TAP> Use time management techniques financial services environment
COURSE PURPOSE This unit standard introduces techniques of time management that will enable learners to be efficient workers in a financial services workplace. The focus is knowledge, skills, values and attitudes in the learner’s own work context. WHAT YOU’LL LEARN …
COURSE PURPOSE
This unit standard introduces techniques of time management that will enable learners to be efficient workers in a financial services workplace. The focus is knowledge, skills, values and attitudes in the learner’s own work context.
WHAT YOU’LL LEARN
The qualifying learner is capable of using a task list as a means of managing the work process, demonstrating the use of a diary in a financial services context, and prioritising tasks effectively. Additionally, they are skilled in planning a work schedule to manage the work process within specified timeframes, ensuring that all tasks are completed efficiently and on time.
Curriculum
- 4 Sections
- 14 Lessons
- 1 Day
- Unit 1: Use a task list as a mean of managing the work process4
- 1.0Reasons for using and maintaining a task list are explained in terms of planning and organising our own work
- 1.1Steps or stages are identified in a familiar set of tasks and information and documentation required at each stage are identified and flagged for action
- 1.2Additional information received is captured electronically or processed manually and completed tasks are reported to the appropriate authority
- 1.3An action plan is drafted to ensure that outstanding requirements are completed timeously
- Unit 2: Demonstrate the use of a diary in a financial service context3
- 2.0The 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
- 2.1Relevant information is recorded and updated in the diary system
- 2.2Diary entries are used to create an action plan
- Unit 3: Priorities tasks2
- Unit 4: Plan a work schedule to manage the work process within specified timeframes5
- 4.0Regular daily, weekly and monthly activities are identified and recorded on a work schedule
- 4.1Time is allocated to daily, weekly and monthly activities to ensure that all the activities can be completed timeously
- 4.2The 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
- 4.3The schedule is followed and adjusted when necessary, to allow for unexpected interruptions
- 4.4The 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
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Course Features
- Lectures 14
- Quizzes 0
- Duration 1 day
- Skill level All levels
- Language English
- Students 0
- Assessments Yes