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Social media approval checklist (printable PDF)

One page for whoever signs off posts: facts, claims, permissions, brand, accessibility and per-network checks, with a decision box and space for notes.

Download the template

Free, no sign-up or e-mail needed. The files open in Excel, Google Sheets, LibreOffice or any PDF reader.

The six checks

  1. Facts: prices, dates, names and links are right, and offers state their conditions.
  2. Claims and compliance: no promises you cannot support, fair comparisons, specialist statements checked, partnerships disclosed.
  3. People and permissions: everyone tagged or pictured agreed, and you have the rights to every image and track.
  4. Brand and tone: sounds like the brand and suits the moment.
  5. Accessibility: alt text, captions on video, readable text in images, capitalised multi-word hashtags.
  6. Per network: fits each network’s limits and does not rely on a clickable link where there is none.

How to use it

Give the checklist to approvers once, with your agreed turnaround time. Reviewers do not need to tick every box for every post; it is a prompt for what only they can check. Keep the completed copy, or better, keep approvals and notes on the post itself so there is a record. The Markdown version is easy to paste into a shared document and adapt.

Frequently asked questions

10 questions

Who is the checklist for?

Whoever signs off posts, on the client's side or a senior colleague. It reminds them to check what only they can confirm.

Does a reviewer have to tick every box?

No. It is a prompt, not a form. Most posts need only a few of the checks.

What are the six checks?

Facts, claims and compliance, people and permissions, brand and tone, accessibility, and per-network limits.

Why is accessibility on an approval checklist?

Alt text, video captions and readable text in images are easy to forget and hard to add after publishing. Checking at approval catches them.

What counts as a claim that needs checking?

Anything that promises a result, compares with a competitor, or mentions health, money, prices or guarantees.

Which version should I use, PDF or Markdown?

The PDF to print or fill in on screen; the Markdown to paste into a shared document or wiki and adapt.

Can I add brand-specific checks?

Yes. Use the Markdown version and add the client's own rules, such as required disclosures or words to avoid.

Should I keep completed checklists?

Keep a record of each approval, but it is easier to keep it on the post itself: who approved, when and with which notes.

How does the checklist fit with PostRoost approvals?

Give it to approvers once. In PostRoost they then approve, request changes with a note or reject each post under Approvals, from the Team plan.

Can the AI assistant do these checks?

Partly. Its risk check lists possible reputational, legal, cultural or accessibility issues without changing your text, but a person still needs to confirm the facts.

Get your next month of posts approved and scheduled

Start on the Free plan with one client. Upgrade when you need approvals, more people or more clients.

The PostRoost calendar on a laptop and the approvals list on a phone, with demo data

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