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CMX Summit 2022 Governance template and email templates

Katie Ray

katie.ray@metadata.io

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Group

People

Expectations

Cadence

Marketing

Help support communications, deployment, promotion.

Share all customer upcoming events to be promoted on calendar

Est. 45-60 min 1x / a week for 3 months till launch, then 2-3x a month for 45-60min (once a week)

Design

Develop designs and graphics to be used within the community and for promo of the community

Est. 60-120 minutes / month for first 3 months till launch, then 1x a month for 30 min as needed

Education

Develop snippets to be shared within the community of upcoming educational opportunities.

Partner on community roundtables.

Take advantage of the community small groups for continuing education.

Est. 60-120 minutes / month

Product

Provide snippets for product updates to be shared within the community.

Leverage community for feedback for Product

Feature Requests can live in community

2x / month (or as needed)

Est. 60-120 minutes / month

Customer success Leadership

1x / month check-in on plan (share what the plan is, where we’re at, what’s coming up)

1 x / month check-in on plan

Est 45-60 min / month (first 3 months), then 1x / quarter check-in

Community Founders

Customers nominated from CSM’s, and self nominated in survey

Set of customers ready to provide feedback on community roadmap, community programs

2x a month till launch, then 1x a month

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Email for re-engagement

Email for feedback

“Hey (first name),

How are you? I noticed you haven’t been in the community for a few weeks and wanted to see what’s happening in your life. We are 100% here to support and encourage in any way possible.

Looking forward to hearing and learning from you.

(name).”

“Hey (first name),

It’s been so cool learning from you in (name of community) community. I’m curious, what do you think of the community so far? Any recommendations for speakers, events, or meetups that you would like to see?

I can’t wait to hear from you (and show you how we implement your feedback).

Thank you!

(name).”