IWM 360: Peer Performance Review

You have been invited to participate in the Integrated Wealth Management 360: Peer Performance Review. This survey is designed to gather data on an employee's performance from the perspective of the team. Completing this survey is mandatory. All survey responses will be confidential.

* Client Service Orientation

Giving high priority to achieving customer satisfaction.

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

Please give specific reasons for your rating.

* Communication Skills

Writing skills, verbal communication, listening skills

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

* Initiative & Self-Direction

Developing and implementing proactive, energetic plans to manage processes, resources and people.

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

* Job Knowledge

Technical competence, organizational awareness

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

* Problem Solving & Critical Thinking

Decision-making/judgment, persuasiveness, innovation

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

* Productivity

Efficiency, work standards, sense of urgency

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

* Systems & Organization

Follow-through, organizational skills, attention to detail

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations

* Teamwork & Collaboration

Individual leadership, working cooperatively with other team members

Exceeds Expectations

Sometimes Exceeds Expectations

Achieves Expectations

Sometimes Falls Short of Expectations

Falls Short of Expectations