Turn strategic priorities into measurable, actionable community goals.
SECTION 1: Start with Your Strategic Priorities
Review the Goal Alignment and Community Insights & Needs Discovery worksheets to guide this planning exercise.
What are the most important outcomes your community should support right now?
Strategic Opportunity | Why It Matters |
|---|
Improve onboarding support | Customers struggle to get started quickly |
SECTION 2: Rewrite Broad Goals into Actionable Goals
Broad goals often sound helpful but fail to guide action.
Rewrite each broad goal into a measurable, outcome-focused goal.
Broad Goal | Actionable Goal |
|---|
Increase meaningful participation | By the end of Q3, increase discussion participation from new members by 30% through onboarding prompts and welcome discussions |
SECTION 3: Categorize Your Goals
Categorize each goal based on who primarily benefits.
Goal | Goal Type | | |
|---|
Improve onboarding completion | ☐ Customer | ☐ Business | ☐ Internal |
SECTION 4: Connect Goals to Community Actions
Goal | Community Actions or Initiatives |
|---|
Improve onboarding completion | Welcome journey, onboarding discussions, guided resources |
SECTION 5: Goal Alignment Review
Goal | Is it measurable? | Is it aligned to customer needs? | Is it aligned to business priorities? | Does it guide action clearly? | Is it realistic for your current stage? |
|---|
| ☐ | ☐ | ☐ | ☐ | ☐ |
SECTION 6: Prioritize Your Top Goals
You do not need to solve everything at once.
Identify the top three goals that would create the greatest impact right now.
Priority Goal #1: __________________________
Why is this important?
What outcome would success create?
Priority Goal #2: __________________________
Why is this important?
What outcome would success create?
Priority Goal #3: __________________________
Why is this important?
What outcome would success create?
SECTION 7: Final Reflection
Which goal feels most important right now, and why?
Which goal feels most achievable in the near term?
What will help your team stay aligned around these goals?
Download the worksheet and get started!