COLLABORATING & PARTNERING

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CPY
Natalie West
Mind Map by Natalie West, updated more than 1 year ago
Natalie West
Created by Natalie West over 9 years ago
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Resource summary

COLLABORATING & PARTNERING
  1. MENTOR ACCOUNTABLE FOR COLLEAGUE WITH LOW CHT SEVERAL QUALITY FAILS
    1. VARIANCE AGAINST MORE EXPERIENCED ADVISERS
      1. CORRECTNESS OF TRANSACTION
        1. 3 CALLS, GREATER SAMPLE OF CALLS
          1. MAKING UP GUIDANCE CROSS-REFERENCED WITH DEPARTMENTAL DATABASES DIDNT REFLECT ACCURACY OF CONVERSATION
            1. COMPILED EVIDENCE, DISCUSSED CONCERNS, CHALLENGED BEHAVIOR, CITED LOW CONFIDENCE
              1. PERFORMANCE IMPROVEMENT PLAN (PIP) WORKING ON BEHAVIOR THEN KNOWLEDGE
                1. LIVE LISTENING, BEST PRACTICE, RANDOM 25% DAILY CALLS REVIEWED, TAILORED MATERIAL, SOUGHT STAKEHOLDER ADVICE FOR ADDITIONAL SUPPORT AVAILABLE
                  1. CONCLUSION 63.0% TO 97.7% EXCEEDING KPI GOALS
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