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Strategy and Business Planning Toolkit

The Association Strategy and Planning Toolkit is a comprehensive resource guide to help associations plan better.

Created byPeter Wright
BeginnerUpdated Feb 4, 2022
Strategy and Business Planning Toolkit

About This Course

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.

Course Content

1 activity • 29 videos • duration: 8h 13m

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Section 129 videos • 8.2 hours
  • videocamUsing This Toolkit
    Duration 15:46
  • videocamRole of Board versus Management
    Duration 13:14
  • videocamMaking the Case for Disciplined Association Planning
    Duration 3:13
  • videocamGuiding Principles of Association Planning
    Duration 5:42
  • videocamBasic Planning Concepts
    Duration 3:52
  • videocamIntroduction to the Integrated Planning Model
    Duration 13:26
  • videocamTimeline of Overall Planning Process
    Duration 17:10
  • videocamInterviewing in Association Planning
    Duration 19:59
  • videocamPractical Vision Introduction
    Duration 15:38
  • videocamPractical Vision in Practice
    Duration 20:45
  • videocamPractical Vision Session Walkthrough
    Duration 49:54
  • videocamFacilitation in Association Planning
    Duration 26:46
  • videocamStrategic Imperatives Background
    Duration 12:01
  • videocamStrategic Imperatives in Practice
    Duration 13:44
  • videocamStrategic Imperative High Level Session Walkthrough
    Duration 20:36
  • videocamStrategic Imperative Detail Session Walkthrough
    Duration 19:16
  • videocamAmalgamation Session Walkthrough
    Duration 22:13
  • videocamOperational Planning
    Duration 14:36
  • videocamThe Planning Execution Gap
    Duration 16:28
  • videocamDynamic Planning
    Duration 18:51
  • videocamProject Management Primer
    Duration 23:56
  • videocamProject Planning Session Walkthrough
    Duration 9:25
  • videocamValue Proposition
    Duration 14:53
  • videocamPerformance Measurement
    Duration 30:14
  • videocamLong Term Financial Plan
    Duration 18:45
  • videocamInvesting in Association Strategy
    Duration 5:29
  • videocamSimple Quarterly Board Planning Process
    Duration 20:24
  • videocamMission Session
    Duration 12:11
  • videocamValues Session
    Duration 15:22

Your Instructor

Peter Wright

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star21 reviews

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 implemented and measured for the tangible benefit. As the Director of Strategic Planning at Clarica, Peter led the company's overall operational and strategic planning process. In an environment of complex change, his skillful facilitation of planning sessions with the senior management team was instrumental in the determination of key strategic decisions. In his time at Sun Life Financial, Peter became Vice President of Corporate Accounts, before leaving to begin his consulting and training career. In his consulting practice, Peter advises boards and executives on all matters of strategy and planning across a broad spectrum of sectors and organizations. An accomplished facilitator and trainer, he works with boards and senior leadership teams to develop strategy, resolve operational issues, and overcome barriers to performance. By providing planning expertise, process advice and facilitation, Peter helps organizations overcome the planning gap. Linking strategy and action, he works with management to foster true stretch mentality focused on growth and value. In 18 years of developing business plans with organizations in more than 20 countries, Peter has created many successful tools, models, and practices that can be taught to clients and other consultants. Peter used his planning and training experience to develop The Business Planning Boot Camp and The Association Hub Strategy and Planning Toolkit.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4 out of 5
Student's Choice
21 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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