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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
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.
Communique is an Accredited Provider certified by the International Association of Continuing Education and Training and also is certified as a Woman-Owned and a Small Business Enterprise.
Using a signature learner-centered and activities-based approach to talent development, Communique has consistently succeeded to helping bridge organizations from where they are to where they want to be. We have a reputation for assisting organizations in addressing complex and long-unresolved issues associated with transforming organizations through their people.
Sample clients include the City of Cincinnati, Ameriprise Financial, LensCrafters/EyeMed, Cincinnati Bell, CSX Transportation and many other small to mid-sized organizations.
Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.
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
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Financial Advising Services (FAS) Performance Management
This bundle contains 26 additional documents.
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