DAY 3 - Keys to remember Flashcards

1
Q

START WITH TIME

A

1) Start and end time of case on top of plan
2) Plan to… current time + plan time
3) Order all AOs by time and write time of completion

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

DO not allocate more than 10 min per perceived AO

A

If you have extra time left over beyond 10 min, reassess - missing at least one AO

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Tax issues

A

If many in a clump, may be single AO

If only two or three with lost of detail, each is its own AO

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Qualitative

A

If asked for Qualitative specifically, give 6 pros and 6 cons

If doing qualitative as a part of analysis, ensure that qualitative is truly QUALITATIVE (and not restatement of quants). Consider M&V, user desires, strategy, etc

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Use HIGHLIGHTER

A

for each fact in order to ensure not missed

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Time management

A

MOVE ON when time runs out - budget sufficient time to return.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Allocate QUANT and QUAL time

A

And STICK to your times - you will get a chance to come back to the quant - make sure to kill the quals

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

ABC

A

ALWAYS BE CONCLUDING

For EVERY SINGLE ISSUE ALWAYS - write it into the plan/doc

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Procedures - how many

A

At least 6

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Pros and Cons if exclusive

A

At least 6 of each

How well did you know this?
1
Not at all
2
3
4
5
Perfectly