private weekly operating-review worksheet

Read, adapt, then use privately

Download the plain-text file or copy the text below into your own editor. Replace the fictional examples with your own plan. Keep personal, customer and confidential information in systems approved for that information. This page never uploads your completed worksheet or imports it into a workspace.

WEEKLY OPERATING REVIEW
Critical Path — https://www.quadrant.works
Companion guide: /guides/chief-of-staff-weekly-review
Version: 2026-09-21

Review date:
Review owner:
Week under review:
Audience and confidentiality boundary:

1. RESULTS THAT MATTER
Outcome:
Evidence of progress (not just completed task count):
What changed since the previous review:
Decision needed:

Repeat for the two or three outcomes requiring attention.

2. EXCEPTIONS AND DECISIONS
Commitment:
Current owner:
Blocked / waiting / late / unowned / unscheduled:
Specific dependency or constraint:
Decision required and decision-maker:
Latest useful decision date:
Decision: proceed / change scope / re-date / delegate / wait / stop

3. CAPACITY BEFORE PROMISES
Owner:
Realistic available hours this week:
Fixed meetings and absence:
Transition/buffer requirement:
Reserve for interruptions:
Estimated effort already committed:
Difference between effort budget and actual usable calendar openings:
Tradeoff required:

Do not increase a capacity number merely to hide an overloaded calendar.
An allocation is an estimate; a due date is a deadline; a protected session
must be verified on the intended calendar.

4. NEXT-WEEK COMMITMENT
Intended result:
Concrete next action:
Accepted owner:
Effort estimate:
Due date, if needed:
Calendar session(s), if verified:
Dependency:
Follow-up owner and check date:
What is explicitly not being done this week:

Repeat for each material commitment.

5. READ BACK BEFORE CLOSING
[ ] Each decision has a named owner.
[ ] Owners accepted the result and timing assumption.
[ ] Scope changes are explicit.
[ ] Waiting work has a next check, not just a vague reminder.
[ ] Calendar placement was checked before claiming protected time.
[ ] Sensitive details remain within the authorized audience.
[ ] Next review starts with these decisions.

Suggested 50-minute agenda (adapt to your needs):
0–10: Outcomes and meaningful changes
10–25: Exceptions and decisions
25–40: Next actions and available time
40–50: Read-back and follow-through

6. FOLLOW-UP AT THE NEXT REVIEW
What closed:
What moved and why:
Which promised follow-ups happened:
What changed in the effort estimate:
One adjustment to make the next review more useful:

Keep this completed record private where it contains internal information.
Do not include authorization tokens, calendar feed links, or meeting secrets.

Permission: you may copy and adapt this Critical Path worksheet for personal or internal team planning. No account, payment or attribution is required. Product links are optional; using the template is not enrollment in a service.