The 2026 Education Planning Toolkit

Our continuing education program deserves more than last year’s spreadsheets. The Education Planning Toolkit gives association leaders and credentialing teams a complete framework to plan, evaluate, and elevate their programs for the year ahead.

Built specifically for associations, societies, and credentialing bodies, this toolkit brings together strategic planning checklists, LMS evaluation templates, KPI dashboards, and editable timelines designed to help you make informed, data-driven decisions.

Whether you’re preparing for board presentations, budgeting for new courses, or assessing your LMS, this resource helps your team stay aligned, compliant, and ahead of schedule.

Inside the Toolkit:

Strategic CE Planning Checklist — Map goals, member needs, and accreditation timelines.

LMS Evaluation & Feature Prioritization Worksheet — Make smarter platform decisions.

CE Metrics Dashboard Template — Track outcomes and ROI at a glance.

Program Timeline Planner — Visualize key deadlines and deliverables.

Faculty & SME Tracker — Keep experts, reviewers, and deadlines on track.