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FAS Performance Management System Implementation Guidelines (PDF)
PDF document 4 Pages
DESCRIPTION
This Financial Advising Services Performance Management Process is comprehensive. Principals, Operations Managers and Human Resources can implement the entire system to effectively manage team member performance.
The Performance Management process is detailed along with role descriptions and performance assessments that provide tangible measurements. Performance standards, quality metrics and coaching tools in addition to compensation and bonus plans based on performance are all summarized in these guidelines. An interviewing instrument also is introduced that enables interviewees to assess soft skills which was so important when interacting with clients and team members. Other documents including tracking charts, a meeting agenda and staff satisfaction survey.
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Source: Best Practices in FAS Performance Management PDF: FAS Performance Management System Implementation Guidelines PDF (PDF) Document, Karen Reitor, Communique Productions Inc
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Financial Advising Services (FAS) Performance Management
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