Weekly Agenda
Windrose Advisory · Consulting · Burlington, VT
Celeste Abernathy-Voss runs a small advisory practice and uses this to lay out each week by day, with tasks and meetings together, and review it on Friday.
Use this templateBy day
TasksDraft the workshop slides for the dairy co-op
Send the week’s agenda to clients
Review the grant budget spreadsheet
Call the printer about the handouts
Interview two staff at the creamery
Write up notes from the interviews
Prepare the board summary for the orchard
Book travel for the spring site visit
Test the survey form with a pilot group
Deliver the strategy workshop
Collect feedback forms
Invoice the creamery for phase one
Weekly review and the following week’s plan
Send thank-you notes to workshop guests
Update the proposal template
Tables
Tasks
15 sample rows · 6 columnsWhat needs doing each weekday, who has it and how long it will take.
| Task | Day | Status | Priority | Estimate (minutes) | Owner |
|---|---|---|---|---|---|
| Draft the workshop slides for the dairy co-op | 120 | Celeste Abernathy-Voss | |||
| Send the week’s agenda to clients | 20 | Maeve Sullivan-Okoro | |||
| Review the grant budget spreadsheet | 60 | Rohan Deshpande | |||
| Call the printer about the handouts | 15 | Maeve Sullivan-Okoro | |||
| Interview two staff at the creamery | 90 | Celeste Abernathy-Voss | |||
| Write up notes from the interviews | 60 | Rohan Deshpande | |||
| Prepare the board summary for the orchard | 75 | Celeste Abernathy-Voss | |||
| Book travel for the spring site visit | 30 | Maeve Sullivan-Okoro | |||
| Test the survey form with a pilot group | 45 | Rohan Deshpande | |||
| Deliver the strategy workshop | 180 | Celeste Abernathy-Voss | |||
| Collect feedback forms | 30 | Rohan Deshpande | |||
| Invoice the creamery for phase one | 20 | Maeve Sullivan-Okoro |
Meetings
10 sample rows · 5 columnsThe week’s meetings, which day, what time and how long.
| Meeting | Day | Time | Length (minutes) | Type |
|---|---|---|---|---|
| Client check-in: dairy co-op | 9:00 am | 30 | ||
| Team stand-up | 4:30 pm | 15 | ||
| Creamery staff interviews | 10:00 am | 90 | ||
| Grant budget walk-through | 2:00 pm | 45 | ||
| Orchard board prep | 11:00 am | 60 | ||
| Pilot survey debrief | 3:30 pm | 30 | ||
| Strategy workshop | 9:30 am | 180 | ||
| Phase one wrap-up call | 2:30 pm | 30 | ||
| Weekly review | 9:00 am | 45 | ||
| Coffee with a referral partner | 11:00 am | 45 |
Weeks
4 sample rows · 4 columnsOne row per week: the single focus, and a short look back at how it went.
| Focus for the week | Week of | Energy |
|---|---|---|
| Deliver the strategy workshop | Oct 12, 2026 | — |
| Pilot the survey | Oct 5, 2026 | |
| Draft the strategy deck | Sep 28, 2026 | |
| Finish phase one interviews | Sep 21, 2026 |
Related templates
- Expense approvalsOrchardine Green Finance4 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Vendor managementYarrowdale Row Procurement5 tables · 7 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentCalendar
- Account ManagementLumenworks Group5 tables · 8 views · 1 form · 1 agentLinked tables
- Agency OSHarbourlight Creative8 tables · 14 views · 1 form · 1 agentLinked tables
- AI model picksQuillmarsh Creative3 tables · 5 views · 1 form · 1 dashboard · 1 digest · 1 stage rule set · 2 agents · 1 workflowAgents
- Annual Budget PlannerImani Brooks household3 tables · 5 views · 1 form · 1 agentBoards