Whenever I advise my clients to create a social media policy outline, they always respond by asking what it should say. There are several different approaches you can take when creating a social media policy. Aim to make the policy specific and relevant to your firm. Also make sure it coincides with your compliance regulations. Here are a few simple steps to get you started.

First, address the purpose of social media. Why is your business using social media? Why are you crafting a social media policy? What should a reader take away after reading about your policy? These are all important questions that need to be addressed in the introduction of your policy outline. In essence, you need to set the stage and make sure everyone is clear on the “why’s.”
Define “social media.” Next is the “what.” What is social media? What social-media platforms is your business going to be using? Once again, it is important to lay the groundwork. Assume your readers aren’t well versed in social media.

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