• 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

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  • Critical Software Applications

  • 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

  • PROJECT MANAGEMENT: Your skill/ability of project management and/or time & data entry
  • PROJECT MANAGEMENT: Your skill/ability to ADD or EDIT client information
  • PROJECT MANAGEMENT: Your skill/ability to ADD or EDIT client projects
  • EMAIL: Your email management from both internal and external
  • EMAIL: Your use of tasks and reminders for important follow up

  • Video and Remote Meetings

  • 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

  • VIDEO: Your skill/ability at client video creation
  • VIDEO: Your comfort level at recording a video message
  • VIDEO EMAIL: Your understanding of firm standards for sending video messages
  • REMOTE MEETINGS: Your understanding of firm best practices for remote meetings
  • REMOTE MEETINGS: Your skill/ability and comfort level with functions, settings, and use of remote meetings

  • Technology & Equipment

  • 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

  • AUDIO: Your understanding of the microphone setup and setting changes
  • CAMERA: Your skill/ability of setup and setting changes
  • VIRTUAL BRAND: How clients view your virtual meeting experience (both audio and visual)
  • WORKSTATION SETUP: Your skill/ability in managing settings, changes, and moving from one location to another

  • Technical Knowledge Skills

  • 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

  • TIME MANAGEMENT: How you organize and prioritize your work
  • CRITICAL THINKING: Ability to "connect the dots" of a situation
  • PROBLEM SOLVING: Ability to fix problems or concerns as they arise
  • KNOWLEDGE RETENTION: Ability to observe, learn, and repeat transferred knowledge
  • TROUBLESHOOTING: Ability to "debug" an issue
  • AUTONOMY: Desire for independent thinking on technical areas

  • Team Collaboration and Leadership

  • 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

  • TEAM ATTITUDE/APPROACH: Your skills in working as a team
  • CREATIVE SOLUTIONS/INNOVATION: Your skills in developing a "new and improved" approach
  • WILLINGNESS TO PARTICIPATE: How you might be looking for the opportunity to participate
  • ABOVE AND BEYOND: Your desire to go beyond the minimum expectation needed at the firm
  • KNOWLEDGE ACQUISITION: Your pursuit of accessing knowledge we currently have at the firm
  • KNOWLEDGE ACQUISITION: Your pursuit of acquiring NEW knowledge from outside the firm to bring to the team
  • PERSONAL SKILL DEVELOPMENT: Your pursuit of new skills valuable to the firm and our clients
  • LEADERSHIP: Your desire to lead and train others at the firm

  • Client Relationship Skills

  • 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

  • SCOPE: Your knowledge and understanding of client service levels and what might be scope creep
  • FEES: Your comfort level in discussing fees and/or firm value with a client
  • VALUE: Your knowledge of your value in a client relationship
  • DE-ESCALATION: Your ability to reset and refocus a tense situation with a client
  • THE FIVE W'S OF A CLIENT STORY: Your knowledge of them
  • LEADING A CLIENT: Your ability to lead a client's decision making
  • ANSWERING QUESTIONS: Your ability to know how to answer a question in which you do not know the answer
  • EMAIL: Your ability to effectively communicate via Email Message to a client
  • VIDEO: Your ability to effectively and confidently video message clients

  • Please click "Submit Answers" button below when complete

    We appreciate your feedback and input!

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