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- Agenda: filled example (CSV) · blank (CSV)
- Numbers to bring: filled example (CSV) · blank (CSV)
- Decisions and actions: filled example (CSV) · blank (CSV)
In Google Sheets: File, Import, Upload, then pick the CSV.
What's inside
- A 45-minute agenda: each item with its time, who leads it, what to bring and what it should produce
- A numbers sheet listing the figures to bring, their source, this month, last month and the change
- A decisions and actions log, with an owner, a due date and the status at the next meeting
- A filled example for Penrose & Hale, a fictional accountancy firm (every figure is made up), and a blank CSV of each sheet
How to use it
- Book the same slot each month, in the first week, so the month's numbers are complete.
- Fill the numbers sheet before the meeting, not during it. Everyone should read it first.
- Start by checking last month's actions. A review that never checks its own actions stops being useful.
- Spend most of the time on what to change, not on reading figures aloud.
- End every agenda item with a decision or an action, even if the decision is to carry on.
- Give each action one owner and a date, and send the log round the same day.
Preview: Agenda
A filled example for a made-up small business.
| Time | Item | Lead | Bring | What it should produce |
|---|---|---|---|---|
| 0:00 to 0:05 | Last month's actions: done, not done, and did they work? | Amira (marketing) | Last month's actions log | Each action closed, carried over or dropped |
| 0:05 to 0:15 | Results against this quarter's goals | Amira | Numbers sheet | On track, behind or ahead for each goal |
| 0:15 to 0:25 | Best and worst three posts, and why | Amira | Post tracker | One thing to do more of, one to stop |
| 0:25 to 0:30 | Questions and comments from clients | Jon (partner) | Notes from client calls and messages | Ideas for next month's posts |
| 0:30 to 0:40 | Next month: dates, campaigns and changes | Amira | Draft calendar | Agreed priorities for next month |
| 0:40 to 0:45 | Actions and owners | Jon | Actions log | Every action has one owner and a date |
Preview: Numbers to bring
A filled example for a made-up small business.
| Metric | Source | October 2026 | September 2026 | Change | Comment |
|---|---|---|---|---|---|
| New enquiries that mentioned social media | Enquiry form question | 11 | 7 | +4 | Tax deadline posts started |
| Website visits from social (tagged links) | Website analytics | 412 | 298 | +114 | |
| LinkedIn followers | LinkedIn page analytics | 1,206 | 1,171 | +35 | |
| LinkedIn posts published | Post tracker | 9 | 8 | +1 | |
| Facebook posts published | Post tracker | 6 | 8 | -2 | Two missed during the busy week |
| Newsletter sign-ups from social | Email tool | 23 | 15 | +8 | |
| Hours spent on social media | Timesheets | 14 | 12 | +2 | |
| Note | All figures are made up for this example |
Preview: Decisions and actions
A filled example for a made-up small business.
| Meeting | Decision or action | Owner | Due | Status at next meeting |
|---|---|---|---|---|
| Mon 2 Nov | Keep the weekly 'tax deadline countdown' LinkedIn post until 31 January | Amira | Ongoing | On track |
| Mon 2 Nov | Drop Facebook to one post a week; it brought one enquiry in October | Jon | From Mon 9 Nov | |
| Mon 2 Nov | Ask each partner for one client question a week to answer in a post | Jon | Fri 6 Nov | |
| Mon 2 Nov | Add the 'how did you hear about us?' question to the phone script | Office manager | Fri 13 Nov | |
| Mon 2 Nov | Plan January posts by Fri 11 Dec, before the Christmas break | Amira | Fri 11 Dec |
Tips
- Penrose & Hale, its staff and every figure in the example are made up.
- Keep the meeting short and the same length every month. If it regularly runs over, the numbers sheet probably isn't being read beforehand.
- Bring the business numbers, such as enquiries and sign-ups, as well as the platform numbers. They decide whether social media is worth the hours.
- Invite someone who talks to customers. Their questions are often the best ideas for next month.
- This is a meeting agenda. For the written report itself, use the monthly social media report template or the weekly analytics report template.
- Zolyp, which makes this template, writes a plain-language weekly report through its Analyze feature, which can be the starting point for the numbers sheet. It covers connected accounts from the day you connect them.
Common questions
What should a monthly social media review meeting cover?
Last month's actions, results against goals, the best and worst posts and why, what customers have been asking, the plan for next month, and a list of actions with owners and dates.
How long should a monthly social media review be?
For a small business, 30 to 45 minutes is usually enough if the numbers are prepared in advance. The example uses 45 minutes; that's the example firm's choice.
Who should attend?
Whoever runs social media, whoever decides on budget and priorities, and ideally one person who speaks to customers every day.
Are the figures in the example real?
No. The accountancy firm and every figure are made up to show how a filled agenda and log read.
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- Social media report template
- Social media analytics report template
- Social media goals template
- Social media KPI tracker
- What is a social media KPI?
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