Hirst AcademySocial Media, Influencer and Digital Marketing
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Module 1

Social Media Strategy and the Platform Landscape

Estimated time: 6–7 hours · Sets the strategic frame for everything that follows: which platforms a brand should be on, for whom, and what social activity is meant to achieve.

Most organisations are on social media; far fewer can say what it is for. By the end of this module you will be able to explain what social media can and cannot do for a brand, compare platforms by how they actually distribute content rather than by their size, select a platform portfolio in which every platform has a distinct and resourced role, and set social objectives that ladder up to business goals instead of follower counts. You will follow Amara Okafor, who joined Moorfield Botanics as Head of Social and Digital in September 2026, as she audits the brand's four accounts and decides where its social effort should go in 2027.

Interactive Tool

Platform Fit Scorecard

Score candidate platforms against audience presence, objective fit, content capability and cost to resource, and get a ranked platform portfolio.

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1.1

What Social Media Is For

Kaplan and Haenlein (2010, p. 61) define social media as "a group of Internet-based applications that build on the ideological and technological foundations of Web 2.0, and that allow the creation and exchange of User Generated Content". The definition is old, but its emphasis still matters: the defining feature of social media is that users, not brands, make most of the content and most of the meaning. A brand is a guest in other people's conversations, and a strategy that treats social platforms as free broadcast channels misunderstands the medium from the start.

Kietzmann et al. (2011) give managers a more practical lens. Their honeycomb describes seven functional building blocks: identity (how much users reveal about themselves), conversations, sharing, presence (knowing whether others are available), relationships, reputation and groups. Platforms emphasise different blocks, and so do audiences. The authors' point is not that a brand should try to excel at all seven, but that it should work out which functions matter to its audience on a given platform and build its activity around those, while monitoring the others.

For Moorfield Botanics, botanical skincare for sensitive and reactive skin, the strongest blocks are conversations, sharing and reputation: people with reactive skin ask each other what worked, share routines and judge products by other users' experience. Presence and identity matter far less. That analysis already narrows the job social has to do: support peer conversation and earn reputation, rather than simply display products.

A social media strategy, then, is a set of choices: which audiences, on which platforms, in what role, towards which measurable objectives, in service of business goals. It is equally a statement of limits. Social can build awareness, community and consideration, and it can drive sales, but a brand controls neither the algorithm nor the conversation; it cannot make people care about a category they don't care about, and it cannot fix a weak product. Felix, Rauschnabel and Hinsch (2017) treat social media marketing as a cross-functional activity that uses social media to achieve organisational goals by creating value for stakeholders, which makes it a matter of strategy rather than a fragmented set of tactics. The rest of this module builds that consistency, one decision at a time.

Learning ObjectiveExplain what social media is, using established definitions and the honeycomb of functional building blocks, and judge what a brand can and cannot realistically achieve there.
Key ConceptsSocial media as user-generated content built on Web 2.0 (Kaplan and Haenlein); the honeycomb of identity, conversations, sharing, presence, relationships, reputation and groups (Kietzmann et al.); social media strategy as a set of choices; the limits of brand control.
Practical ExampleMoorfield Botanics, a sensitive-skin skincare brand, finds that its most valuable social functions are conversations, sharing and reputation (people with reactive skin comparing routines), not identity or presence.
ExerciseWrite a one-paragraph statement of what social media should do for your own organisation (or for Moorfield Botanics if you don't have one): name the two or three honeycomb functions that matter most for its customers, one thing social should achieve for the business, and one thing it should not be expected to do.
1.2

Platform Logics and the Shift to Recommendation-Led Feeds

Platforms are not interchangeable pipes of different sizes. Each has affordances, the actions its design makes easy or hard (resharing, stitching, saving, commenting, searching), and each decides distribution by its own logic. Those differences shape what content spreads, how audiences behave and how much a brand's follower count is worth.

The most important shift of the last decade is from the social graph, in which you mainly saw posts from accounts you followed, to recommendation-led feeds that rank content by predicted interest. TikTok made this explicit: its For You feed ranks videos on user interactions, video information and device and account settings, and TikTok states that "neither follower count nor whether the account has had previous high-performing videos are direct factors" in recommendation (TikTok, 2020). Instagram followed. Mosseri (2023) explains that Instagram has no single algorithm: Feed, Stories, Explore and Reels each have their own ranking, with Stories weighted towards close connections and Reels and Explore built largely on recommendations from accounts the user does not follow. YouTube and Pinterest behave partly as search engines, so content can be found long after it is posted; LinkedIn's audience is there in a professional role, which suits corporate, recruitment and B2B communication more than consumer skincare.

The implication is double-edged. Reach depends less on audience size and more on how each piece of content performs, so a small brand can reach strangers. But followers are a less reliable asset, and organic reach becomes something earned post by post rather than owned. Much sharing also happens out of sight in messaging apps and email, what Madrigal (2012) called "dark social", so public engagement understates how much a brand is passed on.

For Moorfield, this explains a pattern Amara expects to find: the 84,000 Instagram followers do not guarantee that a post is seen, while a TikTok from the 41,000-follower account can reach people who have never heard of the brand.

Platform audiences and features change quickly. Any usage figure you use should be cited and dated; Ofcom's annual Online Nation report (Ofcom, 2025) is the authoritative UK source, and its December 2025 edition is the latest at the time of writing. Where you can't cite a figure, describe direction and relative differences instead.

Learning ObjectiveCritically evaluate how platforms differ in affordances, distribution logic and audience behaviour, and what the shift from follower-graph to recommendation-led feeds means for brand reach.
Key ConceptsPlatform affordances; social graph versus interest graph; recommendation-led ("For You") feeds; search-led platforms (YouTube, Pinterest); professional networks (LinkedIn); private and dark social; why platform statistics must be cited and dated.
Practical ExampleMoorfield's 84,000 Instagram followers no longer guarantee that a post is seen, while a TikTok from its 41,000-follower account can reach people who have never heard of the brand, because each platform decides distribution differently.
ExerciseBuild a platform comparison table for one audience your organisation serves (or Moorfield's sensitive-skin customers): for four or five platforms, record the main distribution logic, the affordances that matter, what the audience goes there to do, and one dated, cited source for any usage figure you include.
1.3

Choosing a Platform Portfolio

A platform portfolio is the set of platforms a brand chooses to be active on, with a distinct role for each. The decision is a trade-off, because every platform has to be resourced properly to work: content made natively for its formats, someone to reply to comments, budget to amplify what performs. In a recommendation-led feed, a thinly run account is not a cheap presence; it is a stream of under-performing posts. Fewer platforms done well usually beats many done thinly.

A weighted scorecard makes the trade-off explicit. Five criteria cover most decisions. Audience presence asks whether the people the brand needs to reach use the platform, in that role, often enough. Objective fit asks whether the platform's logic serves the objective: recommendation feeds suit discovery, search-led platforms suit education and consideration, close-connection formats suit community. Content capability asks whether the team can produce what the platform rewards. Cost to resource, scored so that a higher score means more affordable, asks what it would take to do the platform properly. Competitive opportunity asks whether there is room to stand out. Weights reflect the brand's priorities; changing them and seeing whether the ranking holds is part of the analysis.

The scores rank platforms; they do not make the decision. The manager then assigns roles. A primary platform gets sustained investment and is expected to deliver against a main objective. A secondary platform has a narrower job, such as search and education, with lighter, lower-frequency investment. A limited-role platform serves a specific non-marketing purpose, such as corporate communication or recruitment, and is resourced accordingly. Dropping a platform is a legitimate outcome, provided the account is handled responsibly rather than left to decay.

Resource is where most portfolio decisions are really made. Moorfield Botanics has 38 employees, and its 2027 digital marketing budget of £720,000 allocates £110,000 to content production and £260,000 to paid social. Those sums have to cover every platform the brand keeps. Spread across four platforms equally, they would buy four mediocre presences; concentrated, they can buy two strong ones and a modest third. Felix, Rauschnabel and Hinsch (2017) treat scope as one of four strategic choices in social media marketing, ranging from defenders, who use social mainly to broadcast to customers, to explorers, who collaborate with many stakeholders. How widely to spread across platforms is a related choice, and it should follow from strategy and resources, not from what competitors happen to be doing.

Learning ObjectiveSelect and justify a platform portfolio for a brand, scoring candidate platforms against weighted criteria and assigning each retained platform a distinct role.
Key ConceptsPlatform portfolio; weighted scoring; audience presence, objective fit, content capability, cost to resource and competitive opportunity; primary, secondary and limited-role platforms; depth over breadth; the opportunity cost of a thinly run account.
Practical ExampleWith 38 employees and a £110,000 content production budget for 2027, Moorfield cannot run four platforms at full strength, so Amara must decide which platforms earn primary investment and which get a narrow, low-cost role.
ExerciseFirst read the worked example at the end of this module to see how Amara scores Moorfield's accounts; then score up to five platforms for your own organisation in the Platform Fit Scorecard, adjust the weights to reflect your objectives, and write one sentence giving each platform you keep a distinct role (and one sentence explaining any platform you drop).
1.4

Social Objectives That Matter

Objectives connect social activity to the reasons the business invests in it. A useful structure is a cascade: business goals (revenue, customers, margin), marketing objectives that serve them (awareness among a target segment, acquisition, retention), and social objectives that state what each platform contributes. Every social objective should be traceable up the cascade. If it can't be, it is an activity measure, not an objective.

Doran (1981) gave managers the SMART test: objectives should be specific, measurable, assignable, realistic and time-related. The letters are now often read as achievable and relevant, but the discipline is the same. "Grow engagement on TikTok" fails; "increase the number of new customers who first discover Moorfield through TikTok, measured by post-purchase survey, by December 2027" passes most of the test, once a baseline is measured and a target is set against it.

The second distinction is between brand-building and activation. Binet and Field (2013), analysing campaigns in the IPA Effectiveness Databank, found that long-term brand-building and short-term sales activation work differently and that the most effective campaigns balanced the two, with roughly 60% of investment on brand-building. Treat this as a guideline from their analysis, not a law: their later work showed the right balance varies by category, brand size and context (Binet and Field, 2018), and their evidence is about advertising budgets in general rather than organic social specifically. The lesson for social is that reach-based, memorable brand activity and conversion-focused activity need different objectives and different measures, and a plan made only of activation is likely to under-invest in future demand.

That links to reach versus engagement. Engagement rates are easy to report but can rise while reach falls, and a small, highly engaged audience may be people who would have bought anyway. Follower counts, likes and impressions are vanity metrics when reported alone, because they do not show whether anything changed for the business.

For Moorfield, the business goals for 2027 are explicit: revenue from £6.2M to £7.5M (+21%) and new customers from 48,000 to 60,000 (+25%). Any social objective Amara sets has to show how Instagram and TikTok contribute to those numbers. The social objectives set here are the ones Module 7 later tests against evidence.

Learning ObjectiveSet social media objectives that connect to marketing and business goals, distinguishing brand-building from activation and avoiding vanity metrics.
Key ConceptsThe objectives cascade (business, marketing, social); SMART objectives (Doran); brand-building versus sales activation and the 60:40 guideline (Binet and Field); reach versus engagement; vanity metrics; baselines before targets.
Practical ExampleMoorfield's business goals for 2027 are revenue of £7.5M (up from £6.2M) and 60,000 new customers (up from 48,000); Amara's social objectives must show how Instagram and TikTok contribute to those numbers, not how many followers they gain.
ExerciseWrite three SMART social objectives for your own organisation (or Moorfield): each must name the business goal it serves, whether it is brand-building or activation, the metric and data source, and the deadline. Then add a short reflection: what you did, what you learned about your organisation's current social objectives, and one thing you would change.
Worked Example

Amara Scores Moorfield's Platform Portfolio

In September 2026 Amara Okafor audits Moorfield Botanics' four accounts: Instagram (84,000 followers), TikTok (41,000), YouTube (6,500 subscribers) and LinkedIn (3,200). She starts from the 2027 business goals, not follower counts: revenue from £6.2M to £7.5M and new customers from 48,000 to 60,000. Social must therefore reach new sensitive-skin customers and deepen trust among existing ones.

She weights the Platform Fit Scorecard accordingly: audience presence 3, objective fit 3, content capability 2, cost to resource 2, competitive opportunity 1 (maximum 55 points). Her 1–5 scores are audit judgements, written down so they can be challenged:

Criterion (weight)InstagramTikTokYouTubeLinkedIn
Audience presence (3)5431
Objective fit (3)5531
Content capability (2)4324
Cost to resource (2)4325
Competitive opportunity (1)2441
Total48 (87%)43 (78%)30 (55%)25 (45%)

Instagram: 15 + 15 + 8 + 8 + 2 = 48. TikTok: 12 + 15 + 6 + 6 + 4 = 43. YouTube: 9 + 9 + 4 + 4 + 4 = 30. LinkedIn: 3 + 3 + 8 + 10 + 1 = 25.

The ranking informs the roles; it does not dictate them. Instagram becomes primary, for community and product depth. TikTok, second on points, is also primary: its recommendation-led feed is the best route to people who have never heard of Moorfield, which the new-customer goal depends on. YouTube becomes secondary, a lower-frequency search-and-education library. LinkedIn scores lowest but is kept, with minimal resource, for corporate and recruitment use only.

The scorecard also exposes a gap, TikTok's content capability, so Amara concentrates most of the £110,000 content production budget on the two primary platforms.

Finally she drafts objectives that ladder up. Activation: grow new customers whose first recorded touchpoint is TikTok or Instagram, measured by post-purchase survey and tracked links, by December 2027. Brand-building: grow TikTok reach among non-customers, measured by platform data, by December 2027. Community: grow Instagram saves, shares and replies by December 2027, reviewed monthly. Each target waits for a January 2027 baseline. There is no follower target.

Knowledge Check

  1. Kaplan and Haenlein define social media around user-generated content. What does that imply about the role a brand should expect to play on social platforms?
    Because users, not brands, create most of the content and meaning, a brand is a guest in other people's conversations rather than the owner of a broadcast channel, so a strategy built on pushing messages out misreads the medium; the brand's job is to earn a place in conversation, sharing and reputation (Kaplan and Haenlein, 2010; Kietzmann et al., 2011).
  2. A brand's Instagram follower count has doubled in two years, yet its posts reach fewer people. How can both be true?
    Instagram's Reels and Explore are ranked largely on predicted interest and recommend content from accounts users do not follow, so reach depends more on how each post performs than on audience size, which is only one signal among many; a large follower base is no longer a guarantee that a post is seen (Mosseri, 2023).
  3. Moorfield's LinkedIn account scores lowest on the Platform Fit Scorecard. Why does Amara keep it rather than close it, and what does that show about how the scores should be used?
    LinkedIn serves a non-marketing purpose, corporate communication and recruitment, which the consumer-focused criteria do not capture; the scores rank platforms against the chosen objectives, but the manager still assigns roles, and a limited-role platform with minimal resource can be the right answer where a low score alone would suggest closure.
  4. Why does running five platforms thinly usually perform worse than running two well, particularly in recommendation-led feeds?
    Every platform needs native content, community management and amplification budget to work; in a feed that distributes content on performance, a thinly resourced account produces a stream of under-performing posts that earn little reach, so spreading a fixed budget widely buys several weak presences instead of a few strong ones (TikTok, 2020; Mosseri, 2023).
  5. A social team proposes the objective "grow TikTok engagement rate to 8% by December 2027". What is wrong with it as a social objective, and how would you improve it?
    It is measurable and time-related but cannot be traced to a business goal, and engagement rate can rise while reach and new customers fall; a better objective names the business goal it serves (for Moorfield, new customers rising from 48,000 to 60,000), states whether it is brand-building or activation, uses a metric such as new customers first reached through TikTok measured by post-purchase survey, and sets its target against a measured baseline (Doran, 1981).
  6. Binet and Field's analysis is often summarised as "spend 60% on brand-building and 40% on activation". Why should a social manager treat that split with caution?
    The 60:40 split is a guideline derived from advertising budgets in the IPA Effectiveness Databank, not a law; their later work found the right balance varies with category, brand size and context, and the evidence does not address organic social specifically, so the useful lesson is to set distinct objectives and measures for brand-building and activation rather than to copy a ratio (Binet and Field, 2013; 2018).

Resources & Further Practice

  • Kietzmann et al. (2011): Kietzmann, J.H., Hermkens, K., McCarthy, I.P. and Silvestre, B.S. (2011) 'Social media? Get serious! Understanding the functional building blocks of social media', Business Horizons, 54(3), pp. 241–251 — the honeycomb of seven functional building blocks, the lens used in the first lesson.
  • Kaplan and Haenlein (2010): Kaplan, A.M. and Haenlein, M. (2010) 'Users of the world, unite! The challenges and opportunities of social media', Business Horizons, 53(1), pp. 59–68 — the standard definition of social media and a classification of its types.
  • Felix, Rauschnabel and Hinsch (2017): Felix, R., Rauschnabel, P.A. and Hinsch, C. (2017) 'Elements of strategic social media marketing: a holistic framework', Journal of Business Research, 70, pp. 118–126 — scope, culture, structure and governance as the strategic choices behind a social presence.
  • Mosseri (2023): Mosseri, A. (2023) 'Instagram ranking explained', Instagram, 31 May, https://about.instagram.com/blog/announcements/instagram-ranking-explained — Instagram's own account of how Feed, Stories, Explore and Reels rank content differently; compare it with any newer version before relying on it.
  • Ofcom Online Nation: Ofcom (2025) Online Nation 2025, published 10 December 2025, https://www.ofcom.org.uk/media-use-and-attitudes/online-habits/online-nation/ — the authoritative annual source for dated UK platform reach and time-spent figures; use it for the cited usage figures in your platform comparison table.
  • Further references: Binet, L. and Field, P. (2013) The Long and the Short of It: Balancing Short and Long-Term Marketing Strategies. London: IPA; Binet, L. and Field, P. (2018) Effectiveness in Context: A Manual for Brand Building. London: IPA; Doran, G.T. (1981) 'There's a S.M.A.R.T. way to write management's goals and objectives', Management Review, 70(11), pp. 35–36; Madrigal, A.C. (2012) 'Dark social: we have the whole history of the web wrong', The Atlantic, 12 October, https://www.theatlantic.com/technology/archive/2012/10/dark-social-we-have-the-whole-history-of-the-web-wrong/263523/; TikTok (2020) 'How TikTok recommends videos #ForYou', TikTok Newsroom, 18 June, https://newsroom.tiktok.com/en-us/how-tiktok-recommends-videos-for-you — TikTok has since updated this post, so check the current version.
  • [[tool]]: The Platform Fit Scorecard — score up to five platforms on audience presence, objective fit, content capability, cost to resource and competitive opportunity, then test whether the ranking holds when you change the weights.