Paraplanner Performance Review
Does anyone undertake regular performance reviews for team members (paraplanners, trainee/jnr paraplanners, support staff).
Would anyone be willing to share what KPIs they use or other metrics employed at review.
I am trying to put something in place here that we can all pay more than lip service to.
I remember hearing Brett Davidson talk about the value of engaging staff and to be effective within the business they need to:
- Get it (understand what the firm is doing for clients and trying to achieve)
- Want it (believes in the company and wants to be part of it)
- Do it (has the skill set for the role)
This feels like a pretty good place to start to me; but how do you measure whether members demonstrate these traits?
Any feedback gratefully received.
Would anyone be willing to share what KPIs they use or other metrics employed at review.
I am trying to put something in place here that we can all pay more than lip service to.
I remember hearing Brett Davidson talk about the value of engaging staff and to be effective within the business they need to:
- Get it (understand what the firm is doing for clients and trying to achieve)
- Want it (believes in the company and wants to be part of it)
- Do it (has the skill set for the role)
This feels like a pretty good place to start to me; but how do you measure whether members demonstrate these traits?
Any feedback gratefully received.
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