PERFORMANCE EVALUATION REPORT

Report on:

Years Experience:

Reviewed by:

Date:

Type of Evaluation

Approx. Hours:

Period from:                                          to: 

Assignments (Client):

Brief description:

In relation to the individual’s experience and the complexity of the assignments, do you consider the work:

1)       difficult

2)       normal

3)       easy

Evaluation of Performance

Considering the individual’s training and experience, evaluate him/her on each of the areas below based on performance for this assignment. 1) Outstanding  2) Above average  3)  Average – what would normally be expected of a individual at his/her level of experience  4)  Requires improvement  5)  Unsatisfactory.  Circle the number representing your rating. Please provide comment in comment section on back for any rating above or below a 3.

Area

Description

Rating

Overall Rating

Technical

¨        Satisfies all technical requirements of Associate.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Demonstrates a consistency in technical issue identification.

¨        Is able to use technical resources.

1   2   3   4   5   N/A

Client Service

¨        Satisfies all client service requirements of Associate.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Is proactive in identifying effects of business developments and technical developments as they pertain to clients (i.e. applicability of new pronouncements, law changes, etc.).

1   2   3   4   5   N/A

¨        Has regular contact with appropriate level client personnel (not just during the time of service).

1   2   3   4   5   N/A

¨        Participates in client entertainment functions for the appropriate levels of client personnel.

1   2   3   4   5   N/A

Administrative

¨        Satisfies all administrative service requirements of Associate.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Completes assignments in a reasonable time frame under the circumstances.

1   2   3   4   5   N/A

Practice Expansion – Business Development

¨        Satisfies all practice expansion-business development service requirements of Associate.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Begins a long range process to identify people, organizations, and contact groups to be involved with, the objective of which is to create a contact base to gain business.

1   2   3   4   5   N/A

Based on the above ratings are prospects for advancement to more difficult engagements:

1)       Excellent

2)       Good

3)       Contingent

4)       Doubtful

SEMI ANNUAL SECTION

Personal

¨        Satisfies all personal requirements of Associate.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Is aware of leadership competencies.

1   2   3   4   5   N/A

Recruiting

¨        Satisfies all recruiting service requirements of Associate.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

Semi Annual Section-continued

Professional

¨        Meets all professional requirements of Associate.

q      Yes

q      No

¨        Progresses to Senior in one to two years.

q      Yes

q      No

¨        Meets annual chargeable hours goal.

q      Yes

q      No

¨        Meets annual total hours goal.

q      Yes

q      No

Considering all evaluation reports and personal knowledge of individual are prospects for advancement to next level:

1)       Excellent

2)       Good

3)       Contingent

4)       Doubtful

Description of prospect for advancement:

1)       Excellent prospects for advancement to more difficult engagements.  No important weaknesses; typically such an individual would receive a number of 2”s and/or 1’s in the preceding Evaluation of Performance.

2)       Good prospects for further advancement.  Typically, such an individual would receive a number of 3’s or 2’s in the preceding evaluation.  Any weaknesses are considered to be minor and correctable.

3)       Further progress is contingent upon overcoming certain deficiencies noted in the preceding evaluation section (explain in the Comments section).

Further progress is doubtful or unlikely because deficiencies noted are significant and are considered uncorrectable; has not improved in weak areas. Typically, such an individual would receive a number of 4’s or 5’s in the preceding evaluation.

COMMENTS

Comment on exceptionally outstanding or poor performances as reported in the Evaluation of Performance.  Please give other concise information, if any, reflected elsewhere that will assist in appraising the individual (attach additional sheet if necessary).

Discussion

As an important part of on-the-job training, it is firm policy that the individual’s performance be discussed with him/her during the course of the period and in summary form at the end of the period. The completed performance report must be discussed and shown to the individual at a meeting for that purpose.

Indicate specific matters discussed

1) Work performed well:

2)  Areas which require improvement:

3)  Reviewee comments:

4)  Completed report shown to me and discussed:

Signature of Reviewee:

Date:

Signature of Reviewer:

Date:

Reviewed by:

Date: