🗓️ OPS-10 — Weekly Executive Overview

🎯 Outcome: Provide the executive a clear snapshot of priorities, meetings, and time-sensitive actions across work and personal life — ensuring a focused, low-friction start to each week.

⏱️ Time: 20–30 min per week ⭐ Complexity: Easy

👤 Owner: Executive Assistant (EA)

🗂️ Department: Executive Operations / Admin

📅 Frequency: Weekly (Every Monday by 7:30 AM CT)

⚡ Quickstart — do this now (5 steps)

1. Open the Weekly Overview template in Notion.
2. Review upcoming calendar, projects, and travel/personal events.
3. Identify top 3 priorities for the week.
4. Compile quick links and pending approvals.
5. Send the completed overview via Slack + email before Monday 8:00 AM CT.

🧭 Flow at a Glance

🔁 Data Pull → 🧠 Curate & Summarize → ✍️ Draft → ✅ Review → 📬 Send

🪄 Weekly Overview Template (Copy + Paste)

**Subject:** Weekly Overview — Week of {{Start Date}}

Hi {{Executive Name}},

Here’s your weekly overview for **{{Start Date}}–{{End Date}}** to help you start the week focused and clear:

---

### 🎯 **Top Priorities This Week**
1. {{Priority #1}}
2. {{Priority #2}}
3. {{Priority #3}}

---

### 📅 **Key Meetings & Events**

| Date | Time | Event | Notes |
|------|------|--------|-------|
| {{Day}} | {{Time}} | {{Meeting/Event}} | {{Notes or Links}} |
| {{Day}} | {{Time}} | {{Meeting/Event}} | {{Notes or Links}} |

> ✅ Calendar fully updated. Let me know if you'd like to reschedule anything. Recurring meetings are already reflected.

---

### ✈️ **Travel & Personal Reminders**
- {{Travel Item #1}}
- {{Personal Item #1}}
- {{Family Event #1}}

---

### 📎 **Quick Links**
- [📄 {{Doc Name #1}}]({{URL}})
- [📋 {{Tracker Name #1}}]({{URL}})
- [📊 {{Deck Name #1}}]({{URL}})

---

### 🔔 **Pending Approvals**
- [ ] {{Approval Item #1}}
- [ ] {{Approval Item #2}}
- [ ] {{Approval Item #3}}

---

### 🕰️ **Meetings / Events Outside Working Hours**
**Before Work:** {{Item or None}}
**After Work:** {{Item or None}}
**Weekend:** {{Item or None}}
**Travel:** {{Item or None}}

---

Let me know if anything should be reprioritized or adjusted.

Best,
{{Assistant Name}}

📈 Metrics

🤖 Automation Ladder