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PLANARA LEADERS · A SAMPLE PROGRAM

What a program looks like, in practice.

Every cohort is shaped by the team interviews in Step 2 of our approach. The program below is representative, not prescriptive — a view of the shape, not the specifics.

The shape.

Every program runs eight weeks. One live session per week, two to three hours, with an applied assignment in between tied to each participant’s real work. The cohort sizes from fifteen to twenty-five. The program opens with an in-person kickoff where possible, and closes with a capstone presentation to leadership.

Four modules. In order: Foundation, Software & Digital Product, AI & Agentic Systems, Commercialization. The order matters — each module earns the next. We do not reshuffle them.

This is the skeleton. It is the same across every program we run, regardless of sector.

The four modules.

The sequence is deliberate. Each module prepares the ground for the next.

Module 01

Foundation

Core product leadership, starting with people.

What a product actually is — whether it’s a machine, software, a process, or an agentic workflow. Desirability, feasibility, viability. Why emotional value is where durable profit lives. How to discover what people actually need before committing resources to building it.

  • Human-centered discovery
  • Observation & interviewing
  • Synthesis & insight
  • Concept generation

Module 02

Software & Digital Product

Leading software and intelligent systems development.

How software product development works — and how it differs from physical product. Discovery through delivery. Roadmap and prioritization. Working effectively across engineering, design, and business. Physical-digital product design where hardware and software meet.

  • Software product process
  • Roadmap & prioritization
  • Working with engineering
  • Physical-digital integration

Module 03

AI & Agentic Systems

Leading product development in the agentic era.

What AI changes about product development — and what it doesn’t. The two questions that separate leaders from followers right now: how do new tools change what we already deliver, and what categories of value can we unlock that weren’t possible before. Which principles bend, which break, and which matter more than ever.

  • Agentic AI in practice
  • Digital twins & generative design
  • Where human judgment holds
  • New value categories

Module 04

Commercialization

Taking products to market and demonstrating value.

Business case, market understanding, stakeholder communication, product narrative. Each participant presents a concept they have built during the program. This is the competency demonstration that earns the certificate.

  • Business case & ROI
  • Stakeholder communication
  • Product narrative
  • Capstone presentation

THE SAMPLE JOURNEY

The program at a glance.

KICKOFF
  1. 01FOUNDATION
    Kickoff — what is a product
    applied work
  2. 02FOUNDATION
    Human-centered discovery
    applied work
  3. 03FOUNDATION
    Synthesis & concept generation
    applied work
  4. 04SOFTWARE & DIGITAL
    Software product development
    applied work
  5. 05SOFTWARE & DIGITAL
    Physical-digital product design
    applied work
  6. 06AI & AGENTIC
    AI in practice
    applied work
  7. 07AI & AGENTIC
    Agentic systems & human judgment
    applied work
  8. 08COMMERCIALIZATION
    Capstone presentations
CERTIFICATE

THE SAMPLE SYLLABUS

Eight weeks, end to end.

One live session per week (two to three hours, virtual). One applied assignment between sessions, tied to a participant’s real work. The following week opens with a readout and peer critique. Approximately three to four hours of total engagement per week.

Week by week, in detail.

  1. 01Foundation

    Kickoff — what is a product

    Experience, desirability/feasibility/viability, emotional value. In-person where possible.

    Applied assignment

    Map the emotional and functional value of a product you manage.

  2. 02Foundation

    Human-centered discovery

    Observing and interviewing to find what people actually need. Opens with Week 1 readout.

    Applied assignment

    Two user interviews on a real challenge from your work.

  3. 03Foundation

    Synthesis & concept generation

    From insight to opportunity. Generating many concepts before committing. Opens with Week 2 readout.

    Applied assignment

    Three product opportunity statements drawn from your interviews.

  4. 04Software & Digital

    Software product development

    How software product differs from physical product. Discovery, roadmap, working with engineering teams.

    Applied assignment

    Map the development process for a current software initiative you touch. Where are the gaps?

  5. 05Software & Digital

    Physical-digital product design

    Where products sit at the hardware/software intersection. Sector-specific case examples.

    Applied assignment

    Identify a physical-digital integration challenge in your world. What would the ideal product experience look like?

  6. 06AI & Agentic

    AI in practice

    Generative design, digital twins, agentic workflows. What is real now and what is coming.

    Applied assignment

    Three places in your workflow where AI could compress time or improve quality.

  7. 07AI & Agentic

    Agentic systems & human judgment

    What changes when AI agents participate in product workflows. Where human judgment is still the bottleneck.

    Applied assignment

    Identify a process where agentic AI could scale human judgment. What is the leader’s role in governing it?

  8. 08Commercialization

    Capstone presentations

    Business case, product narrative. Each participant presents. Certificate ceremony.

    Applied assignment

    Final presentation: a human-centered concept, an AI-era opportunity identified, a business case framed.

What we tailor. What we don’t.

The eight-week shape is stable. So is the module order, the pedagogical spine, and the applied-work-between-sessions rhythm. These are load-bearing — changing them would defeat what makes the program effective.

Everything else is shaped around the team that will attend it, based on what we hear in the interviews we conduct before the program begins.

We tailor:

  • The industry examples used in every session
  • The specific case studies and failure modes we study
  • The weighting of time across modules
  • The applied assignments — written against participants’ real work
  • The capstone framing and evaluation criteria
  • The reading list and reference materials
  • The in-person versus virtual mix, where logistics allow

We don’t tailor:

  • The four-module sequence or their order
  • The eight-week duration of the core program
  • The cohort-based, synchronous session format
  • The IDM methodology and the frameworks it rests on
  • The capstone requirement for the certificate

OPTIONAL EXTENSION

The Applied AI Lab.

For teams that want to go further — a hands-on extension where a subset of the cohort actually builds with the agentic tools covered in Module 3, against a real problem from their organization.

Who it’s for.

A self-selected subset of the cohort — typically 8 to 12 participants — who want to move from understanding agentic systems to prototyping with them.

What happens.

Four to six additional weeks after the core program ends. Hands-on build sessions. A working prototype against a real organizational challenge. Led by James Haliburton alongside Matt Kressy.

How it’s scoped.

Pricing and format are scoped separately, based on the use case. No decision needed during the core program — this is a natural follow-on if and when it makes sense.

The certificate.

Every participant who completes the program — including the capstone presentation — receives a Planara Leaders certificate grounded in the IDM methodology. It is appropriate for LinkedIn, for a resume, and for internal professional development records.

The certificate is not the product. The capability is. But the credential is real, and it travels with the participant.

How this becomes your program.

We do not sell a catalog. The sample above is a reasonable starting point — but the program your team receives will be shaped by the interviews we conduct with your people in the first week of our engagement. That is how we make sure the examples land, the assignments matter, and the time is spent where it creates the most leverage for your specific organization.

The first step is a thirty-minute call.

Let’s see if there’s a fit.

A thirty-minute call. No prepared deck. No sales pitch. Just a conversation about your team and what you’re trying to build.