What does your approval process look like?


Userlevel 3
Badge +1

What does the chain of command and internal approval workflow look like for social posts (if you have one and the buck doesn’t stop at you)? 


5 replies

We have several people managing social media channels who report to different people, so it can vary a little. But it’s basically this:

  1. If the post is original content (not repurposing something already-approved), social media team member shares idea with their manager/any stakeholders in our department (for example, we have a marketing team that oversees our strategies for different service lines like heart, cancer, etc.)
  2. Once approved, social media team member creates content.
  3. Social media manager and/or creator’s manager reviews/approves content. If it’s a graphic, we usually break this into two steps — copy approval first, then approval of the entire graphic.
  4. Content goes into Sprout.
  5. Content creator messages our social media QA Teams channel and asks for a QA. A QA is one last look at the post to check for alt text, style issues, hashtags, are other relevant accounts tagged, etc. 
  6. We have an approval workflow set up for each person that’s basically, “ask Dominique for QA,” “ask Michaela for QA,” etc. After someone volunteers to do the QA, the content creator selects the appropriate workflow, and the QA person will get the Slack email asking for approval.
  7. QA person reviews and either rejects with comments or approves.
  8. Content creator fixes any issues and schedules.

If we’re just repurposing content from elsewhere or sharing a link, steps 1-3 might be condensed or skipped entirely. 

Userlevel 4
Badge +3

Agency Worker Here: 

We normally have two workflows, one for recruitment and one for marketing. 

 

Recruitment
Social Media Manager (Inputs) - Copywriter (review for grammar and client voice) - Agency Account Executive (aligns with clients’ goals) - HR Point Person from Client Team (gives client approval) - Social Media Manager (for final image and scheduling) 

Marketing

Social Media Manager (Inputs) - Copywriter (review for grammar and client voice) - Agency Account Executive (aligns with clients’ goals) - Marketing Point Person from Client Team (gives client approval) - Social Media Manager (for final image and scheduling) 

Userlevel 3
Badge +1

Agency Worker Here: 

We normally have two workflows, one for recruitment and one for marketing. 

 

Recruitment
Social Media Manager (Inputs) - Copywriter (review for grammar and client voice) - Agency Account Executive (aligns with clients’ goals) - HR Point Person from Client Team (gives client approval) - Social Media Manager (for final image and scheduling) 

Marketing

Social Media Manager (Inputs) - Copywriter (review for grammar and client voice) - Agency Account Executive (aligns with clients’ goals) - Marketing Point Person from Client Team (gives client approval) - Social Media Manager (for final image and scheduling) 

 

Raven, do you know what happens on the clients side during the approval process, too? 

Userlevel 4
Badge +3

For recruitment I know the HR point person sometimes has to show the department head depending on the job position. 

Our marketing point person 90% of the times are the final decision makers. But if certain things are for specific departments than might run then by the department heads. Example, Birthing Suite remodeling, showed it to that department head first. But your February is American Heart Month post marketing point of contact signs off on it. 

When considering the implementation of a new tool or platform like momixapk, understanding the approval process is crucial. Whether you’re integrating momixapk into your existing systems or just starting to explore its capabilities, having a clear and efficient approval process can ensure smooth and successful adoption.

Step-by-Step Approval Process for Momixapk

  1. Initial Research and Feasibility Study: Begin by researching momixapk to understand its features, benefits, and potential drawbacks. Conduct a feasibility study to evaluate how momixapk aligns with your business needs and objectives.

  2. Stakeholder Engagement: Involve key stakeholders early in the process. This includes IT, management, and end-users who will be directly interacting with momixapk. Gathering input from various departments ensures that all potential concerns and requirements are addressed.

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