Resources/Playbooks/Operations
OPERATIONSBeginner

Create a weekly executive growth review.

A 30-minute Monday cadence that reads business, revenue, and marketing signals from one dashboard.

STEPS
4
TIME
~22 min
LEVEL
Beginner
FORMAT
Read + do
GOAL
End every Monday with a clear, shared read on where the business stands and what changes this week.
WHAT YOU'LL NEED
  • Executive Assistant connected
  • Business Intelligence set up
  • 30 minutes on your Monday calendar
EXPECTED OUTCOME
A weekly executive meeting that ends in decisions, not slides.
MODULES INVOLVED
Executive AssistantBusiness Intelligence
CHAPTER 016 min

Set the dashboard

One dashboard, six panels, no more. Executive Assistant assembles it.

DO THIS
  • Revenue vs. target
  • Pipeline coverage
  • Website conversion
  • Content publishing
  • Top open opportunity
  • Top open risk
TIP
If the dashboard needs a scroll, it's too long.
NEXT CHAPTER
02 · Write the briefing
CHAPTER 026 min

Write the briefing

Executive Assistant writes a first-draft briefing every Sunday night. You edit, not author.

DO THIS
  • Read the auto-briefing
  • Correct anything wrong
  • Add one paragraph of your own read
TIP
The auto-briefing is a starting point, not the ending. Your voice is the value.
NEXT CHAPTER
03 · Run the meeting from the briefing
CHAPTER 035 min

Run the meeting from the briefing

The briefing IS the meeting. No slides, no rebuild.

DO THIS
  • Send the briefing 30 min before the meeting
  • Meet for 25 min
  • Discuss only the deltas
TIP
If someone joins the meeting having not read the briefing, they don't get to speak. Once.
NEXT CHAPTER
04 · Assign the actions
CHAPTER 045 min

Assign the actions

Every review must end with three clear actions for the week.

DO THIS
  • Write down 3 actions
  • Assign each to one person
  • Set the check-in for Wednesday
TIP
More than three actions means you didn't prioritize.
WRAP UP

You've reached the outcome.

A weekly executive meeting that ends in decisions, not slides.

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