This is a partial preview of FAS Performance Management System Implementation Guidelines (4-page PDF document). Full document is 4 pages.

Please register (it's free!) or login to view the full preview.

Save to List

FAS Performance Management System Implementation Guidelines (PDF)

$20.00

ALL FEES INCLUDED

Add to Cart

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

File Type: PDF (pdf)

File Size: 183.4 KB

Number of Pages: 4

Related Topic(s): FAS Performance Management

This business document is categorized under the function(s): Organization, Change, & HR Performance Management

It applies to Financial Advising Services

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

Ask the Author a Question

Must be logged in

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.

View Full Details

Assoc Financial Advisor & Operations Manager Sample Improvement Goals

4-page PDF document

$20.00

Author:

Financial Advising "Soft Skills" Interviewing Instrument

9-page PDF document

$29.00

Author:

FAS Operations Manager & Lead Planner Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Meeting Observation and Coaching Form

4-page PDF document

$20.00

Author:

Licensed Case Analyst, Paraplanner & Trader Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Care Specialist Performance Assessment

6-page PDF document

$29.00

Author:

FAS Business Processor Performance Assessment

6-page PDF document

$29.00

Author:

FAS Calendar Manager/Meeting Planner Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Concierge/Office Coordinator Performance Assessment

6-page PDF document

$29.00

Author:

FAS Marketing & Branding Coordinator Performance Assessment

6-page PDF document

$29.00

Author:

FAS Client Care Process Standards and Quality Metrics

14-page PDF document

$39.00

Author:

FAS Daily/Weekly Staff Meeting Agenda and Minutes Template

5-page PDF document

$29.00

Author:

FAS Individual Development Templates and Coaching Worksheets

5-page PDF document

$29.00

Author:

FAS Operations Manager Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan

7-page PDF document

$29.00

Author:

Assoc Financial Advisor Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

Lead Financial Planner Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

Case Analyst, Paraplanner & Trader Position Desc

3-page PDF document

$20.00

Author:

FAS Client Care Specialist Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

Sr Advisor Asst/Client Care Position Desc/Performance Expectations

3-page PDF document

$20.00

Author:

FAS Business Processor Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations

2-page PDF document

$20.00

Author:

FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations

4-page PDF document

$20.00

Author:

FAS Marketing & Branding Coordinator Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Finance & Accounting Position Desc & Performance Expectations

3-page PDF document

$20.00

Author:

FAS Individual & Compiled Weekly Productivity Tracking Logs

5-page PDF document

$29.00

Author:

CUSTOMER TESTIMONIALS

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "

– Jim Schoen, Principal at FRC Group

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.

I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.

Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.

Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."

– Roberto Pelliccia, Senior Executive in International Hospitality

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."

– Roderick Cameron, Founding Partner at SGFE Ltd

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.