Friday Wrap-Up SOP

Friday Wrap-Up SOP

Purpose

To ensure that all client and internal communications are fully addressed before the weekend, and that all completed tasks are clearly documented for Senior Leadership Team (SLT) review. This process prevents missed communications, strengthens client confidence, and ensures our team ends each week with clarity and professionalism.

Background

It’s been observed that on Fridays, the person scheduled to work often focuses solely on completing their assigned task list. While this ensures task completion, it has led to important communications, both internal and client-facing, being missed or delayed until Monday.

A recent example was on Friday at 3 PM, when Alex from MARCHON sent a message about their DashThis URL not working. The issue wasn’t identified until 10 AM on Monday, which is unacceptable. For a client of MARCHON’s calibre, small details like this can heavily impact their perception of our care, responsiveness, and overall service quality.

This SOP is designed to ensure that before signing off each Friday, the designated team member has responded to all communications, completed all assigned work, and submitted a full task report for review.

Responsibilities

The designated Friday team member is responsible for:

  • Monitoring and responding to all client communications via Basecamp, Slack, and email.

  • Ensuring all internal communications (Slack, Basecamp, etc.) are cleared before the end of the day.

  • Completing all assigned Zoho tasks or updating them if still in progress.

  • Compiling and submitting a Friday Wrap-Up Report to the shared folder for SLT review.

Procedure

  1. Midday Check (by 1 PM)
  • Review all incoming client and internal messages.

  • Respond to or acknowledge every open communication.

  • Escalate any urgent issues to the relevant team member or the SLT.

  1. End-of-Day Check (by 5 PM)
  • Ensure all client and internal communications are fully addressed. Nothing should be left unanswered or unresolved until Monday.

  • Double-check that all Zoho tasks are either completed or properly updated with notes.

  • If any issues remain pending, clearly note who they’ve been handed over to.

  1. Reporting
  • Create a short document titled:
    “Friday Wrap-Up – [Your Name] – [Date]”

  • List all tasks completed during the day.

  • Attach or link to the relevant Zoho task entries.

  • Confirm that all communications (client and internal) have been checked and cleared.

  • Move the completed report to the shared Friday Folder for SLT review.

Why This Matters

While this may seem like a small process, it has a significant impact on how clients perceive our professionalism and commitment.

If you put yourself in Ollie Marchon’s shoes, his team raised an issue on Friday and didn’t get a response until Monday. That silence signals a lack of intensity and care — even if unintentional. To a client, it shows that we’re not fully invested in their success.

Maintaining responsiveness, especially on Fridays, is one of the simplest ways we can show clients that we care as much about their business as they do. It’s often the difference between a client staying or leaving.