FAS Client Care Process Standards and Quality Metrics PDF

FAS PERFORMANCE MANAGEMENT PDF DESCRIPTION

FAS Client Care Process Standards and Quality Metrics is a 14-page PDF document available for immediate download upon purchase.

This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following:

• Calendar Management
• Interaction Preparation (Case Work/Financial Plan)
• Client Interaction (Meeting, Call, Web-Enabled Session)
• Interaction Outcomes Review
• Business Processing and Tracking

Numerous specific actions are provided for monitoring and managing outcomes, particularly as they relate to tasks directly impacting clients. The intents are to establish a culture of quality and offer specific guidance for continuous improvement.

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Source: Best Practices in FAS Performance Management PDF: FAS Client Care Process Standards and Quality Metrics PDF (PDF) Document, Karen Reitor, Communique Productions Inc

ABOUT THE AUTHOR

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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Assoc Financial Advisor & Operations Manager Sample Improvement Goals

4-page PDF document

FAS Client Care Process Standards and Quality Metrics (PDF)

BENEFITS OF THIS PDF DOCUMENT

FAS PERFORMANCE MANAGEMENT PDF DESCRIPTION

ABOUT THE AUTHOR