Checklist 2 – Goals & Strategy

1.0 Purpose

This checklist ensures the client’s goals are clearly defined, measurable, and aligned with their long‑term vision and capabilities.

2.0 Scope & When to Use

Use this checklist when establishing or refining a client’s strategic direction.

• New client onboarding
• Quarterly or annual planning
• Major content or platform shifts
• Brand repositioning

3.0 Goal Setting

3.1 Short‑Term Goals

• Document immediate goals
• Identify urgent challenges
• Check alignment with current capacity

3.2 Long‑Term Goals

• Document long‑term vision
• Identify future aspirations
• Check alignment with brand identity

3.3 SMART Goals

• Ensure goals are specific
• Ensure goals are measurable
• Ensure goals are achievable
• Ensure goals are relevant
• Ensure goals are time‑bound

4.0 Strategy Development

4.1 Content Strategy Alignment

• Check alignment with content pillars
• Identify content gaps
• Document opportunities for improvement

4.2 Platform Strategy

• Identify primary platforms
• Document platform‑specific goals
• Check for diversification opportunities

4.3 Growth Strategy

• Identify growth opportunities
• Document audience development strategy
• Check for collaboration opportunities

5.0 Final Delivery Requirements

• Completed goals summary
• Strategy recommendations
• Platform strategy notes
• Growth plan outline

6.0 Internal QA Check

• Goals clearly defined
• Strategy aligned with goals
• Platform strategy documented
• Growth opportunities identified