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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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    Wheel of Life

    Rate your satisfaction for each of the 6 F's

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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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