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Time Management for KYC Analysts

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PreciousHurdyGurdy
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10 Questions

What is the purpose of the Naming Convention sheet mentioned in the text?

To show which naming conventions are required to store a document

What is the recommended approach for dealing with new tasks that are added to your workload?

Discuss the new tasks with your supervisor and explore possible solutions

What is the primary benefit of the Eisenhower model discussed in the text?

It helps you effectively prioritize and manage time

What is the recommended approach for handling 'important but not urgent' tasks?

Spend time planning and executing them to improve your work in the long run

What is the purpose of pausing and taking a 'helicopter view' of your work, as mentioned in the text?

To determine if there is a more efficient way to approach your work

What is the recommended approach for keeping track of the files and tasks you are working on?

Use a digital tool like Microsoft Excel or Microsoft OneNote

What is the recommended approach for handling 'urgent but not important' tasks, according to the Eisenhower model?

Delegate them to a colleague or postpone them to a later time

What is the primary purpose of this course on time management?

To discuss the challenges experienced by Know Your Customer analysts in managing multiple customer files and tasks

Which of the following is a key characteristic of the Know Your Customer field?

Analysts often have to deal with tight deadlines and complex files

What is the primary benefit of effective time management for Know Your Customer analysts, according to the text?

It allows analysts to prioritize tasks and better manage their work, helping them stress less

Explore the importance of time management for Know Your Customer (KYC) analysts, focusing on challenges faced in managing multiple customer files and tasks. Learn about the goals and benefits of effective time management, as well as how to apply the Eisenhower model to enhance productivity.

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