Strategic Planning Certificate

SUCCESS BEGINS WITH A PLAN.

In Training Industry’s Strategic Planning Certificate, you will gain the tools and framework needed to successfully plan and execute your training strategy for maximum business impact. View the brochure.

Cost: $1295 CPTM: $1036
At A Glance
  • 2 Half-Days
  • Certificate Awarded
  • Virtual
  • English
Cost: $1295 CPTM: $1036
What You'll Learn Agenda Schedule Reviews FAQs Contact Us Develop Your L&D Team

What You’ll Learn

Learn to create alignment between training and organizational goals with a clear plan and roadmap for achieving business impact. You’ll also earn a certificate and digital badge as proof of your newly developed competencies.

Training initiatives are most effective when they align with key business priorities. Strategic alignment—the core capability of a training manager—is essential for a high-performing training organization. But where do you start? Throughout this course, you will receive tools and templates you can take back to work to help you implement these principles back on the job.

After completing this certificate, you will be able to:

  • Establish a common language with which to understand strategic planning as it relates to your learning organization. 
  • Conduct an environmental and gap analysis. 
  • Develop a strategic plan, action plan and scorecard. 
  • Effectively communicate the value and steps of your plan to stakeholders. 
  • Conduct a planning conversation with your team and key stakeholders, using the provided concepts, tools and frameworks. 

Meet Your Instructors

Dr. Vince Eugenio, ICF PCC

Dr. Vince Eugenio has 30+ years of corporate L&D experience, including leadership roles as director, vice president, senior vice president and chief learning officer at organizations such as AT&T, Bank of America and Iron Mountain. He now coaches L&D professionals and leaders and is the author of Training Industry’s Strategic Planning course.

Dan Menden, CPTM

Talent management leader with 20+ years of experience in training, human resources and talent management, including five years as director of dealer training for a major U.S.-based motorcycle manufacturer. Dan has coached executives, front-line leaders, employees, small business owners and learning professionals to drive growth and performance.

Learn more about Training Industry Inc.’s expert instructors.

View the brochure for a comprehensive look or contact us for any questions.

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Strategic Planning Certificate

Cost: $1295 CPTM: $1036

Agenda

The Strategic Planning Certificate program spans eight hours and is completed online, over the course of two half days. When you complete this program, you’ll take part in a multi-day live, virtual instructor-led (VILT) class that includes ample time for discussion, analysis and application.

PREWORK

Prework includes an individual information gathering exercise that will prepare you with the necessary background to engage with the course content, tools and templates. 

In preparation for this Certificate, we encourage you to review the following: 

  • Your organization’s mission and vision. 
  • Your organization’s goals and strategic priorities. 
  • Your L&D department’s goals and objectives. 
  • Any previous strategic planning work that you or your L&D team have completed.
DAY 1 - Strategic Planning Foundations

WHAT IS STRATEGIC PLANNING?

  • Strategic Planning and Management Framework
  • Introduction to Your Strategy Roadmap
  • Integrated Surround Strategy Model

TARGETING AND ALIGNMENT

  • Step 1: Targeting your plan for alignment.
  • Vision vs Mission
    • Activity: Mission and Visioning Rubric
  • Step 2: Identifying strategic priorities
  • Strategic alignment rubric
      • Activity: 6 Steps, Actions, Tools Framework, Strategic Priorities Form

DAY 2 - Your Strategic Plan in Action

ASSESSING YOUR OPERATING ENVIRONMENT

  • Step 3: Information gathering through assessment.
  • PESTEL Analysis 
    • Activity: PESTEL Framework Template 
  • SWOT Analysis and application with TOWS 
    • Activity: SWOT Framework Template, TOWS Framework Template, GAPI Analysis Template 

CREATE AND MONITOR YOUR ROAD MAP AND ACTION PLAN

  • Step 4: Creating your strategy roadmap, including identifying key performance indicators (KPIs).
    • Activity: Strategy Roadmap Template
  • Step 5: Action planning for execution.
    • Activity: Action Planning Template
  • Step 6: Monitoring targets and taking corrective actions.
    • Activity: KPI Balanced Scorecard Analysis Template

NEXT STEPS STAKEHOLDER INVOLVEMENT

  • How to involve the stakeholder across all steps
  • Keys to success

CAPSTONE ACTIVITY: Action Planning Template

View the brochure for a comprehensive look or contact us for any questions.

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This course is available as part of the L&D Strategy Journey and the Learning Technologies Journey. Learn more about Learning Journeys.

Strategic Planning Certificate

Cost: $1295 CPTM: $1036

Upcoming Sessions

Aug. 5-6, 2026
9 a.m. - 1 p.m.
Oct. 26-27, 2026
1 p.m. - 5 p.m.

Strategic Planning Certificate

Cost: $1295 CPTM: $1036

Reviews

Strategic Planning Certificate

Cost: $1295 CPTM: $1036

Frequently Asked Questions

What is the Strategic Planning Certificate?

The Strategic Planning Certificate is designed to help you strategically align the goals of your training organization with the goals of the business. In this program, you’ll learn the basic language of strategic planning, how to conduct analyses to inform your strategic plan and how to develop, implement and maintain your strategic plan. 

Founded in Training Industry’s Training Manager Competency Model™, this certificate is completed over two half-days, eight hours, in a virtual instructor-led classroom setting. Throughout that time, you’ll work with peers to discuss your own strategic plan and identify opportunities for improvement. 

Who Should Complete This Program?

The Strategic Planning Certificate is designed for current, newly promoted or aspiring learning leaders who are seeking to understand the necessity of strategic alignment and how to create and maintain a strategic plan.

Why Did This Workshop Change to a Certificate Program?

We expanded the program into a certificate to give participants more time to explore and apply the strategic planning tools in depth. The new two-session format allows for additional discussion, real-world application and feedback.

Are There Any Prerequisites for Completing this Certificate?

There are no prerequisites to register, making this program ideal for anyone seeking to further their learning and development career.

What Does The Program Cost?

The program is $1,295.00 USD, which covers all course materials and the cost of enrollment. Prices are listed in USD, but the course can be purchased in any currency. Please note, an additional transaction currency fee may apply depending on your payment method. If you’d like to see the price in your local currency, please visit our store.

What Will I Receive When I Complete This Program?

Before the program, you will receive access to all digital materials, including the student workbook that you will use during the course. You will also receive access to a toolkit of job aids designed to help you apply course concepts on the job. Upon completion, you will also be awarded a certificate and a digital badge as a visual symbol of your achievement in completing the Strategic Planning Certificate. 

Does This Program Count Toward Recertification?

Yes. When you complete this program, you’ll earn credit hours (CEUs) toward leading HR and training certifications. Learn how Training Industry certificates can help you earn recertification credits for leading human resources (HR) and training certifications.

I Have a Conflict That Will Prevent Me From Attending The Full Session. Is That Ok?

Because the program is interactive and includes numerous group activities, we do not recommend missing any part of the live session. If you have an unavoidable conflict, please inform your instructor beforehand and/or contact us at learning@trainingindustry.com to reschedule your session.

I Have More Questions. Who Can I Talk To?

Training Industry’s professional development consultants are available to discuss this program and other development opportunities. Contact us or schedule a call here.

Strategic Planning Certificate

Cost: $1295 CPTM: $1036
Talk to a professional development specialist right now by calling (919) 653-4990. You can also schedule a call here or complete the form below to send us an email.

 

Strategic Planning Certificate

Cost: $1295 CPTM: $1036

ALIGN YOUR TEAM AROUND TRAINING AND ORGANIZATIONAL GOALS.

The Strategic Planning Certificate is a perfect program for aligning your training development team to organizational goals with its specialized focus on how to create a plan for business impact. In this program, your team will work as a group to learn and practice how to brainstorm, test and decide on the right L&D initiatives to meet your company’s current and future goals.

HOW DOES IT WORK?

You’ll start by working with our director of professional development to determine if this program is a good fit for your training team’s needs. Next, we’ll help you identify the right people from your training team to participate in the Strategic Planning Certificate, and to select a time and delivery modality that minimizes disruption and maximizes learning. You’ll then work with the course facilitator to share your team challenges and ensure they’re able to connect the strategic planning principles taught in the course to your specific context. Throughout, we’ll also offer recommendations and best practices for team alignment and reinforcement before, during and after training so that your team is prepared to apply best practices and realize real business results.

Want to learn more?

Schedule a consultation today or read more about your options for developing your L&D team with Training Industry here.

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