Planning Center

Migration & Implementation

Planning Center Coaching

At CoachingLeaders.co, we help organizations and nonprofits harness the full power of Planning Center and digital tools—not just to operate more efficiently, but to better care for people and develop healthy, effective teams.

Founded by leaders who understand the demands of people-first organizations, our approach is personal, practical, and tailored to your unique goals. Whether you’re just starting with Planning Center or need to refresh your current setup, we’re here to help you streamline your systems and strengthen your leadership.

How do we get started?

We start by listening—because every organization is different. We’ll learn about your structure, challenges, and objectives, then present a clear path forward with options that make sense for your team.

What We Offer

• Migration & Data Cleanup (Basic or Premium Packages)
• Full App Setup (Customized for your teams and workflows)
• Custom Workflows & Templates (For onboarding, engagement, follow-up, and more)
• Live Demos & Walkthroughs
• Onsite & Virtual Trainings (Flexible for staff and volunteer needs)
• Ongoing Strategy Coaching (Helping your systems grow with your vision)

Migration Services

A tiered approach for any budget

Import your data into Planning Center with clarity and confidence.
Customized setup to reflect your real workflows, not generic templates.
Tiered packages and custom plans available.

What's included:

Full data migration & cleanup
Application setup & best practices
Team onboarding & training
Strategic discovery & implementation
Remote or on-site options available

Coaching & Training

Empowering your team to lead with confidence

No cookie-cutter trainings. We begin with a discovery process to understand your exact needs, then create tailored coaching sessions that focus on building internal expertise.

Available options:

Group and individual coaching
On-demand and live trainings
On-site and virtual delivery
Customized playbooks for your workflows

Ongoing Support

Ongoing help when you need it most

Support packages include:

Monthly hours for admin, cleanup, or training
Template creation & customization
Volunteer & team onboarding
Strategy sessions and optimization reviews

Our goal: to help your staff and volunteers become confident, capable users of Planning Center through a mix of personalized assistance, communication, and proactive solutions.

Add-on Option: A la carte support & custom training available on request.

Why CoachingLeaders.co?

We focus on systems that support real people doing real work. Our goal is to equip your team with tools and strategies that reduce friction, avoid burnout, and create more space for meaningful impact. Whether it’s improving communication, simplifying internal processes, or building smart systems that scale, we’re here to help you do your best work.

We can help

Please take a moment to fill out our form, allowing us to grasp how we can best support your organization's coaching journey.