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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 document

This document can be purchased as part of a discount bundle:

Financial Advising Services (FAS) Performance Management Bundle View Details

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FAS Performance Management View Details

FAS Operations Manager & Lead Planner Performance Assessment

Sold by Karen Reitor, Communique Productions Inc (this author has 80 documents)


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This business document is categorized under the function(s): Organization, Change, & HR   Performance Management  

It applies to Financial Advising Services.

File Type: (6-page PDF Document)

File Size: 275.6 KB

Number of Tabs: 6

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

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