Checklist Resources




Networked Mindset
Institutional Support
Communications Strategy


  • Sample Job description for social media employees
  • Sample of integrated social media responsibilities for all staff
Social Channels
  • Decision making tree for selecting platforms.
  • List of top platforms (Facebook, Twitter, LinkedIn, YouTube, Tumblr, Pinterest, etc)
  • Infographics summarizing stats and figures for platforms checklist for steps for testing and measuring pilots on new platforms


Relationship Mapping
  • Sticky Notes
  • LinkedInMaps
  • Klout
Influencer Research
  • Klout
  • SocialMention
  • Radian6
  • Measuring Networked Nonprofit Book
Brand Monitoring
  • Google Alerts
  • SocialMention
  • Radian6
  • How to Set Up A Listening Dashboard Brand Monitoring Checklist - addendum of Measuring Networked Nonprofit Book


  • Editorial calendar templates
  • Checklist for content curation
  • Idea Dashboard
  • Content Pipeline process
Social Content Optimization
  • Guidelines for social content optimization by channel Sources fo monitor to keep up to date on social optimization trends
  • Sample spreadsheet templates for measuring performance of content


Ladder of Engagement
  • Sample ladder of engagement
  • Sample survey or qualitative research template
  • Checklist or questions to guide discussion to develop customized ladder
  • Measuring Networked Nonprofit Book
Influencer Engagement
  • Sample influencer or champion "tool kits" or checklist
  • Hootsuite
  • Google Alerts
  • Radian 6


Social Collaboration
  • Sample collaborative editorial calendar
Social Events
  • Guide to hosting online events
Social Fundraising
  • Facebook Causes
  • Kickstarter
  • Crowdrise
  • Razoo


  • Sample spreadsheets and summaries
  • Sample visual reports (infographics)
  • Measuring Networked Nonprofit Book
  • Facebook Insights
  • Hootsuite
  • Klout
  • Radian6
  • Measuring Networked Nonprofit Book
  • Guidelines for formal reflection process
  • Measuring Networked Nonprofit Book


  • Facebook
  • Twitter
  • Google Analytics
  • Facebook Insights
  • Hootsuite
  • Klout
  • Radian6
  • Twitter
  • Buffapp
  • Communalytics
  • Metricly
  • Crowdbooster
Thought Leadership
  • Sample conversion rate tracker


Printable Version of Launch Packet
FFL Launch Packet.pdf

Facebook Links

Finish Line Project
View more presentations from Beth Kanter.

chat-full transcript: chat.txt
Link to Recording


  • Research, write, and approve social media policy that includes Facebook specific guidelines and helps expands capacity to support page

Resource: Example policies, advice about process:

Resource: Mayo Clinic blog and social networking policy:

  • Write and post community guidelines on Facebook Page

Resource: Examples:
Your community participation guidelines for Facebook can be a brief and simple reminder about civility and respect and deleting in appropriate comments.

  • Identify SMART social objectives for your organization's Facebook Page

Resource: See #2

  • Adapt and flesh out the "Valid Measurement Grid" for your organization's Facebook Page, including a ladder of engagement and the most important metrics for influencers and target audience

About the Valid Metrics Grid
See #3

  • Develop and write a implementation plan for Facebook tactics that include: getting attention, engagement, micro content strategy, and measurement system


  • Review spreadsheet of Facebook metrics and reflect on what is working, not working and adjust, share what you learn with colleagues in the closed Facebook Group

Ultimate Facebook Spreadsheet
View more documents from Beth Kanter.

Download the spreadsheet from SlideShare and modify

Resource: Momrising, Joyful Funerals

Just found this site to help create a social media policy. Thought I would share for those who are in the same position we are, creating a social media policy for their organization.
Example: The Packard Foundation's Social Media Philosophy, Guidelines, and Tips

MomsRising's Key Metrics

Here's a great flowchart on responding to online feedback:

These charts are great for thinking about your social media metrics in relation to your overall goals: