BESY - C&P Flashcards
Work and communication
Sources of communication of information
Planning
Time management
Sources of information
Data - Facts or statistics
Information - Organised and structured data (Provides context)
Valid information - Reliable and credible. (Accuracy and reasonable)
Knowledge - Achieve objective
Sources of data
Primary sources - Data created when a event occurred. Collect for a specific purpose. (Credit application, meeting notes)
Secondary source - Data anything that’s not primary. (Before approving credit application doing background checks or newspaper article)
Internal sources - Data received from inside of the business.
External sources - Going outside of the business to get information.
Circumstances and range of variables for communicating information
Volume of information
Detail or complexity of the information
Length of time to be kept
Considerations of taking notes
What format rely on policies
Is it confidential or sensitive
Forms of communication
Notes - Minutes in a meeting
Letters - Use ways the other person can understand.
Electronic mail - Formal as possible
Memorandum - Brief summary
Report - Present information
Spreadsheets - User friendly (Guide - What it’s for, Who it’s for, how does it work, info to get from it -> Take away any guess work)
Social media - What do is public visible
Intranet - Online network,
Consequences of inappropriate information sharing
Data Protection Act 2018 - Sanctions
Warning & Reprimands
Ban on data processing
Ordering amendments, restrictions and deletion of data
Suspending 3rd party transfers
Significant fines
Planning workloads
1) Establish priorities (What’s urgent or important)
2) Schedule tasks and allocate to different individual tasks within appropriate timescale
3) Co-ordinating individual tasks
4) Establishing checks and control to ensure that priority deadlines are being met.
5) Agreeing the mechanism to re-schedule ordinary work to ensure priorities are completed. Consider contingency plans.
Task catagories
Daily - AR & AP
Weekly - Journal and ledger entries
Monthly - Reconciliation (Bank or sales ledger)
One-off - Info for a report
Agreeing timescale
Determining the length of time that plans cover
Planning by department
Planning by individual
Time ranges
Long-term
Medium-term
short-term
Planning methods
Checklist
Bar charts
Bring forward, Bring-up and Follow-up system
Activity & Time scheduling
Action sheets
Planning charts, boards and dairies
