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  1. Team member sharing of progress and potentially what is and isn't working.
  2. Allows for joint problem-solving including ensuring that all team members are contributing fairly to outcomes.
  3. As needed, facilitates addressing a lack of accountability immediately rather than allowing non-performance to continue.


Managing Principals and/or Operations Managers may use this tool to ensure consistent communication, reporting and accountability among team members.

Depending upon the size of the firm and the volume of business conducted, the tool may be used daily or weekly. From a productivity perspective, it is very difficult for team members to attend regular meetings and not report any progress. Furthermore, peer pressure is very effective when non- or under-performing team members witness first-hand how hard high performing team members are working and the volume of work being produced while in contrast their numbers are not close to being comparable. Repeated reports where low productivity is evident will prompt the Operations Manager or Managing Principal to address the non-performance accordingly.

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Source: FAS Daily/Weekly Staff Meeting Agenda and Minutes Template PDF document

This document is available as part of the following discount bundle(s):

Financial Advising Services (FAS) Performance Management Bundle

FAS Daily/Weekly Staff Meeting Agenda and Minutes Template

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


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This business document is categorized under the function(s):

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 218.9 KB

Number of Pages: 5

Related Topic(s): FAS Performance Management

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

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