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FAS Performance Management System Implementation Guidelines (PDF)

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HIGHLIGHTS

Author: Karen Reitor, Communique Productions Inc

Immediate, digital download

File Type: 4-page PDF document

DOCUMENT DESCRIPTION

This product (FAS Performance Management System Implementation Guidelines) is a 4-page PDF document, which you can download immediately upon purchase.

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.

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 Performance Management System Implementation Guidelines 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: 183.4 KB

Number of Pages: 4

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
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

$615.00

This bundle contains 26 additional documents.

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