A weekly check-in is a 30-minute appointment where you look at what you committed to last week, what actually got done, what got in the way, and what you'll commit to next week. You can run it alone, with a business partner or with a coach. This guide gives you the full template, ready to use.
It's the same three-question format we use in our weekly check-ins, written out so you can try it on your own first.
Why a check-in works
A check-in works because it turns private intentions into visible ones. When you know that on Friday at 3 p.m. you'll be looking at your list, you behave differently on Tuesday.
It also catches drift early. Without a check-in, a commitment can slip for six weeks before you notice. With one, you notice in seven days and can do something about it.
And it builds a record. After a couple of months you'll know your real weekly capacity, which kinds of work you avoid, and which weeks of the year are hardest. That knowledge is worth more than any single plan.
Before the first check-in
Set up three things. It takes about 20 minutes.
- Pick a fixed time. Same day, same time, every week. Book it in your calendar as a recurring appointment, with a reminder.
- Choose a record. A notebook, a single spreadsheet or a notes file. It only needs four columns: week, commitment, result, reason.
- Write your first commitments. Two to five things for the coming week, each with a clear finish line. If you need help writing them, see turning a plan into weekly action.
The 30-minute template
Run it in this order every time. Use a timer if you tend to drift.
Minutes 0–5: Read the list
Read last week's commitments out loud, or at least slowly. Mark each one:
- Kept: done as described.
- Partly kept: started or half-done.
- Slipped: not done.
Don't explain yet. Just mark.
Minutes 5–15: Find the real reasons
For each partly kept or slipped item, write one honest line on why. Push past "busy". Ask: busy with what? When exactly did this lose to something else? Was there a decision missing? Was it uncomfortable?
Our guide on why owners miss their own commitments lists the six common causes. Naming the cause is half the fix.
Minutes 15–20: Choose one fix
Pick one change for next week that would make commitments easier to keep. Only one. Examples:
- block Tuesday 8–10 a.m. and let calls go to voicemail;
- make the missing decision the first commitment;
- hand the supplier run to a team member;
- split a big commitment into two smaller ones.
Minutes 20–30: Write next week's list
Write two to five commitments for next week. For each one, check:
- ☐ It has a clear "done looks like" line
- ☐ It fits inside the week I actually have, not the week I wish I had
- ☐ I know when in the week I'll do it
- ☐ I've decided what makes room for it
Then close the record and book anything time-specific into your calendar before you leave the check-in.
The record
Your record is where the long-term value lives. A simple layout:
| Week | Commitment | Result | Reason (if slipped) |
|---|---|---|---|
| 1 | Call three overdue accounts | Kept | — |
| 1 | Draft new service page | Slipped | No time block; emergency job Wednesday |
| 1 | Decide on new van | Partly kept | Got quotes, didn't decide |
| 2 | Block Tue 8–10 for service page | Kept | — |
| 2 | Choose van by Thursday, default is the lease | Kept | — |
Every six weeks, read the whole record and count: commitments made, commitments kept, and items that slipped two or more times. Those three numbers tell you more about your follow-through than anything else.
A worked example
Say you make 4 commitments a week for 6 weeks: 24 in total. You keep 13. That's a kept ratio of about 54%. Three items slipped twice or more. In the next cycle, you don't need to try harder at everything. You need to fix those three items and size your weeks so the ratio climbs toward 70% or 75%. Small, specific, measurable.
Running it with a partner
Two owners can share a check-in, and it often works better than solo, because each becomes the other's witness. A few rules keep it useful:
- Each person reports their own commitments. No reporting on behalf of the other.
- Stick to commitments. The check-in isn't the place for a general business update; save that for another meeting.
- Either partner can ask "what really got in the way?" and the other agrees in advance to answer honestly.
- Keep it to 30 minutes. If something needs a longer discussion, book it separately.
What to do in bad weeks
You'll want to skip the check-in in exactly the weeks it matters most: when you kept almost nothing. Don't skip it. Instead:
- ☐ Run a 10-minute version: mark the list, write one reason, set one commitment
- ☐ Make next week's list smaller, even just one item
- ☐ Notice whether something unusual happened or whether this is a pattern
A short check-in in a bad week keeps the thread intact. Skipping it is how most owners quietly abandon the habit.
Printable checklist
Copy this into your notebook or notes app:
- ☐ Same time as last week
- ☐ Last week's list read and marked: kept, partly kept, slipped
- ☐ One honest reason written for each slip
- ☐ One fix chosen for next week
- ☐ Two to five commitments written, each with "done looks like"
- ☐ Room made for each commitment
- ☐ Time-specific items booked in the calendar
- ☐ Record updated
When to bring in a coach
Try the template for four weeks. If it sticks, keep going; you may not need us. If it quietly stops, or if the same items keep slipping, the missing ingredient is usually another person asking the questions. That's what Doin.ca's weekly check-ins provide. Read about our approach or see pricing for how it's scoped.
Frequently asked questions
Can I really run a check-in by myself?
Yes, and it's much better than nothing. The structure does most of the work. The main risk is skipping it when the week went badly, so book it as a fixed appointment and treat it like a customer meeting.
What day and time works best?
Friday afternoon suits owners who like to close the week, and Monday morning suits those who like to plan it. The right time is one you can protect every week, ideally before the phones get busy.
How do I run it with a business partner?
Each partner keeps their own commitments and reports on them in turn. Keep the focus on commitments, not on a general update about the business, and agree in advance that either of you can ask 'what really got in the way?'