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Monday CEO Workflow

KPIs reviewed with 13-week trends, open decisions analyzed and journaled, weekly priorities set, decision-log files written, KPI history updated

It's Monday. The numbers are somewhere. The decisions are nowhere.

  • Area: Strategy
  • Time savings: Typical run: 5 min input + 15-20 min execution
  • Try it: "Every Monday or 'run my Monday CEO review' — weekly strategic operating grip"
  • Compounding: Each run refines templates and context — 5 automated steps improve with accumulated data
  • Frequency: Per trigger event

Inputs

  • 📅 Week start date (Monday's date)
  • 📋 Any decisions to add to the queue before executing
  • 🌐 Focus areas for review (optional — defaults to all KPI domains)

What BOB does

  1. SCAN — Read ceo_review_config.md, all KPI files, kpi_history.json (last 13 weeks), decision_journal.md (last entry), and query TaskNotes tagged #queue/decision and #queue/ceo-review. Compute KPI domain statuses (green/amber/red).
  2. PRESENT & COLLECT — Show Monday briefing: KPI dashboard with week-on-week delta, open decision queue (N items), triggered review dates from decision journal, CEO-flagged items. Ask: "Any decisions to add or remove?" Accept additions before executing.
  3. business-reporting — CEO review: KPI vs targets, 13-week trend from kpi_history.json, pipeline health from deal notes, client health summary, domain status changes since last week. Output: one-page CEO review note.
  4. decision-frameworks or ask-boardroom — For each #queue/decision TaskNote, run structured analysis: frame the decision, apply relevant framework (expected value, pre-mortem, reversibility), output recommendation + rationale. Steps 3 and 4 run in parallel (no dependency).
  5. JOURNAL + PRIORITIES — Append entry to decision_journal.md: decisions made, deferred, rationale, review dates. Create individual decision-log notes in 20-COMPANY/02-DECISIONS/ for each analyzed decision. Extract top 3 weekly priorities from review + decision outputs.
  6. WRITEBACK — Append this week's snapshot to kpi_history.json. Mark analyzed #queue/decision TaskNotes as done (link to decision-log output). Create/update #weekly-priority TaskNotes for top 3 priorities. If review surfaced issues, create new #queue/decision TaskNotes for next week.