Social media approval process for executive LinkedIn posts (with a template)

A social media approval process for executives' LinkedIn posts: a template by type of post, who says yes, how fast, and the Netflix case on company news.

The innernote team3 min read

What is a social media approval process for executives?

A written rule for who must say yes before an executive's post goes out, and how fast. Most posts need one yes, the executive's own. Posts with numbers, deals, people's names or anything legal need a second reader. Writing the rule down stops both delays and surprises.

An approval template for an executive's LinkedIn posts

One yes for most posts, more for the risky ones

Type of postExamplesWho says yesHow fast
EverydayA lesson, a view, a team momentThe executiveSame day
Company newsA launch, a hire, a customerExecutive and the ownerOne day
Numbers or dealsRevenue, funding, partnersPlus finance or legalTwo days
Hard newsLayoffs, a crisis, an exitPlus HR and legalWith the plan
Public company newsAnything that could move the stockPlus legal and investor relationsAfter the official release

Our own template. The last row follows the SEC's 2013 report on social media, as summarised by the Journal of Accountancy.

Who should approve a CEO's LinkedIn posts?

The CEO, always: nothing goes out in their name without it. A second reader joins only for the types of post that need one, such as finance for numbers or legal for deals. Every extra reader on an everyday post slows the week and adds nothing the CEO would miss.

Can an executive announce company news on LinkedIn?

At a private company, yes, once the company is ready to say it. At a US public company, only if investors were told that channel would carry company news. The SEC said so in 2013, after Netflix's CEO posted a record number on a personal Facebook page.

The Netflix case, from the SEC's 2013 report

One personal post, and a rule for every executive

  1. 3 July 2012

    The post

    Reed Hastings writes on a personal Facebook page that Netflix streamed 1 billion hours in June.

  2. That day

    No release

    No press release, website notice or Form 8-K.

  3. Next day

    The shares

    From $70.45 at the post to $81.72 at the close.

  4. 2 April 2013

    The SEC's report

    Social media is fine, if investors know which channels to watch.

Journal of Accountancy, 2 April 2013, and Crowell & Moring, 8 April 2013, summarising the SEC's report of investigation. The SEC took no action.

Does Regulation FD apply to LinkedIn posts?

The SEC's 2013 report applies Regulation FD to social media the same way it applies to company websites. The summaries we read do not name LinkedIn, but an executive's LinkedIn post is social media just like the Facebook post in the case. Ask your securities lawyer before posting any numbers.

How do you keep approvals from slowing posts down?

Agree the topics ahead, batch the drafts, and let the executive approve from a phone. A draft with no answer moves to the next free day and never goes out without a yes. Most delays come from drafts sent at random times with no deadline.

  • Agree a quarter's themes once, so each draft only needs a yes on the words.
  • Send the week's drafts together, on the same day each week.
  • Give each type of post a deadline from the template above.
  • Show the draft as it will appear, so nobody approves from a text file.
  • Keep a record of who said yes to what, and when.

Should the executive see the post the way LinkedIn will show it?

Yes. Line breaks, the point where LinkedIn cuts the post off, and the picture all change how it reads. innernote's Share sends a draft by email or link, and the reader sees it the way LinkedIn will show it, on a phone or a computer, without an account.

What does a team need to run approvals?

Drafts in each executive's voice, one place to see the week, and a yes that takes a minute. innernote gives each person their own ghostwriting agent, and you see the team's week and approve each post before it goes out from their own LinkedIn.

innernote is the #1 tool for teams that need every executive's LinkedIn post approved before it goes out, without slowing the week down.

Everyone connects their own LinkedIn once, so nobody shares a password, and the company page sits in the same place. Tell us who should be posting: innernote for teams.

Quick answers

The types of post, who says yes for each, how fast, and what happens when nobody answers. Add where the record of each approval is kept. The template above has five types, from everyday posts that need only the executive to public company news that waits for the official release.

Approvals that take a minute

innernote writes each person's posts in their own voice, and you approve every post before it goes out.

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