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Text File  |  1987-08-31  |  7KB  |  184 lines
  1.                                CD-WRITE
  2.                             FORMS ON FILE
  3.      
  4.  
  5.                           Table of Contents
  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.      áááááB« 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 forì
  51.                         salesperson
  52.                     4.  Letter requesting a sales interview
  53.                     5.  Follow-up after initial salesì
  54.                         interview
  55.                     6.  Follow-up after presentationè                    7.  General response to inquiry
  56.                     8.  Negative response to inquiry
  57.                     9.  Salesperson motivation letter
  58.                     
  59.           B. Shareholder Correspondence
  60.                     
  61.                     1.  Welcome to new shareholder
  62.                     2.  Contacting a former shareholder
  63.                     
  64.           C. Personnel Communication
  65.           
  66.                     1.  Job offer--salaried position
  67.                     2.  Job offer--hourly position
  68.                     3.  Job offer--free-lance position
  69.                     4.  Job offer--part-time position
  70.                     5.  Rejection of employment application--
  71.                         solicited application
  72.                     6.  Rejection of employment application--
  73.                         unsolicited application
  74.                     7.  Letter of reference for formerì
  75.                         employee
  76.                     8.  Request for references
  77.                     9.  Welcome to new employee
  78.                     10. Encouraging employee suggestions
  79.                     11. Recognizing employee suggestions
  80.                     12. Announcement of promotion
  81.                     
  82.           D. Customer Relations
  83.                
  84.                     1.  Acknowledgement of customerì
  85.                         complaint
  86.                     2.  Customer complaint response--in
  87.                         customer's favor
  88.                     3.  Customer complaint response--inì
  89.                         company's favor
  90.                     4.  Apology for employee's actions
  91.                     5.  General letter of apology
  92.                     6.  Thanking customer for compliment
  93.                     
  94.           E. Vendors and Bid Solicitation
  95.                
  96.                     1.  Request for information from vendor
  97.                     2.  Request for bids
  98.                     3.  Rejection of bid
  99.                     4.  Acceptance of bid
  100.                     5.  Complaint to vendor
  101.                     6.  Compliment to vendor
  102.                     7.  Cancellation of contract
  103.                     
  104.           F. Credit Information
  105.                
  106.                     1.  Request for credit information
  107.                     2.  Request for credit reference
  108.                     3.  Grant of credit
  109.                     4.  Denial of creditè                    5.  Collection letter--first notice
  110.                     6.  Collection letter--second notice
  111.                     7.  Collection letter--final notice
  112.                     8.  Apology for collection letter
  113.                     9.  Adjustment of payment
  114.                     
  115.           G. Invitations
  116.                
  117.                     1.  Acceptance of informal invitation
  118.                     2.  Decline of informal invitation
  119.                     3.  Invitation to speak
  120.                     4.  Acceptance of invitation to speak
  121.                     
  122.           H. Publicity
  123.                
  124.                     1.  Media event letter
  125.                     2.  Press release
  126.                     
  127.           I. Writer's Correspondence
  128.                
  129.                     1.  Request for writer's guidelines
  130.                     2.  Cover letter for freelance article
  131.                         -solicited
  132.                     3.  Cover letter for freelance article
  133.                         -unsolicited
  134.                     
  135.           J. Charitable Contribution Solicitation
  136.                
  137.                     1.  Solicitation for charitableì
  138.                         contribution
  139.                     2.  Refusal to make contribution
  140.                     3.  Acknowledgement of solicitation
  141.                     4.  Confirmation of contribution
  142.                     5.  To make a contribution
  143.           
  144.      III. Business Checklists and Outlines
  145.           
  146.           A. Outlines
  147.                
  148.                     1.  Business plan
  149.                     2.  Marketing plan
  150.                     3.  Speech/Public address
  151.                     4.  Basic business letter
  152.                     5.  Resumes
  153.                          a. Chronological
  154.                          b. Targeted
  155.                          c. Functional
  156.                     6.  Resume cover letter
  157.                     7.  Meeting agenda
  158.                     
  159.           B. Checklists
  160.                
  161.                     1.  Financial status checklist
  162.                     
  163.                 è     IV. Personal Forms
  164.  
  165.           A. Finances
  166.           
  167.                     1. Current debt calculation
  168.                     2. Account of expenses
  169.                     3. Financial profile
  170.                     4. Income sources
  171.                     5. Net worth form
  172.                     
  173.           B. Home/Auto
  174.                
  175.                     1. Household goods inventory
  176.                     2. Auto maintenance schedule
  177.                     
  178.      V. Personal Checklists          
  179.                
  180.           A. Shopping list
  181.                
  182.                     
  183.  
  184.