Community Launch Guide

Combine people, process, programs, content, design, and technology to craft a comprehensive plan to successfully launch your community (Episode 17).

Platform Vendor Scorecard

Learn the questions to ask of a community platform vendor, how to grade their offerings, and how to track your contract negotiation (Episode 11).

Permissions & Roles Template

Learn how to configure your community permissions and roles for maximum control, impact, and efficiency. Explore the additive model (Episode 107).

Sample Community Roadmap

Parse your community strategy into an operational plan and a roadmap that can be used to keep teams focused and stakeholders informed (Episode 43).

Sample Migration Announcement

Wondering how to break the news that you’re migrating to a new platform? Here’s a sample you can use to let them know via email (Episode 35).

Structures & Modalities Template

Explore different models for building your information architecture and the common modalities that may be present in your structure (Episode 107).

Headcount & Budget Planning Template

Not sure how to plan for your community headcount and budget? This template will help you secure the right resources to succeed. (Episode 42).

Community Localization Proposal

A sample proposal to pitch localization options for a community. For more context, listen to Episode 44 where Erica and Brian role play on this topic.

Community Programs:

Community Gamification Template

Learn the basics of building ranking and badging programs to drive behaviors and recognize top contributors in your community (Episode 5).

Sample Superuser Guidelines

Use this sample guidelines document as a starting point to build a robust formal Superuser program for your top community contributors (Episode 7).

Sample Employee Guidelines

Use this sample guidelines document as a starting point to build a robust internal employee engagement program (Episode 20).

Community Metrics Template

This template will help you measure and understand key drivers of community performance: Acquisition, Conversion, and Engagement (Episode 8).

Quarterly Update Template

Use this template for regular reporting of your teams’ progress to key stakeholders. Often used in alongside the OKR Planning Template (Episode 9).

OKR Planning Template

OKR (Objectives and Key Results) are used at many companies to define success criteria, organize teams, gain alignment, and track progress (Episode 3).

V2MOM Template

Pioneered by Marc Benioff, use this planning template to document and align your individual vision, values, methods, obstacles, and metrics (Episode 3).

Plan on a Page Template

Some organizations use this format to plan and report progress. The goal is to keep the plan high-level and to a single page for readability (Episode 3).

People & Teams:

Community DACI

This document was developed by Julie Hamel to help teams around the company understand their roles and responsibilities around community (Episode 12).

Resume Template

Designed for maximum density of descriptive information on a single page. This is Brian’s resume. You are not Brian. Make it your own (Episode 1).

Community Team Leveling Guide

The team at Salesforce created this guide to help employees understand the roles, responsibilities, titles and leveling of various community jobs (Episode 3).

Community Club Summit 2021 Slides

Whether you’re a recruiter or a candidate looking for a new gig, there are samples and actionable next steps contained within to help you (Recording).

Sample Community Org Structure

Not sure how to structure your community team? Here’s an example of a mature community team defined by functional teams (Episode 12).

Customer Experience:

Customer Journey Program

Brian has leveraged this customer-centric, data-driven program to meaningfully improve customer experience across key touchpoints (Episode 4).