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Guide

How to Write a Social Media Policy for Your Team

You can write a social media policy in an afternoon: it is a short document that says who posts for the organisation, in what voice and how mistakes are handled. This guide gives the seven parts and what to put in each.

Write a social media policy: the seven parts

1. Purpose: why the organisation is on social media. 2. Who posts and who approves. 3. Voice: how you sound. 4. Personal accounts: what staff should and should not say about work. 5. Security: passwords, two-step sign-in and who has access. 6. Replies and complaints. 7. What to do when something goes wrong.

Who posts and who approves

Name the people who can publish and the person who signs off sensitive posts. If clients are involved, agree how they approve. Dripost's roles and review links let an approver see a post exactly as it will appear before it goes out.

Voice, replies and complaints

Describe the voice in three words and give an example of a good reply. Say how fast you reply, and who handles complaints. Decide what you will not answer in public and where to move the conversation.

Personal accounts and confidentiality

Tell staff what they must not share, such as customer details or unreleased plans, and that views on personal accounts are their own. Keep it short and fair, because a long list of rules goes unread.

When something goes wrong

Say who to tell first, who may delete or correct a post, and how to apologise. Review the policy once a year, and after any incident. This is a template, not legal advice, so ask a professional if you work in a regulated field.

Questions

How long should a social media policy be?

One or two pages. A short policy gets read.

Who should write it?

Whoever runs the accounts, with someone from leadership to sign it off.

Does a small business need one?

A short version helps as soon as more than one person posts or approves.