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Petra Vault

Action-Oriented Resources Design & Curated By Your Petra Coaches.

If you would be interested in a co-branded webinar for your clients, like the one you just experienced, please let us know!

If you are interested in a 90 min session with your team, please let us know!

We started Petra Coach because we’re passionate about helping businesses and entrepreneurs thrive. Strong leaders are the key to success in every situation. The way leaders and businesses handle disruption will determine in part, how our country and how our world manages disruption. We are passionate about supporting you. We are developing content daily to help you through this time. We are hosting workshops and free webinars that will give you the materials and information you need to weather this storm. For more personalized assistance, we’ve designed workshops and full-day planning events. Bookmark this page and visit it often to stay up-to-date.

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Welcome to the Petra Vault. Business leaders are going through so much right now amid the uncertainty and chaos of COVID-19. If we all come together we will come out stronger. The way we lead our teams, companies and families through the next few months will affect the long run of our businesses—and maybe even our economy as a whole. If you need any assistance or have any questions, we’re always here for you. We’re a message away: info@petracoach.com.

Vault Specific Resources

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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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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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 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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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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Traditional Balance Sheet Conversion

Use this template to convert your traditional balance sheet to the Simple Numbers Balance Sheet.
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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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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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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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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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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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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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Workshops

*All Program Times Reflect the Central Time Zone.

Business leaders are going through so much right now amid the uncertainty and chaos of COVID-19. If we all come together we will come out stronger. The way we lead our teams, companies and families through the next few months will affect the long run of our businesses—and maybe even our economy as a whole. If you need any assistance or have any questions, we’re always here for you. We’re a message away: info@petracoach.com.

COVID Gov. Relief Guidance Workshop

Got your PPP/SBA money? YES/NO? Now what? Understand how to use your relief, gain forgiveness and possibly land additional funding for your business.

Reserve Your Spot

Cost: $297
All Program Times Reflect the Central Time Zone.
- 06/03/2020 1:00 pm » Reserve This Spot
- 06/17/2020 1:00 pm » Reserve This Spot
- 06/30/2020 8:00 am » Reserve This Spot
Back on Track in Q3 and Beyond Workshop

A half-day planning session to ensure business leaders reset and round out 2020 in the driver's seat.

Reserve Your Spot

Cost: $297
All Program Times Reflect the Central Time Zone.
- 05/28/2020 1:00 pm » Reserve This Spot
- 06/02/2020 9:00 am » Reserve This Spot
- 06/09/2020 1:00 pm » Reserve This Spot
- 06/16/2020 8:00 am » Reserve This Spot
- 06/23/2020 1:00 pm » Reserve This Spot

Downloadable Books

Vitamin B

Served in bite-size chunks, Vitamin B gives you a simple formula that allows you to take what you read each day and write down an action plan.
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No Try Only Do

Business is hard―but it doesn't have to be. You have realized that your business needs change―that's the first step.

Download Now

Webinars

*All Program Times Reflect the Central Time Zone.

We have webinars specifically crafted to address your current needs. Sign up and put the takeaways into action. If you need any assistance or have any questions, we’re always here for you. We’re a message away: info@petracoach.com.

Upcoming Webinars

Coaches’ Corner

During this 1-hour Q&A session, our Certified Petra Coaches will be answering all your pressing questions LIVE

Details: 06/03 @ 1:00 pm
Reserve Your Spot
Back on Track in Q3 with Marshall Martin

Ensure Leaders Reset & Round Out 2020 in the Driver's Seat

Details: 06/08 @ 1:00 pm
Reserve Your Spot
Coaches’ Corner

During this 1-hour Q&A session, our Certified Petra Coaches will be answering all your pressing questions LIVE

Details: 06/17 @ 1:00 pm
Reserve Your Spot
Lead Like Your Life Depends on It with Michael Brody-Waite

Why in a Pandemic Great Leaders Lead Like Drug Addicts

Details: 06/22 @ 1:00 pm
Reserve Your Spot