Professional Education Playbooks, Templates & Strategy Guides

A curated library of free CE and CME planning tools, guides, and checklists to support education teams across associations and healthcare organizations. Use these templates to streamline program planning, measure outcomes, and enhance your LMS strategy with proven best practices.

Guides

Learner Persona Toolkit For Continuing Education

Build better programs by understanding who you're educating and what they really need.

Guides

Digital Learning Ecosystem Mapping Template

Visualize, Align, and Optimize Your Learning Technology Stack

Guides

Learning & Program Impact Scorecard

A reporting template for education leaders to track program success, outcomes, and ROI.

Guides

Change Management Checklist for Education Tech Rollouts

Successfully launch your next LMS or ed tech initiative without the internal chaos.

Guides

Board Report: Learning & Credentialing Programs

Quarterly review prepared for the Board of Directors highlighting our organization's educational initiatives, credential issuance, and financial performance for Q2 2025.

Guides

Learning RFP Readiness Checklist

A vendor-neutral tool to help you align internally before writing an LMS or education technology RFP.

Guides

Learning Lifecycle Mapping Guide for Associations

Visualize Your Member Journey. Optimize Learning. Drive Engagement.

Guides

LMS Evaluation Checklist for Associations

Strategy & Mission Alignment, Learner Experience, Continuing Education & Credentialing, Content & Assessment Tools, Admin & Reporting Features.

Guides

Member Learning Engagement Framework

Engaging members through education isnʼt just about creating more content — itʼs about creating the right content, delivered strategically, and supported by the tools that make it easy to act.

Guides

The 2026 Education Planning Toolkit

Strategic templates, worksheets, and timelines to guide your associationʼs continuing education program into the new year.

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Whether managing CME for physicians or supporting member growth, Oasis LMS helps deliver high-impact education efficiently and at scale.

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