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Licensed Case Analyst, Paraplanner & Trader Performance Assessment (PDF)

File Type: 6-page PDF document

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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.

DESCRIPTION

This product (Licensed Case Analyst, Paraplanner & Trader Performance Assessment) is a 6-page PDF document, which you can download immediately upon purchase.

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.

Got a question about the product? Email us at support@flevy.com 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: Licensed Case Analyst, Paraplanner & Trader Performance Assessment PDF (PDF) Document, Karen Reitor, Communique Productions Inc

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OVERVIEW

File Type: PDF

(PDF)

File Size: 357.9 KB

Number of Pages: 6

Current version published: Mar 23, 2020

ABOUT THE AUTHOR

Author: Karen Reitor, Communique Productions Inc

Additional documents from author: 85

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]

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