Personal
Projects started, not completed
Projects that need to be started
Projects–other organizations
service, community, volunteer, spiritual organization
Commitments/promises to others
spouse, partner, children, parents, family, friends,
professionals, returnable items
Communications to make/get
calls, emails, faxes, cards, letters, thank-you’s
Upcoming events
birthdays, anniversaries, weddings, graduations, outings,
holidays, vacation, travel, dinners, parties, receptions,
cultural events, sporting events, volunteering
Family
projects/activities with spouse, partner, children,
parents, relatives
Administration
home office supplies, equipment, phones, answering
machines, computers, internet, TV, data backup,
appliances, entertainment, filing, storage, tools
Leisure
books, music, videos, travel, places to visit, people to visit,
web browsing, photography, sports equipment, hobbies,
cooking, recreation
Financial
bills, banks, investments, loans, taxes, budget, insurance,
mortgage, accountants
Legal
wills, trusts, estate, legal affairs
Waiting for
mail order, repairs, reimbursements, loaned items,
information, rsvp’s
Home/household
real estate, repairs, construction, remodeling, landlords,
heating and A/C, plumbing, electricity, roofs, landscaping,
driveways, garages, walls, floors, ceilings, decor, furniture,
utilities, appliances, lights and wiring, kitchen stuff, laundry,
places to clear, cleaning, organizing, storage areas
Health
doctors, dentist, optometrist, specialists, checkups, diet,
food, exercise
Personal development
classes, seminars, education, coaching, career, creative
expressions
Transportation
autos, bikes, motorcycles, maintenance, repair, commuting,
tickets, reservations
Clothes
professional, casual, formal, sports, accessories, luggage,
repairs, tailoring
Pets
health, training, supplies
Errands
hardware store, pharmacy, department stores, bank, cleaners,
stationers, gifts, office supply, groceries
Community
neighborhood, neighbors, service work, schools, civic
involvements
Professional
Projects started, not completed
Projects that need to be started
“Look into” projects
Commitments/promises to others
boss, partners, colleagues, subordinates, others in organization,
other professionals, customers, other organizations
Communications to make/get
calls, emails, voicemails, faxes, letters, memos
Writing to finish/submit
reports, evaluations, reviews, proposals, articles, marketing
material, instructions, summaries, minutes, rewrites and edits,
status reporting, conversation and communication tracking
Meetings
upcoming, need to be set or requested, need to be de-briefed
Read/review
books, periodicals, articles, printouts, websites, blogs,
RSS feeds
Financial
cash, budget, balance sheet, P&L, forecasting,
credit line, payables, receivables, petty cash, banks,
investors, asset management
Planning/organizing
goals, targets, objectives, business plans, marketing plans,
financial plans, upcoming events, presentations, meetings,
conferences, travel, vacation
Organization development
org chart, restructuring, lines of authority, job descriptions,
facilities, new systems, change initiatives, leadership,
succession planning, culture
Administration
legal issues, insurance, personnel, staffing,
policies/procedures, training
Staff
hiring, firing, reviews, staff development, communication,
morale, feedback, compensation
Systems
phones, computers, software, databases, office equipment,
printers, faxes, filing, storage, furniture, fixtures, decorations,
supplies, business cards, stationery, personal/electronic
organizers
Sales
customers, prospects, leads, sales process, training,
relationship building, reporting, relationship tracking,
customer service
Marketing/promotion
campaigns, materials, public relations
Meetings
upcoming, need to be set or requested, need to be de-briefed
Waiting for
information, delegated projects/tasks, pieces of projects,
replies to communications, responses to proposals, answers
to questions, submitted items for response/reimbursement,
tickets, external actions needed to happen to continue or
complete projects…(decisions, changes, implementations,
etc.), things ordered
Professional development
training, seminars, things to learn, things to find out, skills
to develop or practice, books to read, research, formal
education (licensing, degrees), career research, resume
Wardrobe
professional
