AI Social Media Playbook Template

# AI Social Media Playbook **Organization:** [YOUR COMPANY NAME] **Prepared by:** [YOUR NAME & TITLE] **Date:** [DATE] **Review Cycle:** [QUARTERLY/SEMI-ANNUAL] --- ## Executive Summary This playbook outlines how [YOUR COMPANY] will implement AI across social media operations to reduce operational debt, accelerate content velocity, and prove measurable ROI within [TIMEFRAME]. Rather than adopting AI broadly, we are targeting [PRIMARY HIGH-FRICTION WORKFLOW] where coordination overhead and manual rework are costing us [ESTIMATED TIME/REVENUE IMPACT]. Our approach: pilot one system, measure lift, then scale. **Expected Outcomes:** - Reduce [WORKFLOW NAME] cycle time by [X]% - Increase social content output by [X]% without headcount increase - Improve [METRIC: engagement rate/conversion/pipeline velocity] by [X]% - Establish lightweight governance that enables speed without risk --- ## Part 1: Current State Audit ### Social Media Operational Debt Assessment Identify where time is leaking and revenue is at stake: | Workflow/Process | Current Cycle Time | Manual Handoffs | Approval Layers | Estimated Monthly Hours Burned | Revenue Impact | |---|---|---|---|---|---| | [WORKFLOW 1: e.g., Content Planning & Ideation] | [e.g., 5 days] | [e.g., 4] | [e.g., 2] | [e.g., 120 hrs] | [e.g., Delays campaign launch by 2 weeks] | | [WORKFLOW 2: e.g., Copy & Asset Creation] | [e.g., 3 days] | [e.g., 3] | [e.g., 1] | [e.g., 80 hrs] | [e.g., Limits daily posting cadence] | | [WORKFLOW 3: e.g., Performance Monitoring & Optimization] | [e.g., Weekly] | [e.g., 2] | [e.g., 1] | [e.g., 40 hrs] | [e.g., Slow response to underperforming content] | | [WORKFLOW 4] | [e.g., ] | [e.g., ] | [e.g., ] | [e.g., ] | [e.g., ] | **Total Operational Debt:** [TOTAL HOURS/MONTH] = [COST IN SALARY EQUIVALENT] ### Root Causes of Friction - **Coordination overhead:** [DESCRIBE: e.g., "Content calendar requires sign-off from 3 teams before ideation can begin"] - **Tool sprawl:** [DESCRIBE: e.g., "We use 5 different tools for planning, creation, scheduling, and analytics"] - **Fuzzy ownership:** [DESCRIBE: e.g., "Unclear who owns final approval for brand voice on paid social"] - **Broken handoffs:** [DESCRIBE: e.g., "Analytics data doesn't feed back into planning cycle"] - **Outputs ≠ outcomes:** [DESCRIBE: e.g., "We create 50 posts/month but only 10% drive pipeline activity"] --- ## Part 2: AI Implementation Strategy ### Primary Lever: [WORKFLOW NAME] **Why this workflow first:** - Highest operational debt: [HOURS/MONTH] - Direct revenue impact: [DESCRIBE] - Team readiness: [HIGH/MEDIUM/LOW] - Data availability: [SUFFICIENT/NEEDS PREP] ### AI Intervention Map | Stage | Current Process | AI Intervention | Tool(s) | Expected Lift | Owner | |---|---|---|---|---|---| | [STAGE 1: e.g., Ideation] | [e.g., Manual brainstorm + trend research] | [e.g., AI-powered trend analysis + topic clustering] | [e.g., ChatGPT + [TOOL]] | [e.g., 50% faster ideation] | [NAME] | | [STAGE 2: e.g., Copy Creation] | [e.g., Writer drafts, 2 rounds of revision] | [e.g., AI copy generation with brand voice guardrails] | [e.g., [TOOL]] | [e.g., 60% faster first draft] | [NAME] | | [STAGE 3: e.g., Asset Design] | [e.g., Designer creates 3 variations per post] | [e.g., AI image generation + design templates] | [e.g., [TOOL]] | [e.g., 3 variations in 1/3 the time] | [NAME] | | [STAGE 4: e.g., Performance Analysis] | [e.g., Weekly manual review of metrics] | [e.g., Automated dashboards + AI-flagged anomalies] | [e.g., [TOOL]] | [e.g., Real-time optimization] | [NAME] | --- ## Part 3: Lightweight Governance Framework ### Brand & Voice Guardrails **AI Output Standards:** - All AI-generated copy must align with [BRAND VOICE DOCUMENT/LINK] - Tone checklist: [e.g., "Conversational, not corporate; authentic, not salesy"] - Prohibited topics/language: [LIST] - Fact-checking requirement: [e.g., "All claims must be verified against [SOURCE]"] **Human Review Gates:** - [WORKFLOW STAGE]: [REVIEWER ROLE] reviews [% OF OUTPUT] - [WORKFLOW STAGE]: [REVIEWER ROLE] reviews [% OF OUTPUT] - Escalation path for brand risk: [PROCESS] ### Data & Security Compliance - **Data inputs to AI tools:** [DESCRIBE: e.g., "Anonymized performance data only; no customer PII"] - **Data retention:** [e.g., "AI tool deletes inputs after 30 days"] - **Tool approval:** All AI tools must be approved by [DEPARTMENT] before use - **Shadow AI policy:** [DESCRIBE: e.g., "Team members may not use unapproved AI tools for client-facing work"] ### Ownership & Accountability | Role | Responsibility | Decision Authority | |---|---|---| | [TITLE: e.g., Social Media Manager] | Daily AI tool operation, output review, posting | Approve content for publishing | | [TITLE: e.g., Content Lead] | Brand voice guardrails, quality audits, escalations | Approve AI tool settings & prompts | | [TITLE: e.g., Marketing Ops] | Tool selection, vendor management, compliance | Approve new AI tools | | [TITLE: e.g., CMO] | Strategy, ROI tracking, scaling decisions | Approve playbook updates | --- ## Part 4: Pilot Roadmap & Metrics ### Phase 1: Pilot (Weeks 1–4) **Scope:** [DESCRIBE: e.g., "AI-assisted copy generation for 20 organic posts/week"] **Activities:** - Week 1: Team training on AI tool + brand voice guidelines - Week 2: Generate first batch; human review all outputs - Week 3: Refine prompts based on feedback; reduce review to 50% - Week 4: Measure lift; decide to scale or iterate **Success Metrics:** - Cycle time reduction: [TARGET: e.g., "From 3 days to 1.5 days"] - Quality score: [TARGET: e.g., "90%+ of AI outputs approved on first review"] - Team sentiment: [TARGET: e.g., "80%+ of team reports reduced friction"] ### Phase 2: Scale (Weeks 5–12) **Scope:** [DESCRIBE: e.g., "Expand to 50 posts/week; add AI image generation"] **Activities:** - Automate review gates where confidence is high - Integrate AI outputs into scheduling workflow - Monitor performance data for optimization signals **Success Metrics:** - Output velocity: [TARGET: e.g., "50 posts/week with same team size"] - Engagement lift: [TARGET: e.g., "10% increase in click-through rate"] - Pipeline impact: [TARGET: e.g., "5% increase in social-sourced leads"] ### Phase 3: Optimize (Weeks 13+) **Scope:** [DESCRIBE: e.g., "AI-driven content strategy; predictive performance modeling"] **Activities:** - Analyze performance data to identify winning content patterns - Retrain AI models on high-performing posts - Expand to paid social optimization **Success Metrics:** - ROI: [TARGET: e.g., "$[X] revenue per $1 spent on AI tools"] - Operational savings: [TARGET: e.g., "[X] hours/month freed for strategy"] - Scalability: [TARGET: e.g., "Playbook ready to replicate across [CHANNELS]"] --- ## Part 5: Risk Mitigation | Risk | Likelihood | Impact | Mitigation | |---|---|---|---| | AI outputs don't match brand voice | Medium | High | Weekly brand audit; human review gates; prompt refinement | | Tool vendor changes pricing/access | Low | Medium | Evaluate 2 backup tools; negotiate multi-year contract | | Team resistance to AI workflow | Medium | Medium | Early training; celebrate quick wins; address job security concerns | | Compliance/legal flag on AI usage | Low | High | Legal review of tool terms; document governance framework | | Performance metrics don't improve | Medium | Medium | Adjust AI intervention; test different workflows; extend pilot | --- ## Part 6: Investment & ROI Summary ### Costs | Item | Cost | Notes | |---|---|---| | AI tool subscription(s) | $[X]/month | [TOOL 1], [TOOL 2] | | Team training & change management | $[X] | One-time | | Integration/setup (if needed) | $[X] | One-time | | **Total Year 1** | **$[X]** | | ### ROI Calculation **Time savings:** - [HOURS/MONTH] hours freed × $[HOURLY RATE] = $[X]/month - Annual savings: $[X] **Revenue impact:** - [X]% increase in social-sourced pipeline × $[PIPELINE VALUE] = $[X]/year **Net ROI (Year 1):** $[X] – $[COSTS] = **$[X]** ([X]% ROI) **Payback period:** [X] months --- ## Approval & Next Steps **Approved by:** - CMO: _________________ Date: _______ - [STAKEHOLDER]: _________________ Date: _______ **Next milestone:** [DATE] – Kick off Phase 1 pilot **Questions or feedback:** Contact [NAME] at [EMAIL]