The Planning Center Playbook

The complete system for mastering Planning Center

Step-by-step training on every Planning Center product, from experts who have been in your shoes — with a path for each role, so your team learns its own part rather than all of it.

Thousands of church staff trained · Hundreds of churches transformed · 50+ years combined ministry experience

The Playbook course inside the Threefold community: 17 modules, 95 sessions and 18 hours 44 minutes of video, with the Admin and Manager Training module expanded to show its five lessons and their runtimes.
This is the course itself, not a preview of it. 17 modules, 95 sessions, 18 hours 44 minutes — every lesson timed, so you can hand someone the twenty minutes that covers their job instead of a course to work through.

Stop managing systems. Start ministering to your people.

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 manually building service plans.

Not to mention you're drowning in help articles and tutorials that each show you one feature — but never how it all fits together.

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 that.

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 setup

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.

What's in the course

Built from the experience of running Planning Center at one of America's largest multi-campus churches.

95+ video lessons

Covering every Planning Center product — People, Services, Check-ins, Groups, Calendar, Registrations and Publishing.

Seventeen comprehensive modules

From beginner setup to advanced automation workflows and strategies that save hours every week.

Exclusive community access

Where 900+ church leaders share wins, troubleshoot challenges and get ongoing support.

Downloadable resources & templates

Including setup checklists, workflow diagrams and proven email templates.

Watch only what your role needs

A kids check-in coordinator needs Check-ins and People, not Calendar. The role-based paths pull just those lessons together, and every lesson stays open for as long as your subscription runs — so people can come back when they change roles.

All future updates included

Get new lessons and features as Planning Center evolves.

Learn the exact strategies that saved our team 10+ hoursa week

  • 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

Master Planning Center through our module system

Seventeen modules across three phases, in the order we teach them to consulting clients.

Phase 1

Foundation & Administration

Build your Planning Center foundation with confidence.

You'll master admin controls, permission structures, custom fields, background checks and the Planning Center Home app — setting up your system architecture so it scales with your church's growth.

Modules covered
  • Admin & Manager Training
  • Planning Center Home App
Phase 2

Core Products & Workflows

Implement every product your team and your congregation touch.

A deep dive into People, Check-ins, Registrations, Services, Groups, Calendar and Publishing — lists, forms, workflows and automations; check-in stations, labels and printers; volunteer scheduling; and Church Center, the app your congregation actually opens.

Modules covered
  • People | Getting Started
  • People | Lists, Forms & Workflows
  • People | Automations
  • Check-ins | Getting Started
  • Check-ins | Going Further
  • Registrations
  • Services
  • Services | Helping Volunteers
  • Groups
  • Groups | Group Leaders
  • Calendar
  • Publishing
Phase 3

Strategies & Role-Based Paths

Run the plays, then train each role on just their part.

Complete strategies you can execute end to end — first-time visitor follow-up, and automating milestone dates onto profiles — plus role-based paths that give a database manager, or a groups and youth leader, only the lessons their own job needs.

Modules covered
  • Strategies | Running the Plays
  • Database Manager's Path
  • Groups Admin & Youth Leaders Path

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 Playbook is the training resource we wish we'd had when we started.

It isn't theory — it's the actual system we use with our consulting clients.

Michael Visser & Jason Silbernagel, co-founders

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

Kind words

The Threefold Solutions team supported us personally through our Planning Center migration, anticipating the real questions we would face along the way. As an added benefit, they compiled that expertise into a clear, well-organized, one-stop resource: The Planning Center Playbook! Their easy-to-navigate articles and bite-sized videos put a wealth of searchable knowledge at our team’s fingertips.
Steve HultquistLifeBridge Christian Church
The Planning Center Playbook has been a game changer for our integration and daily Planning Center usage. The videos expand on the basics already available from Planning Center making us all feel like experts. The online community has been a great place to connect with other churches to share tips and tricks.
Matt MurphyFourth Presbyterian Church
The short, focused videos go beyond the basics and show how Planning Center is actually used in real churches, which makes it easy to find quick, practical answers. Most of all, the Threefold team brings deep expertise, real-world experience, and a genuine desire to see others succeed.
Alaina RobersFirst Baptist Church of Elkhart

Get access and start learning Planning Center

Monthly

$97

/ mo

Full access to every lesson and the community, billed monthly.

Get started
  • 95+ video lessons
  • 18+ hours of learning
  • Instant access
  • 30-day money-back guarantee

Annual

$497

/ yr

The same full access at a lower rate when you commit for a year.

Get started
  • 95+ video lessons
  • 18+ hours of learning
  • Instant access
  • All future updates included
  • 30-day money-back guarantee

Teams

$997

/ yr

Train your whole staff and volunteer leadership on one plan.

Get started
  • Everything in the annual plan
  • Access for 2–10 people
  • Shared training resources and templates
  • 30-day money-back guarantee
30-day money-back guarantee

Try it for a month. If it isn't worth it, we'll refund you.

We priced the Playbook to make these strategies accessible to church staff and leaders. If you don't feel you've got your money's worth, request a full refund within 30 days.

This course helps answer

The questions church staff bring us most often — each one covered inside the Playbook.

Get started

How do I set up a workflow?

Workflows are covered end to end in the People modules — building the steps, assigning them, and automating what happens when someone completes or stalls in one.

What kind of data maintenance should I be doing?

The Playbook includes the data hygiene lists and routines we run for consulting clients, so your database stays clean without anyone manually combing through it.

How do you set up a first-time guest process?

We walk through the full follow-up path — capturing the guest, triggering the workflow, and tracking whether they came back — using forms, workflows and lists together.

How do I automate milestone dates onto people's profiles?

Covered in the People modules, alongside custom fields and the workflow automations that write those milestones without manual entry.

How should I train my group leaders?

The Groups | Group Leaders module is built for exactly this, including what to hand leaders directly and what to keep with staff.

How do I set up a volunteer check-in?

The Check-ins modules cover volunteer check-in alongside kids check-in, station setup, labels and printers.

What request processes do churches use for events in Calendar?

The Calendar module covers event request workflows, approvals and the resource and room conflicts they are there to prevent.

How do we create a VBS signup?

Registrations covers large-event signups end to end, including the parts churches most often get wrong the first time around.

Stop wasting nights and weekends fighting your church management system

Learn the proven approach already working for hundreds of churches.

Sign up now