TAILIEUCHUNG - Practice Made Perfect 24

Practice Made Perfect 24 is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country. You get tips, tools, and worksheets to ensure that you can manage your practice to become the business success you want it to be. This book will be your new best friend—guaranteed | WORKSHEET 5 Upstream Evaluation THE FOLLOWING performance evaluation illustrates how one company s value system PILLAR is linked to its performance-evaluation criteria. Be sure that your evaluation questions are linked to your own company s business strategy and unique value system. Evaluation of Evaluation period Your position Client service Administrative staff Instructions The purpose of performance evaluation is to acknowledge areas of strong performance provide reinforcement and discuss areas for development. Evaluators are encouraged to Reinforce areas of strength by commending good performance Identify areas needing development and provide specific examples Establish a measurable goal for primary areas of performance where improvement or additional experience is needed Passion Integrity Lifetime Learning Leaditj A Ba Respe Excellence by Example ance ct for d Life Others The Pillar During my work with this individual I have found that he or she please comment in each area 208 Upstream Evaluation 209 Source Moss Adams LLP PASSION FOR EXCELLENCE Is technically proficient provides good advice and is able to answer my technical questions. Consistently Usually Sometimes Rarely Not rated Evaluator s comments _ Demonstrates a passion for excellence in his or her work. Consistently Usually Sometimes Rarely Not rated Evaluator s comments _ Provides noticeably superior service to our clients. Consistently Usually Sometimes Rarely Not rated Evaluator s comments _ INTEGRITY Recognizes the full range of our clients needs and recommends value-added services that improve their business results. Often Occasionally Seldom Never Not rated Evaluator s comments _ Delegates challenging work that is appropriate for my level of experience. Delegates work appropriately Delegates .

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