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Project Management

Weekly Planning Action Items Template Meeting Notes Template

Turn planning notes into owner + deadline + acceptance criteria.

When to Use This Template

Use this template to structure weekly planning meetings into actionable tasks.

What You Input

Paste your weekly planning meeting notes.

What You Get

Three structured outputs from your planning meeting.

Template ContentCopy and customize
Weekly Planning - Jan 29

This Week's Priorities:
1. Launch email campaign
   - Owner: Sarah
   - Deadline: Wednesday
   - Done when: Emails sent to 10k subscribers

2. Fix checkout bug
   - Owner: Mike
   - Deadline: Tuesday
   - Done when: Bug closed, QA verified

3. Prepare board presentation
   - Owner: Lisa
   - Deadline: Friday
   - Done when: Slides reviewed by CEO

Blockers:
- Need design assets for email (Sarah)
- Waiting for test account access (Mike)

Carryover from last week:
- Documentation update (John) - 50% complete

How to Use This Template

  1. 1Paste your weekly planning notes.
  2. 2Click generate to create structured plan.
  3. 3Export to project management tool for tracking.

Frequently Asked Questions

What if a task doesn't have clear acceptance criteria?

The tool will flag tasks without criteria. Use this as a prompt to define "done".

How do I handle carryover tasks?

Include them in your notes with current status. The tool will track progress.

Can I use this for daily planning?

Yes, the template scales from daily to monthly planning meetings.

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