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Education Planning Toolkit
Plan Smarter. Educate Better. Make 2027 Your Best Year.

Planning a successful education program takes more than scheduling courses. Association education teams have to balance member needs, engagement, revenue goals, accreditation requirements, technology, reporting, and limited staff resources, all while planning for what comes next.

The 2026 Education Planning Toolkit gives association education teams a practical framework for bringing those pieces together. It includes ready-to-use worksheets and templates for setting annual education goals, evaluating your LMS, prioritizing technology needs, tracking key program metrics, planning your CE calendar, and managing faculty and subject matter experts. Education Planning Toolkit

Whether you’re preparing for an annual planning meeting, building next year’s education strategy, evaluating your current LMS, or getting ready for an RFP, the toolkit is designed to help you spend less time building spreadsheets and templates and more time improving your education program.

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