Align Coaching Community Resources

We value our coaching community!

As part of our commitment to you, we create resources to assist your coaching practice and partner to create valuable content to showcase our coaching community to the greater Align audience.

We continue to add to these resources and welcome your ideas!

Resources for Coaches

Learn how coaches use Align to guide their clients.


Strategic Plan Management


Improve communication and productivity in your workplace using the Daily Huddle. Learn how to implement and optimize your workplace with huddles.

Virtual Planning

Guide to Remote Strategic Planning

With disruption all around, effective strategic planning is more important than ever. This guide walks through best practices for collaborative planning while working on remote teams.

Improving Communications

Intro to Daily Huddles

With disruption all around, effective strategic planning is more important than ever. This guide walks through best practices for collaborative planning while working on remote teams.

Goal Planning & Tracking

Quick Start Guide

Selecting, setting, and tracking goals is critical for growing your business. This Ebook breaks down the best practices for driving success with goals.

Motivational Quotes I


Quotes from thought leaders and growth experts can inspire your next personal or professional success.

Featuring quotes on  Alignment, Strategy & Execution, Goals, and Teamwork.

Motivational Quotes II


Back by popular demand, more quotes that can be easily shared at the beginning or end of meetings for a quick spark of inspiration.

Featuring quotes on Opportunity, Innovation, Hard Work, Teamwork, and Focus.

Virtual Backgrounds

Photo Downloads

Transport yourself, hide a messy room, brainstorm or celebrate with your team using virtual backgrounds for your video conference calls, meetings or huddles. Download 50+ backgrounds for every occasion.

How aligned is your team?


This quick downloadable and printable diagnostic checklist PDF gives you insight into the habits you need to prioritize alignment and improve your foundation.

Align Assessment

Online Assessment Tool

32 question survey organized around the 4 Decisions framework – People, Strategy, Execution, & Cash – of the Scaling Up business methodology. Assess the current state of your business and find areas where you can focus for improvements.

Past Product Webinars

Staying Aligned in Slack: Utilizing Align’s New Integration with Slack

In the current situation, many of you are adjusting to your new work-from-home schedules, experimenting with new workflows and getting comfortable with new software tools to keep your team communication smooth. To help with these adjustments to your workday, we’re releasing an integration with the cornerstone of many remote teams’ communication: Slack. Align Product Manager Joey Muething demos features and answer any of your questions.

Communicate What Matters pt. 2: Improving Productivity with Huddle Communication Rhythm

Align Advisor Emmy German walks you through best practices for starting and maintaining huddles to improve communication, accountability, and transparency in your organization. For more information, schedule a conversation with Emmy.

Communicate What Matters: Improving Execution with Priority Tracking in Align

Align Advisor Emmy German covers: What types of goals should my team be tracking in Align? How do these goals differ from their regular job functions? & How does Align differ from a project management system? For more information, schedule a conversation with Emmy.

Align Your Team: How to Improve Visibility and Transparency with Our New Features

Align Advisor and resident planning guru Emmy German covers new expanded features in Align that provide greater flexibility for organizations with multiple locations or divisions. To learn more, schedule a conversation with Emmy.

Access Align Tutorial Videos

  • Align How-To Videos

  • Account Set-Up Videos

  • Align New User Onboarding Videos

  • Huddles

  • Priorities

  • Teams & Tags

Resources Created With Our Coaching Community

Past Coach Webinars

“Sales Reinvigorated: Extending Your Strategic Plan to the Customer Journey” with Rich Scott

Tue. Aug 25th @ 10 AM CDT

As your business works to adapt to the “new normal”, your sales strategy must transform to meet changing customer needs. Coach Rich Scott joined our August webinar to share how connecting your customer journey to your strategic plan can power sales in an uncertain time.

“How Leaders Can Unlock Digital Transformation, Remain Relevant and Avoid Disruption” with KK Diaz

Wed. July 22nd @ 10 AM CDT

For Align’s July webinar, we heard from author and strategy coach KK Diaz of South Africa. KK brings expertise in helping leaders gain a competitive advantage through digital transformation. For organizations looking to not just survive but thrive during COVID, these efforts are critical.

“A Leader’s Guide to Building a High-Performing Culture of Accountability in Today’s New World” with Hayley Erner

Wed. June 24th @ 10 AM CDT

For Align’s June webinar, we’re joined by UK Scaling Up Coach Hayley Erner. Since the outbreak of COVID-19, Hayley has helped companies adapt their strategy and their cultures for the “new normal”. She’ll discuss best practices for building a culture where teams feel accountable and passionate.

“Conducting Successful Strategic Planning with Your Virtual Team” with Andy Clayton

Tue. May 19th @ 10 AM CDT

Lead Petra Europe Coach and strategic planning expert Andy Clayton discussed keys to a successful remote strategic planning session. Andy has helped numerous organizations adapt strategy to remote conditions and shared best practices for effective goal setting during disruption.

“The 5 Big Moves to Take You From Surviving a Crisis to Thriving” with Bill Gallagher

Tue. April 21st @ 11 AM CDT

Serial entrepreneur, Business Coach/Founder at, and host of Scaling Up Business Podcast Bill Gallagher joined Align during this time of disruption to talk overlooked strategies for adapting to the changing landscape. Having successfully led and coached businesses through past crises like the Dot-Com bust and 2008 financial crisis, Bill brings a unique perspective on adapting business plans during disruption and executing successful pivots.

“Navigating US Federal Small Business Loan Assistance” with Sandy Cohen

Wed. April 8th @ 11 AM CDT

Alexander “Sandy” Cohen, CPA brings a lifetime of experience at the intersection of accounting, finance, and business to a special webinar focused on applying for Federal Small Business Loan assistance. He will discuss:
– The Economic Injury Disaster Loan application (available now at
– The Paycheck Protection Program
– Other resources and best-practices for financially navigating the current crisis.

“The Missing Strategic Conversations: Accelerating Your Business Flywheel Through Productive Conflict” with Dr. Craig Overmyer

Wed. March 25th, 2020

For our March Coach webinar, Dr. Craig Overmyer, shared insights from his Amazon bestseller Accelerate Thru Conflict. He discusses how to maximize how your team makes strategic decisions through productive conflict. Dr. Overmyer offered ideas about how to leverage the Fly Wheel concept by Jim Collins for more impactful One Page Strategic Plans.

“Recession Resilience Planning for Your Business” with Erik Frank

Fri. March 20th

Business coach Erik Frank covered effective team communication through COVID-19 Crisis, contingency planning for challenging scenarios, cash conservation strategies, and how to identify and capture new opportunities that emerge.

“SPARKLE: Seven Proven Steps for Creating a More Valuable Company” with Richard Manders

Tues. February 4th

For our February Coach webinar, Richard will share his SPARKLE strategy containing relevant best practices to build a company that is sustainable, valuable and attractive to outside investors. Numerous businesses have successfully used this model in their businesses, and Richard has shared similar presentations for the Strategies for Maximizing Your Exit program at Harvard Business School.

Daily Dose Webcasts: