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FAS PERFORMANCE MANAGEMENT TOOLKIT (27)

We have assembled 27 documents in the FAS Performance Management Toolkit, listed below. Under the list of documents, you can add the entire toolkit to your shopping cart by clicking the "Add All to Cart" button in green.

FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan
7-page PDF document. This reference provides specific guidelines for establishing measures to determine performance-based compensation and bonuses. Included are: - Considerations for bonuses - Non-performance of routine activities which impact pay [read more]
$29.00

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FAS Client Care Specialist Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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FAS Finance & Accounting Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Client Care Specialist Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Individual Development Templates and Coaching Worksheets
5-page PDF document. These templates and worksheets involve three items: The Financial Advising Services Individual Development Plan Template is tied to the Performance Assessment and ensures continued development. Development items can include those that [read more]
$29.00

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FAS Calendar Manager/Meeting Planner Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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Licensed Case Analyst, Paraplanner & Trader Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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Financial Advising "Soft Skills" Interviewing Instrument
9-page PDF document. This instrument enables interviewers to effectively measure "soft skill" competencies during the hiring and selection process. Specific questions are recommended for evaluating the following: - job expectations - client [read more]
$29.00

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Case Analyst, Paraplanner & Trader Position Desc
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Client Concierge/Office Coordinator Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations
4-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Operations Manager Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Business Processor Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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Assoc Financial Advisor Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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Lead Financial Planner Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Marketing & Branding Coordinator Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations
2-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Individual & Compiled Weekly Productivity Tracking Logs
5-page PDF document. Managing Principals and/or Operations Managers may use these tools to compile and track performance results: 1. Individual team members track their daily activities and total them for the week in preparation for sharing during staff [read more]
$29.00

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FAS Client Care Process Standards and Quality Metrics
14-page PDF document. This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following: * Calendar Management * Interaction Preparation (Case Work/Financial [read more]
$39.00

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FAS Daily/Weekly Staff Meeting Agenda and Minutes Template
5-page PDF document. Managing Principals and/or Operations Managers may use this tool to ensure consistent communication, reporting and accountability among team members. Depending upon the size of the firm and the volume of business conducted, the tool [read more]
$29.00

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FAS Performance Management System Implementation Guidelines
4-page PDF document. 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 [read more]
$20.00

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Sr Advisor Asst/Client Care Position Desc/Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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Assoc Financial Advisor & Operations Manager Sample Improvement Goals
4-page PDF document. When coaching team members to succeed, it's important to be specific about what is needed for improvement including specific actions, metrics and expected outcomes and results. It's often more difficult and uncomfortable to address [read more]
$20.00

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FAS Marketing & Branding Coordinator Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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FAS Client Meeting Observation and Coaching Form
4-page PDF document. This tool may be used to communicate expectations to advisors meeting with clients as well as to monitor and promote ongoing development. The observer attends scheduled client meetings to recognize and acknowledge advisor strengths as [read more]
$20.00

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FAS Business Processor Position Desc & Performance Expectations
3-page PDF document. Transform your culture and way of doing business while ensuring the development and accountability of team members and the adoption of quality standards and metrics to support effective implementation. Tangible and measurable performance [read more]
$20.00

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FAS Operations Manager & Lead Planner Performance Assessment
6-page PDF document. 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 [read more]
$29.00

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