Community Management Toolkit

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Build dynamic, integrated content and using tactics as Lead Generation, Email Marketing, Database Management, Social Media and Community Management, to achieve marketing, sales and brand communication goals.

More Uses of the Community Management Toolkit:

  • Lead: editorial content and Community Management.

  • Identify potential online influencers and support the execution of Influencer Campaigns from a Community Management perspective.

  • Confirm your group performs Community Management (posting, monitoring, archiving, and Customer Service interactions) for social channels managed by team.

  • Be accountable for monitoring the industry for changing trends in Community Management practices.

  • Oversee Community Management Strategy, inclusive of response protocol and Crisis Response.

  • Be accountable for supporting Community Management Team.

  • Develop: Community Management specialization.

  • Develop a Community Management Strategy and directly engage with followers daily.

  • Ensure you compile; lead brand communications, Community Management, and Social Media expertise.

  • Pilot: Community Management / Property Management.

  • Standardize: application of a distinctive Community Management brand tone.

  • Standardize: Social Media specialization, Community Management.

  • Ensure you audit; build and sustain Online Communities and perform Social Media Community Management duties.

  • Control: own channel and Community Management for a subset of your Social Media channels.

  • Ensure you invent; lead pacing, Campaign Management, and Community Management.

  • Establish that your design establishes brand specific Community Management standards and Performance Goals.

  • Supervise Community Management to drive positive brand conversations.

  • Ensure you overhaul; lead with knowledge in Social Media Community Management and optimization.

  • Be accountable for developing response matrices and Community Management Process and Best Practices.

  • Evaluate: platform partners to stay on top of functionality and trends that could be used in Community Management and engagement.

  • Be accountable for handling all Social Content distribution and Community Management.

  • Ensure you helm; lead Community Management efforts.


Save time, empower your teams and effectively upgrade your processes with access to this practical Community Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Community Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Community Management specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Community Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Community Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are predictive Community Management analytics?

  2. What happens when a new employee joins your organization?

  3. How do you know that any Community Management analysis is complete and comprehensive?

  4. Are there any activities that you can take off your to do list?

  5. If you had to leave your organization for a year and the only communication you could have with employees/colleagues was a single paragraph, what would you write?

  6. What methods are feasible and acceptable to estimate the impact of reforms?

  7. What is your plan to assess your security risks?

  8. How are policy decisions made and where?

  9. How scalable is your Community Management solution?

  10. How do you manage unclear Community Management requirements?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Community Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Community Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Community Management Self-Assessment and Scorecard you will develop a clear picture of which Community Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Community Management Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Community Management projects with the 62 implementation resources:

  • 62 step-by-step Community Management Project Management Form Templates covering over 1500 Community Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Community Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Community Management Project Team have enough people to execute the Community Management Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Community Management Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Community Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Community Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Community Management project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Community Management project with this in-depth Community Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Community Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Community Management and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Community Management Investments work better.

This Community Management All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.