A program is a set of related learning activities or assets — such as courses, training modules, workshops, and webinars — designed to achieve a specific objective.
Programs give you a structured way to organize associated projects and manage them from one centralized place, making it easier to track progress, spot risks, and stay on top of your learning portfolio.
Each program has two tabs: Overview (linked projects and a summary dashboard) and Strategy (program impact and ROI measurement).
Permissions: Admins can create, edit, and archive any program. Learning team members can view all programs but can only edit programs they own.
Create a program
Select Programs from the left navigation menu.
Click Add Program in the upper right corner.
Fill in the following fields:
Title — a clear, descriptive name for the program.
Description — a summary of the program's content, objectives, and expected outcomes.
Delivery Type — select Online, In-Person, Blended, or Other.
Owners — the individuals responsible for the program's design, delivery, and evaluation.
Click Add. You'll land on the program overview page.
Link projects to a program
From the program overview page, click Link Projects and select one or more projects from the dropdown.
Once linked, the project list displays each project's title, status, priority, progress, start date, target completion date, and actual completion. The progress bar reflects the percentage of tasks completed on each project.
Change the status of a program
New programs default to Not Started. To update the status, open the program and use the Status dropdown in the left panel — or update it inline from the programs list. Available statuses: Not Started, In Progress, Closed.
Note: A program cannot be set to Closed until all linked projects have been completed.
Unlink a project from a program
From the program:
Open the program and hover over the project you want to unlink.
Click the Unlink icon, then click Update Program to save.
From the project:
Open the project and go to the Program(s) field.
Deselect the program, then click Update Project to save.
Note: To unlink a project from an archived program, you have two options: unarchive the program first, complete the unlink, then re-archive it — or unlink it from the project side directly.
Review program health
The summary dashboard gives you a real-time snapshot of program health. Select any program from the Programs tab to view:
Total number of projects in the program
Number of projects by status
Projects completed
Projects at risk
Projects overdue
Average task completion rate
Archive a program
When a program is no longer active, open it and select More Actions > Archive Program, then confirm. The program will be removed from the default list.
To access archived programs, open the filter panel and enable View Archived Programs. To restore one, open it and click Unarchive.
Email notifications
Program Owners are notified when changes are made to their programs.
Project Owners are notified when a project they own is linked or unlinked from a program.
Learn more about managing email notification preferences.
Measure program impact with Program Strategy
The Strategy tab on any program gives you access to Program Strategy — built in partnership with the ROI Institute and powered by their evidence-based ROI Methodology®. Use it to set objectives, build evaluation plans, capture results, and calculate the business impact and ROI of your learning programs across six levels:
Level 0 – Input: Capture learner details, business need, and program drivers.
Level 1 – Reaction: Set objectives and measure how participants respond to the program.
Level 2 – Learning: Measure the skills and knowledge participants gained.
Level 3 – Application: Track behaviour changes resulting from the program.
Level 4 – Impact: Quantify monetary and intangible business outcomes.
Level 5 – ROI: Compare monetary benefits to program costs to calculate return on investment.
For full details on setting objectives, building evaluation plans, capturing results, and uploading evidence, see Program Strategy.