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Professional Trigger List (Planning / organizing (Formal planning (goals,…
Professional Trigger List
Projects started, not completed
Projects that need to be started
Commitments / promises to others
Boss / partners
Subordinates
Other people in organization
Colleagues
"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
Meetings that need to be set / requested
Who needs to know about what decisions?
Significant read / review
Financial
Cash flow
Statistics
Budgets
Forecasts / projects
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
Other writing to finish / submit
Rewrites and edits
Manuals / instructions
Promotional materials
Articles
Proposals
Evaluations / reviews
Reports
Marketing
Promotion
Sales
Customer services
Systems
Phones
Computers
Office equipment
Other equipment
Utilities
Filing
Storage
Inventories
Supplies
Office / site
Office organiztaion
Furniture
Decorations
Waiting for...
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
Resumes
Outside education
Research-need to find out about...
Professional wardrobe