Weekly Business Planning Template

WEEK OF [Date] — [Business Name]

LOOK BACK (5 minutes)
Last week's three priorities:
1. [Priority] — [Done / Partial / Not started] — [why]
2. [Priority] — [Done / Partial / Not started] — [why]
3. [Priority] — [Done / Partial / Not started] — [why]
Biggest win: [win]
Biggest drag on my time: [drag]

THE NUMBERS
Revenue this month so far: [Amount] (target [Amount])
New leads last week: [Number]
Proposals out: [Number] worth [Amount]
Invoices unpaid: [Amount] — oldest [Number] days
Cash position: [comfortable / watchful / tight]

THIS WEEK'S THREE PRIORITIES
1. [Priority] — done looks like: [definition] — time needed: [hours]
2. [Priority] — done looks like: [definition] — time needed: [hours]
3. [Priority] — done looks like: [definition] — time needed: [hours]

COMMITMENTS TO OTHERS
[ ] [Deliverable] to [who] by [Date]
[ ] [Deliverable] to [who] by [Date]
[ ] [Deliverable] to [who] by [Date]

SALES ACTIONS
[ ] Follow up: [names]
[ ] Reach out: [names]
[ ] Proposals to send: [names]

MARKETING ACTIONS
[ ] [Content or campaign action]
[ ] [Content or campaign action]

ADMIN AND MONEY
[ ] Invoices to send: [list]
[ ] Payments to chase: [list]
[ ] Bills due: [list]

CALENDAR CHECK
Meetings this week: [Number] — total hours: [Number]
Protected focus blocks booked: [when]
Anything I should decline or move: [list]

THE ONE THING
If only one thing gets done this week, it's: [the one thing]