Employee improvement plan content

Contents of employee improvement plan

Contents of employee improvement plan. When employees are working, they will inevitably have some shortcomings. This is very normal. At this time, they need to improve themselves and make improvement plans to become even better. Share the content of the employee improvement plan with everyone. Employee improvement plan content 1

1. Summary of work in the first three months of 20__

There are several key tasks set up at the beginning of the year:

1. Contact new assignments 43 core customers to introduce Galaxy’s financial services and products;

2. Classify the core customers managed under the name, and divide the customers into active customers, medium and long-term customers according to their asset volume and transaction turnover rate Customers, new stock and small-volume trading customers, new stock subscription customers and loss-holding customers.

3. Provide individual management services for classified core customers, focusing on medium and long-term investors and new stock subscription investors through text messages and phone calls.

4. Analyze and manage core customer transaction data every week to understand customer transactions and major core customer transactions.

5. Use Weibo to build your personal brand and influence on financial funds.

6. Prepare promotional materials for Southern Fund products and recommend fund products to customers.

7. Select fund products with excellent and stable performance every month and make recommendations for excellent funds.

8. Contact original core customers to increase customer familiarity and satisfaction.

9. Review the basic knowledge of futures examination.

2. Work completion status in the first quarter:

1. Visits to new customers

Mailed self-introduction letters to 43 newly assigned core customers Attached with personal business cards, 43 customers were interviewed by phone and invited to visit the sales department. One of the 43 customers was developed by another colleague, and the relevant management personnel have been replaced. Of the remaining 42 digits, 6 have incorrect contact numbers or the numbers do not exist and cannot be contacted. Another 3 customers never answered the phone. All the rest have been visited.

2. Complete the management of customer classification work

In order to grasp and understand customers’ transaction preferences and turnover rates, in early March, through the weekly transaction data in January and February, according to the turnover rate The managed customers are classified into active (91 people), medium and long-term (94 people), new shares and small-scale transactions (18 people), new stock subscription (13 people), fund investment (9 people), holding losses (36 people), sales Account status (6 people), *** seven categories of customers, except ordinary customers; and focus on the middle five categories of customers, striving to increase customer turnover rate.

For new stock subscription customers, as new stocks frequently encountered breakthroughs at the beginning of 20__, our financial management department promptly adjusted the service policy. For the business department and core customers managed by ourselves, it is recommended that they use their new stock subscription funds. Switched to treasury bond repurchase business and retained customer funds in the sales department. In terms of specific work, a description of the treasury bond repurchase operation strategy is sent to the customer's personal mailbox via email, and then a brief explanation is given to the customer via text message. During the visit to the newly branched core customers, we mainly introduced the government bond repurchase business and the wealth management fund allocation business to the customers in more detail through phone calls and face-to-face visits.

3. Completion of service work after customer classification

In order to improve its influence on customers, the primary goal is to deepen customer impressions and increase customer trust. After the daily morning meeting, I discuss the daily market trends and Galaxy Horse with my colleagues in the financial management department. After the discussion, most of them believe that the horse is bullish and recommend the horse to the 322 management clients who have left their mobile phone numbers. And ensure that at least one horse text message is sent every week to increase the sense of self-presence. However, due to the large declines in the stocks recommended by Junma in several consecutive issues in March, I became particularly cautious in recommending to customers and did not dare to send Junma recommendation information to customers continuously.

4. Services for new share subscription customers

In addition to promoting the government bond repurchase business to new share purchase customers, I always insist on using the new share subscription strategy of the investment advisory platform, through the Galaxy SMS platform Send new share subscription strategies and priority subscription suggestions to the company. Some customers expressed satisfaction with this service when visiting the sales department.

5. Analysis of customer transaction data

The analysis of customer transaction data started at the end of 2010. The purpose is to understand the transaction status, market share and commission contribution of managed customers in real time. Understand the customers that have a greater impact on transaction volume among the customers you manage, and track them regularly. Among the current management customers, there are 39 people with relatively large transaction volume, accounting for more than 60% of the management customers. On average, 198 customers trade stocks every week, with each person’s weekly trading volume being around 300,000 to 80,000 yuan. On average, 70% of our customers do stock trading every month.

6. Make use of the network Weibo effect

In terms of Weibo, in addition to checking in every day, I send 3 Weibo posts about fund management every day. aspects of influence. Since I had to take the Futures Practitioner Examination in early April, I did not complete the three daily bets as scheduled. There were omissions from time to time and there was a lack of continuity.

7. Recommend excellent fund financial products every month

Partner with Feng Ying in selecting financial funds with outstanding performance every month. Each issue will produce excellent fund recommendations and forward them to the sales department. All staff. Since February, we have completed the recommendation of Southern Longyuan Fund, Southern Hengyuan Capital Guarantee and Invesco Great Wall Energy Infrastructure Fund.

Work improvement plan for March and April:

The next step is to query the original customer information or use other methods to contact the 9 new customers who have not been contacted. client. Let customers understand the value of the financial services we provide, improve the service image of the sales department and customer satisfaction, and at the same time minimize the chance of customers potentially canceling their accounts.

In terms of customer service for new stock subscriptions, three services are currently provided. The first is to send Galaxy Investment Consulting’s subscription strategy text messages, suggesting customers’ priority subscription order and subscription risk warnings; the second is to advise customers to unfreeze subscription funds. Operate bond repurchase transactions between the day and the next subscription day to rationally use funds to expand returns. The third is to send short-term interest operation suggestions on stocks recommended by Junma, hoping that customers will increase their stock trading volume and increase their trust in themselves.

In 20__, the company headquarters issued a quota for opening accounts for margin trading and securities lending customers. I personally need to complete 17 accounts throughout the year. This year this will become my new focus of work. For this work, as an employee of the financial management department, the first task is to fully master the knowledge of margin trading and securities lending business, and pass the Galaxy Online School platform exam in June to obtain the qualification of recommender for this business.

Another focus of the financial services position in 20__ is to manage the signing of service customers, including existing customers and newly developed customers. Since I currently do not have investment consulting qualifications, the signing work will focus on Jiutian Wealth signing, and strive to complete the goal of signing 50% of new customers and 10% of existing customers.

In terms of personal business knowledge growth, you need to make full use of Galaxy’s investment advisory platform and spend half an hour to an hour every day learning the investment advisory platform’s general trend analysis, horse recommendations, information expositions, industry hot spots and early investment At the same time, pay attention to the R&D reports of the R&D department, the R&D reports of major securities firms, and the minutes of morning meetings. In this way, you can be more content and professional when communicating with customers, and at the same time increase your sensitivity to market trends.

Before the end of April, learn how to use the Galaxy Investment Consulting VIP terminal and online business hall, convey the advantages of Galaxy’s software to service customers and potential customers, and facilitate customers’ operations in investment and financial management.

Weibo effect, through sending Weibo about the fund industry for a period of time, I have developed my understanding and judgment of the analysis of the fund industry. What gives me a sense of accomplishment is that my Weibo has received attention and forwarding from the Weibo accounts of Harvest Fund, HFT Fund and Universal Fund Company. It has greatly enhanced my interest and confidence in sending fund views on Weibo.

IV. Desired working environment and team:

I very much hope to do my job well in Yinhe Hongjing and reflect the value of my work and the value of financial services to customers. I also hope that I can work in an ideal team. Regarding the working environment of this team, I hope that everyone will be united towards the unified goal of financial services, learn from each other, affirm and encourage each other, and strive for the same goal.

In this environment, each member must clearly know his or her work goal, which is to provide customers with valuable financial services and work hard to increase the value of customers' assets and the sales department's income.

Everyone has his or her own strengths and weaknesses. The value of an efficient team is to allow each member to use his or her strengths while learning from the strengths of others to make up for their own weaknesses. Our financial management department is building a team with its own characteristics, giving full play to everyone's strengths in trend analysis, technical analysis and fund analysis, and making team members more professional through mutual exchanges and training.

A good working environment is inseparable from everyone’s seriousness and passion. More importantly, everyone on the team respects each other because they trust their teammates.

5. Your contribution to the team:

For employees in various departments of the sales department, use your expertise in funds to regularly exchange opinions with other colleagues, especially in the group think group In terms of work, we pay close attention to the 9 key funds allocated and produce weekly analysis and brief reviews.

For the key marketing funds assigned by the company, we will prepare promotional materials and integrate selling points in advance, and promptly mobilize all employees in the sales department for marketing. In addition, in terms of post-sales services, we will briefly comment on the trends of newly listed funds. Can help other employees serve fund customers better and more conveniently. The purpose is to increase his appeal in the sales department through the work of fund business.

At present, the marketing department is constantly expanding. The professional knowledge and business capabilities of new account managers will directly affect the future performance development of the sales department, which will also affect the satisfaction of existing customers served by the financial department in the future. The training of new account managers by the staff of the financial management department is also very important. I will seriously participate in each account manager training and do my best to train the account managers.

In addition to business contribution, cultivating a positive, happy mood and mentality can bring positive energy to yourself and your colleagues around you. At the same time, when contacting customers, it can also make customers feel that our sales department special features. Even a simple smile or compliment can bring endless joy to people and make busy work easier and more efficient. Happiness does not require charity from others. Happiness is entirely created by oneself. Happiness is not only outside work, but also within work. Employee Improvement Plan Content 2

1. Shortcomings in work

1. My own professional level is not high and my ability to handle accidents is not strong. Although the professional level has been improved to a certain extent through the accumulation of study and work experience, the professional level and work experience are still relatively low compared with other veteran comrades. In daily work, the focus is on daily production work, and the improvement of one's own ideological quality is also ignored. The awareness of taking the lead in work is not strong.

2. Satisfied with normalization at work, lacking pioneering and proactive spirit, sometimes impatient, eager for success, more than stable, insufficient innovation; sometimes not thoughtful enough when dealing with problems, thinking too much, Less practice in action. At work, I am always accustomed to thinking of the worst, and lack the courage and courage to dare to break the rules, take risks, and boldly develop. In addition, the level of policy theory is not high enough. Although I usually pay more attention to learning, the learning content is not comprehensive and systematic enough. The study of company policy theory is not deep or thorough. Sometimes I also relax my requirements and standards.

3. The overall awareness is not strong enough. Sometimes I only do things from my own perspective and do not fully understand some of the major decisions made by the company and the workshop. Although I have completed the work as required by the leader, I still have some other ideas mentally. There are still situations where you see, hear, and think about something but haven't done it yet, and you need to further enhance your professionalism and sense of responsibility.

2. In future work, I am determined to make improvements in the following aspects:

1. Continue to broaden my theoretical knowledge and strengthen my application of theoretical knowledge. In daily work, when encountering problems, consult the literature more and familiarize yourself with relevant knowledge, thereby improving your ability to solve practical problems.

2. In terms of ideological work, deepen your study, strive to improve your ideological and theoretical level, strengthen your professionalism and sense of responsibility, arm your mind with new ideas, grow your talents, and improve your ability to control work. Ability, and adhere to the integration of theory with practice, focusing on applying what has been learned.

3. In actual work, we should be more proactive in asking leaders for advice on problems encountered, communicate more with colleagues, and learn their methods of handling practical problems and work experience. Continuously improve your actual work ability by learning more, asking more, and thinking more. Employee improvement plan content 3

Employee performance improvement work plan sample

Performance improvement plan is a part of performance management. It is a process for enterprise employees to improve their performance. A performance improvement plan is to take a series of specific actions to improve the performance of subordinates, mainly including basic issues such as what to improve, who will improve, and when to improve. Only by implementing the performance improvement plan without going through the motions or formality can employees' enthusiasm for work be fully stimulated. When employees make progress, the company will achieve greater development, and performance management work will be guaranteed to succeed.

1. Before formulating a performance improvement plan, you must first identify performance gaps

In specific work, department heads are required to have evidence and facts to compare with the set work goals. and the actual effect achieved. Employees must be convinced and truly want to improve.

2. Find out the reasons for poor performance

There are subjective reasons and objective reasons. The subjective reason is the lack of interest and motivation in work. Objective reasons include insufficient knowledge and ability of employees and the influence of the external environment. Specifically analyzed from the following aspects:

1. Employees’ attitudes:

Because employees’ attitudes affect performance output, it is necessary to communicate with employees Conduct adequate communication to find out the reasons for poor attitudes and how to improve them?

2. Employee skills:

Employees’ working methods and communication skills affect performance output. What methods should be used to make up for it?

3. Employee knowledge:

Employee knowledge affects performance output. Is it a lack of knowledge? What methods should be used to make up for it?

4. External problems

Have external problems affected performance output? How to improve it?

5. Department leaders should conduct self-examination:

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Is it because of insufficient communication or lack of proper authorization, trust, motivation, help, and support for employees?

3. Formulate a plan for performance improvement

1. Determine the goals for performance improvement. Department leaders should conduct feedback interviews with employees to let employees understand their own situation and what areas need improvement. Employee recognition. With goals set in this way, employees will be more motivated and implemented more smoothly.

2. Find ways to improve through brainstorming and fishbone diagrams, be more detailed and specific, and select the optimal solution.

3. Develop a performance improvement plan, add specific action plans, implementation means, deadlines, etc. to the performance plan. The department and employees sign a responsibility letter for the improvement plan. This is more useful than a verbal agreement and enables employees to Take it seriously.

4. Follow up on employees’ improvement plans. After the employees’ plans are formulated, constant supervision, inspection, and help are essential. If they make progress, they must be encouraged. If they have regressed, they need to find out. The reason is that if the standards are not met within the deadline, they will be transferred and their salary will be reduced.

In short, performance improvement is an important process of performance management. Only by carefully implementing the performance improvement plan can we achieve the final process of performance management.