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Sample

A founder’s weekly tracker

This is a fictional sample. The founder, company and tasks are invented to show the Friday page I keep for clients. No real client work is shown here.

Week ending Friday 13 March For: the founder of a small training company Prepared by Gabriella

Open loops this week

Item Owner Status Next step
Shortlist three venues for the March offsite Gabriella Done Founder picks one by Wednesday. I book it and send the calendar invite the same day.
Chase two unsigned supplier contracts Gabriella Waiting on reply Second reminder goes out Tuesday. If there is no answer by Thursday, I call both suppliers.
One page brief before the investor call Gabriella Due Monday Draft is in the shared folder. Founder adds comments over the weekend if needed.
Follow up podcast guest invites Gabriella 3 of 5 replied Final friendly nudge to the last two on Monday, then we move to the backup list.
Approve new trainer bios for the website Founder Waiting on founder Bios are in the shared doc with changes marked. Five minutes to read and approve.
Collect feedback from the February workshop Head of programmes In progress Survey closes Tuesday. I turn the answers into a one page summary by Friday.
Cancel unused software seats before renewal Bookkeeper Due 20 March Four seats have not been used since January. Bookkeeper confirms which to cancel.
Book travel for the Lisbon conference Gabriella Done Flights and hotel confirmed. Full itinerary is in the founder’s calendar.

Decisions I need from you

  • Which of the three offsite venues you prefer
  • A yes or no on the new trainer bios

Coming up next week

  • Investor call on Tuesday, brief ready Monday
  • Workshop feedback summary on Friday
  • Our weekly check in on Thursday at 11am UK time