Tina is Head of Paraplanning at a medium size financial advisory firm. She leads a team of three paraplanners and is preparing for their annual appraisal.
In the past she’s found it challenging to articulate feedback around the behavioural expectations of the team and finds that team members find it equally difficult to describe the positive behaviours they have demonstrated over the past year.
The Professional Map provides a common language around the behaviours and technical expertise expected across different experience levels, so it seems like a useful tool to support the appraisal process.
Not only that, but it also provides a benchmark against which to assess performance on those aspects that are harder to quantify such as behaviours and values.
Two team members take the self-assessment for Paraplanning at band 2, but the third team member doesn’t neatly fall within one band, as they have responsibilities that span across multiple bands, so Tina creates a bespoke form to assess this person.
Tina also completes the assessments using the same tools her reports use, to identify where there might be differences between her assessment and the self-assessment of the team member, and uses the results to inform a meaningful discussion around these differences and identify development areas.
By referring to the language used in the Professional Map, Tina is better able to explain how the right behaviours tie back to the successful execution of goals and team members can better recognise their strengths and development areas.
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