Marketing & search · Planning worksheet

Healthcare social planning: route sensitive replies

Illustrative situation

A public comment asks a clinic to discuss an individual appointment. The social team needs a response route that does not invite personal details into a public thread.

The decision

Prepare an approved routing response and a clear handover to the appropriate team. Keep public marketing conversations separate from individual service support.

Rehearse this before accepting the change

Use a fictional comment about an appointment and rehearse the handover, including what happens when the receiving team is unavailable.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure time to route support requests correctly without counting public replies as completed resolutions.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare marketing planning with an editorial calendar, audience question and campaign brief.
Start with the audience question and a clear content brief.
Healthcare marketing enquiry journey connecting a service page, message and appointment calendar.
Connect the public promise to a supported next step.
Healthcare marketing measurement illustrated by a dashboard, comparison bars and inspection lens.
Check the evidence and definitions behind the report.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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