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
Align Academy
All of our Align Coach Partners (and their coaching clients) have access to the Align Academy. As a coach, you can use these resources to help everyone understand the “why” behind the good business habits that Align supports and to make it easier to plan, communicate, implement and execute those habits with your coaching clients.
The Align Academy resources, include:
- Videos
- Downloadable PDFs and checklists
- Responses to common objections
- Tips and tricks
- Best practices and other documentation/information
Learn how coaches use Align to guide their clients.

How Herb Cogliano Uses Align to Scale Without Burnout
Read MoreRead Coach Success StoriesDownloads

Strategic Plan Management
Whitepaper
Improve communication and productivity in your workplace using the Daily Huddle. Learn how to implement and optimize your workplace with huddles.
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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.
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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.
Download
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.
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Motivational Quotes I
Slideshow
Quotes from thought leaders and growth experts can inspire your next personal or professional success. Featuring quotes on Alignment, Strategy & Execution, Goals, and Teamwork.
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Motivational Quotes II
Slideshow
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.
Download
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.
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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.
Download
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.
DownloadPast 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 Playlists on YouTube
- Align How-To Videos
- Account Set-Up Videos
- Align New User Onboarding Videos
- Huddles
- Priorities
- Teams & Tags
Resources created for & with our Coaching Community
The Accountability Gap: Why Things Still Don’t Get Done

From Firefighting to Focus: Coaching Clients Out of Crisis Mode

The Execution Gap: How to Empower Your Client’s Emerging Leaders

Your Client Is the Bottleneck. Now What?

Cascading Strategy and Execution: How to Embed Habits Across the Organization

Do you need a coach to reach your goals? A look at the evidence
Past Coach Webinars
“Sales Reinvigorated: Extending Your Strategic Plan to the Customer Journey” with Rich Scott
- Tue. Aug 25 th @ 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 22 nd @ 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 24 th @ 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 19 th @ 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 21 st @ 11 AM CDT
- Serial entrepreneur, Business Coach/Founder at ScalingCoach.com, 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 8 th @ 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 https://covid19relief.sba.gov/ ) – 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 25 th , 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 20 th
- 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 4 th
- 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:

Daily Dose June 25 on “Aligning Your People, Purpose, and Strategy” with KK Diaz
Author, business strategist, and CEO KK Diaz joins the Daily Dose to explain why aligning every person in your business is critical for growth and stability. KK emphasizes the importance of identifying your organizational purpose […]

Disruption Daily Dose for June 17 with Ryan Markel on Changing Focus to Drive Results
Today Align is joined by Petra Coach Ryan Markel to discuss how how his different clients have pivoted and responded to the COVID-19 disruption. The key to the succesful pivot, says Ryan, is in […]

Disruption Daily Dose for June 16th with Hayley Erner on Building a Culture of Accountability and Engagement in a Remote Team
Tuesday's Daily Dose of advice features Hayley Erner, the first Scaling Up certified coach in the U.K. Hayley dives into how teams should try to maintain a healthy workplace culture amidst a post-COVID environment. […]

Disruption Daily Dose for June 11th with Franchise Expert JD Busch on Executing a Rebound During Reopening
Founder of Busch Global Consulting, JD Busch, joins today's Daily Dose of advice to give business leaders tips on how to execute a rebound after the COVID-19 disruption. An expert in the franchise space, JD […]

Disruption Daily Dose 6/10 with Anne Driscol and Chris Schultz on Innovating for the Workplace of the Future
Founders of LaunchPad, Anne Driscoll and Chris Schultz join the Daily Dose of advice to detail their response to the COVID-19 disruption and how businesses should make decisions during this time. Having built a […]

Disruption Daily Dose for June 1st with Mark Comiso on Seizing Opportunities by Adapting Your Business Model
Scaling Up and Petra Coach Mark Comiso joins today's Daily Dose to discuss how businesses have been balancing scaling up and pivoting during the COVID-19 crisis. When preparing for the weeks ahead, your business […]