Chief of Staff by Patrick
by Patrick
Last checked Template updated
Founder Chief of Staff: weekday morning briefs, weekly closes, biweekly hygiene, and monthly reviews across personal Google and business Outlook — with cash, calendar, and HANDOFF/PLAN/OPS handoffs.
Memories0Facts it already knows
Nothing listed yet.
Skills1Playbooks it can run
Routines6Jobs that run on their own
Weekday CoS morning brief
Weekdays at 8:00 — operating brief across calendars, leads, portfolio, and cash.
Weekday CoS morning brief backup
Weekdays at 8:20 — only runs if the 8:00 brief did not land.
Weekly operating close
Fridays at 10:30 — fixed weekly scoreboard a hire could inherit.
Biweekly ops hygiene review
1st and 15th at 10:00 — catch sloppy work; one tighten and one stop.
Monthly bot team review
1st at 9:00 — lean bot roster review; propose keep/merge/pause/add.
Monthly operating review
Last weekday ~15:00 — one-pager archived to OneDrive with a Decisions section.
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