Capability template for leadership
Weekly owner business brief
Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.
Listed under
Add it to a workflow in the Fully Powered Planner, beside the teams and roles that will run it. Book a fit call
The outcome
The owner starts the week knowing where the business stands before the first call comes in. Cash, sales, the pipeline and the diary sit on one page in the same order every week, each figure beside the week before it, so a change is easy to see.
The page names where each figure came from and the date of that export. If an export was not supplied, its section says so and shows no figure; nothing is estimated to fill the space. A blank in an export is treated as unknown, never as zero.
One item is put first. It is chosen by a fixed rule that the page states, so the owner can see why it is there and overrule it. The owner decides what comes first this week and what to pass to someone else. The page makes no calls, sends no messages and changes no records.
Who starts the work, and when
The owner or managing director starts it on Monday morning, or an assistant or office manager runs it for them over the weekend. It needs the exports the business already produces: the bank or ledger balances, a sales list, this week's and last week's pipeline lists, the calendar and, if wanted, a list of unpaid invoices. A few minutes of the owner's typed notes can go in too.
What they supply
- Settings. The run date, the accounts to hold back from available cash, a cash floor if there is one, and the limits for a fall in sales, a quiet deal and an overdue invoice.
- Cash balances, on two dates a week apart.
- Sales, by day and channel, covering the last two weeks.
- The pipeline, as exported this week and last week.
- The calendar, for the week ahead, with any payments that fall due.
- Unpaid invoices, optional, to name the ones well past due.
- The owner's notes, optional: anything already on their mind.
What comes out
About one printed page in a fixed order: the item to look at first, cash, sales, pipeline movement, the week's commitments, a watch list, questions for the owner, and a sources line naming every file used and every one missing. If it runs long, the wording is shortened; no section, source or question is dropped to fit. Pipeline movement ends with a line that proves it: last week's open value, less what was won, lost or changed, plus what is new, equals this week's. If that does not add up, nothing is drafted until the cause is found.
An invented example
Illustrative example with invented data. The business, its customers, suppliers, deals, amounts and dates below are all invented. The business is an invented 30-person interior fit-out company, run by an owner, with a small online shop on the side. First come the exports and notes the owner supplied, in full, then the brief the capability returned. Every figure in the brief can be recomputed from the inputs.
The inputs
1. Settings (typed by the owner)
Run date: Monday 2 November 2026
Currency: USD
Last week: 26 October to 1 November 2026. The week before: 19 to 25 October 2026.
Accounts held back from available cash: Tax reserve
Cash floor: 12000
Fall in net sales that counts: 10%
Quiet deal: 14 days or more without activity
Overdue invoice: more than 30 days past due
Stages in order: Lead, Proposal, Negotiation
Export dates: cash.csv 2026-10-30; sales.csv through 2026-11-01;
pipeline_this_week.csv 2026-11-02; pipeline_last_week.csv 2026-10-26;
receivables.csv 2026-10-30; calendar.csv covers 2026-11-02 to 2026-11-08
2. cash.csv
date,account,balance
2026-10-23,Operating,41200.00
2026-10-23,Tax reserve,12000.00
2026-10-23,Payroll,6500.00
2026-10-30,Operating,35650.00
2026-10-30,Tax reserve,12000.00
2026-10-30,Payroll,9100.00
3. sales.csv
date,channel,gross_sales,refunds
2026-10-20,Projects,14500.00,0.00
2026-10-21,Shop,2100.00,150.00
2026-10-22,Projects,9800.00,1200.00
2026-10-24,Shop,1750.00,0.00
2026-10-27,Projects,11200.00,0.00
2026-10-28,Shop,1900.00,300.00
2026-10-29,Projects,8600.00,0.00
2026-10-31,Shop,2350.00,0.00
4. pipeline_last_week.csv (exported 26 October)
deal,customer,stage,status,amount,expected_close,last_activity
C-fitout-2,Customer C,Negotiation,open,24000,2026-11-13,2026-10-22
D-showroom,Customer D,Proposal,open,18000,2026-11-27,2026-10-19
F-pantry,Customer F,Proposal,open,9500,2026-12-04,2026-10-23
G-reception,Customer G,Lead,open,6000,2026-12-18,2026-10-14
H-cabinets,Customer H,Negotiation,open,15000,2026-10-30,2026-10-20
J-bar,Customer J,Lead,open,,2026-12-31,2026-10-26
5. pipeline_this_week.csv (exported 2 November)
deal,customer,stage,status,amount,expected_close,last_activity
C-fitout-2,Customer C,Negotiation,won,24000,2026-11-13,2026-10-30
D-showroom,Customer D,Negotiation,open,18000,2026-11-27,2026-10-28
F-pantry,Customer F,Proposal,open,11000,2026-12-04,2026-10-30
G-reception,Customer G,Lead,open,6000,2026-12-18,2026-10-14
H-cabinets,Customer H,Negotiation,open,15000,2026-10-30,2026-10-20
J-bar,Customer J,Lead,lost,,2026-12-31,2026-10-29
K-lobby,Customer K,Lead,open,7500,2027-01-15,2026-11-02
6. receivables.csv (exported 30 October)
invoice,customer,amount_open,due_date
INV-2041,Customer B,3200.00,2026-09-18
INV-2055,Customer E,1850.00,2026-10-20
INV-2049,Customer A,5400.00,2026-10-02
7. calendar.csv
date,title,with,kind,amount
2026-11-03,Quarterly review,Customer C,meeting,
2026-11-04,Proposal presentation,Customer F,meeting,
2026-11-04,Supplier A invoice due,Supplier A,payment,6300.00
2026-11-04,Team lunch,,other,
2026-11-05,Rent,Landlord,payment,4200.00
2026-11-06,Delivery sign-off,Customer D,deadline,
2026-11-06,Payroll run,,payment,18400.00
2026-11-06,Insurance premium due,Insurer,payment,
8. The owner's notes (typed)
- Customer H told me on Friday they may take the cabinets work to another
firm. Nobody has called them back.
- Supplier A says the October delivery slips to 12 November.
The output
WEEKLY OWNER BUSINESS BRIEF: week of Monday 2 November 2026
For: the owner. Prepared 2 November 2026 from cash.csv (30 October), sales.csv (through 1 November), pipeline_this_week.csv (2 November), pipeline_last_week.csv (26 October), receivables.csv (30 October), calendar.csv (2 to 8 November) and the owner's notes. Missing: none. All amounts in USD.
The one item to look at first (proposed by rule; you decide). W1: H-cabinets, Customer H, $15,000. Cash after listed payments is not below the floor, so the rule takes the first item on the watch list, and this is it. The expected close of 30 October has passed with the deal still open, and your note says Customer H may take the work elsewhere. No cash item applies this week.
Cash
- Total in all accounts: $56,750 on 30 October ($59,700 on 23 October), down $2,950.
- Held back (Tax reserve): $12,000. Available: $44,750 ($47,700), down $2,950.
- Payments listed for the week: $28,900 in 3 payments. 1 more with no amount (question 1).
- If every listed payment is made and nothing arrives, available cash would be $15,850. The floor is $12,000, so it stays above the floor, before 1 payment with no amount.
- Source: cash.csv, as of 30 October.
Sales
- Net sales 26 October to 1 November: $23,750 (gross $24,050, refunds $300). The week before: $26,800. Down $3,050, 11.4%.
- By channel: Projects $19,800 ($23,100 the week before), down $3,300, 14.3%. Shop $3,950 ($3,700), up $250, 6.8%.
- Source: sales.csv, through 1 November. It is the only sales source used.
Pipeline movement
- Open this week (2 November): $57,500 across 5 deals. Last week (26 October): $72,500 across 5 deals with an amount; 1 open with no amount.
- Won: C-fitout-2, Customer C, $24,000. Lost: J-bar, Customer J, amount not given. New: K-lobby, Customer K, $7,500. Amount changed: F-pantry, Customer F, from $9,500 to $11,000. Stage moved: D-showroom, Customer D, from Proposal to Negotiation, moved forward. Missing from this week's export: none.
- Tie-out: $72,500 − $24,000 + $1,500 + $7,500 = $57,500. J-bar had no amount last week, so nothing is taken off for it.
- Source: pipeline_this_week.csv (2 November), pipeline_last_week.csv (26 October).
This week's commitments (2 to 8 November)
- Tue 3 November: Quarterly review, Customer C (meeting).
- Wed 4 November: Proposal presentation, Customer F (meeting).
- Wed 4 November: Supplier A invoice due, Supplier A, $6,300 (payment).
- Thu 5 November: Rent, Landlord, $4,200 (payment).
- Fri 6 November: Delivery sign-off, Customer D (deadline).
- Fri 6 November: Payroll run, $18,400 (payment).
- Fri 6 November: Insurance premium due, Insurer (payment, no amount).
- Not listed: 1 internal item.
- Source: calendar.csv, 2 to 8 November.
Watch list (largest amount first, then items with no amount)
- W1. H-cabinets, Customer H, $15,000: expected close 30 October, 3 days ago, still open. Your note: "Customer H told me on Friday they may take the cabinets work to another firm. Nobody has called them back." Source: pipeline_this_week.csv, 2 November; your notes.
- W2. G-reception, Customer G, $6,000: no activity since 14 October, 19 days. Source: pipeline_this_week.csv, 2 November.
- W3. INV-2049, Customer A, $5,400: due 2 October, 31 days past due on 2 November. Source: receivables.csv, 30 October.
- W4. INV-2041, Customer B, $3,200: due 18 September, 45 days past due on 2 November. Source: receivables.csv, 30 October.
- W5. Net sales down 11.4% ($3,050), against a limit of 10%. Source: sales.csv, through 1 November.
- W6. Insurance premium due Friday 6 November: no amount given. Source: calendar.csv, 2 to 8 November.
- W7. Your note: "Supplier A says the October delivery slips to 12 November." Beside it, from the calendar: Wednesday 4 November, Supplier A invoice due, $6,300 (payment). Source: your notes; calendar.csv, 2 to 8 November.
Questions for you
- The insurance premium due Friday 6 November has no amount in calendar.csv, so it is left out of the $28,900 and the $15,850 may be lower. What is the amount?
- J-bar (Customer J) had no amount in last week's file and is lost this week with no amount, so it is in neither open total. Is there an amount to record for it?
What is for you to decide: which item comes first this week, and what to pass to someone else.
Sources and gaps. cash.csv: 6 rows used. sales.csv: 8 rows used, 0 left out. pipeline_this_week.csv: 7 rows used. pipeline_last_week.csv: 6 rows used. receivables.csv: 3 rows used, INV-2055 (13 days past due) not past the limit. calendar.csv: 8 rows, 7 listed and 1 internal item left out. Notes: 2. Not supplied: nothing.
Every figure traces to the files named above. The brief changes no record, contacts no one and sends nothing.
Where it fits
- Leadership, where the owner's first hour of the week sets the week.
- Finance and accounting, whose balances and unpaid invoices feed the cash and watch-list sections.
- Sales, whose pipeline export feeds the movement section.
- Professional services, where a few large engagements move the whole week.
- Construction, where payments, deliveries and sign-offs land on named days.
- E-commerce and retail, where sales by channel change from one week to the next.
- Established businesses, where the owner has many things to hold in mind and several systems to look in.
- Growth & scaling, when there are more deals, payments and people than one memory can hold.
It is a weekly look across the business and stays apart from the work that goes deeper. Operations KPI scorecard covers the monthly measures. Weekly receivables summary covers the full position on money owed. Sales pipeline review covers the whole pipeline deal by deal. This page names an item from each only when it needs the owner's eye.
What has to change for your company
Set your own limits: the cash floor, the fall in sales that counts, how many days a deal may sit untouched and how late an invoice has to be before it is named. List your pipeline stages in order. Decide which accounts count as available cash and which are held back, such as a tax reserve. Check that your exports use the column headers the template expects, or change the headers it expects once, in one place. Decide who runs it, on which day, and where the owner reads it. It is written to run in ChatGPT, Claude, Copilot or Gemini from files you supply, and needs no connection to your systems.
What has been checked
Fully Powered AI wrote this capability template. It was editorially reviewed on 10 November 2026. It was tried on its invented example on 10 November 2026 in Claude; the record of that run is published with it. It has not yet been tested in a client environment. It has not yet been tested as a packaged version in ChatGPT, Claude, Copilot or Gemini.
Testing in your environment means running it on two or three past weeks the owner remembers well, plus hard cases written in advance: an export with a renamed column, a deal that vanished from the list, a payment with no amount, a week with no sales file. The owner checks every figure against the source export before relying on it. Pilot acceptance-test preparation builds that test set, and what we test before we call an AI workflow ready describes the record we keep.
The full capability template
Everything above is the outline. The complete capability template is the working version: the roles, the inputs, the procedure, the exceptions and stop conditions, the output format, the reviewer checklist, the acceptance tests, the instructions for an AI assistant and what to customize for your company. It comes with a download and the link to its folder in Fully Powered’s public repository.
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Next step
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