The weekly business review, compiled by Thursday noon

Who compiles the weekly business review?

A routine does the round: pulls the metrics that live in dashboards from your signed-in session, drafts the chase to each lead whose section is missing, and assembles the submissions into the review document in the format the meeting expects.

Gaps and anomalies come flagged. The machinery is weekly reporting applied to an executive cadence.

Assemble board materials without the lost week

This quarter’s metrics against plan, the hiring update, the cash position, the risks section: ninety percent of a board pack is assembly. A companion drafts it from the sources you designate, the finance sheet, the ATS, the OKR tracker, into your template.

Every number links to where it came from, so you verify before the CEO presents it. The board reporting playbook covers the recurring version, and the monthly investor update is the same job at smaller grain.

Who remembers what the exec team promised in March?

A companion keeps the ledger of owner, promise and date from the notes and transcripts you feed it, sweeps it weekly, and drafts the nudges.

Each nudge quotes the promise and the date back to its owner, and goes out on the weekly sweep rather than from you.

The parts of the role software can’t hold

Being the principal’s proxy in rooms they cannot attend.

Brokering between two VPs whose real disagreement is not the one on the slide. Holding the confidences that come with compensation, reorgs and departures.

A companion makes the cadence cheap to run; what the cadence surfaces is your judgment. The security page sets out where everything else goes.

Frequently asked questions