Cloud 9 Task Categories
- Weekly Objectives
- Weekly Focus
- Regular Actions
This SOP helps all team members place tasks correctly and avoid misclassifying small items as major goals. The structure ensures clarity, momentum, and accountability across all locations.
1. ⛳ Weekly Objectives
Definition
Weekly Objectives are the top three to five outcomes that move the spa meaningfully forward. They represent progress, not maintenance. These objectives require thought, planning, problem solving, or coordination. Completing them noticeably improves performance, experience, or systems.
Criteria
A task qualifies as a Weekly Objective if it meets at least two of the following
- Growth impact
- Increases revenue, new clients, new business, utilization, retention, packages, staff development.
- Long term improvement
- Strengthens systems, reduces future workload, improves consistency or quality.
- Requires significant effort
- Takes multiple steps or collaboration. Not finishable in 10 to 15 minutes.
- Leadership responsibility
- Something that only a manager or lead should drive.
- Directly tied to the monthly or quarterly KPI
- Moves the location toward key targets.
What Weekly Objectives are not
- They are not routine.
- They are not small one step tasks.
- They are not reminders.
- They are not admin housekeeping.
- They are not daily recovery tasks to fix yesterday’s issues.
Good examples of Weekly Objectives
Growth
- Create and launch a simple referral mini plan with front desk scripts for this week.
- Add five new high quality Google reviews by coaching therapists and checking every shift.
- Increase therapist utilization from 41 percent to 45 percent by adjusting scheduling and follow up.
Improvement
- Train two therapists on the new shoulder routine and verify through test clients.
- Rewrite front desk shift checklist to fix inconsistencies between morning and evening shifts.
- Fix the equipment organization problem in body rooms to reduce setup time.
Leadership
- Hold one on one check in with two therapists whose retention dropped.
- Complete hiring pipeline for two candidates and schedule working interview.
- These tasks change the future of the spa. They deserve focus.
2. 📌 Weekly Focus
Definition
Weekly Focus contains tasks already decided during the weekly manager meeting. These are approved actions, but they are not the big drivers like Weekly Objectives. They support operations, improve clarity, and keep the team aligned.
Criteria
A task belongs in Weekly Focus if
- It was agreed upon in the weekly manager meeting.
- It supports the Weekly Objectives.
- It is doable within the week but not high impact enough to be an Objective.
- It requires some effort but not strategic thinking.
Examples of Weekly Focus
- Update the front desk communication board for Thanksgiving week.
- Confirm staffing coverage for Saturday and Sunday with two therapists out.
- Follow up with carpenter to finalize door replacement date.
- Clean up therapist changing room clutter and reorganize towel shelf.
- Weekly Focus keeps the spa running smoothly but does not drive major growth.
3. 🌀 Regular Actions
Definition
- Regular Actions are routine, recurring, or very small tasks that maintain operations. They can often be done in less than 10 minutes and do not require planning.
Criteria
A task belongs in Regular Actions if
- It repeats weekly or daily.
- It is administrative or maintenance.
- Any trained team member could do it.
- It does not meaningfully change performance.
- It is a simple one step task.
Examples of Regular Actions
- Post daily specials on the board.
- Check towels inventory and place small order.
- Send therapist reminders on missing shift reports.
- Update therapist schedule after a shift swap.
- Upload receipts to the shared folder.
- Reply to one client email asking about availability.
- Replace diffuser essential oil.
- Follow up once on an open maintenance ticket.
- These belong here, not in Weekly Objectives.
4. Decision Tree
If unsure where a task goes, follow this simple test
Step 1. Will this meaningfully move revenue, utilization, retention, training, or customer experience forward?
- If yes, Weekly Objective.
Step 2. Was it decided during the weekly manager meeting or supports a weekly plan?
- If yes, Weekly Focus.
Step 3. Is this routine, small, or easily finishable?
- If yes, Regular Action.
- If none apply, ask the manager for guidance.
5. Examples That Show How to Categorize Correctly
Case A
“Fix towel shortage issue”
- If it means designing a better inventory system or supplier contract, it is a Weekly Objective.
- If it means confirming one order and adjusting storage layout, it is a Weekly Focus.
- If it means placing a simple towel order, it is Regular Action.
Case B
“Increase reviews”
- Creating a systematic script and staff training to increase reviews is a Weekly Objective.
- Reminding front desk to ask for reviews this week is Weekly Focus.
- Replying to reviews daily is Regular Action.
Case C
“Hire new therapist”
- Designing a new hiring funnel is a Weekly Objective.
- Scheduling interviews and doing a working interview is Weekly Focus.
- Sending one message to a candidate is Regular Action.
6. Summary Table
Weekly Objectives
- Definition: High impact outcomes
- Purpose: Move the spa forward
- Examples: Reviews growth plan, utilization improvement, new training, hiring funnel
Weekly Focus
- Definition: Tasks assigned from the weekly manager meeting
- Purpose: Maintain alignment and support Objectives
- Examples: Confirm coverage, clarify scripts, follow up with vendors
Regular Actions
- Definition: Routine or small tasks
- Purpose: Keep operations running
- Examples: Inventory checks, small updates, daily messages