Time Management Fundamentals

with Dave Crenshaw

Exercise

This exercise will help clear your mind of all your unresolved tasks. While you can complete this activity by
yourself, it’s recommended that you work with a partner. This exercise will take approximately one hour to
complete.

By Yourself—Read the first trigger item on the list aloud. Think about that trigger. If any unresolved
task comes to mind, write it down. If nothing comes to mind, move on to the next trigger, repeating this
process until you have completed the exercise.

With a Partner—Have your partner read the first trigger item on the list aloud. Think about that trigger.
If any unresolved task comes to mind, write it down. If nothing comes to mind, say “next.” Your partner
should move on to the next trigger, repeating this process until you have completed the exercise.

Time Management Fundamentals with Dave Crenshaw

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Business
Focus: Leadership Focus: Marketing
Company/department values, vision, mission Marketing projects, incomplete or new
Leadership training Documents for marketing or advertising
Time management Waiting for: something from marketing
Personal systems Company/office decor
Personal development Advertising campaigns
Skills to learn or improve Web site items
Books to read Online research
Important read & review Target market analysis
Decisions to tell employees Research: competitors
Networking Research: market/industry
Items to disengage from Strategic alliances or partnerships
Questions to ask & consider Professional wardrobe or uniforms
Items to discuss with coach Marketing systems
Exit or harvest strategy Marketing message ideas
Business ideas Ideas for advertising campaigns
Ideas for expansion
Focus: Customers/Stakeholders
Focus: Personnel Commitments/promises to customers
Meetings with co-workers Customer/Stakeholder loyalty projects
Meetings with contractors Customer/Stakeholder loyalty training
Organization chart Complaints to resolve
Hiring or firing Best supporters—re-contact
Managerial training Best supporters—gifts & perks
Events or Meetings to plan Customer/Stakeholder loyalty systems
Employee loyalty projects Waiting for: customer reports/feedback
Commitments/promises to coworkers Waiting for: something for customers
Getting to know & serving coworkers Waiting for: something from customers
Coworkers’ evaluations & reviews Ideas for customer/stakeholder loyalty
Waiting for: something from coworkers
Position descriptions
Responsibilities to delegate
Follow-up on delegated items
Managerial systems
Ideas for organizational change

Time Management Fundamentals with Dave Crenshaw

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Focus: Product/Services Focus: Administration
Fulfilling promises made by marketing Gathering points
Inventory Office organization/layout
Production equipment Building maintenance
Service representative training Utilities
Outsourced suppliers E-mail
Meeting with outside sales reps Faxes
Production systems CRM or contact software
Ideas for new products Other software
Ideas for new services Computers, monitors, printers
Cell phones or office phones
Focus: Sales Internet & network
Follow-through: prospects Computer/IT unification
Groups or associations to join Computer backup
Presentations Computer security (firewall, virus, etc)
Referrals Desks, chairs, furniture
Sales forecasts Filing cabinets, folders, archives
Sales quantification/tracking/reports Physical inboxes, outboxes
Sales training Equipment to buy
Re-contact old customers Supplies to buy
Sales systems Travel-related items & tasks
Waiting for: prospect replies Reference documents: personal
Waiting for: sales reports/feedback Reference documents: company
Ideas for new sales systems Safety & emergency protocols
Systems: operations manual
Focus: Business/Org Finances Systems: new training documents
Meetings with financial professionals Ideas for facilities changes
Accounting & bookkeeping
Invoices & accounts payable
Waiting for: accounts receivable
Budgets
Financial reports (P/L, cash flow, balance)
Cash flow management & credit lines
Financial analysis/strategic planning
Waiting for: financial reports
Money security, checks & balances
Customer identity security
Petty cash
Reimbursements & requisitions
Financial systems
Ideas for money liabilities to lose
Ideas for money assets to purchase

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Personal
Focus: Self Focus: Personal Finances
Personal values, vision Financial vision, goals
Personal goals Budget & cash flow
Physical health: exercise Bills to pay
Physical health: nutrition Credit cards
Mental health Utilities
Spiritual health Tax-related items
Doctors, dentists, specialists Allowances
Waiting for: medical data Banks & other financial institutions
Personal trainers/coaches/mentors Mortgages & repayment plans
Books to read Loans & repayment plans
Education Accountant, lawyer, financial planner
Hobbies Real estate
Talents to develop Landlord
Stress management Investments
Commitments/promises to self Estate & retirement planning
Meditation Waiting for: rebates
Ideas for recreation Waiting for: financial information
Dreams Financial dreams
Pets
Focus: Family Clothes
Commitments/promises to family Errands
Couple values, vision, goals etc. Ideas for home improvement
Important discussions: couple
Important discussions: children
Recurring dates/recreation with spouse
Recurring recreation with children
Family events & recreation
Family projects
Birthdays, anniversaries, holidays
Weddings, graduation, significant events
Waiting for: something from family members
Family meetings, planning, discussion
Ideas for family recreation

Time Management Fundamentals with Dave Crenshaw

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Focus: Friends & Community Focus: Home
Focus: Friends & Community Filing & reference plan
Commitments/promises to friends Gathering points
People to get to know Areas to organize, clean
Community groups, clubs, to join Builders & contractors
Social events Heating & air-conditioning
RSVPs (waiting for or to send) Plumbing: fixtures, toilets, shower
Sporting events Electricity, light bulbs, wiring
Community events Roofing
Community service projects Landscape & driveway
Waiting for: community info Garage & storage
School/Institution events Walls, floors, ceilings
Church/Spiritual service Décor, furniture, accessories
Legal, crime, security issues Kitchen appliances
Emergency preparedness Closets
Homeowners association items Computers, printer, monitor
Waiting for: items lent Software
Borrowed items to return E-mail
Items to disengage from Computer backup
Ideas for community service Internet & home network
TV, cable, satellite
DVDs, CDs, digital media
Cameras, film, digital pictures
Phones & voicemail
Sports equipment
Vehicle repair: external & internal
Vehicle maintenance: major & minor
Tools
Luggage
Pets
Clothes
Errands
Ideas for home improvement

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