Operating reviews · Decision tools

Weekly Business Review Template

A weekly review turns operating facts into named decisions with owners and dates.

Originally published
September 5, 2026 by Matt Herrera
Reviewed and updated
September 5, 2026 by Matt Herrera

Working scorecard

Weekly operating review

Nothing entered here is stored or sent.

Evidence checks
0/6

The record is incomplete. Gather evidence before increasing commitment.

Review in a fixed order

Start with cash and commitments, then customers, delivery, pipeline, risks, and decisions. The order keeps urgent operating facts ahead of activity reports.

Complete the review from source records

Open the bank, accounting, sales, support, and delivery systems used by the business. Check each area only after recording the change, cause, or next action that matters.

End with decisions

Every action needs one owner and review date. Print or save the completed worksheet with meeting notes outside this browser. Selections are not stored here.

Sources and further reading