Support Team Member Progress Assessment

Support Team Person: _______________________________ Trusted Advisor: ____________________________________ Date: _________

Scoring: +10 is the very best and -10 is the very worst assessment. The Trusted Advisor will please check the box for where they feel your Support Team person is today. The Support Team person completes a separate assessment where they feel they are today, and that creates a discussion between the Trusted Advisor and the support team person. This can be used to enhance communication and as a performance review resource. Schedule time to complete this assessment every 90 days to measure progress.

Exceptional “Team Player”

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Creates and Updates Processes

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Works with a Prioritized Action List

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Works Effectively with their Calendar – Time Management

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Assists Advisor with their Calendar – Time Management

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Ensures Advisor Works By Appointment Only

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Works at Reducing Interruptions and Distractions

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Assists Advisor with achieving their Client Acquisition Goal

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

External Communication with Clients and Prospects

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Coordinates Client Progress Meetings Effectively

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Enhances the Client Service Experience

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

External Communication with Centers Of Influence / Resources

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Improves Our “Referrability”

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Consistently Takes Initiative

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Is Accountable and Holds Others Accountable to Commitments

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Overall Quality of Work

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Overall Attitude Towards Getting the “Job Done”

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Overall Assessment

-10

-9

-8

-7

-6

-5

-4

-3

-2

-1

0

+1

+2

+3

+4

+5

+6

+7

+8

+9

+10

-10 -5 0 +5 +10

Completed by ________________________________________________________ Signature of Person doing the Assessment