Employee Health Report
Please rate each of your team members on the below questions on a scale of 1 - 5
Department
*
Please Select
Advisor Growth
Brokerage
Business Design
Business Development
Design Center
Events & Experiences
Executive Administration
Finance
Human Resources
Marketing
New Business
New Org
Office Operations
Planning Experience
Investment Operations
Strategic Ventures
Supervision & Compliance
Technology
Training & Development
Wealth Strategy
Executive
*
Please Select
Andrew Medema
Ami Howes
Justin Connor
Daniel Murphy
Bobbi Rebisz
Dakota Brizendine
Michael Moran
Executive Overseeing This Department
Manager Name
*
Please Select
Ami Howes
Andrew Gordon
Andrew Medema
Bobbi Rebisz
Cara Kingsley
Charlotte Vecchiarelli
Colette Lemarier
Dakota Brizendine
Daniel Murphy
Eric McPherson
Eric Spindt
Jessica Cahill
Justin Connor
Karen Pearl
Melanie Kelly
John Micavich
Michael Moran
Richard St. Jean
Sarah Hayes
Tiffany DeLisi
Nicole Finlayson
Person Who Is Submitting This Report
Your Name
*
First Name
Last Name
Staff Name
*
Please Select
Alec Whalen
Amanda Smith
Andrew Gordon
Brittany Desjardins
Cameron Monette
Cara Kingsley
Caylee Post
Charlotte Vecchiarelli
Chelsea Brochu
Christina Brissette
Corey Thacker
Courtney Rook
Craig Pollard
Dennis Carr
Diane Page
Elizabeth Mullen
Eric McPherson
Esminelba Santiago
Geline Edmands
Jennifer Jobin
Jeremy Katz
Jessica Cahill
John Micavich
Justin Kitner
Kaleigh Gerety
Kany MacLellan
Karen Pearl
Kari McCafferty
Kathryn O'Brien
Leigha Dear
Logan Cook
Madelyn Morin
Matthew Bleakley
Matthew Kehaya
Meagan Goddard
Melanie Kelly
Melissa Saindon
Myle Truong
Nicole Finlayson
Noah Klar
Patricia Clarke
Perry Smith
Pete Smellie
Peter Wisowaty
Rachel Rawls
Rachel Silverman
Sam Bolton
Samantha Vroegindewey
Samuel Stone
Sarah Hayes
Sarah Kelly
Sarah Wolman
Sawyer Kindel
Sherri Fox
Stephanie Lacks
Tiffany DeLisi
Todd Seresky
Will Vollmer
Who Your Providing Feedback For
Reporting Month
*
Please Select
November 2023
December 2023
January 2024
February 2024
March 2024
April 2024
May 2024
June 2024
July 2024
August 2024
September 2024
October 2024
November 2024
December 2024
The Month Your Reporting For
1) How is this employee doing with their day-to-day responsibilities?
*
Insufficient
1
2
3
4
Anticipates
5
1 is Insufficient, 5 is Anticipates
2) How is this employee doing on assigned projects and deliverables?
*
Insufficient
1
2
3
4
Anticipates
5
1 is Insufficient, 5 is Anticipates
3) How is this employee progressing with their professional development?
*
Insufficient
1
2
3
4
Anticipates
5
1 is Insufficient, 5 is Anticipates
4) How much does this employee get their role? (they understand their role, the culture, the systems, the pace, and how the job comes together)
*
Insufficient
1
2
3
4
Anticipates
5
1 is Insufficient, 5 is Anticipates
5) How much does this employee want their role? (they genuinely like the job and want to do it based on fair compensation and the associated responsibility)
*
Insufficient
1
2
3
4
Anticipates
5
1 is Insufficient, 5 is Anticipates
6) How much does this employee have capacity for their role? (they have mental, physical, and emotional capacity to do the job well)
*
Insufficient
1
2
3
4
Anticipates
5
1 is Insufficient, 5 is Anticipates
7) Does the employee have capacity for additional work, from a time standpoint?
*
Yes
No
7a) Estimated number of additional hours
Additional Notes Regarding This Employee
Submit
Should be Empty: