Weekly Overview Table

Week # Core Goals (Top 3) Key Tasks & Action Steps Progress Results / Metrics Reflections
Example 1) Complete Portfolio 2) Research Competitors 3) Define Pricing - [ ] Finalize case study #1 - [ ] Research top 5 competitors (services, pricing, USPs) - [ ] Draft 3 pricing tiers (intro, standard, premium) Not Started / In Progress / Completed - # of tasks completed - # of new leads / site visits - Revenue or cost savings - What went well? - What challenges did you face? - Any changes needed for next week? - How did you feel overall?

Instructions

  1. Core Goals (Top 3): Identify the most impactful goals for the week based on your 12-week plan.
  2. Key Tasks & Action Steps: Break each goal into bite-sized tasks. Include checkboxes to track completion easily.
  3. Progress: Update this column daily (e.g., Not Started, In Progress, or Completed).
  4. Results / Metrics: Quantify outcomes whenever possible (e.g., 3 completed tasks, 2 new leads, 1 sale).
  5. Reflections: Capture any lessons learned, blockers, or insights. This is crucial for continuous improvement.