quiz image

Time Management for Know Your Customer Analysts

PreciousHurdyGurdy avatar
PreciousHurdyGurdy
·
·
Download

Start Quiz

Study Flashcards

15 Questions

Match the following time management tool with its developer:

Eisenhower Model = Dwight David Eisenhower Pomodoro Technique = Francesco Cirillo Getting Things Done (GTD) = David Allen Pareto Principle = Vilfredo Pareto

Match the following with their characteristics:

Urgent and Important = Tasks that need immediate attention and have high significance Not Urgent and Important = Tasks that are significant but do not require immediate action Urgent and Not Important = Tasks that demand immediate action but are not crucial Not Urgent and Not Important = Tasks that are neither important nor time-sensitive

Match the following time management concepts with their descriptions:

Continuous Development = The process of ongoing improvement and learning Eisenhower Matrix = A tool to prioritize tasks based on urgency and importance Deadline Management = Ensuring tasks are completed on time as per set schedules Stress Management = Techniques to reduce and cope with stress in the workplace

Match the following challenges with their solutions:

Managing multiple files and tasks = Effective organization and planning skills Tight deadlines = Prioritization and deadline management techniques Complex files and clients = Utilizing time management tools like the Eisenhower Matrix High workload = Effective time management strategies to reduce stress

Match the following benefits with their outcomes of effective time management:

Prioritization = Focusing on important tasks first Meeting deadlines = Completing tasks within set timeframes Stress reduction = Reducing anxiety and pressure at work Better work management = Improving efficiency and productivity

Match the following terms with their meanings:

Know Your Customer (KYC) = The process of verifying the identity of clients to prevent fraud Time Management = Efficiently utilizing time to achieve goals and tasks Client-side scripting for web applications = JavaScript usage in web development Effective organization and planning skills = Essential for managing multiple tasks efficiently

Match the following tools with their purpose:

Excel = Color-coding files and displaying in different fonts OneNote = Taking notes for trainings and file information Tabs = Creating topic distinctions for notes Eisenhower model = Managing time and work priorities

Match the Eisenhower quadrant with its description:

Urgent and Important = Tasks that require immediate attention Not urgent but important = Tasks that require proactive planning Urgent but not important = Tasks that could possibly be delegated Not urgent and not important = Tasks that can be minimized or postponed

Match the following concepts with their descriptions:

Overview maintenance = Developing better control over work Prioritization = Understanding work priorities efficiently Continuous development = Applying practical tips for better organization Efficiency enhancement = Utilizing the Eisenhower model for time management

Match the following actions with their benefits:

Color-coding files in Excel = Maintaining overview of file statuses Creating tabs for notes = Distinguishing between note topics Utilizing Eisenhower model = Organizing work priorities effectively Applying practical tips = Improving control and overview of work

Match the task management tip with its description:

Create a folder called ''temporary'' = To temporarily store documents before organizing them Use time blocks to create a realistic schedule = Allocate specific time slots for different tasks to stay organized Pay attention to important but not urgent tasks = Schedule tasks in advance to improve work in the long run Take a helicopter view of the work progress = Pause to assess work efficiency from a broader perspective

Match the following features with their functions:

Different fonts in Excel = Enhancing file visual representation Notes in OneNote = Storing training information and file data Practical tips application = Aiding in continuous self-development End of course announcement = Completion of time management introduction

Match the file management strategy with its description:

Store documentation in appropriate places = Keep files organized for quick access Work with the Naming Convention sheet = Follow required naming conventions for document storage Pick up a new file every day for analysis = Prepare files in advance by collecting information Keep track of files in Microsoft Excel or One Note = Manage files, track status, actions, and completion dates

Match the following objectives with their outcomes:

Understanding priorities with Eisenhower model = Better work organization Creating topic tabs for notes = Improved note organization Color-coding files in Excel = Enhanced file status overview Applying practical tips for work control = Development of self-management skills

Match the workflow management advice with its description:

Emailing something in advance to a colleague or customer = Keep workflow constant by managing tasks efficiently Discuss workload with supervisor and team lead = Seek guidance on managing tasks effectively Take an interim solution for new tasks with current workload = Compensate for additional tasks without overwhelming yourself Maintain overview using Microsoft Excel or One Note = Track files, status, actions, and completion dates for efficient management

Learn about the importance of time management for Know Your Customer analysts, challenges faced in managing multiple customer files, and the benefits of effective time management. Explore the Eisenhouwer model for managing tasks and clients efficiently.

Make Your Own Quizzes and Flashcards

Convert your notes into interactive study material.

Get started for free
Use Quizgecko on...
Browser
Browser