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BENEFITS OF DOCUMENT

Facilitates team member accountability regarding regular reporting and productivity tracking.
Provides timely information requiring coaching, training, resource management, etc.
Proposes performance-based compensation and bonus guidelines easily substantiated and justified.

DOCUMENT DESCRIPTION

Managing Principals and/or Operations Managers may use these tools to compile and track performance results:

1. Individual team members track their daily activities and total them for the week in preparation for sharing during staff meetings or to submit weekly to the Operations Manager or Managing Principal.

2. The Operations Manager collects the individual tracking logs and compiles them into a comprehensive log. Results are utilized to coach as needed, address non-performance as applicable, manage resources during periods of high volumes, and to acknowledge and recognize high performance.

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Source: FAS Individual & Compiled Weekly Productivity Tracking Logs PDF document

FAS Individual & Compiled Weekly Productivity Tracking Logs

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):

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 282.4 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 10, 2020
Most recent version published: Mar 24, 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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