Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including time, team, and project management.

Major Topics:

  • Creating a culture of discipline
  • Project and time management best practices
  • Avoiding common time wasters
  • Tips for both getting -- and staying -- organized
  • Managing stress for yourself and others
  • Managing productive meetings

 

Learning Objectives
  • Discover and discuss the traits of a disciplined culture for teams.
  • Recognize and describe best practices for project and time management.
  • Identify and list ways to manage stress for maximum productivity.
  • Explore and explain best practices for effective meetings.
Last updated/reviewed: August 9, 2023

Included In Certifications

This course is included in the following Certification Programs:

13 CoursesAudit Training Certification - Level 4 - Supervisor/Manager

  1. Audit Quality Control - Avoiding Peer Review Deficiencies
  2. Internal Control Deficiencies and Other Matters - Adding Value Through Required Auditor Communications
  3. Auditing Impairment of Long-Lived Assets, Including Goodwill - Identifying and Calculating Impairment Losses
  4. Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis
  5. Accounting Estimates, Including Fair Value - Evaluating the Propriety of Areas with Uncertainty
  6. Special Audit Considerations - Comprehending Requirements of Group Audits, Compliance Audits, Using the Work of a Specialist or Others, and More!
  7. The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques
  8. Management Skills - Exhibiting Traits of a Balanced Leader-Manager
  9. Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions
  10. Making Rain - Improving Success with Retaining Clients and Attracting Prospects
  11. General Ethics for Business Professionals
  12. Accounting Update - Hot Topics for Preparing Current Period Financial Statements
  13. Auditing & Attest Update - Hot Topics for Current Period Audits and Other Attest Services
5 Reviews (52 ratings)

Reviews

4
Anonymous Author
Good presentation on time management, tips on how to effectively run a meeting, overview of change management, and personality traits that can get in the way -- all of which impact your ability to stay disciplined and get things done.
4
Anonymous Author
This was a good refresher course. The instructor presented the material well with a good flow between topics. I appreciate the tips on handling various personalities to enable productive meetings.
4
Anonymous Author
Good tips on how to manage time and teams to be more effective. Describes different personality types and how to optimize each. Tips on to do lists, meetings, and more.
3
Member's Profile
Good overview of the basics of time management, meeting design, change management, and more.
4
Member's Profile
Useful topic. Felt the class was longer than needed for it.
Prerequisites
Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course.
Designed For: Accountants with responsibilities for task, project, or team management.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Learning Objectives and Introduction to The Art of Discipline and Getting Things Done5:00
  The Process of Managing Change11:40
  The Process of Managing Change Cont'd9:55
  The Importance of Accountability6:48
  The Concept of Flawless Project Execution12:40
  Time Management 13:15
  Time Management Cont'd10:44
  To Do List and Other Organization Tips9:21
  Managing Energy and Stress8:23
  Better Meetings13:56
CONTINUOUS PLAY
  The Art of Discipline and Getting Things Done1:41:42
SUPPORTING MATERIAL
  Slides: The Art of Discipline and Getting Things DonePDF
  The Art of Discipline and Getting Things Done Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam