Marketing Social Media

How to become a successful social media planner?

Why social media planner?

Social media strategy is more than simply planning; it keeps businesses on track. It entails strategizing, maintaining current trends, and focusing on audience targeting, among other things. Therefore, a social media planner calendar gives the team a clear, centralized direction to manage, update, and coordinate social media campaign ideas and strategies, thus a social media planning calendar is very useful. Social media planner tools may help you sketch your entire strategy, including each campaign, target demographic, destination, and content. You’ll be able to track both your time and your costs in one location. This not only makes it easy for your team to interact and remain on top of things, but it also saves time when looking for related content and dealing with last-minute decisions. 

Now, let’s look at some reviews from renowned social media strategists on how to become a successful social media planner.

As per the experience of Jordyn McCarthy | Marketing Assistant at Basubu

“To become a successful social media planner, one needs to be acutely aware of the latest trends on social media and what exactly it is that your target audience is looking for when they spend time on social media. By aligning your brand with their intentions, you are more likely to make relevant and high-quality impressions. By quickly adapting to new trends such as video content, you will be favored by social platforms, which will lead to prioritization of your work in a sea of content!”

2. The calendar synced with the entire team.

Karlyn Ankrom | Founder & Lead Strategist of Oh Snap! Social says

“A quick tip! A necessary piece of your strategy is getting an editorial calendar together with the entire team. This calendar should include upcoming events, new products or services that are being launched and when, upcoming sales and promotions, annual retreats, customer appreciation days, etc. By having these events on a calendar ahead of time, it’s easier to figure out what content goes where and when. This type of foresight leads to less stress, more intention, and clarity for the social media team to once again align with the business goals!”

Yesim Saydan | Social Media Strategist at Your Social Media Expert

“The best way to get a high Reach for your content is to join the big conversation that is already happening instead of you creating a new one.

So plan your content according to news and the national days that relate to your industry. For example, right now is the perfect time to mention what your company is doing for Ukrainians.”

4. Look into the big picture.

Coming from Morshed Alam | Founder & Editor at Savvy Programmer

“It’s important to have a strategic mindset and think about the big picture when trying to become the best social media planner.” You need to consider who your target audience is, what you want them to do (such as visit your website or buy your product), and what kind of content will resonate with them.”

5. Focus on the target market

According to Farhan Advani | Director of Marketing of Buy Here Pay Here

“To be a successful social media posts planner, you must be aware of the target market that you are going to follow through your social media.Try to have a social media planner notebook to help you keep track. After selecting the market, you need to have a pattern of the habits the target market uses social media, how they see things, and interpret things they see on social media. It is also important that the language should be used according to the target market. For example, if you are targeting young teen school kids, you need to be cool enough with your content to grab the attention of your targeted people. As they would be using social media posting planner during the evening and at night mostly so the post should be scheduled in time matching the usage time of the targeted people. The graphics and colors should be according to the audience that is going to be captured, so the post doesn’t get ignored. Lastly, the captions of the social media post should be carefully written. Not anything should be written for the sake of attention that can backfire on you in terms of any controversy. Easy, sensible, and catchy enough to grab the attention, the caption should be written.”

6. Consistency is the key.

As per the review of Olga Voronkova | Co-Founder of KeyUA

“Social media craves consistency. As one must regularly water his/her plants to get desired fruits, social media is the digital plant that must be watered with engaging content.”

7. Know what to post and when to post.

Olga Voronkova | Co-Founder of KeyUA, 

“Apart from the basic principles of making an attractive social media profile, another fundamental thing that must be taken into consideration is 𝘄𝗵𝗮𝘁 𝘁𝗼 𝗽𝗼𝘀𝘁 𝗮𝗻𝗱 𝘄𝗵𝗲𝗻 𝘁𝗼 𝗽𝗼𝘀𝘁. These include content quality and quantity. The content must be related to the niche of the account holder. It must have a 𝘂𝗻𝗶𝗾𝘂𝗲 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗽𝗼𝗶𝗻t (USP) to attract viewers. Along with 𝗨𝗦𝗣, it must be of premium quality and should never lack in quantity. Make sure you are frequently posting. 𝗧𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺 𝗼𝗳 ‘𝘄𝗵𝗲𝗻 𝘁𝗼 𝗽𝗼𝘀𝘁’ 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗲𝗮𝘀𝗶𝗹𝘆 𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲𝗱 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗵𝗲𝗹𝗽.𝗼𝗳 𝘀𝗼𝗰𝗶𝗮𝗹 𝗺𝗲𝗱𝗶𝗮 𝗽𝗼𝘀𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗰𝗮𝗹𝗲𝗻𝗱𝗲𝗿 𝗼𝗿 𝗮𝗱𝘃𝗮𝗻𝗰𝗲 𝗽𝗼𝘀𝘁 𝗽𝗹𝗮𝗻𝗻𝗲𝗿 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 .𝗧𝗵𝗲𝘀𝗲 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗵𝗲𝗹𝗽𝘀 𝗮𝗺𝗮𝘁𝗲𝘂𝗿𝘀 𝘁𝗼 𝗽𝗹𝗮𝗻 𝘁𝗵𝗲𝗶𝗿 𝘄𝗲𝗲𝗸𝗹𝘆/𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗽𝗼𝘀𝘁 𝗰𝘆𝗰𝗹𝗲. Choose a particular time of the day (depending on the time zone you are in) to post so that it could appear in the feed of maximum people to increase engagement. Once the planner gets the hang of the type of content that works well with a specific set of sincere audience, it is a smooth slope.”

8. A good approach to social media.

Steven Walker | CEO of Spylix shares his personal experience

“To become a successful social media planner, one should have a good approach to social media first. He should be familiar with the merits and demerits of social media.

My personal experience-

I was working on a social media campaign for my company. I had to promote my ads and invite some content writers. I used LinkedIn and posted an ad for employee interviews, and shared the applications of our organization. I received hundreds of comments from applicants and thousands of likes on the post. LinkedIn helped me in finding employees as well as in promoting my business. Except for LinkedIn, we can also promote our businesses on Facebook by creating a page. It will give an exposure to the organization.”

9. Expertise in the required field.

Joe Davies | Founder of Fatjoe, says

“It has been more than 2 years since I first decided to become a social media planner. I was a complete newbie back then, but I learned quickly and realized that social media planning is not an easy task.

In my experience, the key to becoming a successful social media planner is to understand that the role is more about being a strategist than just posting on Twitter or Facebook. To be successful, you have to have some kind of expertise in your industry. For example, if you are a PR person or marketer, you are already halfway there because you already have some experience in understanding how different audiences consume information. You need to be able to put yourself in the shoes of the audience and work backward from there.”

10. Identify and track audience interest.

Jas Banwait Gill | Growth Manager of SnackMagic

“Understanding and defining your target audience will help you create content that better addresses their pain points. A lack of conversions often comes down to an incomplete or incorrect target audience definition. Delving into the social media data of the people who follow your brand can supply you with their age, gender, languages, and locations. You can also identify your audience’s interests, which can help you optimize your content strategy to address their needs at different stages of the customer journey. Social media data can also provide valuable insights into behaviors, sentiment, the share of voice, and more. Using this information, you can focus your messaging on the right market and the people who are most likely to buy from you.”


Lyle Florez conclusively covers the major areas to becoming a successful social media planner. According to Lyle Florez | Founder of EasyPeopleSearch

“To become a successful social media planner, there are certain things you need to have in mind. It is not easy from the beginning. You need to understand so many things and set your mind to accept criticism.

How to become a successful social media planner;

Set marketing goals: I established my goals and objectives by choosing social media marketing that aligns with my business objectives. The goals should be attainable, relevant, specific, and time-bound.

Know your audience: I had a clear understanding of who my audience is and what entices them. Things you should know or understand about your audience are age, location, age, average, and interest.

Do away with assumptions: This helped me restrategize and have a better target audience. For example, when I started as a beginner, I assumed which social media network would fit my objective. It led me to try all the social media networks out, wasting my time.

Analyze your competitors: conducting a competitive analysis gave me a better understanding of who my competitors are and the area they are doing well and not doing well. This understanding will help you set your social media target.

Run a personal social media audit: I always take time to take note of my efforts so far by asking personal questions like; the people that engage with me? The social network that my target audience uses? Is my social media presence competitive enough?.”