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Monday Morning Operations Review

Start your week right with a systematic review of operations, team status, and priorities.

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📋 The Scenario

It’s Monday 7:30 AM. Before the team arrives, you want to:
  • Understand last week’s outcomes
  • Know what’s scheduled for this week
  • Identify potential issues before they become problems
  • Be ready to brief your team at 8:30 AM

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🎯 What You’ll Learn

  • Building a morning review routine
  • Key metrics to check daily
  • Spotting problems early
  • Setting priorities for the week
  • Running an effective team briefing

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📝 Prerequisites

  • Access to Operations, Jobs, and Reports sections
  • Manager or appropriate permissions
  • 30-45 minutes uninterrupted time

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👣 Step-by-Step Walkthrough

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Step 1: Quick Pulse Check (5 minutes)

Get the high-level picture first.
  1. Open your Overview dashboard
    • Check the key widgets:
  2. Note anything concerning

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Step 2: Review Last Week’s Performance (10 minutes)

Understand what happened before planning what’s next.
  1. Go to Jobs list
    • Filter: Date range = Last week
    • Filter: Status = All
  2. Check completion rates
  3. Investigate the exceptions Cancelled jobs:
    • J-1201: Customer cancelled - rescheduling
    • J-1215: Access denied - needs follow-up
    On Hold jobs:
    • J-1198: Waiting for parts - ETA Tuesday
    • J-1203: Customer dispute - escalated
    • J-1211: Weather delay - reschedule
  4. Check time tracking Go to Operations > Timesheets: Note: Follow up with Sarah - short hours?

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Step 3: This Week’s Outlook (10 minutes)

Plan for what’s coming.
  1. Open Schedule view
    • Switch to Week view
    • Select this week
  2. Scan for issues Tuesday is overbooked! - Action needed
  3. Review constraint jobs Jobs with specific requirements:
  4. Check compliance deadlines Go to Compliance > Due Soon: Action: Create job for school inspection immediately

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Step 4: Resource Check (5 minutes)

Confirm you have what you need.
  1. Team availability
  2. Check for any leave requests
    • Go to Compliance > Leave
    • Filter: This week
    • No new requests - good
  3. Vehicle/equipment status
    • Any reported issues from last week?
    • Check last Friday’s notes
    • All vehicles operational

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Step 5: Financial Quick Check (5 minutes)

Know the money situation.
  1. Outstanding invoices
    • Go to Finances > Invoices
    • Filter: Status = Sent (unpaid)
    Action: Follow up on 60+ day invoices
  2. Uninvoiced completed work
    • Filter: Jobs Status = Completed (not Invoiced)
    • Count: 9 jobs worth ~$7,500
    • Note for admin team
  3. Quotes pending
    • Filter: Quotes Status = Sent
    • 5 quotes outstanding, $12,300 total
    • Oldest: 15 days - follow up

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Step 6: Issue Review (5 minutes)

What problems need attention?
  1. Open faults
    • Go to Assets > Faults
    • Filter: Status = Open
  2. Review high priority faults
  3. Customer issues
    • Any complaints from last week?
    • Check email/inbox for escalations
    • Note: One complaint about late arrival - address with team

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Step 7: Prepare Team Briefing (5 minutes)

Consolidate your findings into a clear message.
  1. Create briefing notes:
  2. Identify action items

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⚡ Pro Tips

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Morning Review Efficiency

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What to Watch For

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Morning Review Schedule

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🔄 Variations

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Quick Daily Check (vs. Full Monday Review)

For Tuesday-Friday, abbreviated version:
  1. Dashboard pulse (2 min)
    • Any critical faults?
    • Jobs completed yesterday?
    • Today’s schedule issues?
  2. Today’s jobs (3 min)
    • Everyone knows their schedule?
    • Any conflicts?
    • Customer callbacks needed?
  3. Quick team check-in (5 min)
    • Any blockers?
    • Support needed?
    • Wins to share?
Total: 10 minutes

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End of Week Review

Friday afternoon, add:
  • Week completion rate
  • Time accuracy review
  • Following week preview
  • Team feedback collection

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When Things Are Going Wrong

If you spot multiple issues:
  1. Prioritize by customer impact
  2. Focus on root causes, not just symptoms
  3. May need to cancel/reschedule to catch up
  4. Communicate early with affected customers
  5. Document what caused the problem

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❓ Common Questions

Q: How long should this take once I’m practiced?
Full Monday review: 30-45 minutes. Daily check: 10-15 minutes. It gets faster as you learn your key metrics.
Q: What if I find a critical issue during review?
Stop the review. Handle the critical issue. Resume review after it’s addressed or delegated. Some things can’t wait.
Q: Should I share all this with the team?
Share what’s actionable and relevant. Skip internal metrics they can’t influence. Focus on their week, their wins, their issues.
Q: How do I balance review time vs. “just getting work done”?
This IS the work. 30 minutes of review prevents hours of firefighting. Teams with regular reviews outperform reactive ones.
Q: What if my dashboard doesn’t show these metrics?
Work with admin to configure widgets. Start with what you have. Track manually if needed - the habit matters more than the tool.

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✅ Monday Review Checklist

Quick Pulse:
  • Dashboard metrics reviewed
  • Obvious issues noted
Last Week:
  • Completion rate checked
  • Exceptions investigated
  • Time tracking reviewed
This Week:
  • Schedule scanned for issues
  • Constraint jobs verified
  • Compliance deadlines checked
Resources:
  • Team availability confirmed
  • Equipment status OK
  • Leave requests reviewed
Financial:
  • Outstanding invoices noted
  • Uninvoiced work flagged
  • Pending quotes reviewed
Issues:
  • Open faults reviewed
  • High priority addressed
  • Customer issues noted
Preparation:
  • Briefing notes ready
  • Action items assigned
  • Team meeting scheduled

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Sample Briefing Format

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