COLLABORATING & PARTNERING

MENTOR ACCOUNTABLE FOR COLLEAGUE WITH LOW CHT SEVERAL QUALITY FAILS
VARIANCE AGAINST MORE EXPERIENCED ADVISERS
CORRECTNESS OF TRANSACTION
3 CALLS, GREATER SAMPLE OF CALLS
MAKING UP GUIDANCE CROSS-REFERENCED WITH DEPARTMENTAL DATABASES DIDNT REFLECT ACCURACY OF CONVERSATION
COMPILED EVIDENCE, DISCUSSED CONCERNS, CHALLENGED BEHAVIOR, CITED LOW CONFIDENCE
PERFORMANCE IMPROVEMENT PLAN (PIP) WORKING ON BEHAVIOR THEN KNOWLEDGE
LIVE LISTENING, BEST PRACTICE, RANDOM 25% DAILY CALLS REVIEWED, TAILORED MATERIAL, SOUGHT STAKEHOLDER ADVICE FOR ADDITIONAL SUPPORT AVAILABLE
CONCLUSION 63.0% TO 97.7% EXCEEDING KPI GOALS

Resource summary

	Created by Natalie West over 8 years ago