You picked a platform before you picked a purpose, didn't you?

Don't worry — almost everyone does. You set up the Slack group, the Circle space, the Discord server… and then sat there wondering why nobody's talking.

Here's the thing: a community engagement strategy isn't about choosing tools or chasing engagement metrics. It's a design framework that connects what your business needs to what your community actually does — and what you build comes last.

Today I'm walking you through the five-layer framework I use with every client. Just a clear, top-down system you can use immediately.

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THE BUSINESS OF COMMUNITY

What is a Community Engagement Strategy?

Most people start building a community by picking a platform. They set up a Slack group, launch a Circle space, or spin up a Discord server, and then try to figure out what to do with it.

That's backwards.

A community engagement strategy is a design tool. It helps me translate what a business needs into what the community does, and what the community does into what we actually build. It's the thinking layer between "why do we need a community?" and "what does this thing look like?"

Without it, teams end up with a platform full of features nobody uses and engagement tactics that don't connect to anything meaningful. With it, every channel, every program, and every touchpoint has a reason to exist.

Here's how I approach it — from the top down.

1. Start with business goals

Before I think about community at all, I get clear on what the business actually needs.

Is it retention? Advocacy? Acquisition? Reducing support costs? Generating user content that drives organic growth?

The community exists to serve these goals. If it doesn't, it's a hobby — not a strategy. And hobbies don't get resourced.

This is the step most people skip. They jump straight to "let's get people talking" without asking "talking about what, and why does it matter to us?" The business goal is the north star. Everything else flows from here.

For example, a SaaS company might identify that their goal is reducing churn. A fitness brand might want to drive word-of-mouth growth. A B2B marketplace might need to increase supplier retention. Each of these is a legitimate business goal — and each one would produce a completely different community strategy. That single goal shapes every decision that follows.

2. Set objectives that ladder up

Goals are broad. Objectives make them specific and measurable.

Each objective must trace directly back to a business goal — if it doesn't, it doesn't belong in the strategy. This is where I turn "we want advocacy" into something I can actually track and work towards.

Say the business goal is reducing churn. The objectives might look like:

  • Build peer accountability groups — so members have a reason to stay beyond the product itself

  • Create a knowledge-sharing culture — where experienced users help newer ones succeed

  • Establish a feedback loop — so the product team hears what matters most, directly from the people who use it daily

Or if the goal is word-of-mouth growth, the objectives might focus on generating authentic user stories, building a referral programme, and giving the biggest fans visibility and recognition.

Each objective is measurable. Each one serves the bigger goal. And each one tells me exactly what kind of tactics I need to design next.

3. Design the tactics — this IS the engagement strategy

This is where most people think community strategy starts. But by now, it's clear it's actually the third layer down.

Tactics are the specific programmes, touchpoints, and behaviours I design to hit the objectives. They're the what we're actually going to do part. And because I've done the work above, nothing is random — every tactic exists because it serves an objective, which serves a goal.

Here's what this looks like in practice. If the objective is build peer accountability groups, the tactics might include:

  • Weekly drop-in calls — a standing time slot where members show up, share challenges, and help each other problem-solve

  • A peer matching programme — connecting members one-on-one based on industry, experience level, or goals

  • A member directory — making it easy for people to find and reach out to relevant peers

If the objective is create a knowledge-sharing culture, the tactics might be:

  • Monthly member showcases — someone walks through how they solved a real problem, others learn from it

  • Challenge prompts — tied to campaigns, encouraging members to share their own approaches

  • Recognition posts — celebrating real-world wins, not just platform activity

One thing I've learned the hard way: reward contribution, not engagement. Leaderboards and badges that reward logging in or liking posts create shallow activity. Recognising someone who shared a genuinely useful workflow, mentored a struggling member, or hosted a meetup in their area — that creates culture. And culture is what makes people stay.

4. Build the roadmap

At this point, I've got a full picture of the strategy. Goals, objectives, tactics — the whole vision.

But I can't launch everything at once. And honestly, I shouldn't want to.

This is where I build the roadmap. I take that full vision and slice it into phases:

Phase 1 — the MVP. What's the thinnest possible slice of the full strategy that lets me test whether it actually works? I launch only what's needed to validate the core assumption. Maybe that's one weekly call, one discussion channel, and one simple referral mechanism. Minimal build. Maximum learning.

Phase 2 — the validated build. There's evidence it works. People are showing up, participating, telling others. Now I layer in the next set of tactics and the infrastructure to support them. Peer matching. Recognition programmes. Feedback loops with the product or service team.

Phase 3+ — scale. Add complexity only when the foundation is proven and resourced. Member-led events. Automated programmes. Advanced segmentation. Partner integrations.

Each phase has clear tactics, clear success criteria, and a clear signal for when it's time to move to the next one. This protects against the single biggest community killer: over-building something nobody uses.

I've seen this play out with clients time and again. The ones who try to launch the full vision on day one burn out, overspend, and end up with a ghost town. The ones who start with a thin slice, prove it works, and then expand? They build communities people actually rely on. Have the big picture. Put it aside. Start with the smallest step.

5. Now build the platform

Only now do I decide what to build.

The tactics from the engagement strategy — filtered through the roadmap — tell me exactly what channels, features, and infrastructure are needed. For Phase 1, that might only be a discussion space, an events tool, and a member directory. That's it. No fancy integrations, no complex automations, no 47 empty channels waiting for content that never comes.

The platform serves the tactics. The tactics serve the objectives. The objectives serve the goals. If I can't trace a platform feature back up through that chain to a business goal, I question whether it's needed — or at least whether it's needed now.

This is why picking a platform first is so dangerous. Teams end up building around the tool's features instead of the strategy's needs. And then wondering why a beautifully designed community space has tumbleweeds rolling through it.

The framework at a glance

Made in Notion AI

Goals → Objectives → Tactics → Roadmap → Platform

That's it. Five layers, top to bottom. Each one informs the next. Each one can be traced back to the one above it.

A community engagement strategy isn't a document I write once and file away. It's a living design tool that helps me make decisions — what to build, what to prioritise, what to cut, and when to scale. It turns "we should probably have a community" into a roadmap I can actually follow.

And the best part? When someone asks "why do we have this channel?" or "should we add this feature?" — I always have an answer. Trace it back up the chain. If it connects to a goal, keep it. If it doesn't, park it.

Start with what the business needs. End with what gets built. Everything in between is the strategy.

UPCOMING EVENTS

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Candid Connect is our fortnightly open call for founders and community builders who want honest conversation. Bring a challenge you're stuck on, a win you want to celebrate, or just show up and listen. You'll leave with at least one idea you didn't walk in with.

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Join us on Friday. (yes today)

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