Weekly Planning in Notion
Are You Running Your Business, or Is It Running You?
As a service provider, it’s easy to get caught up in the daily grind—answering emails, handling client work, putting out fires. But how often do you take a step back to ensure that what you’re doing aligns with your long-term vision and goals?
If you’re anything like most business owners, you probably intend to do this regularly… but somehow, it always gets pushed to “later.” The problem? Later rarely happens.
That’s why I started using Notion to plan my weeks and conduct structured CEO meetings. I call them “CEO Dates” because they remind me that I’m not just an operator—I’m the owner of my business. And trust me, this shift has been a game-changer.
Today, I’m sharing my weekly planning and review system in Notion, along with a free Notion template to help you implement it in your own business.
5 Key Benefits of Weekly Planning in Notion
1. Prioritise Your Time and Energy
By reviewing your past week and setting three intentional weekly targets, you can ensure that every action aligns with your vision, annual goals, and quarterly targets. This prevents the constant feeling of busyness without progress.
2. Step Out of the Operator Role
Many business owners spend their time reacting to tasks instead of proactively steering their business. Scheduling a CEO Date forces you to think like an owner, not just an employee. It helps you delegate effectively, prioritize standard operating procedures (SOPs), and spot trends in your business.
3. Make Data-Driven Decisions
Notion allows you to track KPIs, sales, and progress toward your goals—all in one place. By regularly reviewing these numbers, you can identify patterns, pivot when necessary, and make informed strategic decisions.
4. Stay Accountable
By using an accountability checklist, you ensure you’re following through on your commitments. You can track wins, challenges, and lessons learned—all of which contribute to sustainable business growth.
5. Increase Efficiency
Notion helps you streamline your processes by keeping everything documented and structured. This reduces mental clutter, helps you see what’s working and what’s not, and ensures that your efforts are focused on what truly matters.
How This Works in Practice
I’ve set up a weekly planning and review system in Notion that I revisit every week. Here’s a quick breakdown of what it includes:
Step 1: Review the Past Week
Check KPIs and sales (linked to annual goals).
Review quarterly targets: What’s on track? What’s off track?
Reflect on projects: What’s working? What’s not?
Celebrate wins and document lessons learned (aka “Peaks and Pits”).
Step 2: Address Key Issues
Identify off-track goals and strategize solutions.
Review an issues list database to track and resolve bottlenecks.
Step 3: Plan the Week Ahead
Identify top three weekly priorities.
Set up meetings and follow-ups.
Define what’s on the “Not-To-Do” list (to protect focus).
Step 4: Personal Growth & Reflection
Track habits, books, and courses.
Reflect on what worked, what didn’t, and what to improve.
At the end of this process, I simply change the status to “Complete” and move forward with clarity.
Action Steps for You
Schedule a Weekly CEO Date (at least 60–90 minutes).
Download the free Notion template and customize it for your business.
Commit to tracking KPIs, wins, and lessons learned weekly.
Use the “Not-To-Do” list to eliminate distractions.
Reflect and adjust as needed—because progress isn’t about perfection, it’s about consistency.
If you’ve never done structured weekly planning before, I challenge you to try it for just one month. I guarantee you’ll feel more confident, focused, and in control of your business.
And if you have any questions or insights, hit reply! I’d love to hear how you’re structuring your weeks and what’s working (or not) for you.
