Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

BENEFITS OF DOCUMENT

Holds team members accountable for tangible, observable and measurable performance requirements.
Allows self-ratings and reviewer ratings that facilitates 2-way dialogue regarding feedback and proposed improvements.
Identifies gaps and establishes future performance goals for continued improvements and development.

DOCUMENT DESCRIPTION

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.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: FAS Client Concierge/Office Coordinator Performance Assessment PDF document

FAS Client Concierge/Office Coordinator Performance Assessment

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

$29.00

ALL FEES INCLUDED

Add to Cart

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

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 291.3 KB

Number of Pages: 6

Related Topic(s): FAS Performance Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

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

Ask the Author a Question

Must be logged in Click here to log in

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

Financial Advising Services (FAS) Performance Management

$615.00

This bundle contains 26 additional documents.

View Full Details

Assoc Financial Advisor & Operations Manager Sample Improvement Goals 4-page PDF document $20.00 Author:	Financial Advising "Soft Skills" Interviewing Instrument 9-page PDF document $29.00 Author:	FAS Performance Management System Implementation Guidelines 4-page PDF document $20.00 Author:	FAS Operations Manager & Lead Planner Performance Assessment 6-page PDF document $29.00 Author:
FAS Client Meeting Observation and Coaching Form 4-page PDF document $20.00 Author:	Licensed Case Analyst, Paraplanner & Trader Performance Assessment 6-page PDF document $29.00 Author:	FAS Client Care Specialist Performance Assessment 6-page PDF document $29.00 Author:	FAS Business Processor Performance Assessment 6-page PDF document $29.00 Author:
FAS Calendar Manager/Meeting Planner Performance Assessment 6-page PDF document $29.00 Author:	FAS Marketing & Branding Coordinator Performance Assessment 6-page PDF document $29.00 Author:	FAS Client Care Process Standards and Quality Metrics 14-page PDF document $39.00 Author:	FAS Daily/Weekly Staff Meeting Agenda and Minutes Template 5-page PDF document $29.00 Author:
FAS Individual Development Templates and Coaching Worksheets 5-page PDF document $29.00 Author:	FAS Operations Manager Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan 7-page PDF document $29.00 Author:	Assoc Financial Advisor Position Desc & Performance Expectations 3-page PDF document $20.00 Author:
Lead Financial Planner Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Case Analyst, Paraplanner & Trader Position Desc 3-page PDF document $20.00 Author:	FAS Client Care Specialist Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Sr Advisor Asst/Client Care Position Desc/Performance Expectations 3-page PDF document $20.00 Author:
FAS Business Processor Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations 2-page PDF document $20.00 Author:	FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 4-page PDF document $20.00 Author:	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 3-page PDF document $20.00 Author:
FAS Finance & Accounting Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Individual & Compiled Weekly Productivity Tracking Logs 5-page PDF document $29.00 Author:

CUSTOMER TESTIMONIALS

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Manager at Technology Transformation Advisory

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."

– Omar Hernán Montes Parra, CEO at Quantum SFE

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan 7-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Finance & Accounting Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Calendar Manager/Meeting Planner Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Case Analyst, Paraplanner & Trader Position Desc 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management
FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 4-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Assoc Financial Advisor Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Operations Manager & Lead Planner Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Business Processor Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management
FAS Client Care Process Standards and Quality Metrics 14-page PDF document $39.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Licensed Case Analyst, Paraplanner & Trader Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Client Care Specialist Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management