# Small business weekly operations review

Prepared by Kona Business AI · https://konabusiness.ai/hub
Last reviewed: October 11, 2026

Business:
Review date:
People attending:
Next review date:

Use current records. Mark estimates and missing information explicitly.
This checklist is a general operating aid, not financial or legal advice.

## 1. Check cash before commitments

- [ ] Record current cash and the date of the balance.
- [ ] List payments expected before the next review, with likely receipt dates.
- [ ] List bills, payroll, tax, and other commitments due in that period.
- [ ] Identify overdue invoices and assign a follow-up owner.
- [ ] Check what changes if a customer pays late.

Cash / evidence:
Risk or gap:
Next action / owner / due date:

## 2. Find the work that is stuck

- [ ] List late jobs, unresolved customer issues, and missing handoffs.
- [ ] Identify the next action needed to unblock each item.
- [ ] Assign an owner and an agreed completion check.
- [ ] Review unfinished actions from the previous check-in.

Blocker / evidence:
Next action / owner / due date:
Completion check:

## 3. Compare demand with capacity

- [ ] Separate confirmed work from possible orders.
- [ ] Compare commitments with available people, stock, and time.
- [ ] Identify promises that may need to change.
- [ ] Assign any customer communication to an owner.

Demand / evidence:
Capacity / evidence:
Next action / owner / due date:

## 4. Choose one process to improve

- [ ] Choose one repeated problem and describe its impact.
- [ ] Agree on a small change to try.
- [ ] Name the owner and what success would look like.
- [ ] Decide what evidence to review next week.

Problem:
Change to try:
Owner / due date:
Success check / review date:

## Decisions and follow-up

| Decision or action | Owner | Due date | Evidence of completion | Status |
| --- | --- | --- | --- | --- |
| | | | | |
| | | | | |
| | | | | |

Keep this file with your business records. Avoid including personal or confidential
information in a copy you plan to share publicly.

For a worked SOP, decision memo, financial example, or calculator:
https://konabusiness.ai/hub