Categorising Work For Efficient Time Use

To effectively manage workload, one method of streamlining tasks is to categorise the type of work we do on a daily basis and then batch these similar tasks into blocks of time in our schedule. A mortgage broker for example would have the following categories:

• Marketing
• Prospective client meetings/sales
• Loan research
• Loan writing and submission
• Follow up administration
• General Phone Calls and Email responses

After categorising the different work areas, create a default diary batching related tasks into the time blocks you have created. The time spent planning and executing this will significantly increase your efficiency. A planned day as opposed to a re-active day always wins hands down