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Trigger List
Incompletion Trigger Lists
Type
Item
Detail
1
Personal
Projects started, not completed
2
Personal
Projects that need to be started
3
Personal
Administration
home office supplies, equipment, phones, answering, machines, computers, internet, TV, data backup, appliances, entertainment, filing, storage, tools
4
Personal
Clothes
professional, casual, formal, sports, accessories, luggage, repairs, tailoring
5
Personal
Commitments/promises to others
spouse, partner, children, parents, family, friends, professionals, returnable items
6
Personal
Communications to make/get
calls, emails, faxes, cards, letters, thank-you’s
7
Personal
Community
neighborhood, neighbors, service work, schools, civic involvements
8
Personal
Errands
hardware store, pharmacy, department stores, bank, cleaners, stationers, gifts, office supply, groceries
9
Personal
Family
projects/activities with spouse, partner, children, parents, relatives
10
Personal
Financial
bills, banks, investments, loans, taxes, budget, insurance, mortgage, accountants
11
Personal
Health
doctors, dentist, optometrist, specialists, checkups, diet, food, exercise
12
Personal
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
13
Personal
Legal
wills, trusts, estate, legal affairs
14
Personal
Leisure
books, music, videos, travel, places to visit, people to visit, web browsing, photography, sports equipment, hobbies, cooking, recreation
15
Personal
Personal development
classes, seminars, education, coaching, career, creative expressions
16
Personal
Pets
health, training, supplies
17
Personal
Projects–other organizations
service, community, volunteer, spiritual organization
18
Personal
Transportation
autos, bikes, motorcycles, maintenance, repair, commuting, tickets, reservations
19
Personal
Upcoming events
birthdays, anniversaries, weddings, graduations, outings, holidays, vacation, travel, dinners, parties, receptions, cultural events, sporting events
20
Personal
Waiting for
mail order, repairs, reimbursements, loaned items, information, rsvp’s
21
Professional
“Look into” projects
22
Professional
Administration
legal issues, insurance, personnel, staffing, policies/procedures, training
23
Professional
Commitments/promises to others
boss, partners, colleagues, subordinates, others in organization, other professionals, customers, other organizations
24
Professional
Communications to make/get
calls, emails, voicemails, faxes, letters, memos
25
Professional
Financial
cash, budget, balance sheet, P&L, forecasting, credit line, payables, receivables, petty cash, banks, investors, asset management
26
Professional
Marketing/promotion
campaigns, materials, public relations
27
Professional
Meetings
upcoming, need to be set or requested, need to be de-briefed
28
Professional
Meetings
upcoming, need to be set or requested, need to be de-briefed
29
Professional
Organization development
org chart, restructuring, lines of authority, job descriptions, facilities, new systems, change initiatives, leadership, succession planning, culture
30
Professional
Planning/organizing
goals, targets, objectives, business plans, marketing plans, financial plans, upcoming events, presentations, meetings, conferences, travel, vacation
31
Professional
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
32
Professional
Projects started, not completed
33
Professional
Projects that need to be started
34
Professional
Read/review
books, periodicals, articles, printouts, websites, blogs, RSS feeds
35
Professional
Sales
customers, prospects, leads, sales process, training, relationship building, reporting, relationship tracking, customer service
36
Professional
Staff
hiring, firing, reviews, staff development, communication, morale, feedback, compensation
37
Professional
Systems
phones, computers, software, databases, office equipment, printers, faxes, filing, storage, furniture, fixtures, decorations, supplies, business cards, stationery, personal/electronic organizers
38
Professional
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
39
Professional
Wardrobe
professional
40
Professional
Writing to finish/submit
reports, evaluations, reviews, proposals, articles, marketing material, instructions, summaries, minutes, rewrites and edits, status reporting, conversation and communication tracking
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