PERFORMANCE EVALUATION REPORT

Report on:

Years Experience:

Reviewed by:

Date:

Type of Evaluation

Approx. Hours:

Period from:                                          to: 

Assignments / Descriptions:

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

¨        Has demonstrated technical competence and applied good judgment through present and prior levels with the firm.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

Client Service

¨        Lives the high / strict client service ideals of the firm.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

Administrative

¨        Responsible for decisions and decision making processes on all aspects of the firm including, but not limited to:  staff compensation, asset purchases, promotion decisions, production, etc.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Signs all opinions or official statements of the firm.

1   2   3   4   5   N/A

¨        Provide the backbone for vision, mission, core values and philosophies.

1   2   3   4   5   N/A

Supervisory

¨        Supervises technical and administrative staff as appropriate or provide systems to do so.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

Practice Expansion – Business Development

¨        Utilizing experience, judgment and maturity, provides the bulk of business development in new client development meeting new potential client in all walks of life.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨        Manages the practice to acceptable profitability levels to provide adequate income for partners and capital for investment in future needs / endeavors.

1   2   3   4   5   N/A

SEMI ANNUAL SECTION

Personal

¨           Strikes a balance with business and non-business life, effectively setting limits.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

¨           Actively uses Interpersonal competencies.

1   2   3   4   5   N/A

¨           Actively uses Leadership competencies.

1   2   3   4   5   N/A

¨           Makes or participates in all hiring decisions in securing appropriate candidates with characteristics consistent with firm philosophies.

1   2   3   4   5   N/A

1  2  3  4  5  N/A

Semi Annual Section - CONTINUED

Professional

¨        Practices, implements, enforces and develops firm philosophies, Interpersonal competencies, visions, Leadership competencies and mission.

q      Yes

q      No

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 would 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: