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Company Priority Worksheet
Use this worksheet to build out company priorities, define success and identify the right team and tasks to make it happen.
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Meeting Rhythm Planner
Meeting Rhythms are the backbone of effective communication. Use this tool to lay out your team’s meetings and the “who, what, when, where and why” of each meeting.
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Daily Huddle Agenda
This one-sheeter defines the parameters of a Daily Huddle – from objectives to ground rules to a step-by-step agenda.
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30-60-90 Day Plan Sheet
Use this sheet to focus in on the top 3-5 things you must get done over the next 30, 60 or 90 days in order to move the business forward.
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Adaptive Scenario Checklist
Use this checklist with your executive team to evaluate areas to mitigate the impact of a crisis on your business.
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Short Term SWOT
Use this worksheet, specifically designed to focus on the next 30 days, to identify Strengths, Weaknesses, Opportunities and Threats in order to understand where the business is right now.
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Crisis Cash Flow Planning
Use this for planning tool to identify your company’s cash flow for planning purposes.
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Traditional Balance Sheet Conversion
Use this template to convert your traditional balance sheet to the Simple Numbers Balance Sheet.
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SWT: Strengths, Weaknesses, Trends
In a similar format to the SWOT Analysis, SWT defines the current state based on three elements: Strengths, Weaknesses and Trends and is used to assist in your reset.
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DSRO Presentation
Download the slide deck used during Petra Coach’s DSRO Webinar to take businesses from defense toward offense rapidly amid disruption.
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DSRO E-Book Questions
Use this to reference the full question list mentioned in the DSRO e-book and take some time to just sit and read them to spur your creative thinking.
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DSRO E-Book
The process developed specifically to help Petra Coach’s members across the globe take their businesses from defense toward offense rapidly amid disruption.
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Return to Work Checklist
Preparing to return? Use the steps in this checklist, broken down into three stages, to ensure a smooth transition back for all departments.
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The Process of Growth
From comfort zone to comfort zone, this visual describes the roadmap of facing a challenge and how to overcome and become better.
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OPPP Instructions
Use this worksheet to guide you through creating your One Page Personal Plan
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Life List
Pick a date at least 10 years out and write what is true in the following categories of your life at that time: Relationships, Achievements, Rituals, Wealth
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This Year
Look at your Life List. What must happen in those 4 categories this year in order to reach those goals?
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Find Your Why (So That)
Use this flow chart to get a deep understanding of why a specific goal or achievement is important to you
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My Flow Chart
What are the things you can do every day that make it a truly successful day, where you feel you're at peak performance?
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Monthly/Daily Calendar
Use this calendar to track your daily habits over a month-long period.
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