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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate progress and future performance and development needs.

The measures are tangible and position-specific. These include assessments regarding performance goals, expectations and competencies, and soft skills. Sample future goals are also provided for the position. Self-ratings and reviewer ratings are both documented ensuring dialogue that provides meaningful feedback and emphasizes future development for improved performance and continued growth and development.

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Source: FAS Operations Manager & Lead Planner Performance Assessment PDF document

 

FAS Operations Manager & Lead Planner Performance Assessment

Sold by Karen Reitor, Communique Productions Inc (this author has 84 documents)

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It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 275.6 KB

Number of Pages: 6

Related Topic(s): FAS Performance Management

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Initial upload date (first version): Mar 23, 2020

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