FAS Client Meeting Observation and Coaching Form   4-page PDF document
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FAS Client Meeting Observation and Coaching Form – PDF

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BENEFITS OF THIS DOWNLOADABLE PDF DOCUMENT

  1. Provides client interaction tangible performance criteria.
  2. Identifies gaps for future client interaction development.
  3. Focuses on future development and practice improvements.

COACHING PDF DESCRIPTION

Client meeting observation form PDF: Download FAS coaching & performance management template to rate advisor prep, communication, closing, listening, and development. FAS Client Meeting Observation and Coaching Form is a 4-page PDF document available for immediate download upon purchase.

This tool may be used to communicate expectations to advisors meeting with clients as well as to monitor and promote ongoing development. The observer attends scheduled client meetings to recognize and acknowledge advisor strengths as well as to identify gaps where additional coaching or training is needed. Ratings are assigned from "excellent" to "needs further development and practice." The tool provides detailed training and performance criteria in the following areas:

•  Preparation
•  Self-confidence
•  Professional appearance
•  Interaction approach
•  Listening skills
•  Non-verbal communication
•  Verbal communication
•  Documentation
•  First meeting closing
•  Second meeting closing
•  Knowledge

Space is provided for comments and recommendations as well as for 3-month development and improvement goals.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Coaching, FAS Performance Management PDF: FAS Client Meeting Observation and Coaching Form PDF (PDF) Document, Karen Reitor, Communique Productions Inc

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ABOUT THE AUTHOR

Additional documents from author: 85

Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance. Communique is an Accredited Provider certified by the International Association of Continuing Education and Training ... [read more]

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