Simple Weekly Ops Checklist Template for Agencies
A 30-minute weekly routine to keep projects, time tracking, and billing from drifting. Copy/paste the checklist and run it every Friday.
Works best when you have one owner (ops lead) and one source of truth for time and delivery status.
Weekly ops checklist
- 1) Review delivery board: move stalled items, confirm next owner on each project.
- 2) Time tracking audit: check missing time for billable work; follow up the same day.
- 3) Scope drift scan: flag projects with “extra asks” that need a change order.
- 4) Client comms: send 1 status note per active client (what shipped, what’s next, what you need).
- 5) Billing prep: confirm invoices draft list; verify hours match milestones.
Suggested time tool
For a budget-friendly team setup, Clockify is a solid default.