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# 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
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