Templates

30-60-90 day plan for social media managers

On this page
  1. Start with an access audit
  2. Days 1-30: Control, listen and baseline
  3. Days 31-60: Own the calendar and the community
  4. Days 61-90: Tie social to a business goal
  5. Disclosure when employees and creators post
  6. What "on track" looks like
  7. A filled example
  8. Questions for the check-ins
  9. What the hiring manager owes the new social media manager
  10. Common mistakes
  11. Adapting the plan
  12. Questions people ask

A social media manager inherits channels that never stop. Posts are scheduled for next week, comments arrive overnight and a complaint can spread before anyone in the office has had coffee. Unlike most roles, a social media manager is publicly visible from the first day, and a mistake in week one is a screenshot forever. A useful 30-60-90 day plan for social media managers starts with control, who can post and how complaints are escalated, then builds a measured baseline before changing what the brand posts.

This plan is for the marketing manager, head of brand or business owner hiring someone to run the organization's social channels. If the role is broader, owning the whole marketing budget and channel mix, use the 30-60-90 day plan for marketing managers. The general template is the 30-60-90 day plan template for new hires.

Start with an access audit

Before posting anything, a new social media manager should know exactly who controls each account. Inherited setups often include accounts registered to a former employee's personal email, an agency that still has admin rights, or a shared password in a document many people can read.

CheckWhat good looks likeCommon gap
Account ownershipAccounts registered to a company email or business manager the company controlsPersonal account of a past employee as the only admin
Admin rolesAt least two current employees as admins; others with lower rolesFormer staff or agencies still listed
Login securityTwo-factor authentication on; credentials in a password managerShared password in a spreadsheet
Connected toolsA known list of scheduling, listening and analytics tools with accessOld tools still connected with posting permission

Days 1-30: Control, listen and baseline

Goals

  • Complete the access audit and fix the serious gaps with the hiring manager and IT.
  • Keep the existing content calendar running; publish scheduled posts after checking them.
  • Read through recent comments, messages and mentions on every platform and note recurring questions and complaints.
  • Pull the last 90 days of performance by platform and post type, and agree the definitions with the hiring manager, especially engagement rate.
  • Write down, or confirm, the escalation path: who approves a response to a complaint that is spreading, a press question, a safety issue or a legal threat.
  • Meet the people who feed the channels: product, customer support, sales, HR for employer brand, and any agency or creators.

Deliverables by day 30

  • The completed access audit, with fixes done or scheduled.
  • A 90-day performance baseline by platform with written metric definitions.
  • A one-page escalation guide signed off by the hiring manager.

Days 31-60: Own the calendar and the community

Goals

  • Own the content calendar and approvals: who reviews what, with what lead time.
  • Set and meet a response-time standard for comments and messages during business hours, and decide how out-of-hours issues are handled.
  • Run one test at a time against the baseline, for example short video against static images on one platform for four weeks.
  • Write or update the voice and style guide with real examples of good replies and posts.
  • Build a monthly report that leads with the agreed business outcome, not follower counts.

Deliverables by day 60

  • Four weeks of posting from the new manager's calendar, with approvals on time.
  • Response times tracked against the standard.
  • The first monthly report, with the first test's result.

Days 61-90: Tie social to a business goal

Goals

  • Agree one business goal social will support next quarter, such as sign-ups, event registrations or applications to open roles, and set up tracking that can measure it, for example tagged links.
  • Decide which platforms to prioritize and which to maintain at a lower effort, based on the baseline and the tests.
  • If the role includes employee advocacy, creators or influencers, put written guidelines in place covering disclosure and approvals.
  • Write the next quarter's plan: themes, cadence by platform, tests and budget for paid promotion if any.

Deliverables by day 90

  • A quarterly plan the hiring manager approves.
  • Tracking in place for the business goal, with a first month of data.
  • A social media playbook: access, escalation, voice, approvals and reporting.

Disclosure when employees and creators post

Many social roles now include employee advocacy programs or paid creators. As of October 2026, the FTC's guidance on its Endorsement Guides says employees who promote their employer's products on social media should disclose that relationship, and that a company should have reasonable programs to train and monitor the people who promote it. Handing part of a promotion program to others does not remove the company's responsibility. This is not legal advice; involve counsel for paid or incentivized campaigns, and make disclosure part of the day-90 guidelines rather than an afterthought.

What "on track" looks like

CheckpointOn trackWorth a direct conversation
Day 30Access audit done; baseline with definitions; escalation path agreed; no off-brand postsChanged the feed's style before measuring it; does not know who has admin rights
Day 60Calendar and approvals running; response times tracked; one clean test completedSeveral changes at once with no way to tell what worked; replies left for days
Day 90A plan tied to a business goal with tracking; playbook writtenReports still lead with follower counts; no link between social and any outcome

A filled example

Social media manager: Jade Whitfield (invented), first dedicated social media manager at a regional chain of fitness studios, reporting to the marketing manager.

Day 30: Found the main Instagram account was attached only to a former studio manager's personal profile, and two old scheduling tools still had posting rights. Moved ownership into a business account with two admins and removed the old tools. The baseline showed most class bookings from social came from one platform.

Day 60: Ran a four-week test of instructor-led short videos against class schedule graphics; the videos drew more link clicks to the booking page. Set a same-business-day reply standard for messages, mostly booking questions.

Day 90: Agreed with the marketing manager to measure trial class bookings from tagged links. Wrote creator guidelines with disclosure requirements before the first paid partnership with a local athlete.

Questions for the check-ins

  • Which account would cause the most damage if someone else gained control of it today?
  • What do people ask us in comments and messages that our website should already answer?
  • Which post type are we making because we always have, not because it works?
  • When did you last need the escalation guide, and did it work?
  • Which team sends you the most useful material, and which sends you none?

What the hiring manager owes the new social media manager

  • Admin access to every account and tool, set up before day one where possible.
  • A named approver for sensitive responses, reachable outside office hours.
  • Access to the business data the goal depends on, such as site analytics or the booking system.
  • A realistic scope. Running five platforms well with one person is rarely possible; agree which ones matter most.

Common mistakes

MistakeResultFix
Skipping the access auditLocked out of an account when a former employee leaves the platformAccess audit in week one
Rebranding the feed immediatelyPerformance dips with no explanationBaseline first, one test at a time
No escalation pathA complaint handled badly in public, or ignoredOne-page escalation guide by day 30
Measuring only engagementSocial seen as a cost with no returnOne business goal with tracking by day 90

Adapting the plan

  • Consumer brands with high message volume: community management may be a team rather than one person. Add a day-60 goal to set up tagging of messages by topic so recurring complaints reach the product or support teams.
  • B2B companies: the main channel is often LinkedIn, and much of the reach comes from employees and executives posting as themselves. Shift the day-90 goal toward an advocacy program with written guidelines, and toward leads or event registrations as the business outcome.
  • Regulated industries: in financial services, healthcare and similar fields, add the compliance review process and any record-keeping rules for social posts to the first 30 days, and agree approval lead times before owning the calendar.
  • Agency-supported roles: if an agency creates the content, the new manager's first 30 days should include the agency contract, its reporting and who owns the account access.

If you are still hiring, the interview guide for marketing roles and the marketing manager phone screen questions cover how to test measurement and judgment, not just creative portfolios.

Questions people ask

What should a new social media manager do in the first week?

Audit account access: list every brand account on every platform, who has admin rights, which personal accounts are attached to them, where the login details are stored and whether two-factor authentication is on. A brand account controlled through a former employee's personal profile is a common and serious gap that should be fixed before anything else.

Which metrics should a social media manager own?

A small set agreed with the hiring manager: reach or impressions, engagement rate on a consistent definition, follower growth on the priority platforms, response time to messages and comments, and one business outcome such as site visits, sign-ups or leads from social. Vanity metrics alone make it impossible to judge whether the work matters.

When should a new social media manager change the brand's voice or posting strategy?

Not in the first month. Keep the existing calendar running while building a baseline, then test one change at a time from the second month so the effect can be measured. A full rebrand of the feed in week two usually produces a dip nobody can explain.

Does a social media manager need to know about advertising disclosure rules?

Yes, if the role involves employee advocacy, influencers or creators. As of October 2026, the FTC's Endorsement Guides say people endorsing a company's products should disclose a material connection, such as employment or payment, and that companies should train and monitor those who promote them. This is not legal advice; check with counsel for specific campaigns.