Impact Society
Team Planning Toolkit.
$399.00
BEST FOR TEAM PLANNING
Develop a team plan in under a week. A step-by-step guide for team leaders.
A streamlined guide to help you create a focused plan for your team. Designed for emerging managers and team leaders, it simplifies the planning process, requiring no specialist skills and minimal time. The toolkit empowers you to align your team’s efforts with organisational goals, improving productivity and impact without the complexity of large-scale strategies.
- Actionable steps you can implement immediately
- All the instructions, templates, checklists and agendas you need
- Apply to any team in any industry
- Works within small and big business, government and not for profit organisations
Each purchase is valid for use by one team only. For multiple teams, please purchase additional licences.
30-day money back guarantee
Join 5,000 people from 50+ countries.
Our community includes 5,000 people from 50+ countries. Our tools have been used by people from many great organisations, including the ones below.
Description.
Empower your team with focused, achievable goals.
The Team Planning Toolkit provides emerging managers with a practical way to create a focused, team-level plan. By setting clear, short-term objectives that align with organisational priorities, you can strengthen team cohesion, accountability and progress.
- Clear team priorities
Set short-term goals that align your team’s efforts with broader organisational objectives, driving meaningful progress - Quick and practical
Achieve a focused team plan in just one week with easy-to-follow steps that fit seamlessly into your schedule - Complete toolkit
Includes step-by-step guidance, editable templates and workshop agendas to make team planning straightforward and effective - Built for emerging leaders
Designed to integrate easily with larger organisational goals, providing structure without overwhelming complexity - Seamlessly connected planning
Can cascade from the Strategic Planning Toolkit for aligned annual team plans and integrates with the Quarterly Planning Toolkit to maintain focus on both long-term and immediate goals
Details.
Digital download. Includes:
- 56 page guidebook
- 7 templates
30-day money back guarantee.
If you’re not 100% satisfied with the purchase, or it’s not what you were expecting, just reply to the e-mail receipt within 30 days, and you’ll get a full refund. No questions asked.
A toolkit that suits your role.
Team manager
Build confidence by bringing structure to your team. This toolkit helps you align your team’s work with broader goals, making leadership feel more manageable.
Executive manager
Cascade strategic objectives throughout your teams. This toolkit complements the Strategic Planning Toolkit, helping you maintain alignment across departments.
Entrepreneur
Bring focus to your team’s efforts as you grow. This toolkit provides a simple framework to align daily work with your vision, reducing the chaos of rapid scaling.
Management consultant
Help teams across your organisation stay aligned. This toolkit offers a proven structure to drive team progress without requiring constant oversight.
Each purchase is valid for use by one team only. For multiple teams, please purchase additional licences.
30-day money back guarantee
Planning is a great investment.
70%
of fast-growing companies
have good planning in place1
+30%
faster growth for organisations
with good planning1
Organisations that execute strategy well are likely to deliver above average financial performance2
- Burke, A, Fraser, S & Green, F (2010). The Multiple Effects of Business Planning on New Venture Performance. Journal of Management Studies, 47(3), 391-415. Source
- Economist Intelligence Unit (2013). Why good strategies fail: Lessons for the C-suite. Source.
Develop a plan for your team in 1 week.
1. Prepare
Set the stage for success by aligning expectations, gathering insights and planning the workshop to focus your team’s direction.
2. Workshop
Lead a structured team session to clarify priorities, build alignment and set actionable short-term objectives.
3. Refine
Compile the outcomes into a focused plan then gather feedback to finalise and ensure alignment across the team.
Achieve meaningful results with a simple team plan.
Without a clear plan, managers can feel overwhelmed by day-to-day demands. The Team Planning Toolkit simplifies the process, making it easier to lead with confidence, focus on what matters and create measurable impact.
What you get in the toolkit.
The toolkit contains everything you need (and nothing you don’t) to run the team planning process yourself and deliver a simple and effective plan in under a week.
56 page guidebook
This beautifully designed guidebook provides step-by-step instructions. It guides you through exactly what to do, each step of the way. Providing only the information you need to move through confidently, linking to all the templates, checklists and other resources you’ll need. It’s practical and straightforward, taking a common sense approach to team planning.
Checklists
The guidebook includes checklists for each step of the way, to make sure you don’t miss anything.
Communication tools
Communicating with your team and stakeholders (e.g. team, boss etc.) is a critical step to building buy in and alignment. It’s the reason why many team plans fail to launch.
We provide you with downloadable e-mails and calendar invites to communicate along the way. We also provide speaking points for you to meet with your team and boss, and present your work.
Workshop agenda
A full downloadable team planning workshop agenda is provided. You don’t need to reinvent the wheel. Just download and distribute.
Team plan template
We provide you with editable templates that you can populate with all the elements of your team plan, using the Team Alignment Canvas.
Empower your team to achieve focused results.
Effective team leadership is about making an impact without getting bogged down by constant challenges and day-to-day demands. Balancing your own responsibilities with the task of aligning and motivating your team can feel overwhelming, whether you’re new to management or have years of experience.
The Impact Society Team Planning Toolkit was created to address this challenge. We’ve crafted a streamlined, easy-to-use toolkit that guides you through setting up a clear, actionable plan for your team. There’s no need to start from scratch – the Team Planning Toolkit includes everything you need to plan and execute team goals: workshop agendas, editable templates, checklists and facilitation guides. Each tool is designed to make team planning manageable and effective, ensuring your team’s efforts align with broader organisational goals.
Ideal for managers, team leaders and consultants across small businesses, mid-sized organisations, government teams and non-profits, this toolkit empowers you to clarify priorities, foster accountability and drive meaningful results. Used alongside the Strategic Planning Toolkit, it allows leaders to cascade strategic alignment throughout their teams, connecting day-to-day actions with long-term objectives. Additionally, the Team Planning Toolkit provides the foundation for goal-setting that can be reinforced with the Quarterly Planning Toolkit, helping teams maintain focus through quarterly objectives and regular reviews.
The Team Planning Toolkit simplifies the planning process so you can build a cohesive, goal-driven team and focus on what truly matters.
Each purchase is valid for use by one team only. For multiple teams, please purchase additional licences.
30-day money back guarantee
Developed by strategy experts.
Joel Bailey
Co-Founder and Director
Joel founded a national consulting business, which was later acquired by a large multinational company. He is an experienced strategy consultant and facilitator, manager and company director. Joel’s passion is making a positive impact by helping people, organisations and communities create clarity, so they can thrive and be more fulfilled in their lives.
Sean Craig
Co-Founder and Managing Director
Sean is an experienced executive, with expertise in strategy development and execution, and employee engagement. His career has spanned start-ups to billion-dollar companies. Sean’s passion is helping organisations make a positive impact by combining simple strategy with strong employee engagement. Sean has founded and worked with consulting, infrastructure, technology, manufacturing, retail and hospitality companies.
Let’s work together.
Best for organisations and groups
Strategic
Planning Toolkit.
.
- Suited to organisations and teams of teams
- 134 page guidebook
- 16 templates
- Checklists
- Agendas
- E-mail and diary invite templates
- Strategic plan templates
- Strategic analysis tools
- Board and staff-ready presentation
- Communication plan
- Digital delivery
- 30-day money back guarantee
Best for teams
Team
Planning Toolkit.
$399.00
Suited to organisations and teams of teams- 56 page guidebook
- 7 templates
- Checklists
- Agendas
- E-mail and diary invite templates
- Team plan template
Strategic analysis toolsBoard and staff-ready presentationCommunication plan- Digital delivery
- 30-day money back guarantee
Each purchase is valid for use by one team only. For multiple teams, please purchase additional licences.
–
Free team toolkit
sample.
Free
Suited to organisations and teams of teams- 20 sample guidebook pages
- 3 sample templates
ChecklistsAgendasE-mail and diary invite templatesTeam plan templateStrategic analysis toolsBoard and staff-ready presentationCommunication planDigital delivery30-day money back guarantee
30-day risk-free money-back guarantee
Got any regrets? Underwhelmed? No problem! Just send us an e-mail within 30 days of purchase and let us know that you don’t want the product. We’ll refund 100% of your money, no quibbles.
Still have questions?
How much time will it take to complete the planning process using the Team Planning Toolkit?
The toolkit is designed to help you complete a focused team plan in just one week. With easy-to-follow steps, it minimises the time required while maximising impact.
Can I use this toolkit without previous management training or experience?
Absolutely. The Team Planning Toolkit provides clear, step-by-step guidance, making it accessible for new managers or those with limited management experience.
How does the Team Planning Toolkit integrate with the Strategic and Quarterly Planning Toolkits?
The Team Planning Toolkit cascades from the Strategic Planning Toolkit to create aligned one-year team plans. It also integrates with the Quarterly Planning Toolkit to help you track quarterly goals, ensuring that your team stays aligned with both long-term and short-term objectives.
How can I use this toolkit to align my team’s goals with organisational objectives?
The toolkit provides structured steps to define team priorities that support broader organisational goals, creating a clear link between your team’s daily efforts and long-term strategy.
Does the toolkit include guidance for running team workshops?
Yes, it includes detailed agendas and facilitation tips for running effective planning workshops, helping you engage your team in collaborative planning and goal-setting.
How adaptable is the toolkit for different types of teams or departments?
The toolkit is highly adaptable and can be used across various team sizes, functions, and industries. It’s designed to provide a solid structure while remaining flexible enough to meet specific team needs. It’s best suited to contained teams with only one or two management levels. For larger groups and organisations with multiple management layers, we recommend the Strategic Planning Toolkit.
Is this toolkit suitable for experienced managers looking to support multiple teams?
Experienced managers may find the Strategic Planning Toolkit more suitable for organisation-wide planning, while the Team Planning Toolkit can be used to guide individual teams in alignment with that broader strategy.
Can this toolkit be used by startups to bring structure to a fast-growing team?
Yes, the toolkit is ideal for smaller startups seeking structure amid rapid growth. It helps set clear team goals that support sustainable scaling while fostering engagement and alignment. Larger and more established startups will likely find a better solution in the Strategic Planning Toolkit.
Why is Impact Society the best source for strategic planning advice?
Our founders have a combined 20+ years’ experience developing practical and effective strategic plans for organisations across various sectors and industries, and of various size. We’ve tested many approaches and refined them over many years. We’ve taken the best of what we’ve learned and combined it into this toolkit, which strikes the right balance between detail and pragmatism, and gives organisations a flying chance of success.
Our tools have been used by people in high profile organisations, including Google, Amazon, Microsoft, Netflix, British Red Cross, Boeing, Warner Brothers, 3M, Comcast, the US Department of Agriculture, Doordash, Air Liquide, ABC Australia, The Ohio State University, Imperial College London and Nestlé Purina.
Can I get the fee reimbursed by my organisation?
Yes, usually.
Your organisation benefits when you clarify your long-term goals and develop an actionable plan to attain them.
It will depend on the policies and practices of your organisation. But most organisations will agree that this is a work-related investment that you can have them pay for (e.g. using a corporate credit card) or reimburse (i.e. you pay for it yourself and then claim the cost back).
You can make the case for reimbursement by noting:
- 70 % of fast-growing companies have a good strategic planning in place1
- Organisations with good strategic planning grow 30 % faster1
- Organisations that execute well on strategy are much more likely to deliver well above average financial performance, according to The Economist Intelligence Unit
- This a modest investment when compared to the potential impact your team can make. And it’s $10,000s cheaper than many consultants would charge
Here’s a draft e-mail you can send to your boss:
Hi [your manager’s name],
I’d like to put in place a straightforward and actionable plan for my team. This will create clarity and alignment between you, my team and I on our goals, what success looks like and the actionable steps we’re going to take to achieve it.
To do this, I’d like to purcahse the Impact Society Team Planning Toolkit. The toolkit will give me step-by-step instructions to create a solid team plan in under a week. It also includes all the templates, meeting agendas, checklists and communications tools I need to succeed.
I’d like to charge the cost to work (or have it reimbursed, if that’s simpler). Is that ok?
Some more information about Impact Society:
- Their tools have been used by people in great organisations like Google, Amazon, Microsoft, Netflix, British Red Cross, Boeing, Warner Brothers, 3M, Comcast, the US Department of Agriculture, Doordash, Air Liquide, ABC Australia, The Ohio State University, Imperial College London and Nestlé Purina.
- All of their tools are designed to be practical and easy to follow for any aspiring and established managers across all sectors.
Thank you,
[Your name].
- Burke, A, Fraser, S & Green, F (2010). The Multiple Effects of Business Planning on New Venture Performance. Journal of Management Studies, 47(3), 391-415. https://doi.org/10.1111/j.1467-6486.2009.00857.x
Can I use one purchase of the Team Planning Toolkit for multiple teams?
No, each purchase grants a licence for use by a single team. If you need the toolkit for multiple teams, you must purchase one per team. This ensures that each team has the appropriate resources to create an effective plan.
Can you guarantee the results?
Yes. If you’re in any way unhappy with the toolkit, you can request a money-back guarantee within 30 days of purchase. See below for further instructions.
What if I’m not happy with the toolkit? Can I get my money back?
We think you’ll love the toolkit, but if you’re in any way dissatisfied, we’ll gladly refund your money within 30 days of purchase. Just e-mail us here with a copy of your receipt and we’ll arrange it for you as soon as we can. No quibbles.
Does the toolkit come in physical form? Or is it digital only?
All elements of the toolkit are provided in digital form. We do not offer the toolkit in a physical form, but some elements are printable (e.g. the guidebook, canvas and agendas), so you can use them to check off key tasks and guide face to face meetings.
I have more questions, how can I get in touch?
We’d love to hear from you! You can e-mail us here anytime. We’ll help you with any questions or advice you need on how the toolkit might be able to help your organisation or team.
Each purchase is valid for use by one team only. For multiple teams, please purchase additional licences.
30-day money back guarantee
Not ready to buy the toolkit yet?
Because we believe so much in this tool, and because we want your team to reach its potential, you can download a 30 page preview of the toolkit for free, which includes a limited number of templates.