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BENEFITS OF DOCUMENT

Holds team members accountable for specific performance expectations.
Allows for self-ratings as well as reviewer ratings.
Identifies performance gaps for which future performance goals may be developed.

DOCUMENT DESCRIPTION

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: Licensed Case Analyst, Paraplanner & Trader Performance Assessment PDF document

Licensed Case Analyst, Paraplanner & Trader Performance Assessment

Sold by Karen Reitor, Communique Productions Inc (this author has 84 documents)

$29.00

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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: 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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This document is available as part of the following discounted bundle(s):

Financial Advising Services (FAS) Performance Management

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This bundle contains 26 additional documents.

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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:
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