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Field Work Contact Report

This fieldwork contact report documents a training opportunity that was observed and provides guidelines for addressing it. The report notes that the trainee needs improvement in properly briefing clients about risks and alternatives. It recommends the trainee practice client briefings according to the company's standard process, and that performance will be considered satisfactory if briefings are comprehensive and clients are well-informed. Follow-up is scheduled to evaluate progress.

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Thata Thata
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83 views1 page

Field Work Contact Report

This fieldwork contact report documents a training opportunity that was observed and provides guidelines for addressing it. The report notes that the trainee needs improvement in properly briefing clients about risks and alternatives. It recommends the trainee practice client briefings according to the company's standard process, and that performance will be considered satisfactory if briefings are comprehensive and clients are well-informed. Follow-up is scheduled to evaluate progress.

Uploaded by

Thata Thata
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OBSERVATIONS (Specific insEances where training opportunity was observed)

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TMINING OBJECTIVE (training oppoftunity that needs to be addressed)

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