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Description

The Association Strategy and Planning Toolkit is a comprehensive resource guide to help associations plan better. Built on The Planning Group's proprietary Integrated Planning Model, this Toolkit provides association management and boards a complete resource to ensure more effective and integrated strategic, operational, tactical, and financial planning. This Toolkit will help you implement a best-in-class association planning process and create more practical, executable, and measurable plans.

Without "dumbing it down" The Association Strategy and Planning Toolkit boils association planning down to a series of systematic, understandable concepts with a focus on the real integration that must be present for effective plans. After using the Toolkit, association professionals will be able to start applying what they have learned immediately to drive real planning results. The Toolkit includes a comprehensive set of supporting documents, models, audio training, templates, and presentations for easy implementation within your association.

schedule Duration
8 hours
emoji_events Certificate
Available
bar_chart Level
Beginner
error_outline Prerequisites
No
check_circle Preparation
No
lock Access
One year

attach_money Price
US$295.62
percent DISCOUNT
37 % US$467.22

emoji_events 100% moneyback guarantee
If you cancel within 10 days and you’re not completely satisfied, we’ll give you all your money back. No questions asked.

Features

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Verifiable
We make it easy for you to stay compliant with your organization's requirements by providing completion certificates that you can download anytime.
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Online
You're busy - we get that. That's why we've recruited the top experts in your field to provide courses that you can take on your own schedule.
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Anytime
Learn at your leisure. You can start, pause, and restart the courses whenever you like. They are mobile optimized for extra convenience.
Learn the Easy Way
Access the course for a full year
Start and finish on your own schedule
Download completion certificates
Share your certificate on LinkedIn
Curriculum
schedule 8
hours
1
Guide
|
29
Video
Curriculum
1 Guide
29 Video
schedule 8
hours
guide
Section 1.
videocam Video
16 m
Using This Toolkit

videocam Video
13 m
Role of Board versus Management

videocam Video
3 m
Making the Case for Disciplined Association Planning

videocam Video
6 m
Guiding Principles of Association Planning

videocam Video
4 m
Basic Planning Concepts

videocam Video
13 m
Introduction to the Integrated Planning Model

videocam Video
17 m
Timeline of Overall Planning Process

videocam Video
20 m
Interviewing in Association Planning

videocam Video
16 m
Practical Vision Introduction

videocam Video
21 m
Practical Vision in Practice

videocam Video
50 m
Practical Vision Session Walkthrough

videocam Video
27 m
Facilitation in Association Planning

videocam Video
12 m
Strategic Imperatives Background

videocam Video
14 m
Strategic Imperatives in Practice

videocam Video
21 m
Strategic Imperative High Level Session Walkthrough

videocam Video
19 m
Strategic Imperative Detail Session Walkthrough

videocam Video
22 m
Amalgamation Session Walkthrough

videocam Video
15 m
Operational Planning

videocam Video
16 m
The Planning Execution Gap

videocam Video
19 m
Dynamic Planning

videocam Video
24 m
Project Management Primer

videocam Video
9 m
Project Planning Session Walkthrough

videocam Video
15 m
Value Proposition

videocam Video
30 m
Performance Measurement

videocam Video
19 m
Long Term Financial Plan

videocam Video
5 m
Investing in Association Strategy

videocam Video
20 m
Simple Quarterly Board Planning Process

videocam Video
12 m
Mission Session

videocam Video
15 m
Values Session
Learn from the best

Peter Wright is a career strategist and President of The Planning Group. As a respected executive and in his current consulting practice, Peter has successfully developed and executed strategy with remarkable results.

His practical approach to strategic and operational business planning ensures that plans are not only embraced by management and Boards, but also effectively imp...

Read More
Start learning now
Course
Strategy and Business Planning Toolkit
The Association Strategy and Planning Toolkit is a comprehensive resource guide to help associations plan better.
Format: Online
Level: Beginner
Certificate: Available
Duration: 8 hours
TOTAL
US$295.62
US$467.22
37% off
You’ll be charged this price and get immediate access to all learning materials. Taxes are calculated at checkout.
Frequently Asked Questions
Can't find the answer you are looking for? Contact our support team

Each profession and regulatory body has its own requirement. These requirements are in a state of flux. As a result of the changing nature of professional development requirements it’s best to visit your association’s website.

Each course is created by instructor(s). The main part of each course is a set of videos that you can watch on-demand. Courses can also include quizzes, articles and supporting resources like PDF, Excel and other documents.

After completion of each course or package you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime.

The course starts as soon as you sign up - you will have full access to all course content and materials immediately and have up to 365 days to complete it.

Our Packages and Custom Package are subscription-based. That means after the end of the subscription period (usually a year) you will be automatically enrolled in a new Package with a new set of courses and charged the same amount. You can cancel the subscription anytime before the renewal date or within 10 days after the renewal and get a refund. No questions asked.

A Custom Package is a subscription-based service that allows you to select any courses from our platform within a specified number of total hours. Any courses that are available on the platform can be added to your Package. The Custom Package provides you with the freedom and flexibility of choosing courses for a discounted price compared to buying individual courses separately.

Unfortunately, we cannot share personal instructor information. If you have questions about a course please contact our support team.

Information is accurate as of the date the video was posted. We make every effort to ensure that videos are up to date.

In order to reset your password please use the following link: https://learnformula.com/forgetpassword. Enter the email address you used to sign up for our platform and a reset password email will be sent to this email address.

We strive to provide a broad range of content to professionals and are continually sourcing and publishing new content as it becomes available.

You will receive a “Certificate of Completion” upon viewing a course. We store your certificate on our database, so you don’t have to worry about losing it.

For your convenience, you can easily watch our videos on your phone and tablet as well as on your desktop or laptop computer. Anywhere you have an Internet connection can be a place to complete your professional development.

To register for a course, visit the course landing page, click ‘Add to Cart’. In your cart, enter your Payment Details, and click “Pay”. You can then view and access your purchased courses in the “My courses” tab in the top right header.

To be awarded the completion certificate, you must complete the course in its entirety, by viewing all videos, completing all interactive tasks and supplementary reading, and finishing all quizzes. Certain governing or accreditation bodies have further requirements. For example, to earn a IRS-registered certificate, you must complete all of the above, and additionally receive a minimum grade of 70% on the Final Exam. You should always check with your governing body to see specific requirements for your accreditation.

If you cancel within 10 days, and you’re not completely satisfied, we’ll give you all your money back. No questions asked. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 888-987-0858. You may also reach out for support to Marionne Sumalinog at support@learnformula.com

Once you have completed all the sections of the course, the course progress will show as 100% complete, and will now appear under the Completed tab in your My Courses page. Under the course thumbnail, click "Get a certificate" to view your certificate and download it, if you wish. The certificate is also stored in our database so you don't have to worry about losing it. Certificates become available immediately after you complete the course, and are stored in our systems indefinitely.

Every course is arranged uniquely by the instructor, but they're all easy to navigate through. Once you click on your purchased course, you'll see the curriculum, made up of videos, quizzes, and/or supplementary materials. To begin the course, simply click on the first video. From there, you can click on ""Next Activity"" to move through the course, or navigate through the course using the left-hand menu. Please note that you must view all videos in their entirely, and complete all quizzes, final exams, and supplementary materials, as applicable, for the course to register as complete, and to receive your certificate.

To purchase a Team License, first, locate a package you wish to purchase for your team. This may be either a Regular Package, or a Custom Package, to allow each member of your team to curate their own package. Once you have selected a package to purchase, please enter your information and click "Sign Up". In your Shopping Cart, click "Team License (2+)" and select the number of team members you would like to purchase the package for. Enter any coupon codes, and proceed through Checkout as usual. Once you have purchased the Team License, invite all your team members! You can check up on your team's progress by clicking "Team Courses" in the top right corner of your screen.
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