Use Time Management Techniques to Manage Time in a Financial Services Environment

Through structured procedures, learners will capture and report task progress, draft action plans, and maintain accurate records that support team coordination and accountability. By mastering these tools, participants will enhance their ability to manage workloads efficiently and contribute to a well-organised, responsive work environment.

This course offers a comprehensive guide to planning, prioritising, and managing tasks and schedules in a professional environment. Learners will explore each phase of task coordination—from creating task lists and identifying documentation needs, to capturing progress, drafting action plans, and reporting outcomes. Key areas include diary system management, scheduling for deadlines, prioritising tasks, and maintaining accurate records of daily, weekly, and monthly activities. The course also covers the impact of schedule changes on internal stakeholders and the importance of clear communication. By the end of the course, learners will be able to organise their workload effectively, manage time using structured tools, and contribute to a well-coordinated and responsive workplace.

Course Content
  • Reasons for using and maintaining a task list are explained in terms of planning and organising our own work.
  • Steps or stages are identified in a familiar set of tasks and information and documentation required at each stage are identified and flagged for action.
  • Additional information received is captured electronically or processed manually and completed tasks are reported to the appropriate authority.
  • An action plan is drafted to ensure that outstanding requirements are completed timeously.
 
  • The purpose of maintaining an organisational diary system is explained and an indication is given of how an electronic diary system can facilitates time management in an organisation.
  • Relevant information is recorded and updated in the diary system.
  • Diary entries are used to create an action plan.
  • Tasks are prioritised according to type and required deadlines.
  • Time needed to complete tasks is scheduled to allow for specified deadlines.
  • Regular daily, weekly and monthly activities are identified and recorded on a work schedule.
  • Time is allocated to daily, weekly and monthly activities to ensure that all the activities can be completed timeously.
  • The consequences for internal clients if a work schedule is changed are explained and indication is given of why it is necessary to communicate with people affected by the change.
  • The schedule is followed and adjusted when necessary, to allow for unexpected interruptions.
  • The consequences of changing a work schedule are explained in terms of the impact up and down the line and the need to communicate with people affected by the change.
  • Non-accredited: Short course only  
  • Duration: 02h 50m
  • Delivery: Classroom/Online/Blended
  • Access Period: 12 Months 
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