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- Quarter goals: filled example (CSV) · blank (CSV)
- Monthly themes: filled example (CSV) · blank (CSV)
- 13-week plan: filled example (CSV) · blank (CSV)
- Quarter review: filled example (CSV) · blank (CSV)
In Google Sheets: File, Import, Upload, then pick the CSV.
What's inside
- Quarter goals: each goal, how you'll measure it, where you're starting from and the target
- Monthly themes with key dates, campaigns, planned post counts, the content mix and budget notes
- A 13-week plan with a focus and one key post for each week
- An end-of-quarter review with the questions to answer before planning the next one
- A filled example for Bloom & Bramble, a fictional florist (every figure is made up), and a blank CSV of each sheet
How to use it
- Start from the business goal for the quarter, such as more wedding enquiries, and write two or three social media goals that support it.
- Give each goal a measure, a starting number and a target you believe is reachable.
- Mark the quarter's key dates, then give each month one theme so the posts have a thread.
- Fill the 13-week plan with a focus and one key post per week. The daily detail belongs in your content calendar.
- Check progress at the end of each month, not only at the end of the quarter.
- In the last week, fill the review and carry the answers into next quarter's goals.
Preview: Quarter goals
A filled example for a made-up small business.
| Goal | Measure | Start (end of December) | Target (end of March) | How social media helps | Owner |
|---|---|---|---|---|---|
| More Valentine's and Mothering Sunday pre-orders | Pre-orders through tagged links from social media | 38 last year | 60 | Two campaigns with clear order-by dates | Hannah |
| More wedding enquiries for summer 2027 | Enquiry form submissions that mention social media | 4 in October to December | 10 | A wedding post every week; one wedding Reel a month | Hannah |
| A bigger local audience | Instagram followers | 1,450 | 1,700 | Behind-the-scenes Reels and two local partnerships | Sam |
| Note | All figures are made up for this example |
Preview: Monthly themes
A filled example for a made-up small business.
| Month | Key dates | Theme | Campaign | Posts planned | Content mix | Budget note |
|---|---|---|---|---|---|---|
| January | New Year's Day (Fri 1 Jan) | Fresh starts: winter flowers and plant care | January flower subscription; Valentine's pre-orders open Mon 25 Jan | 12 | Tips 50%, behind the scenes 25%, offers 25% | £60 to boost the subscription post (example) |
| February | Pancake Day (Tue 9 Feb), Valentine's Day (Sun 14 Feb) | Love, in all its forms | Valentine's pre-orders close Thu 11 Feb; Mothering Sunday pre-orders open Mon 15 Feb | 16 | Offers 40%, behind the scenes 30%, weddings 30% | £120 across two boosts (example) |
| March | Mothering Sunday (Sun 7 Mar, UK), International Women's Day (Mon 8 Mar) | Spring arrives | Mothering Sunday pre-orders close Thu 4 Mar; spring wedding open day | 14 | Offers 30%, weddings 40%, tips 30% | £80 for the open day Event (example) |
Preview: 13-week plan
A filled example for a made-up small business, first 8 of 13 rows.
| Week | Week starting | Focus | Key post | Platforms |
|---|---|---|---|---|
| 1 | Mon 4 Jan | Fresh starts (plus the New Year's Day post on Fri 1 Jan) | How to keep winter flowers fresh for longer | Instagram, Facebook |
| 2 | Mon 11 Jan | Subscription | What arrives in a January subscription box | Instagram, Facebook |
| 3 | Mon 18 Jan | Weddings | A winter wedding we did last year, with the couple's permission | Instagram, Pinterest |
| 4 | Mon 25 Jan | Valentine's pre-orders open | The three Valentine's bouquets, with prices and order-by date | Instagram, Facebook |
| 5 | Mon 1 Feb | Valentine's | Behind the scenes: building a Valentine's bouquet | Instagram, TikTok |
| 6 | Mon 8 Feb | Valentine's last call | Order by Thursday 11 Feb | Instagram, Facebook, Google Business Profile |
| 7 | Mon 15 Feb | Mothering Sunday pre-orders open | Mothering Sunday bouquets and delivery areas | Instagram, Facebook |
| 8 | Mon 22 Feb | Weddings | Questions to ask your florist before booking | Instagram, Pinterest |
Preview: Quarter review
A filled example for a made-up small business.
| Question | Answer (example) | What changes next quarter |
|---|---|---|
| Did we hit each goal? | Pre-orders 64 of 60; wedding enquiries 7 of 10; followers 1,690 of 1,700 (made-up figures) | Keep the pre-order campaigns; rethink weddings |
| Which posts did the most for the goals? | Order-by reminders with a clear date; the wedding open day Event | Give every campaign two dated reminders |
| What did we plan but not do? | Two wedding Reels out of three | Film wedding clips on the day, not afterwards |
| What took more time than it was worth? | Daily Stories in January | Stories on order days only |
| What did customers ask about most? | Delivery areas and same-day orders | Make a pinned post answering both |
| What will we stop, start and keep? | Stop: daily Stories. Start: monthly wedding Reel. Keep: pre-order campaigns. | Carry into the April to June plan |
Tips
- Bloom & Bramble and every figure in the example are made up. The targets show the layout, not what a florist should expect.
- A quarter is long enough to see whether a change works and short enough to fix one that doesn't.
- Keep this plan at the level of weeks. When it starts listing every post, it's become a content calendar.
- Put the order-by date in every campaign post, and repeat it in the last week.
- Holiday dates in the example come from our social media holidays calendar. Mothering Sunday moves every year, so check before you plan.
- If you use Zolyp, our product, its calendar balances your content pillars across each month. A quarterly plan like this tells you which campaigns and dates to put in first.
Common questions
What is a quarterly social media plan?
A plan for the next three months that links your social media to the business's goals: two or three goals with measures, a theme and key dates for each month, a focus for each week and a review at the end.
What's the difference between a social media strategy and a quarterly plan?
A strategy sets the long-term direction: who you're for, why you post and which platforms you use. A quarterly plan decides what you'll do in the next 13 weeks to move it forward.
How many goals should a quarterly plan have?
Two or three. With more, the weekly plan can't give any of them enough attention, and the review becomes a list of half-finished things.
Are the figures in the example real?
No. The florist, its targets and its results are made up to show how a filled plan and review read.
Related
- Social media strategy template
- Social media KPI tracker
- Content mix planner
- Social media budget template
- Social media holidays calendar
- What is a social media KPI?
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