Start with an example
Load the fictional entries to see the level of detail needed. Then start blank with your own accounts and policies.
Finish the term with a clear records handover.
Plan account decisions, preserve required records and pass on outstanding matters before access changes. Includes a practical sequence, an account register and a handover sign-off.
FOR ELECTED OFFICIALS, CITY CLERKS AND RECORDS TEAMS
A working pack you can take to the next meeting.
Record decisions and gaps
Prompts help you assign responsibility, retain evidence references and make unresolved actions visible.
Save and share
Download progress to continue later. Print a PDF for review and keep the completed record in your approved system.
Adapted for US public-office workflows.
US edition: for elected officials, city clerks, records officers and communications teams. Confirm applicable state/local requirements and office policy. NARA guidance is federal context, not a rule for every city or elected office. Counsel should review uncertain moderation or account-use questions.
Use the office’s records officer or city clerk, state/local retention schedules and the relevant public-records process. Do not apply federal guidance automatically to local government.
Personal, campaign and official activity need careful assessment. Neither an account name nor this checklist decides the status of every item. Confirm ownership before proposing an account transfer.
See the practical detail.
FICTIONAL EXAMPLE / US EDITION
Access change and public information
Test incoming access first. Confirm the receiving team can retrieve the required records. Record approved outgoing-access changes and leave any unresolved ownership question with governance staff.
Use the pack in four steps.
- Open it and review the fictional example.
- Start blank and complete it with the responsible colleagues.
- Download progress before closing; restore that file to continue.
- Print a PDF for review and record any outstanding actions.
Use case references rather than private messages, passwords or personal details. Entries are not sent to Brolly.
See how Brolly supports the records work.
Watch the Archive workflow, then bring an account or retrieval question to a walkthrough. We will confirm supported content and scope for your situation.
Discuss your office’s social recordsQuestions about the resource
What is included?
An editable browser-based HTML pack with instructions, fictional examples, a completion checklist, local progress-file saving and restoring, and printing to PDF. No Word or Excel software is needed.
Is this an official policy?
US edition: for elected officials, city clerks, records officers and communications teams. Confirm applicable state/local requirements and office policy. NARA guidance is federal context, not a rule for every city or elected office. Counsel should review uncertain moderation or account-use questions. This is a Brolly planning aid, not an official policy or legal advice.
Do you collect the entries?
No. Entries stay in the browser page and are not automatically saved. Download a progress file before closing, and store it securely.
Can we distribute it to our team?
Yes. Share the blank pack internally and have the responsible governance and records staff adapt its use to your policies. Keep completed copies in your approved systems.
Guidance and next resources
OFFICIAL GUIDANCE
Start with your state and office
Confirm the applicable public-records process, retention schedule and account-use policy with your city clerk, records officer or counsel. Federal guidance does not determine local requirements.
Explore Brolly’s guides for all 50 states and follow the official sources for your jurisdiction.
Washington: social media records
Use the state archives guidance to discuss capture and records-management responsibilities with your team. This reference applies to Washington.
Florida: public-records management
Use the state handbook to identify records-management questions for your office. Confirm the applicable schedule and procedures with the records custodian; do not apply Florida requirements to another state.
Federal offices: transition guidance
For federal context, consult NARA’s guidance for political appointees and senior officials. Local offices should use their own state and agency requirements.
Use this guidance alongside the pack to agree responsibilities, record decisions and identify questions for your governance or records team. Adapt the checklists to your local policies and requirements.