My TA DA List: WEEKLY ACTIVITY MENU
FOR THE WEEK ENDING _________
Professional Activity	Frequency	Level	Personal Activity	Frequency	Level	
Clear E-mail Backlog	28		Run 3.5 miles	5 Days		
Finish pipeline report	1		Neighbor’s Cookout	1		
Attend Agency Picnic	1		Take Daughter to Dance	1		
XYZ Corp Sales Call	1		Wash the Cars	1		
Prep for XYZ Corp Call	1		Review Kids Homework	5 Days		
Return Calls* 	3		Watch Monday Night FB	1		
Return Calls*	7		Return Calls*	4		
Return Calls* 	14		Pay Bills	1		
Make Referral Request*	2		Repair Shower	1		
Finish ABC Co. Renewal	1		Watch TV	6 Days		
Make New Bus. Calls*	10		Be Home for Dinner	3		
Investigate LMN Co Claim	1		Next Flying Lessons	2		
Send E-Clipping File	50		Son’s Soccer Game	1		
Make Service Calls*	5		Writing Workshop	1		
Pre-approach Letters*	10		Refrig. Light Bulb	1		
Lunch with DEF	1		Get New CDs	5		
Attend Service Meeting	1		Lights out by 11:00 P.M.	5		
Complete Carrier Survey	1		Breakfast Each Morning	Daily		
Finish QRS Proposal	1		Study for Flight Exam	4		
Online Industry News	Daily		Review Stocks Online	5		
DEF Claims Review	1		Send Dad, Sister e-mail	2		
Create Football Pool	1		Mow the Lawn	2		
* Use supplemental call sheet to list names and telephone numbers