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Surveys
2014
November
I
IWM 360: Peer Performance Review
IWM 360: Peer Performance Review
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You have been invited to participate in the
Integrated Wealth Management 360: Peer Performance Review
. This survey is designed to gather data on an employee's performance from the perspective of the team. Completing this survey is mandatory. All survey responses will be confidential.
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Client Service Orientation
Giving high priority to achieving customer satisfaction.
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
Please give specific reasons for your rating.
*
Communication Skills
Writing skills, verbal communication, listening skills
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
*
Initiative & Self-Direction
Developing and implementing proactive, energetic plans to manage processes, resources and people.
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
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Job Knowledge
Technical competence, organizational awareness
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
*
Problem Solving & Critical Thinking
Decision-making/judgment, persuasiveness, innovation
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
*
Productivity
Efficiency, work standards, sense of urgency
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
*
Systems & Organization
Follow-through, organizational skills, attention to detail
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
*
Teamwork & Collaboration
Individual leadership, working cooperatively with other team members
Exceeds Expectations
Sometimes Exceeds Expectations
Achieves Expectations
Sometimes Falls Short of Expectations
Falls Short of Expectations
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