Monthly Social Media Content Planning Form
About this template
This template helps social media professionals gather the information required to create and schedule a monthly content plan. It covers business and audience context, platform priorities, monthly goals, content formats, creative guidelines, campaigns, assets, reporting, compliance needs, and publishing consent.
Who it’s for
- Social media managers planning monthly content for client accounts
- Marketing agencies collecting a monthly social media brief
- Businesses outsourcing content creation and scheduling
- Brands coordinating promotions, launches, or events across social platforms
When to use it
- At the start of each monthly social media planning cycle
- Before creating a content calendar, captions, visuals, or video concepts
- When a client has new promotions, launches, events, or seasonal priorities
- Before scheduling approved posts to a client's social accounts
Customization tips
- Add the specific social platforms your business manages if the listed options do not cover them.
- Include fields for account access or publishing permissions only if your workflow requires them.
- Adjust the reporting options to match the performance metrics and review schedule you offer.
- Add industry-specific compliance questions when posts require regulated disclosures or approval steps.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Monthly Social Media Content Planning Form
Business & Audience
Tell us about your business, target audience, and any monthly priorities so content aligns with your goals.
The name we should use on social profiles and captions.
A short summary we can use to craft on-brand messaging.
Include demographics, pain points, and buying behaviours where relevant.
Select the platform(s) you want us to prioritize this month.
Monthly Goals & Messaging
Define what success looks like this month so we can tailor content to meet your objectives.
Select all that apply.
Optional—use if you selected 'Other' or want to add targets.
Examples: seasonal campaign, product launch, behind-the-scenes, educational content.
Content Types & Frequency
Tell us what content formats you prefer and how often you'd like posts.
Select all formats you want included.
How many posts per week would you like across the selected platforms?
How do you prefer to review and approve content?
Branding & Creative Guidelines
Share brand assets, tone, and visual direction to keep content consistent with your identity.
Select the tone we should use in captions and copy.
List main brand colors or provide a style guide file below. Optional.
Notes for designers and copywriters to keep on-brand. Optional.
Please upload high-resolution logos, brand guidelines, fonts, or a PDF style guide.
Examples of content you like (screenshots, links, or creative briefs).
Campaigns, Promotions & Key Dates
Share any launches, sales, events, or dates we need to plan content around this month.
Include promo codes, CTAs, or special messaging if applicable.
Add dates for events, product launches, or promotions we must schedule content around. You may submit multiple dates in a single response.
Assets & Logistics
Tell us what assets you can provide and any logistical details for content creation.
Let us know if we'll be supplied with media or if we should produce it.
Provide the highest-quality files you have. If large, compress into a single ZIP.
Share a folder (Google Drive, Dropbox, etc.) with assets or a brand drive. Optional.
If you have time preferences for posting, let us know. Optional.
Reporting & Budget
Notes about reporting frequency, paid social budget, and any tracking requirements.
How often would you like performance reports?
If you plan to run ads, enter the budget in your local currency. Leave blank if none.
Legal & Permissions
Permissions, disclosure needs, and any mandatory legal text we must include.
Select any rules we must follow in posts.
We will include this verbatim where required. Leave blank if none.
Final Check & Sign Off
Confirm approvals and provide any final notes for the monthly content plan.
Anything else the social manager should know. Optional.
This confirms permission to publish approved content to your social accounts.
Sign here to confirm the information above and approve content planning for the month.
Draw a signature in the box above
