Before our kickoff, we want to dig into your company and understand where you are today from a finance, internal structural and culture standpoint. During this process, we will also survey different members of the team, define who will be an active participant (exec team vs entire org), and discuss logistics of the planning sessions to come.

During this two-day kick off, we dedicate a day with the executive team to define the long-term vision for the company (BHAG), why your company exists (Core Purpose), and the values that you operate from (Core Values). At this stage and with this team, we will also define the outlook for the next three years as well as 1-year targets and initiatives. Then on Day 2, we will meet with the executive and leadership teams together to focus on the execution of the items discovered in Day 1. This includes breaking the goals set for the year into quarterly targets and priorities. We will further break them down into individual goals, set up the KPIs to monitor progress, and make the step-by-step plans to execute.

During this time, we have a series of 1:1s and checkins with the Executive and Leadership teams to support and help drive progress. During this time, you have unlimited access to your Coach and AC as well as access to the Online Education. Your organization is encouraged to engage in our Petra Perks which include monthly learning webinars, workshops and events at no additional cost as well participate in our Petra Forum Groups. We make so many included learning and growth opportunities available (at no cost) for your team because without growing them, we cannot scale your organization.