Lesson series

Quarterly Prep & Plan

Prep & Plan is PTMA's quarterly planning process for current clients. Four short video lessons cover finance and goals, marketing and sales, operations and service delivery, and product, service and retention, each one building toward a written plan for the quarter ahead. Watch the four lessons at your own pace, then join the live Zoom session where we review your actual numbers and lock in targets for the next quarter.
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What's included?

  • 7 Chapters
  • 1 Certification
  • 340 Questions
  • 25 Video
  • 32 PDF

Purpose, Values + Vision

Supporting your leaders as they clarify their PURPOSE—what’s driving/inspiring them and/or your organization?
Create their VISION for themselves and their team.

Accountability

Guide your staff to recognize, shed and transform personal and collective limiting beliefs, blindspots and blocks keeping them stuck. Create a measurable and sustainable action plan.

Course Lessons