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Text File  |  1987-08-31  |  6KB  |  188 lines
  1.  
  2.                                CD-WRITE
  3.                             FORMS ON FILE
  4.  
  5.                           Table of Contents
  6.  
  7.  
  8.  
  9.      I. Business Forms
  10.  
  11.           A. Finance/Accounting
  12.  
  13.                     1.  Balance sheet
  14.                     2.  Income statement
  15.                     3.  Cash budget
  16.                     4.  Petty cash record
  17.  
  18.           B. Personnel/Payroll
  19.  
  20.                     1.  Vacation schedule
  21.                     2.  Overtime report
  22.                     3.  Employee evaluation
  23.                     4.  Weekly time sheet
  24.  
  25.           C. Planning
  26.  
  27.                     1.  Daily planner
  28.                     2.  Weekly planner
  29.                     3.  Monthly planner
  30.  
  31.           D. Purchasing
  32.  
  33.                     1.  Purchase order
  34.  
  35.           E. Sales/Billing
  36.  
  37.                     1.  Sales receipt
  38.                     2.  Invoice
  39.                     3.  Billing statement
  40.  
  41.           F. Expenses
  42.  
  43.                     1.  Long-distance call log
  44.  
  45.      II. Business Letters
  46.  
  47.           A. Sales Correspondence
  48.  
  49.                     1.  General sales or marketing letter
  50.                     2.  Inactive account sales letter
  51.                     3.  Letter of introduction for
  52.                         salesperson
  53.                     4.  Letter requesting a sales interview
  54.                     5.  Follow-up after initial sales
  55.                         interview
  56. «PG»
  57.                     6.  Follow-up after presentation
  58.                     7.  General response to inquiry
  59.                     8.  Negative response to inquiry
  60.                     9.  Salesperson motivation letter
  61.  
  62.           B. Shareholder Correspondence
  63.  
  64.                     1.  Welcome to new shareholder
  65.                     2.  Contacting a former shareholder
  66.  
  67.           C. Personnel Communication
  68.  
  69.                     1.  Job offer--salaried position
  70.                     2.  Job offer--hourly position
  71.                     3.  Job offer--free-lance position
  72.                     4.  Job offer--part-time position
  73.                     5.  Rejection of employment application--
  74.                         solicited application
  75.                     6.  Rejection of employment application--
  76.                         unsolicited application
  77.                     7.  Letter of reference for former
  78.                         employee
  79.                     8.  Request for references
  80.                     9.  Welcome to new employee
  81.                     10. Encouraging employee suggestions
  82.                     11. Recognizing employee suggestions
  83.                     12. Announcement of promotion
  84.  
  85.           D. Customer Relations
  86.  
  87.                     1.  Acknowledgement of customer
  88.                         complaint
  89.                     2.  Customer complaint response--in
  90.                         customer's favor
  91.                     3.  Customer complaint response--in
  92.                         company's favor
  93.                     4.  Apology for employee's actions
  94.                     5.  General letter of apology
  95.                     6.  Thanking customer for compliment
  96.  
  97.           E. Vendors and Bid Solicitation
  98.  
  99.                     1.  Request for information from vendor
  100.                     2.  Request for bids
  101.                     3.  Rejection of bid
  102.                     4.  Acceptance of bid
  103.                     5.  Complaint to vendor
  104.                     6.  Compliment to vendor
  105.                     7.  Cancellation of contract
  106.  
  107. «PG»
  108.           F. Credit Information
  109.  
  110.                     1.  Request for credit information
  111.                     2.  Request for credit reference
  112.                     3.  Grant of credit
  113.                     4.  Denial of credit
  114.                     5.  Collection letter--first notice
  115.                     6.  Collection letter--second notice
  116.                     7.  Collection letter--final notice
  117.                     8.  Apology for collection letter
  118.                     9.  Adjustment of payment
  119.  
  120.           G. Invitations
  121.  
  122.                     1.  Acceptance of informal invitation
  123.                     2.  Decline of informal invitation
  124.                     3.  Invitation to speak
  125.                     4.  Acceptance of invitation to speak
  126.  
  127.           H. Publicity
  128.  
  129.                     1.  Media event letter
  130.                     2.  Press release
  131.  
  132.           I. Writer's Correspondence
  133.  
  134.                     1.  Request for writer's guidelines
  135.                     2.  Cover letter for freelance article
  136.                         -solicited
  137.                     3.  Cover letter for freelance article
  138.                         -unsolicited
  139.  
  140.           J. Charitable Contribution Solicitation
  141.  
  142.                     1.  Solicitation for charitable
  143.                         contribution
  144.                     2.  Refusal to make contribution
  145.                     3.  Acknowledgement of solicitation
  146.                     4.  Confirmation of contribution
  147.                     5.  To make a contribution
  148.  
  149. «PG»
  150.      III. Business Checklists and Outlines
  151.  
  152.           A. Outlines
  153.  
  154.                     1.  Business plan
  155.                     2.  Marketing plan
  156.                     3.  Speech/Public address
  157.                     4.  Basic business letter
  158.                     5.  Resumes
  159.                          a. Chronological
  160.                          b. Targeted
  161.                          c. Functional
  162.                     6.  Resume cover letter
  163.                     7.  Meeting agenda
  164.  
  165.           B. Checklists
  166.  
  167.                     1.  Financial status checklist
  168.  
  169.     IV. Personal Forms
  170.  
  171.           A. Finances
  172.  
  173.                     1. Current debt calculation
  174.                     2. Account of expenses
  175.                     3. Financial profile
  176.                     4. Income sources
  177.                     5. Net worth form
  178.  
  179.           B. Home/Auto
  180.  
  181.                     1. Household goods inventory
  182.                     2. Auto maintenance schedule
  183.  
  184.      V. Personal Checklists
  185.  
  186.           A. Shopping list
  187.  
  188.