End-of-Year Reviews and Reporting Best Practices

CX Nexus Podcast

As the year comes to an end, Chris and Nicole discuss best practices for community professionals to reflect on their accomplishments, communicate value to stakeholders, and set goals for the new year.

Key topics covered:

• The importance of end-of-year reporting to benchmark progress, justify budget/resources, and set goals. Nicole explains how quantifying community ROI helps secure leadership support.
• Conducting quarterly reviews to zoom out from day-to-day tasks and ensure you're focused on the right priorities.
• Tips for end-of-year people management like giving timely feedback and documenting personal achievements.
• Recognizing community members' contributions through year-end impact reports and tokens of appreciation. Nicole shares examples like infographics, swag gifts, and social events.
• Collaborating cross-functionally and articulating community impact on business goals like product adoption, customer retention, etc.
• The episode ends with a recap of key takeaways to help community builders reflect on the past year and prepare for the new year ahead.