Board Report: Learning & Credentialing Programs

Boards and executive teams want more than numbers. They want insight. The Board Reporting Template: Learning & Credentialing Programs helps associations present education data in a concise, strategic format that connects outcomes to mission, revenue, and member value.

Designed for quarterly or annual updates, this presentation-ready template makes it easy to showcase learning performance, credentialing outcomes, and key trends in a way that resonates with decision-makers.

Inside the Template:

Executive Summary Slide — Highlight top-level results: learners served, credits awarded, revenue, satisfaction, and credentials issued.

Program Participation & Engagement — Track activity, completions, live session attendance, and engagement changes over time.

Credentialing Outcomes — Report new credentials earned, recertification rates, and performance insights.

Financial Overview — Break down revenue sources from courses, exams, and sponsorships.

Member Value & Impact — Summarize satisfaction data, testimonials, and strategic alignment with DEI or workforce initiatives.

Risks & Challenges — Identify obstacles and mitigation plans.

Strategic Priorities — Outline upcoming goals and initiatives for next quarter.