CATEGORY

RESOURCE + LINK

MONTH + YEAR

Kickoff

Kickoff Deck

XX/XX

Strategy

Social Analysis

XX/XX

Community Management

Community Management Matrix

N/A

NOTE: PDM Community Managment & Activation efforts will end effective X DATE.

Strategy

Social Optimizations

N/A

Strategy

Content Calendar (Collab)

N/A

Strategy

TikTok Monthly Pitches

N/A

Strategy

TikTok Content Calendar

N/A

Strategy

Pinterest Cluster

N/A

Strategy

Boosted Strategy Doc

N/A

NOTE: PDM Boosted Campaigns are set to end X DATE.

Reporting

Monthly Report Decks

N/A

General

EXT Client Drive

N/A

General

PDM Assets

N/A

General

Deliverable Tracker

N/A

NOTES

Instagram Login Credentials

username:

password:

Linktree Login Credentials

username:

password:

TikTok Login Credentials

username:

password:

Pinterest Login Credentials

username:

password:

Facebook Access

[CLIENT] should remove PDM access by X DATE (30-60 days post-partnership).

LinkedIn Access

[CLIENT] should remove PDM access by X DATE (30-60 days post-partnership).

Timing

Action Item

Asset Location / Template Links / Resources

Notes

FALSE

Upon Notice

Make a Copy of
"Organic Social Offboarding Tasks" Google Sheet →

Rename the sheet to: "[CLIENT NAME] Power Digital Organic Social Offboarding"

FALSE

Last 30-90 Days

Hyperlink all PDM Deliverables in the
"PDM Deliverables" tab
of the "[CLIENT NAME] Power Digital Organic Social Offboarding" sheet

ALL HYPERLINKED DELIVERABLES should be in PDF form, NOT our INT Google Document links. IF a Google link, please ensure that it is an external copy of the internal document.
​
❗️ EXCEPTION: Please ensure the following document's General Access are marked as "Anyone with the link can view"
1. Community Management Matrix
2. TikTok Content Calendar
3. Pinterest Cluster
4. Deliverable Tracker

FALSE

Last 30-90 Days

Update dates in bolded text on
"PDM Deliverables" tab
of the "[CLIENT NAME] Power Digital Organic Social Offboarding" sheet

Dates should follow suit with the last day of the partnership according to the scope of work.

FALSE

Last 30-90 Days

Copy + paste all Client Social Login information in the
"Organic Social Resources" tab
of the "[CLIENT NAME] Power Digital Organic Social Offboarding" sheet

Can be found HERE

FALSE

Last 30-90 Days

Update client name & bolded text on
"Organic Social Resources" tab
of the "[CLIENT NAME] Power Digital Organic Social Offboarding" sheet

Dates should be anywhere from 30 to 60 days from the last day of the partnership according to the scope of work.

FALSE

~1 Week from End of Partnership

Send "[CLIENT NAME] Power Digital Organic Social Offboarding" sheet to client for their review

Ensure that you ask for them to:
1) Confirm access to all hyperlinks
2) Confirm they have all requested materials from the PDM Team
3) Confirm that they currently are logged in & have access to all PDM managed platforms
​
Upon receipt of their confirmation and/or feedback, ensure that you are editing the sheet accordingly.

FALSE

UPON COMPLETION OF THE ABOVE

Right-click the "Offboarding Checklist" tab of your "[CLIENT NAME] Power Digital Organic Social Offboarding" sheet & click "Delete"

Please ensure the INT checklist is deleted from the client-facing Offboarding Sheet, thank you!