Trigger List (Professional)

Last modified by Justin Morgan on 2019/09/29 18:04
  • 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
      • Requistions
      • 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