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Templates, tools, and resources to help your team work strategically.

Strategic Education Planning Guide

A lot of education strategy documents read like content roadmaps: lists of courses and initiatives with no clear reason behind them.

This template walks you through what a strong strategy actually needs. You set the north star for your programs and assess where you stand today against it. Then you name the problems worth solving, decide which programs to double down on, launch, or retire, and make the case for the resources you need. Finally, you tie it all to business-level measures of success. Guidance prompts in each section help you stay strategic instead of getting lost in production detail.

Want a second set of eyes before it goes to leadership?

Send us your completed draft and we’ll review it against the Echtus methodology. You’ll get written feedback on whether your strategy clearly defines its north star, defends the path you’ve chosen, accounts for risk, and connects to measurable business impact, plus specific suggestions to strengthen it before you present.

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Want a second set of eyes before your strategy plan goes to leadership? Send us your completed draft and we’ll review it against the Echtus methodology. You’ll get written feedback on whether your strategy clearly defines its north star, defends the path you’ve chosen, accounts for risk, and connects to measurable business impact, plus specific suggestions to strengthen it before you present. Every submission is personally reviewed by Echtus founder, Vicky Kennedy.

Need an NDA? No problem! Send it to vicky@echtus.com ahead of time.

Customer Education Competency Model

As organizations increasingly recognize the value of educating their customers, there's a pressing need for a structured approach to develop and assess the skills required to deliver and scale effective customer education. Enter the Customer Education Competency Model™—a comprehensive model designed to guide professionals and organizations in building and enhancing their customer education capabilities.

A circular diagram titled 'The Customer Education Competency Model' with segments labeled Business Skills, Strategic Skills, Leadership Skills, Technical Skills, Andragogical Skills, Process Skills, People Skills, and Business Skills, surrounding a central illustration of a human head with a lightbulb inside. The diagram features various colors including green, yellow, orange, red, blue, and purple.
Table comparing Domain, Competency, and roles in CE Associate, CE Program Manager, CE Leader, with descriptions of responsibilities and skills in business skills, leadership skills, people skills, process skills, and technical skills.

Measurement Framework Template

  • Need to align your leading KPIs to business metrics?

  • Want to ensure you’re tracking metrics that matter?

  • Looking to align your executive team on the definition of success?

    The Echtus Education Measurement Framework provides a straightforward method for aligning your education programs to business goals. The template provides tips for identifying relevant leading behavior and learning metrics.

Table showing fast tips for using a measurement framework, including columns for Business Metric, Target Audience(s), Behavior Metric, Learning Metric, Content & Delivery, and Assessment Type.

Interested in learning more about measurement frameworks? Check out our article, Could you Benefit from a Measurement Framework?

Purpose Statement Template

Do you have a clear purpose statement for your customer education or product training program?

Here's a simple format you can use for each of your education, training, and certification initiatives (and there are generally several delivered via an LMS).

A statement like this is essential in tying the education to business metrics. If you aren't sure how this statement might apply to the content you deliver, it may be time to evaluate the purpose and goals of your education.

Examples include:

  • This program helps partners learn how to position our products so they can close more deals, which will result in increased revenue.

  • This program helps prospects learn how to use SEO to increase traffic so they can recognize the value of our platform, which will result in increased leads.

  • This program helps customers learn how to make strategic choices using advanced features so they can achieve meaningful outcomes, which will result in increased retention.

A screenshot of a text document explaining how a program helps customers, partners, prospects, or others improve competency and behavior change, leading to an impact.

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