- Define the reporting period, report contents and how unresolved questions are recorded.
- Clarify the end-of-engagement calendar, content and report handoff without sharing credentials.
Questions to ask a social media manager
- Which channels and content, publishing, response and reporting tasks are included or excluded?
- How will a calendar item move from supplied content to reviewed version to permission to publish?
- Who prepares and reviews agreed captions, text alternatives and other accessibility outputs?
- What happens after a missed approval, a change to scheduled content or a request to pause?
- Which community-response categories can you handle, and how are other questions escalated?
- What reports, open-item records and end-of-engagement materials will we receive?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start a Social Media Management request. Share non-sensitive channel and workflow needs so participating pros can compete with proposals. Compare production, approvals, publishing, response scope, reporting and fit. Availability varies.
Start a new request ↗Participation and availability vary. A channel, content and workflow discussion may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
Download the five-page pack ↓One request. Every pro’s best offer.
More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 15, 2026. This pack has not been independently reviewed by a licensed specialist.
- W3C WAI: Social media platform accessibility ↗
Primary accessibility background used only to ask who supplies and reviews text alternatives, captions and related outputs. The original workflow prompts do not certify accessibility, prescribe a standard or reproduce platform instructions.
Linked organizations do not endorse PickYourPro.ai. Report a correction.