Planning Center Training Your Staff & Volunteers Need
Everything you need to master every Planning Center product in days, not weeks with step-by-step training from experts who’ve been in your shoes.
Over thousands of church staff trained • Hundreds of churches transformed • 50+ years combined ministry experience
Learn the exact Planning Center workflows that saved our team 10+ hours per week at one of America's largest multi-campus churches
Course Features
65+ Video Lessons covering every Planning Center product—People, Services, Check-ins, Groups, Calendar, Registrations, and Publishing
14 Comprehensive Modules from beginner setup to advanced automation workflows and strategies that save hours every week
Exclusive Community Access where 300+ church leaders share wins, troubleshoot challenges, and get ongoing support
Downloadable Resources & Templates including setup checklists, workflow diagrams, and proven email templates
Self-Paced Learning
Complete in 4-8 weeks or go at your own speed with lifetime access
All Future Updates Included
Get new lessons and features as Planning Center evolves
The Results
✓ Save 10-15 hours per week on church administration
✓ Eliminate duplicate data entry and manual processes
✓ Empower your volunteers with confidence and clarity
✓ Create workflows that run on autopilot
✓ Keep your data clean, accurate, and actionable
Stop managing systems.
Start ministering your flock.
It’s Tuesday night and you’re up cleaning duplicate profiles again.
Your volunteers are confused about which check-in events to set up on the stations.
Your leaders are throwing hours of their week away from manually building service plans.
Not to mention you’re drowning in help articles and YouTube tutorials that each show you one feature—but never how it all fits together.
…Sound familiar?
Here’s the truth:
Planning Center is incredibly powerful, but without a proven system, you’re stuck in trial-and-error mode. You know there’s a better way—you’ve seen glimpses of what’s possible—but piecing it together yourself is exhausting.
The Planning Center Playbook changes everything. Instead of cobbling together random tutorials, you get the complete system:
✓ The right setup from day one
No more backtracking to fix foundational mistakes
✓ Battle-tested workflow set up
Proven in real churches from 100 to 10,000+ attendees
✓ Staff & volunteer training systems
Get your whole team on the same page fast
✓ Time-saving automations
Let Planning Center do the repetitive work for you
✓ Data hygiene strategies
Keep your database clean without manual maintenance
✓ Integration blueprints
Make all your church systems work seamlessly together
Stop wasting nights and weekends fighting your church management system. Learn the proven approach that’s already working for 300+ churches.
"The Planning Center Playbook transformed how our team uses the platform. Instead of everyone doing their own thing, we now have consistent processes that actually work. Our volunteers feel connected, and our staff has hours back every week."
[Name], [Title] at [Church Name] | [City, State]
Master Planning Center Through Our Module System
Phase 1: Foundation & Administration
Build your Planning Center foundation with Confidence
In the Foundation Phase, you’ll master admin controls, permission structures, custom fields, background checks, and the Planning Center Home app. Learn how to set up your system architecture so it scales with your church’s growth.
Modules Covered:
Introduction
Admin & Manager Training
Planning Center Home App
Modules Covered:
People | Getting Started
People | Lists, Forms, & Workflows
Check-ins | Getting Started
Check-ins | Going Further
Registrations
Services
Services | Helping Volunteers
Groups
Groups | Group Leaders
Calendar
Phase 2: Core Products & Workflows
Implement the tools your ministry teams use daily
In this phase, you’ll deep-dive into People, Check-ins, Registrations, Services, Groups, and Calendar. Master lists, forms, workflows, scheduling, and automation features that keep your church organized.
Phase 3: Publishing & Community
Connect your congregation through digital channels.
In the final phase, you’ll learn Publishing (your website and Church Center app), plus get exclusive access to the Threefold Solutions Community where you’ll connect with other church leaders implementing these same strategies.
Modules Covered:
Planning Center Publishing
Threefold Solutions Community Access
Take a 3-minute Tour
This course helps answer
How do I validate my SaaS idea?
Should I aim for vertical or horizontal market?
How do I validate my SaaS idea? Should I aim for vertical or horizontal market?
How do I validate my SaaS idea?
Should I aim for vertical or horizontal market?
How do I validate my SaaS idea? Should I aim for vertical or horizontal market?
Michael Visser
Co-founder
Jason Silbernagel
Co-founder
Meet Your Instructors
We’ve spent over 30 years in ministry leadership at some of the largest churches in North America—including Gateway Church, where we managed Planning Center for 10 campuses and 300,000+ profiles.
We didn’t learn Planning Center from a manual. We learned it in the trenches, solving real problems for real ministry teams. The Planning Center Playbook is the training resource we wish we had when we started—a collection of every strategy, workflow, and best practice we’ve refined over years of implementation.
Now, through Threefold Solutions, we’ve helped hundreds of churches migrate to Planning Center and optimize their systems. We’ve seen what works and what doesn’t across every church size and context.
Our Experience Includes:
Managing 300K+ profiles across a 10-campus megachurch
Partnering with hundreds of churches in Planning Center migrations
Developing proven playbooks tested in real ministry environments
Training thousands of church staff and volunteers
Building custom integrations and workflows for complex ministries
The Planning Center Playbook isn’t theory—it’s the actual system we use with our consulting clients, now available to you.
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Rob knows software, and he knows startups. I've been learning from him since the early years of HubSpot. You should too."
Rob knows software, and he knows startups. I've been learning from him since the early years of HubSpot. You should too."
Rob knows software, and he knows startups. I've been learning from him since the early years of HubSpot. You should too."
What’s included in the
The Planning Center Playbook
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Welcome to the SaaS Launchpad! | 37 min
Introduction to the Course | 04:56
Why SaaS is the best Business Model | 08:28
Getting Started | 14:46
Why I think you should (mostly) focus on Business-to-Business | 09:09
1
The Idea Phase | 3hr 29min
The DNA of a Great SaaS Idea | 28:48
The Bootstrapped SaaS Graveyard (Avoid these at all costs) | 15:27
How to Find SaaS Ideas | 09:54
The 2/20/200 Idea Validation Framework | 11:09
2 Hour Validation, Part One: The 5PM Pre-Validation Framework | 26:19
20 hour Validation, Part One: Talk To People | 16:49
Making 100+ Cold Calls to Find Validation (with Jason Buckingham of SeniorPlace.io) | 26:52
20 hour Validation, Part Two: Landing Pages | 18:28
Your 20-Hour Idea Validation Blueprint: Landing Page Worksheet | 13:52
Steal This Process to Write Your MVP Landing Page (with Lianna Patch of Punchline Copy) | 46:21
Validation Red Flags and Invalidating an Idea | 09:28
Coming Soon- AI in SaaS (with Arvid Kahl)
2
3
The Build Phase | 2hr 24min
Planning and Creating Your Minimum Viable Product | 21:30
Building A Great MVP (with Derrick Reimer of SavvyCal) | 45:06
Building Your Launch List | 22:19
When Should I Start Marketing? | 11:51
Preparing For Launch (Go-To-Market) | 23:48
SaaS Pricing 101 | 20:14
The Launch Phase (2hr 45min)
The Phased Launch Playbook | 11:11
Iterating & Strengthening Product-Market Fit | 18:19
Early Stage Sales for First Time Founders (with Craig Hewitt of Castos) |35:11
When is it Time to Start Over? | 13:19
Early Stage SEO Strategies (with Ruben Gamez) | 41:37
Watch Me Find SEO Opportunities (with Ross Hudgens of Siege Media) | 42:51
Now It's Time to Get to Work | 02:39
4
30 Day Money Back Guarantnee
I truly believe the frameworks, strategies and insights packed into this course are easily worth over $1500, but I've priced it at only $499 to make these crucial insights accessible to SaaS founders like you.
I'm so confident in the value of this course that I'm offering you a 30-day money back guarantee - if you don't feel you've gotten your money's worth, simply request a full refund within 30 days.
Mike Visser
Co-Founder
Get access now & start building your successful SaaS
Tier I
28 Video Lessons
23 Worksheets
23 Quizzes
9+ Hours of Learning
Instant Access
30-Day Money-Back Guarantee
$200
$300
Tier II
28 Video Lessons
23 Worksheets
23 Quizzes
9+ Hours of Learning
Instant Access
30-Day Money-Back Guarantee
Best Value!
$400
Tier III
28 Video Lessons
23 Worksheets
23 Quizzes
9+ Hours of Learning
Instant Access
30-Day Money-Back Guarantee