Run a Weekly Company Operating Review

Made for Founders

Run a Weekly Company Operating Review

Also useful for: people in Founders

75 min Advanced Customers Get Something Done

Run one focused review of company health, urgent tradeoffs, and next actions using a repeatable operating template.

Create a free account to save your progress and use this Playbook.

Use this when

You need a weekly leadership cadence that shows what changed, what is off track, which decisions are blocked, and where attention should move next.

You'll need

  • Company context
  • Company goals
  • Company metrics
  • Cash and runway
  • Customer signals
  • Product and delivery
  • Team and hiring
  • Risks and decisions
  • Prior commitments
  • Review date

You'll get

  • Every major company goal rated with supporting evidence
  • Material changes in metrics, cash, customers, delivery, and hiring surfaced
  • The highest-impact issues ranked with missing facts identified
  • Each required decision documented with reasoning and a reversal trigger
  • Every active follow-up assigned to one owner and one date
  • Prior commitments reconciled against their original promises

By the end of this playbook

You will have:

  • Every major company goal rated with supporting evidence
  • Material changes in metrics, cash, customers, delivery, and hiring surfaced
  • The highest-impact issues ranked with missing facts identified
  • Each required decision documented with reasoning and a reversal trigger
  • Every active follow-up assigned to one owner and one date
  • Prior commitments reconciled against their original promises

Sample

This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.

Sample input

Company: 22-person B2B software company at $2.4 million ARR.
Primary goal: reach $220,000 MRR while keeping gross retention above 94%.
Current MRR: $201,000, up $4,000.
Gross retention: 92.8%, down from 94.1%.
Cash: $1.08 million. Average monthly burn: $92,000.
Customer signal: one large renewal is at risk because enterprise permissions are late.
Delivery: permissions is one week behind and still needs regression testing.
Hiring: three sales leader finalists; support lead is overloaded.
Decision needed: ship permissions on the revised date or delay for more testing.
Prior commitment: confirm release date by Tuesday; late.

Sample assembled prompt

OPERATING BRIEF Overall state: At risk.
Revenue is growing, but retention is...
Runway is roughly 11.7 months before...
Top issue: Enterprise permissions release Status:...
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