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30-in-30-Agenda-Template

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30 INwww.getwsodo.

com
30 AGENDA TEMPLATE
www.getwsodo.com

Here’s the agenda my assistant uses for our twice weekly 1-on-1 calls with
my assistant. It helps us work together efficiently to track progress and stay
on top of tasks so nothing falls through the cracks. Hand this template to
your assistant to set up in a running Google doc for you both.

THURSDAY - 10/11
1) Your assistant adds all
▶▶ FYI: new discussion items to the
top of the doc.
◊◊ New earbuds ordered, arriving Saturday
◊◊ Rescheduled call with Nicole
◊◊ Gift for your parents’ anniversary is ordered
▶▶ Release form sent over from John’s team — did you have time to look
it over? Is it ok to sign?

▶▶ Zoom issue from Monday — It turns out that I


2) Move any unresolved
need to make the call accessible even without
items from previous call up
the host. I’ve updated your Zoom settings and to the current day’s agenda
added a step to my checklist to make sure we with any necessary updates.
test it before each call.

▶▶ You wanted to discuss getting a new battery for


laptop from the Apple store

▶▶ American Express card, did you find it?


▶▶ Do you need anything else in order to prepare for your meeting with
Sarah next week?

TUESDAY - 10/9

▶▶ FYI:
◊◊ Protein powder is ordered, scheduled to 3) Cross off items as they
get resolved on your 1-on-1
arrive tomorrow.

◊◊ TC scheduled with Alistair next week to go


over personal finance course questions

▶▶ Sheila’s 2 books are now on your Kindle. There’s time on your


calendar to read them either Saturday afternoon or next week on

W W W.G R OW T H L A B .C O M 1
30 INwww.getwsodo.com
30 AGENDA TEMPLATE
www.getwsodo.com

your train ride to Boston, which do you prefer? BOSTON.

▶▶ Bio and headshot sent to Growth Podcast, they confirmed they got it
and your episode is scheduled to go live in 4 weeks.

▶▶ Rescheduling coffee with Nicole. If you need it ASAP we could


squeeze it in on Monday morning. Otherwise, I have 3 other options
later this month.

▶▶ Release form sent over from John’s team — did


4) Keep any unresolved
you have time to look it over? Is it ok to sign? items from previous call
NEED MORE TIME, REMIND ON NEXT CALL open. Move up to next call’s
agenda with any necessary
▶▶ List of coffee meetings from last month updates.

▶▶ Zoom issue from Monday — I’ve got a ticket with


their support people, in talks with them to find
out what happened. I will update you on Thursday.

THURSDAY - 10/4

▶▶ Update on Tania and Instagram:


◊◊ You are scheduled for a TC with her on Tuesday to discuss
Instagram assets. I will keep an eye on scheduling to make sure
she gets calls on the calendar fairly quickly. Once these calls
happen, she will finish her strategy plan and then the 3 of us will
do a call so she can share.

▶▶ Did you speak with Julie about whether she wants to host the next
dinner?

▶▶ Did you try on the shoes from Nordstrom? It has to be returned by


Friday (at the latest)

▶▶ Scheduling:
◊◊ Email from Tom re:you going to their office to shoot a new cover
photo - are you okay with my scheduling this?

▶▶ Is it okay to do this on a Wednesday since it will take 1/2


day?

W W W.G R OW T H L A B .C O M 2
30 INwww.getwsodo.com
30 AGENDA TEMPLATE
www.getwsodo.com

◊◊ Call with Carl in November - should this be a TC? Or do you need


to be in front of the computer?

▶▶ TTM Emails:
◊◊ Vanguard login is updated in LastPass
◊◊ Book launch idea email

W W W.G R OW T H L A B .C O M 3

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