PDLT REFERENCE

Quick Resource Library

The page provides one-click access to the downloadable worksheets, templates, flow charts, graphics, checklists, posters, guides, and other implementation resources included throughout the Profit-Driven Leadership Training.


If you're looking for a specific resource, you'll usually find it fastest here. If you're not sure where a resource is located, use the Complete Course & Content Index instead.

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Power in the Chair Summary

Course 01: Profit-Driven Leadership Foundations

Five principles for using the authority of your role on purpose rather than by accident.

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Leadership Mindset Summary

Course 01: Profit-Driven Leadership Foundations

The three core commitments—be other-centered, lead accountable people, manage by agreements—that anchor the whole system.

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TMS Phases and Steps Summary

Course 01: Profit-Driven Leadership Foundations

The entire Truby Management System mapped on one page: four phases and eight steps.

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Delegation Flow Chart

Course 01: Profit-Driven Leadership Foundations

Step-by-step delegation reference.

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COE Poster

Course 01: Profit-Driven Leadership Foundations

An at-a-glance poster for building clear, two-way Contracts of Expectations.

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COE Summary

Course 01: Profit-Driven Leadership Foundations

A deeper guide to the Contract of Expectations—the king of team agreements.

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Personality Types — Supplemental Learning

Course 01: Profit-Driven Leadership Foundations

Make sense of your personality assessment and adjust how you communicate with each person.

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How to Defrag and Reboot

Course 03: TMS Step 1: Bonding

A step-by-step process to clear old baggage and restart a stuck team fresh.

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Team Member Agreements

Course 04: TMS Step 2: Agreements

The ten agreements that turn a group of individuals into a real team.

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Symptoms of a Lack of Teamwork

Course 04: TMS Step 2: Agreements

A diagnostic list of team symptoms that all trace back to one root cause.

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The Problem Slayer Steps

Course 04: TMS Step 2: Agreements

Five questions that move any problem from symptom to root cause to lasting fix.

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Sample Organizational Charts

Course 06: TMS Step 3: Structure

Real-world org chart models showing how to design clear, accountable team structure.

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Hiring Right — 9 Questions to Ask

Course 06: TMS Step 3: Structure

Nine interview questions that get past rehearsed answers to who a candidate really is.

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Role/Responsibility Sheet Template

Course 07: TMS Step 4: Expectations

A template for defining each role's purpose, areas of responsibility, and measures of success.

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Role/Responsibility Sheet Common Mistakes

Course 07: TMS Step 4: Expectations

Miss/hit examples for checking your Role/Responsibility Sheet drafts before finalizing them.

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Marketing Model Summary

Course 09: TMS Step 5: Value Deliverable

A framework for building marketing that flows from the real value you deliver.

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Conflict Management Summary

Course 13: TMS Step 8: Continuous Improvement

A four-step process for working through conflict: control, clarify, create, and choose.

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Stress/Burnout Kit

Course 15: A Leader's Personal Wellbeing

Practical tools to manage leadership stress before it leaks into your decisions and team.

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Leadership Declaration

Course 16: Integration, Implementation, & Sustainability

A closing statement of the leader you've become and commit to being.

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