Effective time and task management Flashcards
Time and task management
The ability to manage time and tasks is essential in an administrative role. A senior administrator will be required to work to deadlines and to ensure that others achieve targets and deadlines set. To be effective, they must be able to coordinate and prioritise their work and manage their time efficiently.
Skills Required for Effective Time and Task Management
planning - identifying the goals or objectives to be achieved, the strategies to achieve them, and the actions required.
organising - identifying and co-ordinating tasks that need to be carried out and the resources required.
prioritising - judging the relative important of tasks and deciding which are important and which are less important.
delegating - allocating work or tasks to other colleagues
controlling - tackling tasks systematically and in order of priority.
evaluating - being able to look at systems and processes, identify the causes of problems and seek improvement.
Setting targets
Targets can be set for individuals, departments or teams, and for the whole organisation. Target setting is important because it helps ensure that everyone in the organisation is working towards the same goal or aim. Targets can also help to motivate employees and job satisfaction increases when targets are achieved.
SMART:
specific - the target should be clearly expressed and state exactly what is required.
measurable - the target should be able to be measured in some way.
agreed - the target should be discusses and agreed between the employee and their line manager.
realistic - the target should be able to be achieved but it should also be challenging.
timed - the target should have a clear time for completion.
tools that can help plan, monitor and evaluate progress towards targets
Personal development plan
Action plan
Priorities list
Gantt chart
E-diaries
Personal Development Plan
This is a document that allows employees to formally record areas of strengths and areas for training and development. Employees should discuss the plan with their line manager on a regular basis and it can form the basis of an annual review or appraisal. A PDP also allows the employee to:
Review and discuss progress towards targets and achievements.
Identify strengths as well as aspects of the job where further development or training is required.
Identify training needs.
Identify skills that can be shared with other employees.
Discuss career progression and possible promotion through training and development.
Gain valuable feedback from managers on their performance and targets for the future.
Action Plan
An Action Plan can be used when a large or longer-term project or activity is undertaken. It may include:
The tasks or activities and the order in which they should be completed.
The planned time or deadline for each task or activity.
Additional notes or details on each task or activity.
Priorities List
The ability to prioritise is an important skill of time and task management. A priorities list sets out the tasks and activities that need to be completed and then attaches a priority to each one: high, medium, or low.
High priority tasks should be tackled first to ensure that the most important tasks, or those with shorter deadlines, will be completed in good time. Less urgent or less important tasks will be medium or low priority, and these can be tackled later.
Priority lists can be used on their own or together with an action plan, for example, prioritising the various tasks needed to complete the action plan.
Gantt Charts
A Gantt Chart is used to plot actions on a timeline and provides a visual reminder of what actions are to be completed and by when. For example:
Key events on the chart are called milestones.
Each task or item of work is represented by a coloured bar on the chart which indicates the start date and end date.
Allows managers and individuals to quickly identify tasks/projects which are behind scheduled deadlines.
Chart highlights times where an employee’s workload may increase or decrease, or where overlapping activities may conflict.
Shows where there is space to take on other tasks or projects.
Highlights periods where staff may struggle with their workload and where work could be delegated to other employees.
Diaries and E-Diaries
Diaries and electronic diaries can be used to help administrators manage time and tasks. Both a manual diary and an e-diary will allow appointments to be scheduled and noted down with additional details to ensure that important tasks, activities and meetings are not missed.
E-diaries have additional features that are useful in supporting good time and task management.
An E-diary allows users to record events, appointments, schedules, notes and tasks in digital format.
Most E-diaries include a personal organiser with a calendar that allows the user to add appointments with a colour-coding option to keep personal and business appointments separate.
Most E-diaries include an address book and the ability to link to e-mail systems.
E-diaries have To-Do List feature that allows the user to keep track of outstanding tasks.
E-diaries have a reminder feature to alert users to upcoming items. As the event approaches, the electronic diary can sound an audible alarm, pop up a visual reminder, notify the user by email and send a text message to the user’s mobile phone.
Documents and detailed notes can be added to appointments or meetings.
why plans may change
Staff absence
Problems with technology or network issues
A new deadline for an important work project
A customer cancels or makes alterations to an order
Managing changing priorities
Extending a deadline
Offering overtime
Being assertive and saying ‘no’ to additional work
Delegating tasks to others
Requesting help from others
Changing work schedules
Failure to manage changing priorities effectively can lead to problems
increased stress - as employees try to tackle increasing workloads.
work overload - with new tasks being added and employees trying to complete an expanding workload.
activity panic - where jobs are not prioritised and time is spent working on too many jobs at once, resulting in poor quality work and some jobs being incomplete.
reactive working - where the employee jumps from one task to another, reacting to short term goals or instructions but failing to complete tasks overall to a good standard.
Monitoring and Evaluating Progress
Where targets are set there should also be an agreed procedure for reviewing, controlling, monitoring and evaluating those targets. This will mean that targets can be adjusted if necessary leading to better outcomes and improved productivity for the employee and the organisation.
Targets may be reviewed at their end point but should also be monitored on an ongoing basis, allowing issues or problems to be highlighted and addressed before it is too late.
target control mechanisms
regular meetings - scheduled meeting with line manager to discuss and review progress.
random or sample checks - work is sampled by the line manager or supervisor to check for progress, quality and consistency.
buddy systems - an employee is paired with a more experienced employee who provides guidance and advice.
mentoring systems - an employee is assigned to a more senior or experienced member of staff who can provide help and guidance.
gantt charts - which can show whether a task or project is running to schedule.
audit or system check - current procedures are reviewed, and changes made to improve efficiency.