What is Workload Management?
Workload management is the process of being able to handle work that is assigned to a person or team. This involves completing work quickly and accurately, properly estimating allocated time to projects, completing projects within that timeframe, and evaluating your performance on those projects.
An employee that has a proper workload management will see more success and will be a higher valued employee because they can properly manage work that is assigned to them. In this article, we will focus more on the individual side of workload management, as a majority of the workforce is not in a managerial position. Everyone can benefit from workload management techniques, from entry-level employees, to managers, to owners.
- The Importance of Workload Management
- Essentials for a Proper Workload Management Process
- How Does Proper Workload Management Make You a Better Employee?
- How Does Proper Workload Management Lower Stress?
The Importance of Workload Management
Workload management is extremely important skill for any employee to possess. With the world growing busier by the day, and more people working from home with more distractions, like social media, being able to manage a heavy workload is growing to be even more important. The importance of workload management can be seen in the results of your work. With a proper individual workload management process, you will see a higher volume of work being completed within your budgeted time frame, that is not only more accurate, but of higher quality.
Essentials for a Proper Workload Management Process
1. Maintaining a Schedule
Staying on top of your schedule is the most important aspect of developing an effective workload management process. Effective scheduling involves laying out the work you plan to take on during the week, while also accurately estimating the budgeted time needed in order to finish separate tasks.
As someone who works in the public accounting industry, I have found scheduling to be extremely helpful in completing work on time, by creating a thorough schedule that allocates time to different clients that I am working on, what work needs to be completed for these clients, and whether or not the work is ready to be prepared.
I also find it helpful to have a schedule set up for weeks at a time, so if something is not ready to be completed during the current week, whether that is due to waiting on the client or another piece of information, I can easily move something up in my schedule that can be worked on, in the case that I don’t have other work to complete during the week.
2. Communication

Communication is another extremely important aspect of workload management. Your bosses will want to know what work you will be working on for the day, or for the upcoming week. They will be pleasantly surprised if you are able to tell them what you have coming up to work on in the coming weeks as well, which is where maintaining a schedule will be helpful.
Not only do you want to be able to communicate what you are working on, but also any issues you have when completing your work. A rule of thumb that I always use is ask a question if you cannot figure out a solution to an issue in 15 minutes. This will help you complete work quicker and solve any time consuming issues that may arise, and allow you to move onto another project.
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3. Prioritize
Prioritization is also essential to workload management. Not all work is created equal, some is more important than others. One task may have a due date in 3 days, as opposed to one that is due in a month. Obviously, whatever project needs to be completed sooner, must be prioritized. If you know what work needs to be prioritized, you can better manage your workload to finish and focus more on those tasks than others, which your employers will greatly appreciate.
Again, the schedule helps with this because you will already have it laid out. You will already know what tasks should be completed sooner than others. Communication also helps with prioritization as you can simply ask your managers or bosses what work should be completed and is more of a priority. If you learn how to prioritize tasks, you will less often find yourself in a position where you have to crunch a project into a short timeframe, which may impact the accuracy of your work.
4. Be Willing to Say No

Sometimes workload management involves having to say no. Obviously, you and your co-workers are supposed to be a team and work together, and you may feel a moral obligation to help others around you if they need help completing a task, and it’s okay to agree to helping if you have empty space in your schedule.
Other times, you need to look out for yourself and focus solely on the work that you have to complete. You have to be willing to say no at some points in your career. If your schedule is full and have tasks that are of high priority, you cannot accept every job that your co-workers may ask you to help with. That will only make your schedule that much busier, and more stressful, and may impact the output of your own work.
I would recommend checking out Harvard Business Review for tips on how to politely say no to your co-workers. You don’t want to come off too pushy, but you also want to get straight to the point.
5. Take Breaks
Building in breaks to your schedule is also extremely important to workload management. Not everyone can work 8 hours or longer per day with no breaks and maintain their productivity as when they first walked through the door. You may need to leave gaps in your schedule to take a quick break to reset your mind. You may not be able to do this all the time if your schedule is packed with work that is due but take the opportunity to take a break whenever you can.
I find it helpful to take a short break after figuring out an issue with your work. We all work stressful jobs, and when we run into issues, we use a lot of brain power in order to find a solution, and I find it extremely helpful to decompress for a short period of time after, whether that’s quickly checking social media, or texting a friend about plans after work. Anything to dissociate from work for a couple of minutes.
How Does Proper Workload Management Make You a Better Employee?
A proper workload management process makes you a better employee in various ways. First, it helps you stay on top of work, as you will know what needs to get done, and how long it will take. This will lead to being more productive as you can plan your shifts to produce the most output, that is more accurate and of higher quality. Workload management also improves your efficiency, as you spend less time in between work. With your schedule, you already have it laid out what you need to work on, so there is less downtime of figuring out what task should be worked on next. Finally, workload management helps lower on-the-job stress…
How Does Proper Workload Management Lower Stress?

Workload management lows stress by enabling you to accomplish your day-to-day tasks without the feeling of being overwhelmed or overworked. According to Electrical Contractor, 80% of workers feel overworked, causing them stress and making them far less effective, which proper workload management can alleviate. Proper workload management ensures that workers are not being overworked, which is the main cause of on the job stress. Employees will complete more work during normal business hours, limiting working overtime, ensuring a proper work-life balance. On-the-job stress will decrease when you feel more in charge and on top of your schedule, with the knowledge that you can leave work on time to return to your family and hobbies that make you happy.
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