From the July 2006 issue of Investment Advisor • Subscribe!

Assessing Employees Effectively

An effective performance evaluation will assess all planning employees in the following nine areas of development, weighted to emphasize the areas most important to each employee's job description:

Business Focus: The understanding of how their job function affects the overall

performance of the company

Client Focus: The ability to meet and adapt to client demands

Results Achievement: The quality of completed assignments

Leadership: The example set for others

Communication: The ability to explain needs

Intuition: The ability to create new ideas or ways of doing things better

Organization: The ability to prioritize time

Decision Making: Making good judgments within the job function

Interpersonal Skills: The ability to develop productive working relationships with clients and other team members

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