Professional Balance sheet Supplies Projects started, not completed Credit line Office/site Projects that need to be started Planning/organizing Office organization Commitments/promises to others Formal planning (goals, Furniture Boss/partners targets, objectives) Decorations Colleagues Current projects (next stages) Waiting for... Subordinates Upcoming projects Information Other people in organization Business/marketing plans Delegated tasks/projects "Outside" people Organizational initiatives Completions critical to Customers Upcoming events projects Other organizations Meetings Replies to: Professionals Presentations Letters Communications to make/get Organizational structuring Memos Internal/External Changes in facilities Calls Initiate or respond to: Installation of new Proposals Phone calls systems/equipment Requistions Voice-mail Travel Reimbursements E-mail Banks Petty cash Pages Receivables Insurance Faxes Payables Ordered items Letters Petty cash Items being repaired Memos Administration Tickets Other writing to finish/submit Legal issues Decisions of others Reports Insurance Professional development Evaluations/reviews Personnel Training/seminars Proposals Policies/procedures Things to learn Articles Customers Things to look up Promotional materials Internal Skills to practice/learn Manuals/instructions External especially re:computers Rewrites and edits Marketing Tape/video training Meetings that need to be Promotion Resumes set/requested Sales Outside education Who needs to know about what Customer service Research--need to find out about... decisions? Systems Professional wardrobe Significant read/review Phones Personal Financial Computers Projects started, not completed Cash flow Office equipment Projects that need to be started Statistics Other equipment Commitments/promises to others Budgets Utilities Spouse Filing Children Family Investments VCR/DVD Friends Loans Music/CDs/tapes Professionals Taxes Cameras/film Borrowed items Insurance Phones Projects: other organizations Legal affairs Answering machine Service Filing Sports equipment Civic Waiting for... Closets/clothes Volunteer Mail order Garage/storage Communications to make/get Repair Vehicle repair/maintenance Family Reimbursements Tools Friends Loaned items Luggage Professional Medical data Pets Initiate or respond to: RSVPs Computers Phone calls Home/household Software Letters Landlords Hardware Cards Property ownership Connections Upcoming events Legal CD-ROM Special occasions Real estate E-mail/Internet Birthdays Zoning Health care Anniversaries Taxes Doctors Weddings Builders/contractors Dentists Graduations Heating/air-conditioning Specialists Holidays Plumbing Hobbies Travel Electricity Books/records/tapes/disks Weekend trips Roofing Errands Vacations Landscape Hardware store Social events Driveway Drugstore Cultural events Walls/floors/ceilings Market Sporting events Decoration Bank R&D--things to do Furniture Cleaner Places to go Utilities Stationer People to meet/invite Appliances Community Local attractions Lightbulbs/wiring Neighborhood Administration Kitchen things Schools Financial Washer/dryer/vacuum Local government Bills Areas to organize/clean Civic issues Banks TV
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