Leadership Skills Review for Lisa Courson

Name


A red asterisk (*) indicates required questions.


  1. As a role model, does your supervisor express enthusiasm and demonstrate a positive appraoch toward their job and the credit union?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. As a role model, does your supervisor have good personal grooming and appearance when visiting your branch?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. As a role model, does your supervisor maintain a neat and organized work area when visiting/working at your branch?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. As a role model, does your supervisor assist members and non-members in a friendly helpful and tactful manner?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. As a role model, does your supervisor treat you and your staff with respect and courtesy?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Additional comments for 'Setting an Example' questions 1-5:


  1. Does your regional have sufficient knowledge in Credit Union Policies and Procedures?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional have sufficient knowledge in SBA Policies and Procedures?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional have sufficient knowledge of the Sales and Service Procedures/Guidelines?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional have sufficient knowledge of our products and services?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional have sufficient knowledge of CRM?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Additional comments for 'Knowledge' questions 9-13:


  1. Is your regional clear, consise and thorough in communicating with members?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Is your regional clear, consise and thorough in communicating with you?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Is your regional clear, consise and thorough in communicating with your staff?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Additional comments for 'Communication' questions 15-17:


  1. Does your regional motivate you by recognizing your accomplishments and growth?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional motivate you by listening and responding to questions, suggestions and concerns?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional assist you in working through motivational issues with your staff?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Additional comments for 'Motivation' questions 19-21:


  1. Are you made aware of the criteria used to evaluate your job performance?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Are you provided with feedback after evaluations with suggestions for growth in performance?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Are your training needs assessed by your regional?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Has your regional assisted you in setting personal career goals?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Additional comments for 'Observations and Evaluation' questions 23-26:


  1. Has your regional made you aware of the role you play in our sales team?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Does your regional provide support in promoting a Sales Culture in your branch?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Do you feel your regional is a role model in selling our products?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Do you feel your regional is a role model in selling our services?*
     
      1 2 3  
    Needs Improvement  Excellent


  1. Additional comments for 'Sales Awareness' questions, 28-31:




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