Last updated on Apr 4, 2024
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Assess your situation
2
Prioritize your tasks
3
Communicate with your team
4
Optimize your workflow
Be the first to add your personal experience
5
Manage your stress
6
Learn from your experience
7
Here’s what else to consider
As an investment banker, you know how demanding and stressful your job can be. You have to juggle multiple projects, clients, deadlines, and expectations, while maintaining high standards of quality and accuracy. Sometimes, you may find yourself falling behind on your work, especially when unexpected issues arise or you have to deal with competing priorities. How can you get back on track and avoid missing your deadline? Here are some tips to help you manage your workload and regain control of your time.
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- Karthik Venugopalan Executive Director, Standard Chartered Bank 19
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- Henrique Garcia, CNPI-T, PAAP® Partner and Digital Strategist at Eu me banco 2
1 Assess your situation
The first step is to take a moment to assess your situation and identify the root causes of your delay. Are you behind because of external factors, such as changes in the market, client feedback, or new data? Or are you behind because of internal factors, such as poor planning, lack of focus, or procrastination? Be honest with yourself and acknowledge the reasons for your setback. This will help you determine the best course of action to overcome them.
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- Henrique Garcia, CNPI-T, PAAP® Partner and Digital Strategist at Eu me banco
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Priorize as Tarefas: Identifique as tarefas mais importantes e urgentes que precisam ser concluídas para atender ao prazo. Faça uma lista organizada das tarefas em ordem de prioridade.Divida as Tarefas em Etapas Menores: Divida as tarefas em etapas menores e mais gerenciáveis. Isso tornará o trabalho mais manejável e ajudará a manter o foco na conclusão de uma etapa de cada vez
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From my experience, I have come across many such personalities who lag behind their deadlines. When closely observed, I realized, they are "Attention seekers", who want to bag all credit to themselves. They get into an insecure mode, when someone else pitches into their domain.When you are in a dilemma about the "accolades" vs "Quality work and Deadlines", always prioritize the latter, this will add real value to your career journey.Maintain good relationship across peers. Learn to appreciate people and working in teams.Never fall into the trap of "its my problem", rather brainstorm with peers and sort it out.This way you share your capacity constraints and ensure deadlines are never missed.
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As always, when faced with a problem, pause. Take a step back. Analyse the situation.Find out the reasons why you are behind time.Introspect. Take feedback. Open a dialogue. There are many ways.Is it due to change in requirement by the client?Or is it poor planning?What part of the task is lagging behind?How do you overcome this? Will a re allocation of resources solve the problem?Or does the team need some pep talk and shaking them out of their comfort zone?Analyse dispassionately and honestly. You will be back on track in no time.
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2 Prioritize your tasks
The next step is to prioritize your tasks and focus on the most urgent and important ones. You can use the Eisenhower matrix, a tool that helps you categorize your tasks into four quadrants based on their urgency and importance. The tasks in quadrant one are urgent and important, and should be done first. The tasks in quadrant two are important but not urgent, and should be scheduled for later. The tasks in quadrant three are urgent but not important, and should be delegated or outsourced if possible. The tasks in quadrant four are neither urgent nor important, and should be eliminated or minimized.
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When facing a looming deadline and falling behind, assess the situation, break down tasks, prioritize, set achievable goals, and eliminate distractions to regain control and get back on track.
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When facing a looming deadline and falling behind, assess the situation, break down tasks, prioritize, set achievable goals, and eliminate distractions to regain control and get back on track.
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3 Communicate with your team
The third step is to communicate with your team and update them on your progress and challenges. Don't be afraid to ask for help or feedback if you need it. Your team members may have valuable insights, suggestions, or resources that can help you speed up your work or improve your quality. You can also leverage their skills and expertise to delegate or share some of your tasks, especially if they have more capacity or experience than you. By communicating with your team, you can also avoid duplication of work, align your expectations, and coordinate your efforts.
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- Jacqui Burfoot Legal Search Partner, Lawyer
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In investment banking, effective team communication is key for success. Share progress, seek help, leverage expertise, and coordinate efforts. This also builds transparency and trust.
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4 Optimize your workflow
The fourth step is to optimize your workflow and eliminate any distractions or inefficiencies that may slow you down or affect your performance. Setting SMART goals and breaking them down into manageable steps, creating a realistic and flexible schedule, using a timer or the pomodoro technique to work in short bursts of intense focus followed by breaks, organizing files, documents, and data in an accessible way, automating repetitive tasks, and reviewing and revising your work as you go along are all tools and techniques that can help enhance productivity and focus.
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5 Manage your stress
Managing stress and taking care of your physical and mental health is the fifth step. Pressure can have an adverse effect on your mood, energy, motivation, and creativity. To cope with stress and prevent burnout, it is important to adopt a positive mindset and attitude, practice relaxation techniques such as deep breathing, meditation or yoga, exercise regularly and eat healthily, get enough sleep and rest, seek support from family, friends or colleagues, and reward yourself for your achievements and celebrate your milestones.
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- Karthik Venugopalan Executive Director, Standard Chartered Bank
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Managing your stress is more managing your “perspective” of what is important to you! Stress is not an externally manifested emotion. It’s an internal process of what you choose to allow your head, heart and body to focus on. When we allow the various deadlines, professional behaviours, others perspectives of us to be in focus it increases the pressure within! Redirect your energies on the real “important” aspects of your life - health, family, friends and you will find it more rewarding
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Go to the gym, get some sun, eat healthy, find a supportive partner to manage the house and do the best you can to maintain your sleep. Eating super healthy with loads of vegetables is the secret to sustainable energy.
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6 Learn from your experience
After completing your work and meeting the deadline, it's essential to reflect on your performance and process. Ask yourself what went well and what didn't, what the main challenges were and how you overcame them, what strategies worked best, and what mistakes or gaps need to be avoided in the future. Additionally, consider how you can apply your learnings to future projects or tasks. By taking the time to learn from your experience, you can enhance your skills, knowledge, and confidence while also preparing yourself for future challenges.
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- Jacqui Burfoot Legal Search Partner, Lawyer
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Get a mentor. Or a parent-like figure. This is gold for your career. Learn from their experience and do not make the same mistakes.
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7 Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?
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When facing a looming deadline and falling behind, assess the situation, break down tasks, prioritize, set achievable goals, and eliminate distractions to regain control and get back on track.
UnhelpfulLike Like Celebrate Support Love Insightful Funny 8 - Sonali Jain EY - Lead Advisory | Ex-KPMG FDD
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To achieve a deadline on time, firstly, do not panic, we should add more resources and work as a team to complete the deadline. Lastly, setting achievable targets and make sure to communicate timely as that helps in building trust with onshores.
UnhelpfulLike Like Celebrate Support Love Insightful Funny 2 - Ajith Chandran Sr. Officer - Admin. at DEWA
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Maintain a positive attitude and believe in your ability to meet the deadline. Positive thinking can help boost your motivation and productivity.
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