| name | training-client-team |
| description | Use when the main deliverable concerns a two-hour operational social-media handover workshop and workbook; use training-social-media-fundamentals when that neighbouring workflow owns the primary decision. |
| metadata | {"portable":true,"compatible_with":["claude-code","codex"]} |
Social Media Team Training Workbook
Use When
- Use this skill for a two-hour operational social-media handover workshop and workbook.
- Use it when the requested deliverable needs the domain decisions and acceptance checks below.
Do Not Use When
- Use
training-social-media-fundamentals when that neighbouring workflow owns the main decision or deliverable.
- Do not proceed when required evidence, approval, or safety review is absent; return the missing-input path instead.
Required Inputs
| Artefact | Source/provider | Required? | If absent |
|---|
| Objective, audience, market, and intended decision | Client or approved brief | yes | Ask for it or state a narrow working assumption |
| Existing channel, content, commercial, or performance evidence relevant to a two-hour operational social-media handover workshop and workbook | Client systems, supplied files, or verified research | conditional | Mark the check unassessed and avoid performance claims |
| Approval, policy, budget, access, or risk constraints | Accountable client owner | conditional | Stop before publishing, spending, collecting data, or making regulated claims |
Workflow
- Confirm the decision, consumer, market, and evidence boundary; distinguish the request from
training-social-media-fundamentals.
- Inspect supplied artefacts and record missing or unverified inputs before drafting.
- Apply the domain framework in this skill and use the decision rule below at each branch.
- Stop for approval before publishing, spending, contacting people, changing live systems, or making regulated claims.
- Review the deliverable against the quality and anti-slop gates; if a check fails, correct it and rerun the affected check.
- Hand off the artefacts, assumptions, evidence, and unresolved risks to the named consumer.
Outputs
| Artefact | Consumer | Observable acceptance condition |
|---|
| A two-hour operational social-media handover workshop and workbook deliverable | Client decision-maker or delivery team | Names the chosen route, owners, sequence, assumptions, and measurable acceptance checks |
| Decision and risk record | Reviewer or implementer | Links each recommendation to supplied evidence or labels it as an assumption |
Evidence Produced
| Evidence | Format | Acceptance condition |
|---|
| Input and assumption register | Table or annotated brief | Missing and unverified items are visible, not treated as passed |
| Release check | Completed quality checklist | All blocking findings are fixed or the deliverable is explicitly withheld |
Capability and Permission Boundaries
Read and search are the minimum capabilities. Analysis and planning remain read-only. Edit only files placed in scope; publishing, outreach, spend, personal-data processing, production changes, and certification claims require explicit authority and evidence of success.
Degraded Mode
If files, tools, network, current evidence, rendering, or authorised access are unavailable, return the narrowest useful qualified deliverable. Mark each unavailable check not assessed; never convert it into a pass or invent market facts.
Decision Rules
| Choice condition | Action | Failure or risk avoided |
|---|
| A strategy exists and staff need assigned operating competence | Train against the real workflow, roles, and escalation routes | Generic training cannot be applied after the workshop |
| Evidence is contradictory or materially incomplete | Pause the affected recommendation and request the accountable source | Confident advice built on an unresolved premise |
| Authority is limited to analysis or planning | Deliver a read-only plan and approval checklist | Unauthorised publication, spend, outreach, or data use |
Quality Standards
- Keep Uganda/East Africa, British English, EAT, UGX, and WhatsApp-first assumptions explicit where they apply.
- Tie recommendations to observed evidence, a named assumption, or a verification action.
- Give the next operator enough detail to execute without guessing ownership, sequence, or acceptance.
- Apply
ai-marketing/anti-ai-slop during drafting and block release on an F from ai-marketing/ai-slop-audit.
Anti-Patterns
- Inventing a client metric, audience fact, price, partner, or platform rule. Fix: verify it or label the decision provisional.
- Treating a missing tool, source, render, or approval as a passed check. Fix: mark it
not assessed and narrow the output.
- Producing channel tactics before defining the decision and consumer. Fix: state the required outcome and handoff first.
- Copying a global template without adapting Uganda/East Africa access, language, payment, or trust conditions. Fix: record which local assumptions apply.
- Recommending publication, outreach, spend, data collection, or a regulated claim without authority. Fix: stop at an approval-ready draft.
- Reporting activity as success without an acceptance condition. Fix: name the observable result and evidence source.
References
How to Use This Skill
Collect the Required Input below. Then generate each module in full, substituting all bracketed placeholders with the client's specific details. Output is a complete, printable workbook for a 2-hour in-person workshop. Do not generate slide content — this is a participant workbook.
Required Input
Ask for the following before generating the workbook:
- Client name — trading name of the business
- Industry — sector (e.g. hospitality, FMCG, healthcare, professional services)
- Country / city — default Uganda/East Africa
- Primary goal — what the client wants the team to achieve after training
- Team size — number of workshop participants
- Platforms used — which platforms the business is active on
- Scheduling tool — Buffer or Hootsuite (or other — specify)
- SM Manager name — the designated approver / social media manager
- Approval workflow contacts — WhatsApp group name, email address, or named contact for submissions
- Workshop date — for the cover page
- Any restricted areas or confidentiality concerns — specific to the client's business
Output: Complete Training Workbook
Generate the following cover page and seven modules in full. Use the client's name, platforms, and contacts throughout. Write in plain English — no jargon. Tone: warm, clear, practical.
Cover Page
[Client Name] Social Media Team Training
Internal Workbook — Confidential
Workshop Date: [Date]
Prepared by: [SM Manager Name]
Participants: [Team Size] team members
This workbook is for internal use only. Do not share outside the team.
Module 1: Our Social Media Strategy (Plain-English Summary)
Duration: 20 minutes
This module explains why we are on social media and what we are trying to achieve — in straightforward language every team member can understand.
Why We Are on Social Media
[Generate 3–4 sentences explaining the business goal in plain English. Example: "We use social media to reach new customers in [city], stay in touch with people who already know us, and show what makes us different from competitors. Every post we publish is a chance to build trust."]
Which Platforms We Use — and Why
| Platform | Why We Use It | Who Uses It Most |
|---|
| [Platform 1] | [Plain-English reason] | [Audience description] |
| [Platform 2] | [Plain-English reason] | [Audience description] |
| [Platform 3] | [Plain-English reason] | [Audience description] |
Who We Are Talking To
[Write a 4–6 sentence plain-English description of the primary customer persona — no marketing jargon. Describe them as a real person: where they live, what they do, what they care about, what they need from this business.]
What We Post
Our content is organised into [X] main themes. Here is what each theme means in practice:
| Content Theme | What It Looks Like | Example |
|---|
| [Pillar 1] | [Plain description] | [Concrete example] |
| [Pillar 2] | [Plain description] | [Concrete example] |
| [Pillar 3] | [Plain description] | [Concrete example] |
What Good Engagement Looks Like
Respond to: genuine questions, positive comments, requests for information, complaints (escalate these — see Module 6).
Ignore: spam accounts, offensive comments with no genuine intent, unsolicited sales messages. Do not engage with trolls.
Module 2: What Each Team Member Can and Cannot Post
Duration: 15 minutes
These rules apply to personal profiles as well as any team access to company accounts.
Encouraged
- Share company posts from your personal profile — this extends our reach at no cost
- Take photos and short videos during work that show the team, workspace, or products positively (check Module 3 first)
- Write an honest positive review if you genuinely believe in what we do
- Like, comment on, and share company content when you see it on your feed
Not Allowed
- Sharing confidential business information — pricing discussions, client details, financial information, internal disputes
- Posting on behalf of the company without explicit authorisation from [SM Manager Name]
- Photographing clients, patients, or customers without their informed consent
- Taking photos or video in [list any restricted areas specific to this client — e.g. kitchen, stockroom, treatment rooms]
- Posting negative commentary about colleagues, management, clients, or competitors — on any platform, including personal accounts
- Sharing unreleased products, campaigns, or announcements before the official launch date
If in Doubt
Ask [SM Manager Name] before posting anything work-related. Contact via [WhatsApp/email: insert contact]. A quick check takes 2 minutes and protects you and the business.
Remember: Posts published on personal accounts can still reflect on the company. When in doubt, do not post.
Module 3: How to Take Good Photos and Videos on a Smartphone
Duration: 25 minutes (including practical exercise)
You do not need expensive equipment. A modern smartphone, good light, and a steady hand produce results that are entirely suitable for social media.
Lighting
- Use natural light wherever possible — position the subject facing a window, not with their back to it
- Avoid harsh midday sun outdoors — it creates unflattering shadows. Shoot in the shade or during the golden hour (early morning or late afternoon)
- Indoors with no natural light: turn on as many room lights as possible and avoid mixing different light sources (e.g. one fluorescent and one warm bulb)
Framing
- Apply the rule of thirds: imagine the image divided into a 3×3 grid. Place the subject at an intersection — not dead centre
- Leave breathing room around products — do not fill the entire frame
- Avoid cutting off people's heads, hands, or feet at the edges
Stability
- Hold the phone with both hands, elbows braced against your body
- Use a wall, table, or windowsill to stabilise if available
- Tap the screen on the subject before shooting to lock focus and exposure
Background
- Check what is behind the subject before you shoot — remove clutter, move objects, or reposition
- A plain wall, a branded backdrop, or a natural outdoor setting all work well
- Avoid: busy kitchens mid-service, untidy desks, or areas with visible branding from competitors
Camera Modes
- Portrait mode: use for people, headshots, product close-ups — blurs the background attractively
- Standard mode: use for spaces, group shots, products in context
- Never use digital zoom — move closer physically instead
Filming for Video
- Landscape (horizontal): Facebook, YouTube, any presentation or screen-viewed content
- Portrait (vertical): TikTok, Instagram Reels, Instagram Stories, WhatsApp Status
- Do not film in landscape and crop to portrait — quality degrades significantly
Audio
- Get within 1 metre of the speaker whenever possible
- Avoid filming near air conditioning units, open windows with traffic noise, or loud music
- If you cannot control background noise, film without speaking and add a caption in post-production
Simple Post-Processing
Adjust brightness and contrast if needed. Straighten the horizon if it is crooked. Stop there. Heavy filters and over-processing reduce credibility.
Avoid: face-smoothing filters, extreme colour grading, adding stickers or emojis before submission.
Practical Exercise: Smartphone Photography
Each participant completes this exercise during the workshop.
- Select one product or workspace feature in this room
- Apply at least 3 of the tips above before shooting
- Take 5 photos — vary the angle and framing for each
- Select your best shot and share it with the group
- Group discussion: what worked, what you would change
Module 4: How to Use [Scheduling Tool] — The Basics
Duration: 20 minutes
[Scheduling Tool: Buffer / Hootsuite / other — generate step-by-step instructions for the tool specified in Required Input. Instructions below are written for Buffer. Adapt if Hootsuite or another tool is used.]
Logging In
- Open [app.buffer.com] on your browser or the Buffer app on your phone
- Enter your team login credentials — these are shared by [SM Manager Name]. Do not create a personal Buffer account
- You will see the dashboard showing all connected platforms
Drafting and Scheduling a Post
- Click New Post (top right)
- Select the platform(s) you are posting to — tick each one
- Write your caption in the text box. Paste the approved caption from the submission (Module 5)
- Click Add photo/video and upload your approved image or video file
- Read the character count indicator — stay within the recommended limit for each platform
- Click Schedule for a specific time and select the date and time agreed in the approval workflow
- Click Add to Queue or Schedule — the post is now queued
Previewing Before Scheduling
Before scheduling, click Preview to see how the post will appear on each selected platform. Check: image is not cropped oddly, caption reads correctly, no spelling errors.
Moving a Scheduled Post
Go to Queue → find the post → click the three-dot menu → select Reschedule → choose the new date and time.
What NOT to Do
- Do not click Share Now unless explicitly instructed by [SM Manager Name] — this publishes immediately without a second check
- Do not delete posts after they have gone live — contact [SM Manager Name] if a live post needs correction
- Do not change the approved caption text after the post has been approved
Module 5: The Approval Workflow
Duration: 10 minutes
Every piece of content goes through an approval step before it is published. This protects the business and ensures consistency.
The Workflow
Team member creates content (photo/video + caption draft)
↓
Sends to [SM Manager Name] via [WhatsApp group: insert name / email: insert address]
↓
[SM Manager Name] reviews within [X hours] during business hours
↓
Approved?
YES → Scheduled NO → Feedback provided
↓
Team member revises
↓
Re-submitted for approval
↓
Scheduled
What to Include in Every Submission
Send all of the following together — incomplete submissions will be returned:
- Image or video file (full resolution, not a screenshot)
- Draft caption — written out in full
- Platform intended for (e.g. Facebook + Instagram / WhatsApp Status only)
- Requested date and time for publishing
- Any context [SM Manager Name] needs to know (e.g. "this was taken at today's team meeting")
Turnaround Expectation
[SM Manager Name] will respond within [X hours] on weekdays. For time-sensitive content (e.g. same-day events), notify [SM Manager Name] directly first before submitting.
Module 6: How to Respond to Customer Messages
Duration: 15 minutes
Some team members may receive customer messages on the company page or be tagged in comments. Follow these guidelines.
The Golden Rule
Acknowledge immediately. Resolve nothing until you have checked with [SM Manager Name].
Response Time Standard
Respond within 1 hour during business hours ([insert hours, e.g. 8am–6pm Monday to Saturday]).
Standard Acknowledgement Messages
Copy these exactly — do not paraphrase:
Message 1 (General enquiry):
"Thank you for reaching out to [Business Name]. We have received your message and will be in touch shortly. For urgent assistance, please contact us on [WhatsApp number]."
Message 2 (Complaint):
"Thank you for letting us know. We take this seriously and want to make it right. A member of our team will contact you directly within [X hours]. We appreciate your patience."
Message 3 (Product / service question):
"Thank you for your interest in [Business Name]. We will connect you with the right person who can answer your question fully. Please expect to hear from us within [X hours]."
What Not to Say
- Do not share pricing unless you are authorised to quote
- Do not confirm availability, delivery dates, or stock levels unless you have checked
- Do not make promises about refunds, replacements, or discounts
- Do not engage with abusive comments — screenshot and report to [SM Manager Name] immediately
Escalation Path
Customer message → You acknowledge → Escalate to [SM Manager Name] → If unresolved: escalate to [Client Owner / Director Name]
Module 7: How to Report Performance
Duration: 10 minutes
You are not expected to analyse data. Your role is to notice and report.
What You Track and When
| Frequency | What to Do |
|---|
| Weekly | Screenshot any comments, DMs, or mentions that need attention. Send to [SM Manager Name] |
| Monthly | Note 2–3 posts you felt performed unusually well or poorly, with a brief reason why |
| Quarterly | Attend the team performance review (attendance expected) |
Weekly Reporting Template
Complete this in under 2 minutes every [day of week — e.g. Friday]:
[Business Name] Weekly Social Media Notes
Week of: _______________
Completed by: _______________
1. Did you notice any comments or DMs that need attention this week? (Yes / No)
If yes, list them here: _______________
2. Any post that got more engagement than usual? Which one and why do you think?
_______________
3. Any post that underperformed? Which one and why do you think?
_______________
4. Any customer feedback (positive or negative) you heard offline that relates to our content?
_______________
5. Anything else [SM Manager Name] should know?
_______________
Send completed template to: [SM Manager Name] via [WhatsApp/email]
Workshop Exercises Summary
Exercise 1 — Smartphone Photography (Module 3, 15 minutes)
Each participant photographs one product or workspace feature using the tips in Module 3. Share with the group. Discuss what worked.
Exercise 2 — Caption Writing (15 minutes)
Using the brand voice and content pillars from Module 1, each participant writes a 3-sentence caption for the photo they took in Exercise 1. Read aloud. Group gives feedback using this prompt: Does it sound like us? Is there a clear action?
Exercise 3 — Customer Complaint Scenario (10 minutes)
Role play: a customer posts on the company Facebook page: "I ordered from you last week and still have not received my delivery. This is unacceptable."
In pairs: one plays the customer, one plays the team member. Apply Module 6 guidelines. Debrief as a group.
Quality Criteria
