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This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate progress and future performance and development needs.
The measures are tangible and position-specific. These include assessments regarding performance goals, expectations and competencies, and soft skills. Sample future goals are also provided for the position. Self-ratings and reviewer ratings are both documented ensuring dialogue that provides meaningful feedback and emphasizes future development for improved performance and continued growth and development.
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Source: Best Practices in FAS Performance Management PDF: Licensed Case Analyst, Paraplanner & Trader Performance Assessment 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.
This business document is categorized under the function(s): Organization, Change, & HR Performance Management
It applies to Financial Advising Services
File Size: 357.9 KB
Number of Pages: 6
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
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Financial Advising Services (FAS) Performance Management
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