# Primers ## Professional - Projects started, not completed - Projects that need to be started - Commitments/promises to others - Communications to make/get - Other writing to finish/submit - 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 - Sales - Customer service - 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 ## Personal - Projects started, not completed - Projects that need to be started - Commitments/promises to others - Spouse - Children - Family - Friends - Professionals - Borrowed items - Upcoming events - Special occasions - Birthdays - Anniversaries - Weddings - Graduations - Holidays - Travel - Weekend trips - Vacations - Social events - Cultural 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 - Home/household - Landlords - Property ownership - Legal - Real estate - Taxes - Builders/contractors - Heating/air-conditioning - Plumbing - Electricity - Roofing - Landscape - Driveway - Walls/floors/ceilings - Decoration - Furniture - Utilities - Appliances - Lightbulbs/wiring - Kitchen things - Washer/dryer/vacuum - Areas to organize/clean - Phones - Sports equipment - Closets/clothes - Garage/storage - Vehicle repair/maintenance - Tools - Luggage - Health care - Doctors - Dentists - Specialists - Hobbies - Books/records/tapes/disks - Community - Neighborhood - Schools - Local government