What exactly is PlaybookBuilder?

More than just software, Playbook Builder™ is a powerful personal cloud learning solution.

A playbook is a place to house videos (of you, your team, or third party content), files (like PPTs, PDFs, Excel and Word documents), links to outside websites, quizzes, and even QR codes to create a continuous learning environment. But Playbook’s biggest advantage is its’ startlingly simple user interface. If you’ve ever used a traditional LMS - we’re sorry - and we know you’ll love Playbook’s intuitive, beautiful and easy-to-author toolset.

PlaybookBuilder leverages time, team, and technology so growing companies can simplify, accelerate and improve everything.

The Process


The Software

We built our first generation of PlaybookBuilder over 10 years ago. This 3.0 version offers more control, better security, a simpler user experience, and a more powerful, proprietary code backbone. With unlimited flexibility to add playbooks, processes, content and users, your PlaybookBuilder account offers limitless possibilities.


Create powerful multimedia-rich learning content.

Address different learning styles simultaneously.

Create or load Videos, Screencasts, QR Codes, Documents, Flowcharts, and Links.

Laptop 3_new.jpg
Laptop 4_new.jpg


Run usage reports for Teams, Users, and across your entire user Community.

Identify training gaps, drop-off times and testing issues.

Manage your people with raw data to drive performance and support HR.


Create automatic email campaigns.

Create deadline-driving Alerts for new content.

Drive community engagement with published video-ratings and viewership numbers.

Laptop 5_new.jpg

Software Features


  • Customizable: PlaybookBuilder enables easy set-up and customization to create a positive extension of your brand
  • Fully user controlled, web-based applicationControl the content, community size, communication, and community management of the software.
  • Totally Expandable: PlaybookBuilder can house thousands of flowcharts, videos & documents.
  • Desktop, Mobile and Tablet responsive application: PlaybookBuilder supports Just-In-Time learning through a mobile and tablet responsive application that includes a built-in QR Code reader.
  • Safe and Secure: 256-bit encrypted and routinely backed-up to ensure your content’s safety.


  • User and Community Analytics Reporting: Track, manage and learn from the behavior of your team. Run customizable reports on usage, testing, and training frequency.
  • User Alert Settings: Create deadline-supported alerts for users, teams or the entire community so new content isn’t missed and curriculums are completed.
  • Automated user drip-email functionality: Drive adoption and enhance the learning process with fully-automated and customizable email reminders to keep your community engaged.
  • Custom Quiz Builder: Build customized quizzes right into your PlaybookBuilder, create randomizations, completion certificates, and track results through reports.


  • Fully modular design: Create powerful training with tools, flowcharts and videos, then move it, add to it, or share it with the community.
  • Screen Cast, Embed or Upload Videos: Create training right from your desktop, load from outside sources or leverage what you have.
  • Add Media, Documents, and Links: Add every type of content you have to share – PPTs, Word documents, Audio Files, PDFs, JPGs


  • Full administrative discretion to control access: Multiple user levels to control who sees which training areas
  • Trackable behavior by user, team or community: Each user has a unique ID and password to track and measure use and progress
  • Department and Team Clusters: Users can be grouped into Teams (HR, New Hires, Sales, etc.)

The Toolset

Working with nearly 500 business leaders and their teams since 2002 has given us an incredible advantage: To learn from them what’s essential to onboard and train teams effectively. PlaybookBuilder includes a rich toolset of scripts, thinking and communication tools to help you and your team to build, train, measure and communicate better than ever.