Staff Assessment

Please provide your feedback!

We will be starting to track staff progress as we advance in specific areas. It is important to our culture that you strive to improve in areas we believe are important to our product and client experience

Estimated time to complete: 15-20 minutes

We would like you to provide an assessment of your use of the critical software applications at our firm.

Please answer all of the following questions based on the scale below:

Rating: 1 = Lost & Need Help  3 = Operational w/ Room for Improvement  5 = Mastery/Expert

We would like you to provide your assessment of applications used for video and remote meetings at our firm.

Please answer all of the following questions based on the scale below:

Rating: 1 = Lost & Need Help  3 = Operational w/ Room for Improvement  5 = Mastery/Expert

We would like you to provide your assessment of assigned technology and equipment at our firm.

Please answer all of the following questions based on the scale below:

Rating: 1 = Lost & Need Help  3 = Operational w/ Room for Improvement  5 = Mastery/Expert

Technical skills are a cornerstone to growth at our firm. Please assess your current skills in each of the following areas.

Please answer all of the following questions based on the scale below:

Rating: 1 = Low  3 = Average  5 = High

Building the trust of the team is a core value we want to recognize and reward. Please assess your current team skills in each of these areas.

Please answer all of the following questions based on the scale below:

Rating: 1 = Low  3 = Average  5 = High

We believe we are in the relationship business, not the tax/accounting business. Most issues come from client communication. Please assess your current skills in each of these areas.

Please answer all of the following questions based on the scale below:

Rating: 1 = Low  3 = Average  5 = High

Please click "Submit Answers" button below when complete

We appreciate your feedback and input!