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Text File  |  1987-08-31  |  6KB  |  184 lines
  1.                                CD-WRITE
  2.                             FORMS ON FILE
  3.  
  4.                           Table of Contents
  5.  
  6.  
  7.  
  8.      I. Business Forms
  9.  
  10.           A. Finance/Accounting
  11.  
  12.                     1.  Balance sheet
  13.                     2.  Income statement
  14.                     3.  Cash budget
  15.                     4.  Petty cash record
  16.  
  17.           B. Personnel/Payroll
  18.  
  19.                     1.  Vacation schedule
  20.                     2.  Overtime report
  21.                     3.  Employee evaluation
  22.                     4.  Weekly time sheet
  23.  
  24.           C. Planning
  25.  
  26.                     1.  Daily planner
  27.                     2.  Weekly planner
  28.                     3.  Monthly planner
  29.  
  30.           D. Purchasing
  31.  
  32.                     1.  Purchase order
  33.  
  34.           E. Sales/Billing
  35.  
  36.                     1.  Sales receipt
  37.                     2.  Invoice
  38.                     3.  Billing statement
  39.  
  40.           F. Expenses
  41.  
  42.                     1.  Long-distance call log
  43.  
  44.      II. Business Letters
  45.  
  46.           A. Sales Correspondence
  47.  
  48.                     1.  General sales or marketing letter
  49.                     2.  Inactive account sales letter
  50.                     3.  Letter of introduction for
  51.                         salesperson
  52.                     4.  Letter requesting a sales interview
  53.                     5.  Follow-up after initial sales
  54.                         interview
  55. 
  56.                     6.  Follow-up after presentation
  57.                     7.  General response to inquiry
  58.                     8.  Negative response to inquiry
  59.                     9.  Salesperson motivation letter
  60.  
  61.           B. Shareholder Correspondence
  62.  
  63.                     1.  Welcome to new shareholder
  64.                     2.  Contacting a former shareholder
  65.  
  66.           C. Personnel Communication
  67.  
  68.                     1.  Job offer--salaried position
  69.                     2.  Job offer--hourly position
  70.                     3.  Job offer--free-lance position
  71.                     4.  Job offer--part-time position
  72.                     5.  Rejection of employment application--
  73.                         solicited application
  74.                     6.  Rejection of employment application--
  75.                         unsolicited application
  76.                     7.  Letter of reference for former
  77.                         employee
  78.                     8.  Request for references
  79.                     9.  Welcome to new employee
  80.                     10. Encouraging employee suggestions
  81.                     11. Recognizing employee suggestions
  82.                     12. Announcement of promotion
  83.  
  84.           D. Customer Relations
  85.  
  86.                     1.  Acknowledgement of customer
  87.                         complaint
  88.                     2.  Customer complaint response--in
  89.                         customer's favor
  90.                     3.  Customer complaint response--in
  91.                         company's favor
  92.                     4.  Apology for employee's actions
  93.                     5.  General letter of apology
  94.                     6.  Thanking customer for compliment
  95.  
  96.           E. Vendors and Bid Solicitation
  97.  
  98.                     1.  Request for information from vendor
  99.                     2.  Request for bids
  100.                     3.  Rejection of bid
  101.                     4.  Acceptance of bid
  102.                     5.  Complaint to vendor
  103.                     6.  Compliment to vendor
  104.                     7.  Cancellation of contract
  105.   
  106.           F. Credit Information
  107.  
  108.                     1.  Request for credit information
  109.                     2.  Request for credit reference
  110.                     3.  Grant of credit
  111.                     4.  Denial of credit
  112.                     5.  Collection letter--first notice
  113.                     6.  Collection letter--second notice
  114.                     7.  Collection letter--final notice
  115.                     8.  Apology for collection letter
  116.                     9.  Adjustment of payment
  117.  
  118.           G. Invitations
  119.  
  120.                     1.  Acceptance of informal invitation
  121.                     2.  Decline of informal invitation
  122.                     3.  Invitation to speak
  123.                     4.  Acceptance of invitation to speak
  124.  
  125.           H. Publicity
  126.  
  127.                     1.  Media event letter
  128.                     2.  Press release
  129.  
  130.           I. Writer's Correspondence
  131.  
  132.                     1.  Request for writer's guidelines
  133.                     2.  Cover letter for freelance article
  134.                         -solicited
  135.                     3.  Cover letter for freelance article
  136.                         -unsolicited
  137.  
  138.           J. Charitable Contribution Solicitation
  139.  
  140.                     1.  Solicitation for charitable
  141.                         contribution
  142.                     2.  Refusal to make contribution
  143.                     3.  Acknowledgement of solicitation
  144.                     4.  Confirmation of contribution
  145.                     5.  To make a contribution
  146.     
  147.      III. Business Checklists and Outlines
  148.  
  149.           A. Outlines
  150.  
  151.                     1.  Business plan
  152.                     2.  Marketing plan
  153.                     3.  Speech/Public address
  154.                     4.  Basic business letter
  155.                     5.  Resumes
  156.                          a. Chronological
  157.                          b. Targeted
  158.                          c. Functional
  159.                     6.  Resume cover letter
  160.                     7.  Meeting agenda
  161.  
  162.           B. Checklists
  163.  
  164.                     1.  Financial status checklist
  165.  
  166.     IV. Personal Forms
  167.  
  168.           A. Finances
  169.  
  170.                     1. Current debt calculation
  171.                     2. Account of expenses
  172.                     3. Financial profile
  173.                     4. Income sources
  174.                     5. Net worth form
  175.  
  176.           B. Home/Auto
  177.  
  178.                     1. Household goods inventory
  179.                     2. Auto maintenance schedule
  180.  
  181.      V. Personal Checklists
  182.  
  183.           A. Shopping list
  184.