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FAS Client Meeting Observation and Coaching Form   4-page PDF document

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FAS Client Meeting Observation and Coaching Form (PDF)

File Type: 4-page PDF document


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  1. Provides client interaction tangible performance criteria.
  2. Identifies gaps for future client interaction development.
  3. Focuses on future development and practice improvements.


This product (FAS Client Meeting Observation and Coaching Form) is a 4-page PDF document, which you can download immediately upon purchase.

This tool may be used to communicate expectations to advisors meeting with clients as well as to monitor and promote ongoing development. The observer attends scheduled client meetings to recognize and acknowledge advisor strengths as well as to identify gaps where additional coaching or training is needed. Ratings are assigned from "excellent" to "needs further development and practice." The tool provides detailed training and performance criteria in the following areas:

•  Preparation
•  Self-confidence
•  Professional appearance
•  Interaction approach
•  Listening skills
•  Non-verbal communication
•  Verbal communication
•  Documentation
•  First meeting closing
•  Second meeting closing
•  Knowledge

Space is provided for comments and recommendations as well as for 3-month development and improvement goals.

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Source: Best Practices in Coaching, FAS Performance Management PDF: FAS Client Meeting Observation and Coaching Form PDF (PDF) Document, Karen Reitor, Communique Productions Inc


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File Type: PDF pdf (PDF)
File Size: 129.4 KB
Number of Pages: 4


Author: Karen Reitor, Communique Productions Inc
Additional documents from author: 85

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. [read more]

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