AI Matrx Logo

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.

Any businessSchedulingBoards4 tables · 18 views · 1 form · 2 row actions · 1 agent
Use this template

By day

Tasks
Mon3
Draft the workshop slides for the dairy co-opOct 12, 2026Done
Send the week’s agenda to clientsOct 12, 2026Done
Review the grant budget spreadsheetOct 12, 2026Doing
Tue3
Call the printer about the handoutsOct 13, 2026To do
Interview two staff at the creameryOct 13, 2026To do
Write up notes from the interviewsOct 13, 2026To do
Wed3
Prepare the board summary for the orchardOct 14, 2026To do
Book travel for the spring site visitOct 14, 2026To do
Test the survey form with a pilot groupOct 14, 2026To do
Thu3
Deliver the strategy workshopOct 15, 2026To do
Collect feedback formsOct 15, 2026To do
Invoice the creamery for phase oneOct 15, 2026To do
Fri3
Weekly review and the following week’s planOct 16, 2026To do
Send thank-you notes to workshop guestsOct 16, 2026To do
Update the proposal templateOct 16, 2026To do

Tables

Tasks

15 sample rows · 11 columns

What needs doing each weekday, who has it and how long it will take.

TaskWeekdayDateStatusPriorityEstimate (minutes)Owner
Draft the workshop slides for the dairy co-opMonOct 12, 2026DoneHigh120Celeste Abernathy-Voss
Send the week’s agenda to clientsMonOct 12, 2026DoneMedium20Maeve Sullivan-Okoro
Review the grant budget spreadsheetMonOct 12, 2026DoingHigh60Rohan Deshpande
Call the printer about the handoutsTueOct 13, 2026To doLow15Maeve Sullivan-Okoro
Interview two staff at the creameryTueOct 13, 2026To doHigh90Celeste Abernathy-Voss
Write up notes from the interviewsTueOct 13, 2026To doMedium60Rohan Deshpande
Prepare the board summary for the orchardWedOct 14, 2026To doHigh75Celeste Abernathy-Voss
Book travel for the spring site visitWedOct 14, 2026To doMedium30Maeve Sullivan-Okoro
Test the survey form with a pilot groupWedOct 14, 2026To doMedium45Rohan Deshpande
Deliver the strategy workshopThuOct 15, 2026To doHigh180Celeste Abernathy-Voss
Collect feedback formsThuOct 15, 2026To doMedium30Rohan Deshpande
Invoice the creamery for phase oneThuOct 15, 2026To doHigh20Maeve Sullivan-Okoro

3 more rows

Meetings

10 sample rows · 6 columns

The week’s meetings, which day, what time and how long.

MeetingWeekdayDateTimeLength (minutes)Type
Client check-in: dairy co-opMonOct 12, 20269:00 am30Client call
Team stand-upMonOct 12, 20264:30 pm15Internal
Creamery staff interviewsTueOct 13, 202610:00 am90Fieldwork
Grant budget walk-throughTueOct 13, 20262:00 pm45Client call
Orchard board prepWedOct 14, 202611:00 am60Internal
Pilot survey debriefWedOct 14, 20263:30 pm30Internal
Strategy workshopThuOct 15, 20269:30 am180Fieldwork
Phase one wrap-up callThuOct 15, 20262:30 pm30Client call
Weekly reviewFriOct 16, 20269:00 am45Internal
Coffee with a referral partnerFriOct 16, 202611:00 am45Networking

Weeks

4 sample rows · 4 columns

One row per week: the single focus, and a short look back at how it went.

Focus for the weekWeek ofEnergy
Deliver the strategy workshopOct 12, 2026—
Pilot the surveyOct 5, 2026Good
Draft the strategy deckSep 28, 2026Okay
Finish phase one interviewsSep 21, 2026Good

Also included

  • Mark doneRow action
  • StartRow action

Related templates