# Professional
Projects started, not completed
Projects that need to be started
Commitments/promises to others
    Boss/partners
    Colleagues
    Subordinates
    Other people in organization
    “Outside” people
        Customers
        Other organizations
        Professionals
Communications to make/get
    Internal/External
        Initiate or respond to:
            Phone calls
            Voice-mail
            E-mail
            Pages
            Faxes
            Letters
            Memos
Other writing to finish/submit
    Reports
    Evaluations/reviews
    Proposals
    Articles
    Promotional materials
    Manuals/instructions
    Rewrites and edits
Meetings that need to be set/requested
Who needs to know about what decisions?
Significant read/review
Financial
    Cash flow
    Statistics
    Budgets
    Forecasts/projections
    P&Ls
    Balance sheet
    Credit line
Planning/organizing
    Formal planning (goals, targets, objectives)
    Current projects (next stages)
    Upcoming projects
    Business/marketing plans
    Organizational initiatives
    Upcoming events
    Meetings
    Presentations
    Organizational structuring
    Changes in facilities
    Installation of new systems/equipment
    Travel
Banks
    Receivables
    Payables
    Petty cash
Administration
    Legal issues
    Insurance
    Personnel
    Policies/procedures
Customers
    Internal
    External
Marketing
Promotion
Sales
    Customer service
Systems
    Phones
    Computers
    Office equipment
    Other equipment
    Utilities
    Filing
    Storage
        Inventories
Supplies
Office/site
    Office organization
    Furniture
    Decorations
Waiting for . . .
    Information
    Delegated tasks/projects
    Completions critical to projects
    Replies to:
        Letters
        Memos
        Calls
        Proposals
        Requisitions
        Reimbursements
        Petty cash
        Insurance
        Ordered items
        Items being repaired
        Tickets
        Decisions of others
Professional development
    Training/seminars
    Things to learn
    Things to look up
    Skills to practice/learn especially re: computers
    Tape/video training
    Résumés
Outside education
Research—need to find out about . . .
Professional wardrobe


# Personal
Review Projects started
Review Projects that need to be started
Commitments/promises to others
    Spouse
    Children
    Family
    Friends
    Professionals
    Borrowed items
Projects: other organizations
    Service
    Civic
    Volunteer
Communications to make/get
    Family
    Friends
    Professional
    Initiate or respond to:
        Phone calls
        Letters
        Cards
Upcoming events
    Special occasions
    Birthdays
    Anniversaries
    Weddings
    Graduations
    Holidays
    Travel
    Social events
    Cultural events
    Sporting events
R&D—things to do
    Places to go
    People to meet/invite
    Local attractions
Administration
    Financial
        Bills
        Banks
        Investments
        Loans
        Taxes
    Insurance
    Legal affairs
    Filing
Waiting for . . .
    Mail order
    Repair
    Reimbursements
    Loaned items
    Medical data
    RSVPs
Home/household
    Taxes
    Heating/air-conditioning
    Plumbing
    Electricity
    Roofing
    Walls/floors/ceilings
    Decoration
    Furniture
    Appliances
    Lightbulbs/wiring
    Kitchen things
    vacuum
Areas to organize/clean
    Computers
    Software
    Hardware
    E-mail/Internet
    Cameras/film
    Phones
    Sports equipment
    Closets/clothes
    Garage/storage
    Vehicle repair/maintenance
    Tools
    Luggage
Health care
    Doctors
    Dentists
    Specialists
Hobbies
    Books/records/tapes/disks
Errands
    Hardware store
    Drugstore
    Market
    Bank
    Cleaner
    Stationer
Community
    Neighborhood
    Schools
    Local government
Civic issues