EPISODE · Mar 19, 2026 · 5 MIN
Strategic Business Planning as a CEO: Importance of a Weekly Check-In
from The Visionary VA Podcast · host Holly Copsey
Do you feel like you’re constantly busy but unsure if you’re actually moving the business forward? This episode is for you, as we explore strategic business planning and the importance of weekly CEO check-ins.“If you don’t create space to lead your business, you’ll spend all your time reacting to it.”In this week’s episode of The Visionary VA Podcast, we’re exploring how you can switch from delivery mode to acting more as a CEO and business leader. It’s when you stop asking “what do I need to get done this week?” to “what does my business need from me this week?” as that subtle mindset shift is leadership.The simplest (and most effective) way to do this is a weekly CEO check-in. If you can’t manage weekly now, start with monthly, then fortnightly and finally work your way towards weekly.Key takeaways:1️⃣ Look at your financials and be clear on what’s coming in, going out and expected. This isn’t to panic you, but about staying informed. It gives you the space to review your revenue and identify any gaps or risks. 2️⃣ Take a moment to review your capacity and workload. Are you or your team at capacity, and things starting to feel a little stretched? This is how you spot burnout (before it happens) and when extra support is needed. 3️⃣ Do a light touch audit of clients. Who feels aligned, and are there any red flags? Maybe you can see some quick wins? This is all about staying aware, as often small issues can quickly become big ones if ignored. 4️⃣ Do not ignore your sales and pipeline. What leads do you have? Where could work drop off? This will help you avoid the feast and famine cycle.Once you have reviewed your financials, capacity, clients and sales, ask yourself this one important question, “what will actually move my business forward this week?” Choose 1 to 3 tasks to focus on and break down the steps needed to achieve them.Put time aside this week for your CEO check-in. It doesn’t have to be complicated. Give yourself one hour, at the same time each week (or month) to allow you to get into a rhythm. Tell yourself this is non-negotiable. Resources 👇Free Monthly Metrics Tracker download.Get our Free mini course on Creating Solid Business Foundations.Hiring Associates free guide.Check out our website.
What this episode covers
Do you feel like you’re constantly busy but unsure if you’re actually moving the business forward? This episode is for you, as we explore strategic business planning and the importance of weekly CEO check-ins.“If you don’t create space to lead your business, you’ll spend all your time reacting to it.”In this week’s episode of The Visionary VA Podcast, we’re exploring how you can switch from delivery mode to acting more as a CEO and business leader. It’s when you stop asking “what do I need to get done this week?” to “what does my business need from me this week?” as that subtle mindset shift is leadership.The simplest (and most effective) way to do this is a weekly CEO check-in. If you can’t manage weekly now, start with monthly, then fortnightly and finally work your way towards weekly.Key takeaways:1️⃣ Look at your financials and be clear on what’s coming in, going out and expected. This isn’t to panic you, but about staying informed. It gives you the space to review your revenue and identify any gaps or risks. 2️⃣ Take a moment to review your capacity and workload. Are you or your team at capacity, and things starting to feel a little stretched? This is how you spot burnout (before it happens) and when extra support is needed. 3️⃣ Do a light touch audit of clients. Who feels aligned, and are there any red flags? Maybe you can see some quick wins? This is all about staying aware, as often small issues can quickly become big ones if ignored. 4️⃣ Do not ignore your sales and pipeline. What leads do you have? Where could work drop off? This will help you avoid the feast and famine cycle.Once you have reviewed your financials, capacity, clients and sales, ask yourself this one important question, “what will actually move my business forward this week?” Choose 1 to 3 tasks to focus on and break down the steps needed to achieve them.Put time aside this week for your CEO check-in. It doesn’t have to be complicated. Give yourself one hour, at the same time each week (or month) to allow you to get into a rhythm. Tell yourself this is non-negotiable. Resources 👇Free Monthly Metrics Tracker download.Get our Free mini course on Creating Solid Business Foundations.Hiring Associates free guide.Check out our website.
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Strategic Business Planning as a CEO: Importance of a Weekly Check-In
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