Resource module

CEO Weekly Planning Worksheet

One page. Six sections. Fifteen minutes. The worksheet I hand executives who want to start the week with a plan instead of a reaction - priorities, risks, decisions, metrics, delegation, and a reflection that actually gets used.

Print the PDF as-is, or edit the Word file to match your own metrics and language before you standardize it across your leadership team.

01

Top priorities

Three at most, each with why it matters this week, what done looks like, and a single owner. If you cannot protect calendar time for it, it is not a priority.

02

Biggest risks

Name what could derail the quarter, the early warning signal you will watch for, and the next step. Risks that stay unspoken become escalations.

03

Key decisions

The decisions only you can make, the information still missing, and a decide-by date. Undated decisions are the most expensive item on any executive calendar.

04

Metrics to review

The same handful of numbers every week with target, actual, trend, and the action if off-track. Consistency is what makes the trend readable.

05

Delegation

What comes off your plate this week, to whom, the support they need, and a check-in date. Delegation without support is abandonment.

06

Weekly reflection

Four honest questions on what moved the business, what wasted time, what to stop or simplify, and where the team needs clearer direction from you.

How to use it

Make it a ritual, not a document.

  1. 1

    Print one copy every Friday afternoon or Sunday evening - before the week starts pulling at you.

  2. 2

    Fill it in by hand in 15 minutes. Handwriting forces you to choose; a doc invites you to list everything.

  3. 3

    Bring it to your leadership meeting and pull priorities, risks, and decisions straight from it.

  4. 4

    Keep the completed pages in one folder. After a quarter you have an unusually honest record of where your attention actually went.

Why it works

Constraint is the feature.

  • One page forces prioritization - you cannot hide behind a long list.
  • Risks and decisions get dates, so they stop drifting week to week.
  • The same metrics every week make the trend, not the number, the conversation.
  • Delegation is written down, which is the only reason it survives a busy week.
  • Reflection closes the loop and tells you what to change next week.
Pair it with your cadence

This worksheet is the personal layer of a company rhythm.

Build your organization's weekly schedule with the Operating Rhythm Framework, then run each meeting on it with the Executive Meeting Toolkit. This page is how you show up to those meetings prepared.

Disclaimer

Nothing on this page or in any accompanying template, assessment, checklist, or report constitutes legal, financial, or compliance advice. These materials are general-purpose starting points drawn from professional experience. Review all information thoroughly against your own internal needs, company structure, contractual obligations, and regulatory environment, and have your legal counsel review anything you adopt before you rely on it.