Planning a Community of Practice
Build strong foundations for a thriving, relationship-centered community.
Build Your Internal Team
No one transforms systems alone. The strength of a Community of Practice (CoP) rests in the team that holds it with care, clarity, and a deep commitment to shared growth. A well-supported CoP is relationally rooted, structurally supported, and open to learning together. Building an internal team is about designing a space where people can bring their full selves, lead with courage, and contribute to something larger than themselves.
The roles below can be adapted for any context, whether you’re launching a new CoP or strengthening one that already exists.
Purpose: Guide with vision. Offer wisdom. Create space for people to thrive. A Steering Committee helps the CoP stay anchored in its purpose. This team shapes direction, builds trust across the community, and removes barriers to participation.
- Identify Key Stakeholders: Select individuals with influence, expertise relevant to the CoP’s purpose, and a genuine interest in its success to serve as the CoP’s steering committee. This might include community members, youth, community leaders from various organizations, and/or subject matter experts.
- Define Roles and Responsibilities: Clearly outline the committee’s purpose, including decision-making authority, frequency of meetings, and expectations for participation (e.g., approving curriculum, advocating for resources, mentoring CoP members).
- Establish Communication Channels: Determine how the committee will communicate with the CoP coordinator and, if applicable, directly with CoP members.
- Regular Meetings: Schedule consistent meetings to review progress, address challenges, and align the CoP’s activities with organizational goals.
- Championing: Encourage committee members to actively champion the CoP, promote its value, and help recruit participants.
Remember, leadership is about being in relationship with what’s unfolding.
Purpose: Support people as they navigate uncertainty and grow in their leadership. A skilled coach helps the CoP move through complexity with powerful questions. Their role is to build the group’s capacity to lead with humility, equity, and care.
- Identify a Qualified Coach: Seek a coach with experience in Adaptive Leadership principles, organizational development, and facilitating group dynamics. They should understand the nuances of fostering collaboration and learning.
- Define Coaching Scope: Determine whether the coach will primarily work with the CoP coordinator, the steering committee, or directly with CoP members during specific sessions.
- Integrate Coaching into CoP Activities: Plan for the coach’s involvement in key meetings, workshops, or problem-solving sessions to provide real-time guidance and facilitate adaptive learning.
- Focus on Capacity Building: The coach should aim to build the CoP’s internal capacity for adaptive problem-solving, rather than simply providing solutions.
The most transformative leadership asks “How do we grow through this together?”
Purpose: Hold the day-to-day heart of the CoP. This is where logistics meets relationships. The coordinator is the weaver. They manage logistics, build connection, and keep the rhythm of the CoP steady and welcoming.
- Select an Organized and Engaged Individual: Choose someone with strong organizational skills, excellent communication abilities, and a passion for the CoP’s subject matter. This person should be a natural connector.
- Develop a Detailed Job Description: Clearly define responsibilities, including managing membership, scheduling meetings, curating content, facilitating discussions, tracking progress, and communicating with all stakeholders.
- Provide Necessary Resources: Ensure the coordinator has access to tools (e.g., communication platforms, scheduling software), budget, and time allocation to effectively manage the CoP.
- Empowerment: Grant the coordinator sufficient autonomy to make operational decisions while staying aligned with the steering committee’s strategic direction.
The coordinator is a center of gravity, holding relationships, rhythm, and purpose in a way that lifts everyone. They lead from alongside, creating the conditions where each voice is honored and the whole can thrive.
Purpose: Bring in fresh perspective, tools, and knowledge from beyond the organization. External partners enrich the CoP through training, resources, and real-world practice. When approached with mutual respect, these partnerships can shift what’s possible.
- Define Collaboration Goals: Clearly articulate what you hope to achieve by partnering with an external organization (e.g., specific expertise, content, or methodological support).
- Engage for Content and Methodology: Collaborate to adapt their research, tools, or methodologies for the CoP’s specific context.
- Training and Workshops: Arrange for the partner to provide training to relevant CoP team members or CoP members on their expertise.
- Resource Sharing: Leverage their publications, research, and practical tools to enrich the CoP’s learning content and resources.
- Stipends:
When we invite others in with intention, we make the circle stronger.
Purpose: Help the CoP listen to its own story through evidence, reflection, and insight. Data is not just about numbers. It’s about patterns, learning, and accountability. A strong data lead helps the CoP understand where it’s been, where it’s growing, and where care is still needed.
- Identify a Data-Savvy Individual: Select someone with strong analytical skills, experience with data collection tools, and an understanding of how to translate data into actionable insights.
- Collaborate on Measurement Strategy: Work with the Data Lead to define key performance indicators (KPIs) for the CoP, aligning them with the CoP’s goals and program measurements.
- Develop Data Collection Mechanisms: Establish methods for collecting data (e.g., surveys, feedback forms, activity tracking, qualitative interviews).
- Regular Reporting: Plan for regular reports on CoP metrics, sharing insights with the steering committee, coordinator, and potentially CoP members.
- Iterative Improvement: Use data to inform adjustments to the CoP’s curriculum, activities, and overall strategy.
Data becomes powerful when it tells the truth of our communities and invites us to respond with love and learning.
Determine Your Scope
Purpose: Before a Community of Practice (CoP) begins its work, it must pause to ask: What are we here to hold? Who is this for? And how will we walk together in ways that build trust, accountability, and belonging
This section helps you and your team define a shared foundation. In youth development and nonprofit spaces, this clarity is essential to cultivate alignment, voice, and transformation from the inside out.
Accordion Content
Clarify your purpose. Name your people. Respect your capacity.
- Identify the Core Domain: What specific area of knowledge, practice, or challenge will the CoP focus on? Be as precise as possible (e.g., “improving patient communication in emergency departments” vs. “healthcare”).
- Define Target Audience: Who are the ideal members? What are their roles, experience levels, and shared interests?
- Determine Boundaries: What is in scope for the CoP, and what is out of scope? This prevents mission and scope creep.
- Consider Existing Initiatives: How does this CoP complement or avoid duplicating existing groups or projects within the organization?
In youth-serving systems, clarity is a way to show respect for time, trust, and the young people we all serve.
Let your goals be hopeful, grounded, and shaped by your people.
- Brainstorm Desired Outcomes: What changes or improvements do you want to see as a result of the CoP?
- Apply SMARTIE Criteria: Ensure goals are Specific, Measurable, Achievable, Relevant, Time-bound, Inclusive, and Equitable.
- Align with Organizational Objectives: How do the CoP’s goals contribute to broader organizational strategies and priorities?
- Categorize Goals: Consider goals related to knowledge sharing, problem-solving, innovation, skill development, and community building.
Goals aren’t just metrics. They are declarations of what kind of world we’re building.
Design a journey, not a checklist.
- Current State Assessment: What is the current knowledge/skill level of the target audience regarding the CoP’s domain?
- Desired Future State: What knowledge/skill level do you want members to achieve?
- Map Key Learning Stages: Outline the major phases of learning (e.g., foundational knowledge, advanced techniques, application, innovation).
- Identify Key Milestones: What are the critical learning points or achievements along the arc?
- Consider Different Learning Styles: Incorporate diverse methods (e.g., discussions, hands-on activities, case studies, expert presentations).
Youth development teaches us: transformation happens in relationship, reflection, and rhythm.
Bring the arc to life with content that is relevant, relational, and responsive.
- Topic Brainstorm: Generate a comprehensive list of topics relevant to the CoP’s scope and goals.
- Sequence Topics: Arrange topics logically, building from foundational concepts to more advanced or applied areas.
- Design Session Formats: For each topic, determine the best format (e.g., workshop, presentation, peer-to-peer discussion, guest speaker, project work).
- Identify Resources: Curate relevant articles, tools, templates, case studies, and external links.
- Incorporate Experiential Learning: Design activities that allow members to apply what they’ve learned and share their experiences.
- Flexibility: Build in some flexibility to adapt the curriculum based on member needs and emerging issues.
A curriculum is an invitation to engage.
Let your metrics mirror the transformation you’re building.
- Align with Goals: Ensure every measurement directly relates to one or more of the CoP’s SMARTIE goals.
- Identify Data Points: What specific data will you collect?
- Engagement: Attendance rates, participation in discussions, content contributions.
- Learning: Pre/post assessments, self-reported skill improvement, knowledge checks.
- Impact: Application of new practices, measurable improvements in relevant metrics (e.g., efficiency, quality, satisfaction), successful project implementations.
- Satisfaction: Member feedback on relevance, value, and experience.
- Choose Measurement Methods: Surveys, interviews, observation, performance data from existing systems, case studies.
- Define Reporting Frequency: How often will data be collected and reported? (e.g., monthly, quarterly, end of program).
Data can be a mirror or a weapon. Use it to reflect what’s true, not to validate what’s safe.
Time is meaningful. It carries rhythm, opportunity, and the chance to deepen our impact.
- Consider Learning Arc: How long will it realistically take to cover the curriculum and achieve the primary goals?
- Member Availability: How much time can members realistically commit? Avoid burnout from all stakeholders.
- Organizational Context: Are there specific organizational cycles or deadlines that influence the timeline?
- Pilot Phase: Consider starting with a pilot program of a defined length (e.g., 6-12 months) to test the model and gather feedback before committing to a longer-term structure.
- Ongoing vs. Time-Limited: Decide if the CoP is a continuous, evolving entity or a time-limited program with a specific end point. Many CoPs evolve into ongoing entities after an initial structured program.
- Review and Renewal: Even for ongoing CoPs, plan for periodic reviews (e.g., annually) to assess relevance and decide on continuation or evolution.
Communities that last are those that reflect: What is this now? What is it becoming?
Planning for Sustainability and Impact
Communities of Practice (CoPs) thrive when they are supported by clear intentions, thoughtful planning, and sustainable resources. This Funding Needs Implementation Guide is designed to support leaders, organizers, and stakeholders in proactively mapping out the financial needs and funding strategies necessary to launch, sustain, and grow their CoP initiatives.
Accordion Content
This tool serves as a practical worksheet to forecast and track costs across all dimensions of a CoP—from core activities like workshops and networking events to the ongoing operational and staffing needs that make long-term success possible. Organized by key categories such as Objectives & Goals, Core Activities, Technology & Infrastructure, and Monitoring & Evaluation, the guide provides a comprehensive overview of what it takes to build a thriving, relationship-centered CoP.
Whether you’re in the early planning stages or already implementing your community, this guide helps:
- Clarify budgetary needs by estimating and comparing projected vs. actual costs;
- Identify viable funding sources, including grants, donations, partnerships, and membership structures;
- Promote transparency and accountability through structured notes and ongoing documentation;
Prepare for the unexpected with a contingency section that ensures financial resilience.
It is also a strategic communication tool for engaging funders, partners, and internal decision-makers. By filling out each section, your team builds a compelling case for support grounded in realistic financial planning and aligned with your CoP’s goals and values.
We encourage you to treat this guide as a living document—updated regularly to reflect actual expenditures, emerging needs, and the evolving context of your work. Ultimately, this resource is here to ensure your CoP is not only visionary in purpose but also viable in practice.
How Excel Academy Planned Their CoP
Develop a Strong Understanding of Program Focus – Developmental Relationships and racial equity
Excel Academy came from the Excel Beyond the Bell San Antonio Network leaders who envisioned San Antonio as a developmental city. The initial design for Excel Academy focused on Developmental Relationships. The peak pandemic years brought inequities to light within our society. Racial equity was added as a foundation to confront the systems that harm us.This gave participants the opportunity to look inward and then outward, and ask: What are we building? Who is it for? And who still isn’t free?
Developmental Relationships – Search Institute
Rooting Excel Academy in the Developmental Relationships Framework is a commitment to building the kind of deep, intentional connections that foster true belonging. In a world where too many young people have been pushed to the margins, this approach reminds us that transformation begins in relationships by expressing care, challenging growth, providing support, sharing power, and expanding opportunities. It equips youth-serving practitioners to support youth success, and to walk with them in ways that affirm dignity, agency, and hope; co-creating a San Antonio where every young person is seen, valued, and truly belongs.
UP Partnership and Search Institute have been collaborating since 2019. We saw this opportunity as a natural progression to continue and deepen our work to expand Developmental Relationships throughout Bexar County.
Racial Equity – Quantum Possibilities
Incorporating a third-party facilitator like Quantum Possibilities into Excel Academy’s racial equity journey is not simply about facilitation, it is about deep alignment with a commitment to healing the divides created by systemic inequities. Quantum Possibilities brings the wisdom and capacity to help us see, name, and transform the structures, both visible and invisible, that shape how we show up in relationship with one another
Continuous Improvement Model – Results Count
By embedding the Results Count® framework into its continuous improvement strategy, Excel Academy is not merely refining its practices, it is affirming a deeper commitment to equity, justice, and belonging. This work is about transforming systems from the inside out, aligning leadership with values that honor the full humanity of those most often pushed to the margins. In doing so, Excel Academy strengthens its collective capacity to create a San Antonio where every young person is not only supported to succeed but embraced as a vital part of a community where they are seen, valued, and truly belong.
Coaching Model – 3D Coaching, Adaptive Leadership
Using Adaptive Leadership as the coaching model in Excel Academy is about cultivating the kind of leadership that holds space for complexity, discomfort, and shared transformation. It invites practitioners to lead with humility and courage, to see the systems that shape our lives, and to engage others in work rooted in justice and belonging. This approach helps us listen for what’s missing, confront what’s hard, and lead in ways that expand the connection, so that every young person and adult in our community is seen, valued, and truly belongs.