Planning, Inc. provides quality and excellence in all of the services that we have delivered for over 40 years.
Retirement Training
Since founded in 1982, Planning, Inc. has developed a reputation for excellence as a provider of retirement and financial planning seminars.
- Classes offered for every career level (New Employee, Mid-Career, Pre-Retirement).
- Materials developed by our speakers and customized for our clients.
- Programs offered onsite as well as through virtual settings.
Leadership & Development
Our seminars are conducted by seasoned professionals and organizations skilled in working with the government and private sector delivering customized or off-the-shelf training.
- Off-the-shelf leadership educational programs and customized Leadership and Workforce Development programs, as well as Succession Planning.
- Programs led by experts with over 25 years of training and consulting experience.
- Ideal for educating, developing, and training current and future leaders with program topics ranging from Executive Coaching to Leadership Assessment.
Security Solutions for Your Team
We provide a variety of security solutions to your team from training to installation. Be sure to download our Capability Statement to learn more.
- Security Systems: Design, installation, and technical support.
- Preventive maintenance, emergency maintenance services, major and minor repairs.
- Training to government and industry in process implementation for effective cyber security.
HR Solutions
Our Benefits Specialists have over 20 years of experience in federal employee benefits. They monitor legislative developments and regularly access OPM’s website to ensure the information provided is current.
- Individual counseling on retirement, disability, health and life insurance, and TSP targets.
- Review of E-OPFs to ensure all relevant service is documented, that employees are in the right retirement system and files are complete and correct
VA Compensated Work Therapy Services
Our team provides quality support and service that meet and exceed our clients’ requirements in the creation, data management, and delivery of payroll services. Our services are performed by expert Program Managers.
Our services include:
- Data Management and Security
- Payroll Processing Services
- Payroll Funding Services
- Customer and Participant Documentation And Reporting Services
Lean Six Sigma
Our team provides coaching and mentoring of lean Six Sigma Green Belt, Black Belt and Master Black Belt candidates. Services include direct facilitation of Rapid Process Improvement Workshops, Process Owner and Sponsor Coaching and Training, and leading an enterprise-wide value stream analysis.
