Before You Begin
This worksheet brings together the foundational strategy work completed throughout this module.
Use your previous worksheets to summarize:
- your goals
- member needs
- personas
- structure plans
- member journey alignment
This document should become the foundation of your broader community strategy and future planning discussions.
SECTION 1: Strategic Purpose
Use your Goal Alignment Worksheet and Needs Discovery Worksheet to summarize your strategic direction.
What is the purpose of your community?
What business outcomes should the community support?
SECTION 2: Key Customer & Member Needs
Review your Community Insight & Needs Discovery Worksheet.
What are the most important needs your community should support?
What assumptions were validated or challenged during discovery?
SECTION 3: Community Goals
Use your Community Goal Planning Worksheet.
List your top 1–3 community goals.
Goal | Intended Outcome |
|---|
Click or tap here to enter text. | Click or tap here to enter text. |
Click or tap here to enter text. | Click or tap here to enter text. |
Click or tap here to enter text. | Click or tap here to enter text. |
SECTION 4: Priority Personas
Review your Community Persona Development Worksheet.
Who are the most important audiences your community is designed to support?
Persona | Key Need | Community Support Focus |
|---|
| . | |
SECTION 5: Community Structure Overview
Use your Community Structure Planning Worksheet.
What are the core areas of your community structure?
Examples:
- onboarding
- support
- discussion
- advocacy
- resource hubs
Where should new members start?
SECTION 6: Member Journey Alignment
Review your Member Journey Mapping Worksheet.
How does the community support members across the lifecycle?
Journey Stage | Community Support |
|---|
Onboarding | |
Adoption | |
Retention | |
Advocacy | |
SECTION 7: Common Gaps & Risks
Review Your Strategy
Question | Yes | Needs Review |
|---|
Are your goals specific and measurable? | ☐ | ☐ |
Are personas based on real needs and behaviors? | ☐ | ☐ |
Does the structure support member goals? | ☐ | ☐ |
Is there a clear onboarding experience? | ☐ | ☐ |
Are you trying to do too much at launch? | ☐ | ☐ |
SECTION 8: Next Steps & Priorities
What should happen next?
Examples:
- stakeholder review
- launch planning
- engagement programming
- onboarding improvements
- governance planning
What area needs the most refinement?
SECTION 9: Strategy Discussion Preparation
Bring This Document To Your Next Strategy or CSM Session
Discuss:
- alignment
- gaps
- launch readiness
- priorities
- ownership
- feedback
Download the worksheet to get started