Doctor CEO Weekly Meeting Guide
Freedom Framework Vault
DR. SIMONE ELLIS

The Doctor CEO Weekly Meeting Guide

Complete the CEO Meeting, OM Alignment, and Friday Review. A branded PDF summary unlocks when all three sections are filled.

CEO Meeting
OM Alignment
Friday Review
The complete weekly rhythm
Why this exists

Your practice will always fill every moment you leave unstructured.

This is not a productivity hack. It is a leadership operating system. Three protected meetings per week is what separates doctors who run their practice from practices that run their doctor.

S/M
Sunday or Monday — 60 min

CEO Meeting with Yourself

Numbers, priorities, bottlenecks, and your communication plan. No team. No interruptions. This is where you lead before anyone else shows up.

M
Monday — 30 to 45 min

OM or Team Alignment

Transfer your CEO decisions into team direction. Assign ownership. Identify risks before the week hits them.

W
Wednesday — 10 min

Midweek Pulse Check

Are priorities on track? What needs adjusting now? Temperature read, not a full meeting.

F
Friday — 10 min

Pattern Review

What broke this week? Pattern or one-time event? This feeds your next CEO meeting. Without it every Sunday starts blind.

How to use this guide: Fill in the CEO Meeting, OM Alignment, and Friday Review tabs with your real numbers and decisions. Once all three sections have entries, a PDF download button unlocks so you can save your weekly plan.

Sunday or Monday — 60 minutes — no team — no interruptions
0 – 15 MIN
Review the Numbers
Awareness

You cannot lead what you cannot see. Know where you stand before you decide where you are going.

Fill in this week
Production last week vs. goal
Hygiene utilization rate
Schedule gaps or overloads I see this week
Collections or A/R concern
15 – 30 MIN
Identify What Broke Last Week
Diagnosis

Do not skip this section. The same problems keep recurring because they are never named with precision.

Answer honestly
Where did I get pulled into something that should not have required me?
What decision did I make reactively that I would not repeat?
What is the pattern underneath this?
CEO Rule

One-time event = note it. Same thing happens twice = it is a pattern. Pattern requires a system fix, not more willpower.

30 – 50 MIN
Set 2 to 3 Priorities for the Week
Decision

Two priorities. Three maximum. Not a list of ten things you hope to get to.

This week's priorities
Priority 1
Priority 2
Priority 3 (optional)
CEO Rule

If something is not one of your 2 to 3 priorities this week, it does not get your attention this week. Schedule it, delegate it, or drop it.

50 – 60 MIN
Communication and Delegation Plan
Direction

Before you close this meeting, decide what the team needs to know and who owns what.

Decide now
What does the team need to know this week?
What am I delegating to my OM with full ownership?
What stays with me only?
What task am I handing to a specific team member with full ownership?
What is the one thing only I can do this week?

When you finish this meeting: Close your notes. Walk away. Trust the structure you just built.

Monday — 30 to 45 minutes
OM Alignment

Your OM cannot execute on what they do not know.

This meeting transfers your CEO decisions into your OM's execution plan. They leave knowing exactly what this week looks like, what they own, and what to escalate versus solve themselves.

0 – 10 MIN
Share Your CEO Priorities
Alignment
Here is what I am focused on this week:
Here is what is NOT my focus (what not to bring me):
10 – 25 MIN
Assign Ownership and Identify Risks
Execution
What does my OM own completely this week?
What risk do I see coming this week?
What should my OM handle without coming to me?
OM Authority Rule

Your OM cannot protect the schedule if she does not have the authority to enforce it. Every time you override her in front of the team, you undo a week of leadership training.

25 – 40 MIN
Confirm Team Messaging
Close
What message does the team need to hear today?
How does my OM frame it?
Team Alignment

Without an OM, your team communication must be more precise, not less.

This Monday meeting is how you hand off execution so you can focus on what only you can do.

0 – 15 MIN
State the Week's Targets
Direction
This week's production target:
Team Priority 1:
Team Priority 2:
15 – 35 MIN
Assign Ownership per Department
Execution
Front desk owns:
Clinical team owns:
What only I can decide this week:
Friday — 10 minutes — no excuses

Schedule Integrity

5 min
1
How did production end up vs. target this week?
Pull the actual number — do not estimate.
2
How many times was the schedule changed after it was set?
3
Rate schedule stability this week:
4
Were the 4 Touchpoints followed consistently?
5
What type of interruption happened most this week?

Pattern Analysis

5 min
What happenedFirst time or pattern?System fix needed?
Pattern Rule

If the same disruption appears in this table two weeks in a row, it is not bad luck. Bring it to your next CEO meeting as Priority 1.

PDF

Your weekly plan is complete. All three sections are filled. Download your branded PDF summary to save, print, or share with your OM.

The rules that make this system work
Non-Negotiables

A system only works if you protect it like you mean it.

These are not suggestions. Remove any one of them and you are back to reacting.

Rule 1

The CEO meeting does not move.

It lives on your calendar like a patient appointment. Not moved for a team request. Not skipped when the week feels fine.

Rule 2

Two priorities. Three maximum. Not a list.

If everything is a priority, nothing is. Every week with 8 priorities ends with 8 half-finished things and no sense of progress.

Rule 3

Delegation without ownership is not delegation.

Handing off a task and checking on it daily is outsourced anxiety. Name the outcome. Set one check-in point. Let the person own it.

Rule 4

Friday review closes the loop. Without it the cycle breaks.

Ten minutes on Friday is the difference between a system that learns and a system that just runs.

Rule 5

Patterns get fixed. Events get noted.

One bad day is information. The same bad day three weeks in a row is a structural failure. It becomes Priority 1 at your next CEO meeting.

Rule 6

Your OM enforces the rules you set, not rules she invents.

Unclear rules produce improvised execution. Improvised execution produces chaos that feels personal but is actually structural.

Final principle: A stable weekly rhythm does not mean a boring practice. It means your energy is protected so that when something genuinely requires your leadership, you have something to give. You cannot lead from empty. This system keeps you full.