Chart the Course: 2027 ERG Planning Lab | Facilitator Guide for ERG Annual Planning
A guided, collaborative planning session that helps ERG leads and members map their 2027 purpose, goals and company alignment before they build the AOP deck and budget.
$299.00
Most ERG teams open the AOP template and start typing. Chart the Course flips that order: the team thinks and decides together first, so the plan almost writes itself.
This ready-to-run facilitator guide walks ERG leads and members through nine guided steps in four phases (Think, Plan, Collaborate and Take Action). Together they build one shared ERG Planning Map, which becomes the source for every section of the annual operating plan. Along the way, volunteer leaders practice the skills that make an ERG work all year: listening, setting direction, building together and following through.
What’s included:
36-slide facilitator guide with speaker notes on every slide
9 guided steps, each with guided questions, a hands-on activity, timing and a link to the AOP
The ERG Planning Map, ready to print or rebuild on a digital whiteboard
Half-day and multi-day agendas
Setup tips for in-person, virtual and hybrid sessions
Prep checklist showing who brings what
Pre-work questions and an invitation email template
Cross-ERG calendar check to avoid overlapping events
Event idea starters
A crosswalk showing where each branch of the map goes in your AOP deck
Who it’s for: ERG chairs, co-chairs and leadership teams, ERG program managers, and HR or engagement teams who support ERGs.
When to use it: 4 to 8 weeks before your AOP is due.
Format: Digital download. Editable in Microsoft PowerPoint or Google Slides. Uses Plus Jakarta Sans, a free Google Font.
Works with: the ERG 2027 AOP Template and the ERG 2027 Budget Tracker.
Built by a practitioner: Created by Limari (Linda) Michael, who spent 11 years supporting 10 Employee Resource Groups with annual planning, budget tracking and events.
License: One license covers one ERG. Using this guide with more than one ERG requires one license per ERG. For internal use within the purchasing organization only. Not for resale or redistribution.
Refund policy: Due to the digital nature of this product, all sales are final.