Nicole Ghirardi
FREE MASTERCLASS · 60 MINUTES · ON-DEMAND

What if your business ran while you weren't there?

The 3 simple shifts that take women business owners from owner-operator to CEO of a business that runs without them.
(An insurance-specific masterclass is in the Agency Collective.)

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The Weekly CEO Routine for Agency Owners

Ask ten agency owners what their weekly routine looks like, and nine of them will describe reactive chaos with a few standing meetings thrown in. The tenth one is probably running a well-run agency, and the reason they are running a well-run agency is that their weekly routine is structured.

The CEO work of running an agency is not a mystery. It is a specific set of activities, on a specific cadence, that repeats every week. Four standing meetings. Two review blocks. One planning hour. That is it. Everything else is operator work, and operator work should not be on the owner's calendar except by exception.

Most owners have never seen the routine laid out in a single place, which is why most owners run their week on accumulation instead of design. Here is the design.

The Real Problem

Your week is running you, because you have never explicitly designed it.

Agency owners wake up on Monday and face whatever showed up in the inbox, the voicemail, and the team's various questions. They react. They triage. They handle. By Friday, they have worked sixty hours and could not tell you what they actually accomplished, because the week was a blur of responses to other people's inputs.

A weekly routine that is designed rather than inherited looks different. The owner has blocks of time dedicated to specific functions, and those blocks do not move. The reactive work fits around the routine, not the other way around. The reactive work still happens. It just stops being the whole week.

Why This Happens

Owners do not design their week because nobody has taught them what the designed version looks like. The industry teaches sales and service. It does not teach weekly operating routines for owners. So the week defaults to whatever happens, which is the reactive pattern, which is exhausting and also not very productive.

The Seven-Block Weekly Routine

  1. Monday morning CEO block. Ninety minutes. Non-negotiable. The week's priorities, the month's themes, the quarter's focus. No meetings, no calls. The week does not start until this block is done. This is the cornerstone. Everything else is built on top.
  2. Monday leadership meeting. Sixty minutes. With your senior team (two to five people max). Last week's numbers. This week's priorities. Any decisions that need to be made together. Short, focused, same agenda every week.
  3. Wednesday producer one-on-ones. Thirty minutes each. Once every two weeks is fine if you have three or more producers. Pipeline, production, blockers, development. Standard questions, standard format.
  4. Wednesday service team huddle. Fifteen minutes. Quick check on service standards, pending issues, anything the team needs from you. This replaces the twelve individual questions you would otherwise answer across the week.
  5. Friday financial and operational review. Sixty minutes. The week's numbers, the month's trends, anything that is off-track. You do this alone, with numbers in front of you. You make two or three decisions based on what you see.
  6. Friday end-of-week planning hour. Sixty minutes. What did this week accomplish? What needs to happen next week? What are you handing to the team? What are you doing yourself? You leave Friday afternoon with Monday already mapped.
  7. Monthly CEO review. Ninety minutes, first Monday of the month, in place of the standard Monday morning block. The ten monthly review questions (covered in an earlier post). This replaces the weekly block once a month and gives you a longer horizon.

What This Looks Like Lived

An agency owner installed this routine over about six weeks. The first two weeks felt awkward, because the team was still bringing her everything at the old cadence. She held the line. By week four, the team had adjusted. The standing meetings handled most of what they used to bring individually. The Monday morning block stopped being interrupted. The Friday review was producing decisions that would previously have waited weeks.

Three months in, her total hours per week had dropped about fifteen percent. Her stress, by her own report, had dropped significantly more than that, because the week was predictable. She knew when things would get handled. So did the team. The routine was not restrictive. It was liberating, because it removed the constant low-grade decision of what to do next, which is the thing that actually drains owners.

Reactive work still happens. It just stops being the whole week, once the routine is in place.

What To Do This Week

Block next Monday morning, eight-thirty to ten, on your calendar. Label it CEO. Show up. Use the ninety minutes to design the rest of the week as a routine. You do not need to install all seven blocks at once. Install the Monday block first. The rest follows over the next month.

The CEO Bookshelf includes a weekly planner template built around this routine, plus a monthly review journal that pairs with the monthly CEO review. Seventeen dollars a month, founding rate. For agency owners who want to run their week on design instead of on accumulation.

Next Week

On Thursday, the same framework for small business owners. The week looks slightly different when you are not in insurance, but the logic is the same. Four standing meetings, two review blocks, one planning hour.

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