TIME MANAGEMENT FOR PROJECT MANAGERS

Size: px
Start display at page:

Download "TIME MANAGEMENT FOR PROJECT MANAGERS"

Transcription

1 TIME MANAGEMENT FOR PROJECT MANAGERS Effective time management is one of the most difficult chores facing even the most experienced managers. For a manager who manages well-planned repetitive tasks, effective time management can be accomplished without very much pain. But for a project manager who must plan, schedule, and control resources and activities on unique, one-of-a-kind projects or tasks, effective time management may not be possible because of the continuous stream of unexpected problems that develop. This exercise is designed to make you aware of the difficulties of time management both in a traditional organization as well as in a project environment. Before beginning the exercise, you must make the following assumptions concerning the nature of the project: You are the project manager on a project for an outside customer. The project is estimated at $3.5 million with a time span of two years. The two-year time span is broken down into three phases: Phase I one year, beginning February 1; Phase II six months; Phase III six months. You are now at the end of Phase I. (Phases I and II overlap by approximately two weeks. You are now in the Monday of the next to the last week of Phase I.) Almost all of the work has been completed. Your project employs thirty-five to sixty people, depending on the phase that you are in. You, as the project manager, have three full-time assistant project managers that report directly to you in the project office: an assistant project manager each for engineering, cost control, and manufacturing. (Material procurement is included as part of the responsibilities of the manufacturing assistant project manager.) Phase I appears to be proceeding within the time, cost, and performance constraints. You have a scheduled team meeting for each Wednesday from A.M. The meeting will be attended by all project office team members and the functional team members from all participating line organizations. Line managers are not team members and therefore do not show up at team meetings. It would be impossible for them to show up at the team meetings for all projects and still be able to function as a line manager. Even when requested, they may not show up at the team meeting because it is not effective time management for them to show up for a two-hour meeting simply to discuss ten minutes of business. (Disregard the possibility that a team meeting agenda could resolve this problem.) It is now Monday morning and you are home eating breakfast, waiting for your car pool to pick you up. As soon as you enter your office, you will be informed about problems, situations, tasks, and activities that have to be investigated. Your problem will be to accomplish effective time management for this entire week based on the problems and situations that occur.

2 You will take each day one at a time. You will be given ten problems and/or situations that will occur for each day, and the time necessary for resolution. You must try to optimize your time for each of the next five days and get the maximum amount of productive work accomplished. Obviously, the word productive can take on several meanings. You must determine what is meant by productive work. For the sake of simplicity, let us assume that your energy cycle is such that you can do eight hours of productive work in an eight-hour day. You do not have to schedule idle time, except for lunch. However, you must be aware that in a project environment, the project manager occasionally becomes the catchall for all work that line managers, line personnel, and even executives do not feel like accomplishing. Following the ten tasks for each day, you will find a worksheet that breaks down each day into half-hour blocks between 9:00 A.M. and 5:00 P.M. Your job will be to determine which of the tasks you wish to accomplish during each half-hour block. The following assumptions are made in scheduling work: Because of car pool requirements, overtime is not permitted. Family commitments for the next week prevent work at home. Therefore, you will not schedule any work after 5:00 P.M. The project manager is advised of the ten tasks as soon as he arrives at work. The first step in the solution to the exercise is to establish the priorities for each activity based on: Priority A: This activity is urgent and must be completed today. (However, some A priorities can be withheld until the team meeting.) Priority B: This activity is important but not necessarily urgent. Priority C: This activity can be delayed, perhaps indefinitely. Fill in the space after each activity as to the appropriate priority. Next, you must determine which of the activities you have time to accomplish for this day. You have either seven or seven and one-half hours to use for effective time management, depending on whether you want a half-hour or a full hour for lunch. You have choices as to how to accomplish each of the activities. These choices are shown below: You can do the activity yourself (Symbol = Y). You can delegate the responsibility to one of your assistant project managers (Symbol = D). If you use this technique, you can delegate only one hour s worth of your work to each of your assistants without incurring a penalty. The key word here is that you are delegating your work. If the task that you wish to delegate is one that the assistant project manager would normally perform, then it does not count toward the one hour s worth of your work. This type of work is transmittal work

3 and will be discussed below. For example, if you wish to delegate five hours of work to one of your assistant project managers and four of those hours are activities that would normally be his responsibility, then no penalty will be assessed. You are actually transmitting four hours and delegating one. You may assume that whatever work you assign to an assistant project manager will be completed on the day it is assigned, regardless of the priority. Many times, the project manager and his team are asked to perform work that is normally the responsibility of someone else, say, an executive or a line manager. As an example, a line employee states that he doesn t have sufficient time to write a report and he wants you to do it, since you are the project manager. These types of requests can be returned to the requestor since they normally do not fall within the project manager s responsibilities. You may, therefore, select one of the following four choices: You can return the activity request back to the originator, whether line manager, executive, or subordinate, since it is not your responsibility (Symbol = R). Of course, you might want to do this activity, if you have time, in order to build up good will with the requestor. Many times, work that should be requested of an assistant project manager is automatically sent to the project manager. Lu this case, the project manager will automatically transmit this work to the appropriate assistant project manager (Symbol = T). As before, if the project manager feels that he has sufficient time available or if his assistants are burdened, he may wish to do the work himself. Work that is normally the responsibility of an assistant project manager is transmitted, not delegated. Thus the project manager can transmit four hours of work (T) and still delegate one hour of work (D) to the same assistant project manager without incurring any penalty. You can postpone work from one day to the next (Symbol = P). As an example, you decide that you want to accomplish a given Monday activity but do not have sufficient time. You can postpone the activity until Tuesday. If you do not have sufficient time on Tuesday, you may then decide to transmit (T) the activity to one of your assistants, delegate (D) the activity to one of your assistants, return (R) the activity to the requestor, or postpone (P) the activity another day. Postponing activities can be a trap. On Monday you decide to postpone a category B priority. On Tuesday, the activity may become a category A priority and you have no time to accomplish it. If you make a decision to postpone an activity from Monday to Tuesday and find that you have made a mistake by not performing this activity on Monday, you cannot go back in time and correct the situation. You can simply consider the activity as unnecessary and avoid doing it (Symbol = A). After you have decided which activities you will perform each day, place them in the appropriate time slot based on your own energy cycle. Later we will discuss energy cycles and the order of the activities accomplished each day. You will find one worksheet for each day. The worksheets follow the ten daily situations and/or problems.

4 Repeat the procedure for each of the five days. Remember to keep track of the activities that are carried over from the previous days. Several of the problems can be resolved by more than one method. If you are thoroughly trapped between two or more choices on setting priorities or modes of resolution, then write a note or two to justify your answer in space beneath each activity. Briefly look at the work plan for one of the days. Under the column labeled priority, the ten activities for each day are listed. You must first identify the priorities for each activity. Next, under the column labeled method, you must select the method of accomplishment according to the legend at the bottom of the page. At the same time, you must fill in the activities you wish to perform yourself under the accomplishment column in the appropriate time slot because your method for accomplishment may be dependent on whether or not you have sufficient time to accomplish the activity. Notice that there is a space provided for you to keep track of activities that have been carried over. This means that if you have three activities on Monday s list that you wish to carry over until Tuesday, then you must turn to Tuesday s work plan and record these activities so that you will not forget. You will not score any points until you complete Friday s work plan. Using the scoring sheets that follow Friday s work plan, you can return to the daily work plans and fill in the appropriate points. You will receive either positive points or negative points for each decision that you make. Negative points should be subtracted when calculating totals. After completing the work plans for all five days, fill in the summary work plan that follows and be prepared to answer the summary questions. You will not be told at this time how the scoring points will be awarded because it may impact your answers.

5 Monday s Activities 1. The detailed schedules for Phase II must be updated prior to Thursday s meeting with the customer. (Time = 1 hr) 2. The manufacturing manager calls you and states that he cannot find a certain piece of equipment for tomorrow s production run test. (Time = ½ hr) 3. The local university has a monthly distinguished lecturer series scheduled for 3 5 P.M. today. You have been directed by the vice president to attend and hear the lecture. The company will give you a car. Driving time to the university is one hour. (Time = 3 hrs) 4. A manufacturer s representative wants to call on you today to show you why his product is superior to the one that you are now using. (Time = ½ hr) 5. You must write a two-page weekly status report for the vice president. Report is due on his desk by 1:00 P.M. Wednesday. (Time = 1 hr) 6. A vice president calls you and suggests that you contact one of the other project managers about obtaining a uniform structure for the weekly progress reports. (Time = ½ hr) 7. A functional manager calls to inform you that, due to a schedule slippage on another project, your beginning milestones on Phase II may slip to the right because his people will not be available. He wants to know if you can look at the detailed schedules and modify them. (Time = 2 hrs) 8. The director of personnel wants to know if you have reviewed the three resumes that he sent you last week. He would like your written comments by quitting time today. (Time = 1 hr) 9. One of your assistant project managers asks you to review a detailed Phase III schedule that appears to have errors. (Time = 1 hr) 10. The procurement department calls with a request that you tell them approximately how much money you plan to spend on raw materials for Phase III. (Time = ½ hr)

6 Tuesday s Activities 11. A functional manager calls you wanting to know if his people should be scheduled for overtime next week. (Time = 1/2 hr) 12. You have a safety board meeting today from 1 3 P.M. and must review the agenda. (Time = 2½ hrs) 13. Because of an impending company cash flow problem, your boss has asked you for the detailed monthly labor expenses for the next three months. (Time = 2 hrs) 14. The vice president has just called to inform you that two congressmen will be visiting the plant today and you are requested to conduct the tour of the facility from 3 5 P.M. (Time = 2 hrs) 15. You have developed a new policy for controlling overtime costs on Phase II. You must inform your people either by memo, phone, or team meeting. (Time = 1/2 hr) 16. You must sign and review twenty-five purchase order requisitions for Phase III raw materials. It is company policy that the project manager sign all forms. Almost all of the items require a three-month lead time. (Time = 1 hr) 17. The engineering division manager has asked you to assist one of his people this afternoon in the solution of a technical problem. You are not required to do this. It would be as a personal favor for the engineering manager, a man to whom you reported for the six years that you were an engineering functional manager. (Time = 2 hrs) 18. The data processing department manager informs you that the company is trying to eliminate unnecessary reports. He would like you to tell him which reports you can do without. (Time = ½ hr) 19. The assistant project manager for cost informs you that he does not know how to fill out the revised corporate project review form. (Time = ½ hr) 20. One of the functional managers wants an immediate explanation of why the scope of effort for Phase II was changed this late into the project and why he wasn t informed. (Time = 1 hr)

7 Wednesday s Activities 21. A vice president calls you stating that he has just read the rough draft of your Phase I report and wants to discuss some of the conclusions with you before the report is submitted to the customer on Thursday. (Time = 2 hrs) 22. The reproduction department informs you that they are expecting the final version of the in-house quarterly report for your project by noon today. The report is on your desk waiting for final review. (Time = 1 hr) 23. The manufacturing department manager calls to say that they may have to do more work than initially defined for in Phase II. A meeting is requested. (Time = 1 hr) 24. Quality control sends you a memo stating that, unless changes are made, they will not be able to work with the engineering specifications developed for Phase III. A meeting will be required with all assistant project managers in attendance. (Time = 1 hr) 25. A functional manager calls to tell you that the raw data from yesterday s tests are terrific and invites you to come up to the laboratory and see the results yourself. (Time = 1 hr) 26. Your assistant project manager is having trouble resolving a technical problem. The functional manager wants to deal with you directly. This problem must be resolved by Friday or else a major Phase II milestone might slip. (Time = 1 hr) 27. You have a technical interchange meeting with the customer scheduled for 1 3 P.M. on Thursday, and must review the handout before it goes to publication. The reproduction department has requested at least twelve hours notice. (Time = 1 hr) 28. You have a weekly team meeting from A.M. (Time = 2 hrs) 29. You must dictate minutes to your secretary concerning your weekly team meeting which is held on Wednesday A.M. (Time = ½ hr) 30. A new project problem has occurred in the manufacturing area and your manufacturing functional team members are reluctant to make a decision. (Time = 1 hr)

8 Thursday s Activities 31. The electrical engineering department informs you that they have completed some Phase II activities ahead of schedule and want to know if you wish to push any other activities to the left. (Time 1 hr) 32. The assistant project manager for cost informs you that the corporate overhead rate is increasing faster than anticipated. If this continues, severe cost overruns will occur in Phases II and Ill. A schedule and cost review is necessary. (Time 2 hrs) 33. Your insurance man is calling to see if you wish to increase your life insurance. (Time ½ hr) 34. You cannot find one of last week s manufacturing line manager s technical reports as to departmental project status. You ll need it for the customer technical interchange meeting. (Time 1/2 hr) 35. One of your car pool members wants to talk to you concerning next Saturday s golf tournament. (Time = 1/2 hr) 36. A functional manager calls to inform you that, due to a change in his division s work load priorities, people with the necessary technical expertise may not be available for next week s Phase II tasks. (Time = 2 hrs) 37. An employee calls you stating that he is receiving conflicting instructions from one of your assistant project managers and his line manager. (Time 1 hr) 38. The customer has requested bimonthly instead of monthly team meetings for Phase II. You must decide whether or not to add an additional project office team member to support the added work load. (Time 1/2 hr) 39. Your secretary reminds you that you must make a presentation to the Rotary Club tonight on how your project will affect the local economy. You must prepare your speech. (Time = 2 hrs) 40. The bank has just called you concerning your personal loan. The information is urgent to get loan approval in time. (Time ½ hr)

9 Friday s Activities 41. An assistant project manager has asked for your solution to a recurring problem. (Time = ½ hr) 42. A functional employee is up for a merit review. You must fill out a brief checklist form and discuss it with the employee. The form must be on the functional manager s desk by next Tuesday. (Time = ½ hr) 43. The personnel department wants you to review the summer vacation schedule for your project office personnel. (Time = ½ hr) 44. The vice president calls you into his office stating that he has seen the excellent test results from this week s work, and feels that a follow-on contract should be considered. He wants to know if you can develop reasonable justification for requesting a follow-on contract at this early date. (Time = 1 hr) 45. The travel department says that you ll have to make your own travel arrangements for next month s trip to one of the customers, since you are taking a planned vacation trip in conjunction with the customer visit. (Time = ½ hr) 46. The personnel manager has asked if you would be willing to conduct a screening interview for an applicant who wants to be an assistant project manager. The applicant will be available this afternoon 1 2 P.M. (Time = 1 hr) 47. Your assistant project manager wants to know why you haven t approved his request to take MBA courses this quarter. (Time = ½ hr) 48. Your assistant project manager wants to know if he has the authority to visit vendors without informing procurement. (Time = ½ hr) 49. You have just received your copy of Engineering Review Quarterly and would like to look it over. (Time = ½ hr) 50. You have been asked to make a statement before the grievance committee (this Friday, A.M.) because one of the functional employees has complained about working overtime on Sunday mornings. You ll have to be in attendance for the entire meeting. (Time = 2 hrs)

16 Questions Sales Managers Must Ask

16 Questions Sales Managers Must Ask 16 Questions Sales Managers Must Ask Here are 16 critical questions sales managers should learn to ask their salespeople about any pending sale. If managers make a habit of asking these questions during

More information

Adapted from the Managing Your Time Effectively handout by the Learning Assistance Center at Glendale Community College. TIME MANAGEMENT PACKAGE

Adapted from the Managing Your Time Effectively handout by the Learning Assistance Center at Glendale Community College. TIME MANAGEMENT PACKAGE Adapted from the Managing Your Time Effectively handout by the Learning Assistance Center at Glendale Community College. TIME MANAGEMENT PACKAGE Time Management Habits: What tasks do I know that I have

More information

STUDENT HANDBOOK AND DAY PLANNER. 2013-2014 Academic Year. GBC Student Government Association www.gbcnv.edu

STUDENT HANDBOOK AND DAY PLANNER. 2013-2014 Academic Year. GBC Student Government Association www.gbcnv.edu STUDENT HANDBOOK AND DAY PLANNER 2013-2014 Academic Year GBC Student Government Association www.gbcnv.edu TIME MANAGEMENT DEFINITION One of the keys to a successful college career is to have good time

More information

Inventory Decision-Making

Inventory Decision-Making Management Accounting 195 Inventory Decision-Making To be successful, most businesses other than service businesses are required to carry inventory. In these businesses, good management of inventory is

More information

Student Academic Learning Services Page 1 of 8. Time Management & Organization. A Student Academic Learning Services Workshop

Student Academic Learning Services Page 1 of 8. Time Management & Organization. A Student Academic Learning Services Workshop Student Academic Learning Services Page 1 of 8 Time Management & Organization A Student Academic Learning Services Workshop Student Academic Learning Services Page 2 of 8 Time Management What is Time Management?

More information

How can I keep track of the money in my checking account?

How can I keep track of the money in my checking account? Keeping Track of Your Money 3 MONEY MATTERS The BIG Idea How can I keep track of the money in my checking account? AGENDA Approx. 45 minutes I. Warm Up: Where Did the Money Go? (10 minutes) II. How To

More information

Reactivation Packet. Packet Instructions

Reactivation Packet. Packet Instructions Reactivation Packet Packet Instructions Objective of the Reactivation Packet: To have basic tools and a system to guide an inactive consultant back to active status If followed, the consultant should sell

More information

MISTAKE #1: Too Much Detail

MISTAKE #1: Too Much Detail Twenty Common Mistakes Made by New or Inexperienced Project Managers By Harold Kerzner, Ph.D., PMP Published on Tuesday, August 17, 2010-12:49 PM You ve read the PMBOK Guide several times, taken the certification

More information

TIME MANAGEMENT WORKSHOP

TIME MANAGEMENT WORKSHOP TIME MANAGEMENT WORKSHOP Time Management Questionnaire Self Assessment: Answer Yes or No to the following questions: 1. Have you estimated how many hours you need to study this semester? 2. Do you tend

More information

Academic Calendar for Faculty

Academic Calendar for Faculty Summer 2013 Term June 3, 2013 (Monday) June 3-4, 2013 (Monday Tuesday) June 5, 2013 (Wednesday) June 5-6, 2013 (Wednesday Thursday) June 6, 2013 (Thursday) July 3, 2013 (Wednesday) July 4, 2013 (Thursday)

More information

THE PROJECT ADMINISTRATOR A NEW LEADERSHIP PARADIGM

THE PROJECT ADMINISTRATOR A NEW LEADERSHIP PARADIGM THE PROJECT ADMINISTRATOR A NEW LEADERSHIP PARADIGM by Edward P. Mahler, PMP - Director Project Administration Institute Larchmont, N.Y., USA Introduction Project team members also have responsibilities

More information

Savings and Bank Accounts

Savings and Bank Accounts LESSON 2 Savings Savings and Bank Accounts Quick Write Suppose a relative gives you a generous gift of $1,000 for your sixteenth birthday. Your parent or guardian says that you can spend $50 on things

More information

Personal Performance Improvement. Contents. introduction 5. Page

Personal Performance Improvement. Contents. introduction 5. Page Personal Performance Improvement Contents introduction 5 1: you and your job 9 2: the right task at the right time 19 3: when the going gets tough 27 4: you and your workplace 33 5: working with people

More information

11. Planning your 1workload

11. Planning your 1workload 11. Planning your 1workload In any career, or personal pursuit, planning and managing a workload is an essential skill. In public relations, you will often need to work on several varied projects, with

More information

Do-it-Yourself Recovery of Unpaid Wages

Do-it-Yourself Recovery of Unpaid Wages Do-it-Yourself Recovery of Unpaid Wages How to Represent Yourself Before the California Labor Commissioner A Publication of: The Legal Aid Society-Employment Law Center 600 Harrison Street, Suite 120 San

More information

Three Attributes of Every Successful Merchant Services Program-20140604 1602-1

Three Attributes of Every Successful Merchant Services Program-20140604 1602-1 Three Attributes of Every Successful Merchant Services Program-20140604 1602-1 [Start of recorded material] [Starts Mid Sentence] thank everyone that s joined the call today. I know everybody is busy with

More information

Workforce Management:

Workforce Management: Workforce Management: What Is It? Do You Need It? Rebecca Wise In order to meet the objectives of Workforce Management of having the right people in place at the right time, contact center managers must

More information

B. ACTUAL TIME IN- After arriving at the workplace, the time an employee actually begins work.

B. ACTUAL TIME IN- After arriving at the workplace, the time an employee actually begins work. SECTION: PAY/BENEFITS Subject: TIMEKEEPING POLICY Date: 01/06/15 Approved by: Ordinance No. 15-01-01 Revision Date: I. STATEMENT OF PURPOSE AND OVERVIEW: The City of Frisco is subject to numerous laws

More information

MEMOS & E-MAILS Practice Scenarios

MEMOS & E-MAILS Practice Scenarios Try some of the following scenarios to practice your skills in writing memos and e-mails. You will be provided with the necessary information to create a new piece of correspondence for each scenario;

More information

MATCHDAY 1 7-9 September 2014

MATCHDAY 1 7-9 September 2014 MATCHDAY 1 7-9 September 2014 7 September Sunday 18:00 Group D 7 September Sunday 20:45 Group D 7 September Sunday 20:45 Group D 7 September Sunday 18:00 Group F 7 September Sunday 20:45 Group F 7 September

More information

Dimes to Riches Money Management for Teens in Grades 7-12

Dimes to Riches Money Management for Teens in Grades 7-12 Dimes to Riches Money Management for Teens in Grades 7-12 s e e r t n o row g t n s e o yd e n o M t a! h k t n a w b o n a k t u n By now yo Your parents are & Life is getting busy and you need cash for

More information

End User Guide to Starfish CONNECT Contents

End User Guide to Starfish CONNECT Contents Contents Introduction... 2 Purpose... 2 Glossary of Terms... 2 How Starfish Communicates with your Online Calendar... 3 Walkthrough Instructions for Calendar Owners... 4 Your Profile... 4 Office Hours

More information

7 WAYS TO BOOST CLIENT CONFIDENCE AND LOYALTY

7 WAYS TO BOOST CLIENT CONFIDENCE AND LOYALTY Ellen Freedman, CLM 2011 Every once in a while I get feedback from an attorney at a large firm asking why the advice I provide in my columns is targeted toward small or mid-size firms. It seems just as

More information

Checklist: 10 Things You Must Know

Checklist: 10 Things You Must Know Checklist: 10 Things You Must Know JOB SEARCH TOOL So you think you re ready to begin your search for that job? Here are 10 things that you absolutely, positively must know and understand before you begin

More information

What is Time Management?

What is Time Management? What is Time Management? Time management is the managing of your time so that time is used to your advantage and it gives you a chance to spend your most valuable resource in the way you choose. Time management

More information

Discovery Guide Program

Discovery Guide Program BRONX ZOO EDUCATION DEPARTMENT S Discovery Guide Program To The Applicant: Becoming a Bronx Zoo Discovery Guide can be an exciting and rewarding experience. As a Guide, you will serve an important role

More information

SUMMER FOOD SERVICE PROGRAM PROGRAM FINANCES

SUMMER FOOD SERVICE PROGRAM PROGRAM FINANCES SUMMER FOOD SERVICE PROGRAM PROGRAM FINANCES TEXAS DEPARTMENT OF AGRICULTURE, FOOD & NUTRITION DIVISION Michael Edwards, CPA, CFE Whitney Powell February, 2014 INTRODUCTION Assumptions We are all here

More information

Parenting Plan Tool. A companion to Making Plans

Parenting Plan Tool. A companion to Making Plans s e r v i n g c a n a d i a n s Parenting Plan Tool A companion to Making Plans Parenting Plan Tool Aussi offert en français sous le titre : Échantillon de clauses pour un plan parental Permission to

More information

Business Services Training

Business Services Training Business Services Training Unit of Competency Organise Schedules BSBADM307B Unit Descriptor This unit describes the performance outcomes, skills and knowledge required to manage appointments and diaries

More information

WEB TIME AND LEAVE ENTRY (WTLE) AND APPROVAL

WEB TIME AND LEAVE ENTRY (WTLE) AND APPROVAL WEB TIME AND LEAVE ENTRY (WTLE) AND APPROVAL A How-To for Employees and Supervisors The University of Idaho primarily uses an online system to record, review and approve time and leave for employees. This

More information

Time Clock Procedures. Logging in to Web Clock. Midway ISD Basic Time Clock Operations for Employees

Time Clock Procedures. Logging in to Web Clock. Midway ISD Basic Time Clock Operations for Employees Time Clock Procedures is intended to provide you with the information to make basic time sheet entries and to do other basic functions. The Time Clock Procedures has more information and reflects the official

More information

THEME: CPAs vs. NON-CPAs

THEME: CPAs vs. NON-CPAs THEME: CPAs vs. NON-CPAs By John W. Day, MBA ACCOUNTING TERM: Certified Public Accountant (CPA) In the United States a Certified Public Accountant (CPA) is a person who has been licensed by their State

More information

Manual on Close-Out Procedures. Third Edition January 1985

Manual on Close-Out Procedures. Third Edition January 1985 Manual on Close-Out Procedures Third Edition January 1985 Manual on Close-Out Procedures Third Edition January 1985 Municipal Securities Rulemaking Board 1900 Duke Street, Suite 600 Alexandria, VA 22314

More information

Faculty Hiring in BearQuest www.baylor.edu/bearquest

Faculty Hiring in BearQuest www.baylor.edu/bearquest www.baylor.edu/bearquest Helpful numbers: BearQuest questions Stephanie Kilgore 254-710-8462 Personnel action questions HR Services 254-710-8539 Budget Questions Budget Office 254-710-2663 Compensation

More information

Module 4: Monitoring and Reporting 4-1

Module 4: Monitoring and Reporting 4-1 Module 4: Monitoring and Reporting 4-1 Module 4: Monitoring and Reporting 4-2 Module 4: Monitoring and Reporting TABLE OF CONTENTS 1. MONITORING... 3 1.1. WHY MONITOR?... 3 1.2. OPERATIONAL MONITORING...

More information

White. Paper COST JUSTIFICATION OF AN AUTOMATED DATA COLLECTION SYSTEM

White. Paper COST JUSTIFICATION OF AN AUTOMATED DATA COLLECTION SYSTEM White Paper COST JUSTIFICATION OF AN AUTOMATED DATA COLLECTION SYSTEM INTRODUCTION There was a time when companies invested in computers for the sake of the technology. Management assumed that computerized

More information

personal budget kit helping meet your fi nancial needs at every stage of life

personal budget kit helping meet your fi nancial needs at every stage of life personal budget kit helping meet your fi nancial needs at every stage of life At First Midwest Bank, we re committed to helping our clients build a smart fi nancial future. Our Personal Budget Kit is a

More information

GUIDE TO PLANNING AND CONDUCTING A FINANCIAL AID NIGHT

GUIDE TO PLANNING AND CONDUCTING A FINANCIAL AID NIGHT GUIDE TO PLANNING AND CONDUCTING A FINANCIAL AID NIGHT INTRODUCTION High school and financial aid counselors, as well as counselors employed by community social service agencies, are major sources of information

More information

Student Control Journal Parents keep away

Student Control Journal Parents keep away Student Control Journal Parents keep away C 2006 FlyLady & Co. Inc Copyright 2006 All rights reserved; FlyLady and Company Inc. For Students only; Parents Stay Away! This little Control Journal is our

More information

STUDENT EMPLOYMENT HANDBOOK 2015-2016

STUDENT EMPLOYMENT HANDBOOK 2015-2016 STUDENT EMPLOYMENT HANDBOOK 2015-2016 Table of Contents PREFACE... 3 MISSION STATEMENT... 3 OVERVIEW OF STUDENT EMPLOYMENT... 4 FINDING EMPLOYMENT AT STONY BROOK... 4 TYPES OF EMPLOYMENT AVAILABLE TO STUDENTS...

More information

Project Creation and Gantt Chart Design Using Microsoft Project. R. Baker. The University of Tampa

Project Creation and Gantt Chart Design Using Microsoft Project. R. Baker. The University of Tampa Project Creation and Gantt Chart Design Using Microsoft Project R. Baker The University of Tampa What is Microsoft Project? Microsoft Project is a software package designed help managers manage a variety

More information

the ombudsman and smaller businesses

the ombudsman and smaller businesses the ombudsman and smaller businesses your guide to the Financial Ombudsman Service the independent expert in settling complaints between consumers and businesses providing financial services about this

More information

u n i t o n e Financial Planning: Your Roadmap "If you don t know where you are going, any road will take you there."

u n i t o n e Financial Planning: Your Roadmap If you don t know where you are going, any road will take you there. Unit One Financial Planning: Your Roadmap "If you don t know where you are going, any road will take you there." Andrea knows what she wants. At age 13, she already has her eye on a brand new, red pickup

More information

Colgate University Web Time Entry Frequently Asked Questions

Colgate University Web Time Entry Frequently Asked Questions Colgate University Web Time Entry Frequently Asked Questions Employee What is Web Time Entry (WTE)?... 3 Can I still submit a paper time sheet instead of using web time entry?... 3 Where do I access Web

More information

TRS PERSONAL FINANCE HOMEWORK: Amounts in Actual column are considered PRE-WORK and must be complete BEFORE the TRS seminar

TRS PERSONAL FINANCE HOMEWORK: Amounts in Actual column are considered PRE-WORK and must be complete BEFORE the TRS seminar PERSONAL IN NATURE F.O.U.O. TRS PERSONAL FINANCE HOMEWORK: Amounts in Actual column are considered PRE-WORK and must be complete BEFORE the TRS seminar DATE: Completed budget- due 0730 TUESDAY (Attach

More information

DISCIPLINARY, DISMISSAL AND GRIEVANCE PROCEDURES. Guidance for employers

DISCIPLINARY, DISMISSAL AND GRIEVANCE PROCEDURES. Guidance for employers DISCIPLINARY, DISMISSAL AND GRIEVANCE PROCEDURES Guidance for employers Contents Foreword...1 Chapter 1: Disciplinary and dismissal procedures...2 Communicating your disciplinary and grievance procedures...2

More information

Guide to GUIDE TO TRAVEL HACKING WITH ALASKA MILES - INTENTIONAL TRAVELERS

Guide to GUIDE TO TRAVEL HACKING WITH ALASKA MILES - INTENTIONAL TRAVELERS Guide to 1 Who is this Guide for? I created this guide for the average person who simply wants to do more traveling without breaking the bank. It will be especially helpful for people who have an international

More information

afraid aggravated anxious confident scared secure stressed

afraid aggravated anxious confident scared secure stressed LEVEL 1.5-2.0 BUSINESS ENGLISH PHONE MESSAGES 05 LEAVING A MESSAGE 02 IN CONTEXT 8-10 min Match the pictures with the adjectives How do you feel when you need to leave a message in English to your foreign

More information

DimeOnLine BillPay Frequently Asked Questions

DimeOnLine BillPay Frequently Asked Questions DimeOnLine BillPay Frequently Asked Questions The Dime Bank has made banking easier by providing access to your accounts 24 hours a day, 7 days a week. Now you can view up-to-the-minute deposit account

More information

Organizational Structure of the Family Business. Bernard L. Erven Department of Agricultural Economics Ohio State University

Organizational Structure of the Family Business. Bernard L. Erven Department of Agricultural Economics Ohio State University Organizational Structure of the Family Business Bernard L. Erven Department of Agricultural Economics Ohio State University INTRODUCTION Organizing is establishing an internal framework for the business.

More information

YOUR MONEY, YOUR GOALS. A financial empowerment toolkit for community volunteers

YOUR MONEY, YOUR GOALS. A financial empowerment toolkit for community volunteers YOUR MONEY, YOUR GOALS A financial empowerment toolkit for community volunteers Consumer Financial Protection Bureau April 2015 Table of contents INTRODUCTION PART 1: Volunteers and financial empowerment...

More information

Equipment and Supplies

Equipment and Supplies Equipment and Supplies Bridge to Independence: This study was supported by grant R40 MC 08960 from the Maternal and Child Health Bureau (Title V, Social Security Act), Health Resources and Services Administration,

More information

An Essential Guide to Less Stress, More Time, and Achieving Goals Rhonda Manns, College Admissions Consultant

An Essential Guide to Less Stress, More Time, and Achieving Goals Rhonda Manns, College Admissions Consultant An Essential Guide to Less Stress, More Time, and Achieving Goals Rhonda Manns, College Admissions Consultant High school is a hectic time for students. Classes, study time, a part-time job, extra curricular

More information

Interim Assistant Secretary for Financial Stability Neel Kashkari Remarks before the Institute of International Bankers

Interim Assistant Secretary for Financial Stability Neel Kashkari Remarks before the Institute of International Bankers Interim Assistant Secretary for Financial Stability Neel Kashkari Remarks before the Institute of International Bankers Washington- Good morning and thank you for that kind welcome. I am here today to

More information

THEME: LOANS vs. LEASES

THEME: LOANS vs. LEASES THEME: LOANS vs. LEASES By John W. Day, MBA ACCOUNTING TERM: Lease A lease is an agreement under which the owner of property permits someone else to use it for a fee. The owner is the lessor and the user

More information

March 2015 Practising Law Institute. Louis DiLorenzo, Gregory Gochanour and Vicki Walcott-Edim

March 2015 Practising Law Institute. Louis DiLorenzo, Gregory Gochanour and Vicki Walcott-Edim Retaliation & Whistleblower Claims March 2015 Practising Law Institute Louis DiLorenzo, Gregory Gochanour and Vicki Walcott-Edim The Backdrop Cynthia Prattman is Director of Global Sustainability at It

More information

PPG / vppg Patient Survey Report Updated 22 nd March 2012

PPG / vppg Patient Survey Report Updated 22 nd March 2012 Dr A Augustine Jenner Health Centre Dr M V Edwards 201 Stanstead Road Dr C Lamptey Forest Hill Dr R M Rowland SE23 1HU Dr A Sykes Tel: 020 3049 2960 Dr S Van Cooten Fax: 020 3049 2961 Dr A Warsop Practice

More information

Time Management Analyzing Commitments Budgeting Time Planning a Schedule

Time Management Analyzing Commitments Budgeting Time Planning a Schedule Time Management Analyzing Commitments Budgeting Time Planning a Schedule Time Management 2 Time Management Analyzing Commitments, Budgeting Time, Planning a Schedule College students have many demands

More information

Teller & Cash Activity Analysis Tools

Teller & Cash Activity Analysis Tools Teller & Cash Activity Analysis Tools CU*BASE Relationship Management Tools INTRODUCTION Take a look at the numbers...what do you see? Let s talk about the teller line. What do we need to know in order

More information

Scheduling & Back Up Plan

Scheduling & Back Up Plan Scheduling & Back Up Plan You re Now an Employer of Personal Care Assistants SCHEDULING Connecticut Community Care, Inc. Self-Directed Support Services The preparation of this document was financed under

More information

ASSOCIATED STUDENTS, INCORPORATED CALIFORNIA STATE UNIVERSITY, LONG BEACH DATE REVISED: 12/10/2008 PURPOSE... 1 POLICY STATEMENT...

ASSOCIATED STUDENTS, INCORPORATED CALIFORNIA STATE UNIVERSITY, LONG BEACH DATE REVISED: 12/10/2008 PURPOSE... 1 POLICY STATEMENT... Employee Attendance PURPOSE... 1 POLICY STATEMENT... 2 WHO SHOULD KNOW THIS POLICY... 2 DEFINITIONS... 2 REGULATIONS... 3 1.0 OFFICE HOURS... 3 1.1 Flexible Scheduling... 3 2.0 EMPLOYEE WORK SHIFTS...

More information

Do you know where your money

Do you know where your money Manage Your Money Lesson 2: Where Does Your Money Go?. Do you know where your money goes? You may say, House payments, car loan, utility bills, and food. But after that, things begin to get a bit fuzzy.

More information

Introduction to Accounting

Introduction to Accounting Introduction to Accounting Text File Slide 1 Introduction to Accounting Welcome to SBA s online training course, Introduction to Accounting. This program is a product of the agency s Small Business Training

More information

Number One Agent in Properties Sold: Script #1

Number One Agent in Properties Sold: Script #1 Expired Listings First Call to Expired Listings Seller Number One Agent in Properties Sold: Script #1 Brad McKissack, Denton, Texas Millionaire Real Estate Agent Tip! If you get an answering machine, instead

More information

Why do we need Fundraising Software?

Why do we need Fundraising Software? Why do we need Fundraising Software? By Cascade Data Solutions We have very few donors. We can manage a list in Excel. We have QuickBooks for Nonprofits. We don t have the funds in our budget to purchase

More information

Planning your cash flow

Planning your cash flow Planning your cash flow Business Coach series Preparing the cash flow forecast Keeping on track Business Coach series The cash flow process The situation Money goes out earlier and faster than it comes

More information

Educational Purposes Only - 1

Educational Purposes Only - 1 Educational Purposes Only - 1 In this Guide About this Guide 2 Fair Labor Laws and Policy at UAB 3 Nonexempt and Exempt Status 4 Managing Nonexempt and Exempt Employees _ 5 Paid Time 5 Recordkeeping 6

More information

n Starter n The Paper Flow n What? When? n Create a System n Conclusion n Questions for Assessment

n Starter n The Paper Flow n What? When? n Create a System n Conclusion n Questions for Assessment Lesson getting Organized A G E N D A n Starter n The Paper Flow n What? When? n Create a System n Conclusion n Questions for Assessment Objectives Students will examine ways to organize information and

More information

BUSINESSLINE FEATURES USER GUIDE. Do more with your business phone

BUSINESSLINE FEATURES USER GUIDE. Do more with your business phone BUSINESSLINE FEATURES USER GUIDE Do more with your business phone WELCOME TO TELSTRA BUSINESSLINE FEATURES Telstra BusinessLine Features are the smart way to manage your calls and stay connected to your

More information

California Conservation Corps. Corpsmember Advisory Board. Handbook

California Conservation Corps. Corpsmember Advisory Board. Handbook California Conservation Corps Corpsmember Advisory Board Handbook Last updated on January 26, 2010 Table of Contents Introduction..........................................................................

More information

Small Staff Scheduling for Convenience Stores

Small Staff Scheduling for Convenience Stores Small Staff Scheduling for Convenience Stores Park City Group, Inc. Convenience Stores - ALERT [A SPECIAL REPORT FROM Park City Group] Perspective LABOR MANAGEMENT A SIGNIFICANT OPPORTUNITY FOR ALL SIZE

More information

TO: Director, Superintendents and Supervisors DATE: March 26, 2010 RE: New Employee Guidelines: Time Keeping, Phones/PDA s and Personal Business

TO: Director, Superintendents and Supervisors DATE: March 26, 2010 RE: New Employee Guidelines: Time Keeping, Phones/PDA s and Personal Business Memo from HR TO: Director, Superintendents and Supervisors DATE: March 26, 2010 RE: New Employee Guidelines: Time Keeping, Phones/PDA s and Personal Business The following information is being distributed

More information

Staffing at the Child Care Center

Staffing at the Child Care Center Staffing at the Child Care Center by Lori Harris You are nearing the end of a really promising interview for the lead teacher position in your infant/toddler program and you ask if there are any questions.

More information

Finding the Right Staff Recruiting and Interviewing Potential Employees

Finding the Right Staff Recruiting and Interviewing Potential Employees Persons with Developmental Disabilities Program Family Managed Services Recruiting and Interviewing Potential Employees Table of Contents Introduction... 1 Developing a Job Description... 1 Should I Use

More information

MSP How to guide session 2 (Resources & Cost)

MSP How to guide session 2 (Resources & Cost) MSP How to guide session 2 (Resources & Cost) 1. Introduction Before considering resourcing the schedule it is important to ask yourself one key question as it will require effort from the scheduler or

More information

Retaining Teachers: The Principal as Motivating Factor

Retaining Teachers: The Principal as Motivating Factor Retaining Teachers: The Principal as Motivating Factor Lawrence Allen Jr. People have asked me why, in my inner-city school of twelve hundred children 80 percent of them impoverished deemed in many eyes

More information

Hiring Winners for your Dental Team

Hiring Winners for your Dental Team Hiring Winners for your Dental Team A significant aspect of a successful dental practice today is having the ability to hire, train and sustain a group of people that will work as a team for a common goal.

More information

STUDYING COMPUTER SCIENCE AT OXFORD

STUDYING COMPUTER SCIENCE AT OXFORD STUDYING COMPUTER SCIENCE AT OXFORD There is a fantastic learning environment at Oxford and everyone is friendly, down to earth and ready to lend a helping hand when you get stuck. Karina Sharples, 3rd

More information

Transition Handbook. Got Questions? This is your ultimate answer book!

Transition Handbook. Got Questions? This is your ultimate answer book! Transition Handbook Got Questions? This is your ultimate answer book! K e e p t h i s f o r f u t u r e r e f e r e n c e! Welcome to the Promise Transition Handbook! Dear Representative, We are about

More information

FINANCIAL INTRODUCTION

FINANCIAL INTRODUCTION FINANCIAL INTRODUCTION In earlier sections you calculated your cost of goods sold, overhead expenses and capital cost in order to help you determine the sales price of your product. In your business plan,

More information

Lesson 2: Savings and Financial Institution Knowledge Making the Most of Your Money

Lesson 2: Savings and Financial Institution Knowledge Making the Most of Your Money Lesson 2: Savings and Financial Institution Knowledge Making the Most of Your Money All the materials and information included in this presentation is provided for educational and illustrative purposes

More information

How to complain to your claims management company

How to complain to your claims management company How to complain to your claims management company Claims Management Regulation March 2013 HOW TO COMPLAIN TO YOUR CLAIMS MANAGEMENT COMPANY - CLAIMS MANAGEMENT REGULATION 3 Contents What should you expect

More information

Can t Figure Hygiene Schedule Out This conversation will lead us into the realm of pre-booking your hygiene appointments or not.

Can t Figure Hygiene Schedule Out This conversation will lead us into the realm of pre-booking your hygiene appointments or not. Can t Figure Hygiene Schedule Out This conversation will lead us into the realm of pre-booking your hygiene appointments or not.» Dentaltown.com > Message Boards > Practice Management & Administrative

More information

OBJECTIVES. The BIG Idea. How do I register for the ACT? What do I need to know for the test day? ACT Registration

OBJECTIVES. The BIG Idea. How do I register for the ACT? What do I need to know for the test day? ACT Registration ACT Registration 3 Taking Tests The BIG Idea How do I register for the ACT? What do I need to know for the test day? AGENDA Approx. 45 minutes I. Warm Up: ACTing Ahead (5 minutes) II. ACT Registration

More information

Docent Program. New York Aquarium Education Department s. To The Applicant:

Docent Program. New York Aquarium Education Department s. To The Applicant: New York Aquarium Education Department s Docent Program To The Applicant: Becoming a New York Aquarium Docent can be an exciting and rewarding experience. As a docent, you will serve an important role

More information

saving for your future Saving Money to Reach Your Financial Goals

saving for your future Saving Money to Reach Your Financial Goals saving for your future Saving Money to Reach Your Financial Goals F I N A N C I A L M E N T O R I N G P R O G R A M IN THIS MODULE YOU WILL LEARN HOW TO: Create short, intermediate, and long-term savings

More information

GETTING STARTED - PAYROLL ABSENCE AND ATTENDANCE REPORTING

GETTING STARTED - PAYROLL ABSENCE AND ATTENDANCE REPORTING GETTING STARTED - PAYROLL ABSENCE AND ATTENDANCE REPORTING Desktop Settings: Please make certain you have followed the SAP setup instruction as outlined in the Setup and Navigation document. If you fail

More information

CREATE TAX ADVANTAGED RETIREMENT INCOME YOU CAN T OUTLIVE. create tax advantaged retirement income you can t outlive

CREATE TAX ADVANTAGED RETIREMENT INCOME YOU CAN T OUTLIVE. create tax advantaged retirement income you can t outlive create tax advantaged retirement income you can t outlive 1 Table Of Contents Insurance Companies Don t Just Sell Insurance... 4 Life Insurance Investing... 5 Guarantees... 7 Tax Strategy How to Get Tax-Free

More information

Email Writing Exercises with Solutions. Using the following phrases, write an email (80 120 words).

Email Writing Exercises with Solutions. Using the following phrases, write an email (80 120 words). Email Writing Exercises with Solutions Using the following phrases, write an email (80 120 words). 1. You are a part of corporate communication team in your company. The working time period is revised

More information

How to Communicate With Your Divorce Attorney, Reduce Your Level of Stress, And Actually Save Money

How to Communicate With Your Divorce Attorney, Reduce Your Level of Stress, And Actually Save Money How to Communicate With Your Divorce Attorney, Reduce Your Level of Stress, And Actually Save Money If the topic to this article hasn t already got your attention, let me try to reach out to you again.

More information

Electra Elite and InfoSet are registered trademarks of NEC America, Inc.

Electra Elite and InfoSet are registered trademarks of NEC America, Inc. reserves the right to change the specifications, functions, or features, at any time, without notice. has prepared this document for the use by its employees and customers. The information contained herein

More information

Goal Setting & Work. Shasta County Health and Human Services Agency Department of Social Services CalWORKs Employment Services Program

Goal Setting & Work. Shasta County Health and Human Services Agency Department of Social Services CalWORKs Employment Services Program What s in your tool kit? Goal Setting & Work Shasta County Health and Human Services Agency Department of Social Services CalWORKs Employment Services Program Goal Setting & Work 11/08 Goal Setting Action

More information

Money Math for Teens. Revenue, Expenses and the Break-Even Point

Money Math for Teens. Revenue, Expenses and the Break-Even Point Money Math for Teens Revenue, Expenses and the Break-Even Point This Money Math for Teens lesson is part of a series created by Generation Money, a multimedia financial literacy initiative of the FINRA

More information

APPLICATION FOR EMPLOYMENT

APPLICATION FOR EMPLOYMENT WHAT ARE WE LOOKING FOR? READ ME FIRST!! WHO ARE WE? David Pluck is an independent chain of bookmakers that was established in 1980. We are among the top ten Bookmakers in the UK and we are constantly

More information

How to Conduct a Physical Inventory. Instructions. Forms. And. Sample Memos

How to Conduct a Physical Inventory. Instructions. Forms. And. Sample Memos How to Conduct a Physical Inventory Instructions Forms And Sample Memos Produced for NAILM Audio Conference Program July 20, 2006 CIRCULATING INVENTORY The total amount of linen required to operate a healthcare

More information

Using Energy and Meter Reading

Using Energy and Meter Reading Using Energy and Meter Reading Using Energy Lesson Overview Using Energy This lesson helps Girl Scouts understand how we use energy every day in our lives and how to read an electric meter. Someone from

More information

Premier Software Portal

Premier Software Portal Premier Software Portal To configure your web booking firstly go to our web site at http://www.premiersoftware.co.uk Click the Client Login link at the top right then enter your serial number and postcode

More information

Networking Tips For Young Lawyers. Law students are typically trained to analyze facts, research applicable law, figure out

Networking Tips For Young Lawyers. Law students are typically trained to analyze facts, research applicable law, figure out Networking Tips For Young Lawyers Law students are typically trained to analyze facts, research applicable law, figure out options and advise clients accordingly. They graduate and become young lawyers

More information

How to make a complaint about quality of care, waiting times, customer service, or other concerns

How to make a complaint about quality of care, waiting times, customer service, or other concerns SECTION 10 Section 10.1 How to make a complaint about quality of care, waiting times, customer service, or other concerns What kinds of problems are handled by the complaint process? This section explains

More information