Weekly To-Dos

GrettaKraus

Hello everyone! I am a part-time, solo employee for my company's community. I would love to hear your daily/weekly/monthly/quarterly checklists that you complete to make sure you are staying on top of everything and keeping track of all the necessary moving parts.

Since I don't have as much time as a full-time employee, I would like to create a better regime for my tasks.

Thanks!

-Gretta

Kirstie Macfarlane

Hey @GrettaKraus - what a great question!

I'm sure there will be a wide range of answers since we have such varied customer communities, but I can give you some insights into what tasks I focus on for the Vanilla Community.

Daily:

• Check for applicants to the community
• Check for any escalations / moderation items
• Check for any discussions / questions that need a response from the Vanilla team (which may require looping in one of my colleagues)

Weekly:

• Review my content calendar for the week and send reminders to anyone who's collaborating with me on content creation
• Add any new events that I have scheduled upcoming
• Check support tickets/internal requests related to the community

Monthly:

• Update any of your KPI analytics trackers
• Review your content programs for the next month (for example do I have someone able to write a Tip Tuesday post each week)
• Check automations / workflows are functioning
• Review member feedback / questions / themes
• Audit community health:
  • active users
  • engagement rates
  • top content
  • unanswered questions

Quarterly:

• Review your Community Goals and see how your KPIs are tracking
• Review larger goals and strategy, make updates based on how your programs have been working
• Review onboarding/member journeys
• Identify gaps in content or participation

💡 One important thing to always keep in mind when planning out your tasks, is tracking how many of your tasks will trigger emails or notifications to your end users. It may seem easier for you to add all of your events for next month on the same day, but if you community is set to send an email for each new event that would be very overwhelming for your users.