Premium Tools Pack - All 3 Planning Tools (1 license for 1 ERG)
Plan together, build the AOP and track the budget all year with one connected toolkit.
$413.95
The Premium Tools Pack brings together all three CultureClub Studio planning tools, so your ERG can move from first ideas to an approved plan, and then stay on track all year. Each tool picks up where the last one leaves off, so the work your team does in one step carries into the next.
How the three tools work together:
Plan together with Chart the Course: 2027 ERG Planning Lab. ERG leads and members work through nine guided steps to map their 2027 purpose, goals and company alignment on one shared ERG Planning Map.
Present with the ERG 2027 AOP Template. Turn the map into a leadership-ready annual operating plan: Impact Pillars, initiatives, calendar, scorecard and budget request.
Track with the ERG 2027 Budget Tracker. Turn the plan into line items and track planned versus actual spend through the year.
What’s included:
Chart the Course: 2027 ERG Planning Lab
36-slide facilitator guide with speaker notes
9 guided steps in 4 phases: Think, Plan, Collaborate, Take Action
The ERG Planning Map, half-day and multi-day agendas, a prep checklist, pre-work questions and an invitation email template
ERG 2027 AOP Template
24 editable slides with speaker notes
ERG profile, 2026 Year in Review and 4 Impact Pillars
Initiative portfolio and detail slides, 2027 calendar, impact scorecard, budget request and a quarterly budget appendix
ERG 2027 Budget Tracker
Two files: a blank tracker and a filled-in sample for a fictional ERG
Tabs: Start Here, Setup, ERG Summary, Monthly Summary, AOP Plan, Expense Log and Lists
Auto-calculates budget, paid, committed, forecast, remaining and run-rate
On track or Over budget flags by pillar and initiative, plus checks for missing approvals and receipts
Two copy-and-paste charts for leadership updates
Works in Microsoft Excel and Google Sheets
Who it’s for: ERG chairs, co-chairs and treasurers, ERG program managers, and HR or engagement teams who support ERGs.
Format: Digital download. The slide decks are editable in Microsoft PowerPoint or Google Slides; the decks use Plus Jakarta Sans, a free Google Font.
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 and all three tools. Using these tools with more than one ERG requires one license per ERG (for example, 10 ERGs = 10 licenses). 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.
One license covers one ERG and all three tools. Using these tools with more than one ERG requires one license per ERG (for example, 10 ERGs = 10 licenses). For internal use within the purchasing organization only. Not for resale or redistribution.