| [Firm
Name] |
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| Mentor Program |
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| Professional Staff |
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| Mentor |
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| Mentoree |
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| 1. Discuss with the Mentoree any changes in
the status of the firm |
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Practice Development efforts and new
clients |
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Client Services / Industry Niches |
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New Policies |
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Quality Control |
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| 2. Discuss what is expected of the Mentoree
from a technical standpoint |
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| and any
progress in these areas since last meeting (Tax, A&A) |
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| 3. Discuss what is expected from a
professional development standpoint |
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| and any
progress in these areas since last meeting (cpe/training, organization, |
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| time
management, meeting job budgets, realization, client relations, chargeable
hours |
| communication
with partners and staff, delegating work). |
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| 4. What are the mentoree's career goals and
what commitment |
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| is required
to advance to the next level in the firm?
What actions |
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taken since the last meeting? What
actions should be |
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| taken before
the next meeting? |
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| 5. Discuss various opportunities for Client
Development. |
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Core Services and Target Clients /
Industries |
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Involvement in Professional &
Civic organizations |
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Representing the firm in a
professional manner |
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Listening for and responding to
opportunities |
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with clients (while in field and
when preparing returns) |
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| Notes |
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| Specific
Goals and/or Action Plan (to be reviewed at next meeting) |
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