Understand members and gain insights

To create truly transformative learning experiences, it’s important to deeply understand a member’s needs, challenges, and goals.

We tap into the true potential of member insights when we dive deep into their wants, needs, and aspirations. Having this understanding allows us to create strong bonds, curate impactful content, and design personalized learning experiences that guide them toward their transformations. The discovery process is about aligning with their goals and becoming an integral part of their success journey.

Illustration of a member profile, filled with various data points (interests, goals, challenges). A magnifying glass over the profile to signify discovery.

The Member Discovery Process

An illustration of the learning community member discovery process as a closed loopAn illustration of the learning community member discovery process as a closed loopAn illustration of the learning community member discovery process as a closed loopAn illustration of the learning community member discovery process as a closed loop

Onboarding Process

Design this to understand members’ learning goals and interests.


Member Assessment

Assess members’ current knowledge and skill levels.


Feedback Loops

Establish regular feedback systems to continuously understand members’ evolving needs.

Pave the way for success

The onboarding process plays a critical role in the member journey—it’s your first opportunity to engage members, understand their goals, and guide them into your community.

Onboarding sets the tone for the learning experiences to come and helps members understand the value they can gain from active participation. It's during this phase that you begin to accumulate essential data about your members' interests and aspirations.

This information is invaluable because it allows you to tailor your programming to meet the specific needs and expectations of your members, paving the way for their transformation.

Gauge current knowledge and skills

Member assessment is the gateway to understanding the starting point of your members' learning journey. It's about identifying where they currently stand in terms of knowledge, skills, and competencies.

Not all members will come in at the same level. By assessing where they currently are, you can cater to their individual needs, create personalized learning paths, and deliver relevant programming.

Moreover, understanding their starting point will help you measure their progress and the effectiveness of your learning community. The goal is not to create barriers, but to empower each member with a learning experience that acknowledges and builds upon their unique backgrounds and expertise.

Understand and adapt to evolving needs

Feedback Loops are integral to a learning community's growth and adaptability. A vibrant learning community is not static, and the same goes for its members. As people journey through their learning path, their interests, needs, and goals evolve.

To keep up with these changes, feedback loops need to be embedded at various points throughout the members’ journey. This iterative process allows you to adapt and refine your programming, ensuring that your content and experiences stay relevant and effective for your members.

But remember, feedback is a two-way street – it's not just about gathering member insights, it's also about communicating changes and improvements back to the community, reinforcing a culture of shared growth and mutual support.

“Your goal is to discover—one cohort, one group at a time, one Zoom call at a time— which 20% of the material provides 80% of the value."
Tiago Forte, Founder, Forte Labs

Tiago Forte

Founder, Forte Labs

Ready to start building your learning community?