KSM / SOCIAL MARKETING KELOWNA
SOCIAL MEDIA ENGAGEMENT CHECKLIST
Free planning resource. Updated 24 October 2026.

SET YOUR BOUNDARIES
Responsible person: ____________________________
Engagement window / time budget: _______________
Questions this person can answer: ______________
Escalation contact: ____________________________

DAILY
[ ] Read recent comments, mentions and messages on the channels you manage.
[ ] Answer practical questions with confirmed facts.
[ ] Escalate commitments, complaints or questions outside your authority.
[ ] Protect private details; move sensitive matters to an appropriate direct business channel.
[ ] Read a small selection of relevant local, partner or community pages.
[ ] Contribute only when you have a useful, truthful reason to participate.
[ ] Avoid copied promotions, automated comment blasts and unwanted direct messages.
[ ] Save recurring questions as future content ideas, without personal information.
[ ] Record follow-ups and assign an owner.
[ ] Record time used and stop at the agreed limit.

WEEKLY
[ ] Check unresolved questions and handoffs.
[ ] Turn a recurring question into a clear answer on the website or in the next content plan.
[ ] Review which conversations were relevant and useful.
[ ] Update the list of pages you follow when relevance changes.
[ ] Compare planned and actual time, then adjust the next week.

TIME AND LEARNING LOG
Date: ____________________ Minutes used: _______
Useful question / observation: _________________
Follow-up: ____________________________________
Owner and due date: ____________________________

This is a routine for thoughtful participation, not a guaranteed follower-growth method.
Ask a provider which replies and community interactions are included in its agreed scope.
Do not put customer personal details or account passwords in this document.

Related resources on this site:
/resources/social-media-time-cost-calculator/
/resources/social-media-content-calendar/
/resources/social-media-engagement-checklist/