Operations System — anonymized portfolio example
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Operations System
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A centralized workflow for programming, scheduling, communications, and recurring tasks.
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WEEK OFTASKS THIS WEEKDONE THIS WEEKSTILL OPENOVERDUE
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March 8, 20276151
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Send DateDayProgramTaskChannelAudienceEvent DateCadenceStatusDoneNotes
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Week of March 1
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Mar 1MonAdminUpdate website calendarAdmin taskWebsiteMar 1MonthlyScheduled✓
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Mar 5FriCommunity Talk SeriesTopic announcementEmail campaignTalk series inviteesApr 7Monthly, 4 wks aheadOverdueTopic newsletter
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Mar 6SatEvening Practice GroupWeekly newsletterEmail campaignGeneral listMar 8WeeklyScheduled✓Include potluck reminder
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Mar 6SatEvening Practice GroupPost newsletter to websiteWebsite updateWebsiteMar 8WeeklyScheduled✓
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Week of March 8
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Mar 8MonWeekly ReflectionReflection emailEmail campaignReflection listMar 8WeeklyScheduled✓
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Mar 8MonAdminBatch-schedule volunteer host remindersAdmin taskVolunteer hostsMar 8MonthlyDue today
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Mar 9TueEvening Practice GroupPost teaching recordingWebsite updateWebsiteMar 8WeeklyDue this week
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Mar 9TueEvening Practice GroupUpdate announcement slidesAdmin taskIn-person + onlineMar 15WeeklyDue this week
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Mar 10WedSpring Meditation ProgramAdvance reminderEmail campaignCourse participantsMar 171 wk aheadDue this week
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Mar 12FriHalf-Day RetreatRetreat reminderEmail campaignGeneral listMar 13Day beforeDue this weekAdd parking details
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Week of March 15
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Mar 15MonAdminRequest volunteer host scheduleDirect emailVolunteer hostsMar 15Every 2 monthsUpcomingBuild May to June schedule
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Mar 17WedSpring Meditation ProgramDay-of reminderEmail campaignCourse participantsMar 17Day ofUpcoming
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Mar 18ThuIntro to MeditationSession reminderEmail campaignNewcomer listMar 19Day beforeUpcoming
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Sample data. All programs, audiences, and dates are fictional. Statuses update from the Week Of date and the Done column.
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