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FAS Daily/Weekly Staff Meeting Agenda and Minutes Template (PDF)

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HIGHLIGHTS

Author: Karen Reitor, Communique Productions Inc

Immediate, digital download

File Type: 5-page PDF document

BENEFITS OF DOCUMENT

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

DOCUMENT DESCRIPTION

This product (FAS Daily/Weekly Staff Meeting Agenda and Minutes Template) is a 5-page PDF document, which you can download immediately upon purchase.

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.

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

Source: Best Practices in FAS Performance Management PDF: FAS Daily/Weekly Staff Meeting Agenda and Minutes Template PDF (PDF) Document, Karen Reitor, Communique Productions Inc

ABOUT THE AUTHOR: KAREN REITOR, COMMUNIQUE PRODUCTIONS INC

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]

Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.

DETAILS

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: 218.9 KB

Number of Pages: 5

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

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

Financial Advising Services (FAS) Performance Management

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This bundle contains 26 additional documents.

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