Build a weekly operations checklist
A weekly checklist: who, when, and what to do if it slips.
Step-by-step walkthrough
List your recurring weekly tasks
Write every weekly admin task — reports, messages, records, reviews — including ones that get skipped.
Note the timing and ownership
Note when each task should happen and who owns it. If no one owns it, write that down.
Open your assistant
Open the assistant you already use. A free plan works.
Paste the prompt, then your task list
Paste the prompt below, then your task list, and press enter.
Review and put it into use
Check it matches how the work actually happens, not how it should. The person who does the tasks reviews it too.
Owners whose weekly admin tasks get skipped, forgotten, or done differently by whoever is around.
Works with any AI assistant.
Tasks done from memory get skipped when it is busy, and done differently when someone new takes over. Something important eventually gets missed, at the worst moment.
What the fix looks like
You list the recurring tasks. You get a weekly checklist: each task, who owns it, when it happens, what it needs, and what to do when something comes up.
Copy this prompt
Copy this, paste it in, then paste your recurring task list underneath.
Create a structured weekly operations checklist from the tasks I give you below. For each task, provide: task name, owner (by role), day or window in the week it should happen, what inputs or information it needs, how long it typically takes, and what to do if it cannot be completed on schedule. Group tasks by day or theme where that makes the checklist easier to follow. Do not add tasks I have not mentioned. Do not suggest software tools, integrations, or systems changes. This is an administrative planning document — the process owner reviews it before it is put into use. Here are my recurring tasks: