5 Things you Should Review on Your Social Media for the New Financial Year

marketing social media strategy Nov 02, 2021

The new financial year is a great time to step back and take a look at your social media progress for 2021. Did you start the year with the best intentions but still haven’t made the progress you wanted?

If your engagement is down, results aren’t happening or it just needs a kick in the pants, here are 5 things I’d take a look at for the new financial year.


Review Your Platforms

If it has been a while since you’ve taken a look at your individual channels, now is a great time to do that. Here is what I’d look at: 

  • Are there any channels that aren’t working that we should let go?
  • Are there new high performing channels or opportunities we should explore this year? Consider Instagram Stories, Reels, TikTok, Facebook Fundraising tools to name a few. 


Are you Engaging Your Ideal Audience?
To get above average results on social media, you need to be 100% clear on exactly who the ideal audience is for each of your social media channels. Do you know how old they are? Where do they live? Their financial situation? What do they worry about? What gets them excited? 

If you don’t know – put an Ideal Audience Avatar planning activity on your to do list. This will help you get clearer on who you’re talking to and what they want to hear from you. 


Set Your Content Planning Process

The best thing you can do for your future self, is setting up a really good content planning process. It will save you literally hours every single month. 

  • Have a process for collecting new post ideas. Each time someone makes a suggestion or you have an idea, write it on a post-it note, in a Trello board or on a spreadsheet, so you can go back to it each month.
  • Schedule a monthly deadline for content ideas and communicate it to your team. Show them examples of the types of content you’d love to see from them. 
  • Map out your content pillars – every company should have 4-6 key pillars.
  • Purchase or create content planning checklists to maximise your time. This will help you keep your content focused and on track each month.
  • Book out half a day to a day each month (depending on number of channel & frequency of posting) for planning your content for the next 30-days. Make these days non-negotiable! 
  • Get yourself set on a scheduling tool and make sure your posts are ready to go for the month – then they will happen, no matter how busy your week gets. 
  • Book time in your diary for engaging with people on social media as your channel as well as monitoring and responding to comments. 


Review Page Guidelines

When was the last time you looked at your Page guidelines or rules for your Facebook Group? A lot of things have changed in the past year or so and this might be a perfect time to go through them and make sure they still cover everything they need to.


Get a Mentor

If you’re not where you want to be with your social media yet, I can’t recommend getting a mentor highly enough. Find someone who has done what you want to do with a proven track record and ask if you can pick their brains. 

Get them to audit what you’re doing so far and make recommendations or find the opportunities you might have missed. A fresh perspective makes a HUGE difference particularly if you only have a small team.


If you need some help with any of the above, make sure you check out the awesome resources currently in our End of Financial Year Flash Sale.

These great resources are all 50% off including:

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