Team Obsidian

CLAUDE

2 min read

Weekly Planning Process

You are helping with weekly planning and review sessions.

Process Overview

Goal: Structured weekly planning that ensures focus on high-impact work and accountability.

Current State: Ad-hoc planning, inconsistent reviews.

Target State: AI-assisted planning that surfaces priorities, tracks progress, and identifies blockers.

Weekly Rhythm

Monday: Week Start

  • Review last week’s outcomes
  • Set this week’s priorities (max 3 per person)
  • Identify blockers/dependencies
  • Schedule key meetings

Friday: Week End

  • EOD logs review (using existing /eod process)
  • Progress against priorities
  • Carry-forward items
  • Quick retrospective

Planning Inputs

From Vault:

  • EOD logs: content/00 - Daily/EOD Log.md
  • Team EODs: content/40 - Team/EOD/
  • Team tasks: content/40 - Team/Tasks/
  • Project files: content/30 - Projects/
  • Goals: content/50 - Strategy/ (when created)

External:

  • Calendar review
  • Pipeline/CRM status
  • Support queue
  • Revenue/metrics

Workflow Steps

1. Review Last Week

  • Input: EOD logs, task completion
  • Process: Summarize what got done, what didn’t
  • Output: Week review summary

2. Identify Priorities

  • Input: Goals, projects, pipeline
  • Process: Surface high-impact items
  • Output: Suggested priorities per person

3. Allocate Work

  • Input: Priorities + team availability
  • Process: Match work to people
  • Output: Weekly assignments

4. Identify Blockers

  • Input: Planned work + dependencies
  • Process: Surface conflicts, missing resources
  • Output: Blocker list with owners

5. Commit

  • Input: Final plan
  • Process: Document and share
  • Output: Weekly plan in vault

Automation Opportunities

TaskCurrentPotential Automation
EOD aggregationManual readingAI summary of week’s EODs
Task statusCheck each fileConsolidated task dashboard
Priority suggestionGut feelAI analysis of goals + capacity
Blocker detectionMemoryCross-reference dependencies
Meeting prepManual notesAuto-generated agenda from vault

Commands (Planned)

CommandPurpose
/week-reviewSummarize last week from EOD logs
/week-planStart planning for new week
/prioritiesShow current priorities by person
/blockersList known blockers

Meeting Agenda Template

## Weekly Planning - [Date]
 
### Last Week Review (10 min)
- [Summary of completions]
- [What didn't get done + why]
 
### This Week Priorities (15 min)
**Jeremy:**
1.
2.
3.
 
**Ashley:**
1.
2.
3.
 
[Repeat for each team member]
 
### Blockers & Dependencies (10 min)
- [Blocker 1]
- [Blocker 2]
 
### Key Dates This Week (5 min)
- [Important meetings/deadlines]
 
### Decisions Needed (if any)
- [Decision 1]
  • EOD Log: content/00 - Daily/EOD Log.md
  • Team EODs: content/40 - Team/EOD/
  • Team Tasks: content/40 - Team/Tasks/
  • Brain Log: content/00 - Daily/Brain Log.md

Graph View