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Support Team Performance Assessment – Download a Free Sample Many simple and effective resources get created when I'm coaching people. An issue or situation comes up and I create a resource tool to help them get an even better result. In today's example, the business owner wanted to better hold his support team accountable so I created a performance assessment tool. This enhances regular communication with each team member about their specific performance of what they are responsible for. It lets the team member feel good about their progress and it helps the business owner feel more confident about what is being done and at what level of performance. You will benefit from utilizing this simple and effective performance assessment for every member of your team. Customize it for each person on your team. Schedule a meeting every 90 days to review progress in each area you are measuring. To download your complimentary performance assessment so you can customize it for your team members, go to: http://www.accountabilitycoach.com/support-team-member-progress-assessment/
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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
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-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
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-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
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-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
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-6
-5
-4
-3
-2
-1
0
+1
+2
+3
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+5
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+8
+9
+10
-10 -5 0 +5 +10
Consistently Assists Advisor with their Calendar – Time Management
-10
-9
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-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
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-7
-6
-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
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+7
+8
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+10
-10 -5 0 +5 +10
Consistently Works at Reducing Interruptions and Distractions
-10
-9
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-6
-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
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+8
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+10
-10 -5 0 +5 +10
Consistently Assists Advisor with achieving their Client Acquisition Goal
-10
-9
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-5
-4
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-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
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-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
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
+6
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+10
-10 -5 0 +5 +10
Enhances the Client Service Experience
-10
-9
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-3
-2
-1
0
+1
+2
+3
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+10
-10 -5 0 +5 +10
External Communication with Centers Of Influence / Resources
-10
-9
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
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+9
+10
-10 -5 0 +5 +10
Improves Our “Referrability”
-10
-9
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
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+10
-10 -5 0 +5 +10
Consistently Takes Initiative
-10
-9
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-2
-1
0
+1
+2
+3
+4
+5
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-10 -5 0 +5 +10
Is Accountable and Holds Others Accountable to Commitments
-10
-9
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
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+10
-10 -5 0 +5 +10
Overall Quality of Work
-10
-9
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
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+10
-10 -5 0 +5 +10
Overall Attitude Towards Getting the “Job Done”
-10
-9
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-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
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-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
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-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
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
+6
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+10
-10 -5 0 +5 +10
-10
-9
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-2
-1
0
+1
+2
+3
+4
+5
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+10
-10 -5 0 +5 +10
-10
-9
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-5
-4
-3
-2
-1
0
+1
+2
+3
+4
+5
+6
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+10
-10 -5 0 +5 +10
Overall Assessment
-10
-9
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-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
