| [Firm Name] |
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| 20XX
Evaluation & Goal Setting |
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| Staff Name |
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| Partner
Reviewer |
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| Discussion of 20XX performance &
accomplishments |
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| 20XX
Goals |
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| Production |
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| Chargeable
Hours |
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| Total Hours |
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| Realization |
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represents the % of
your billable time that is |
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invoiced to the client
vs. written-off |
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| Technical
Performance |
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| Specific
service / engagement areas of focus (Fin'l stmt prep,
1065, Estates, etc.) |
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| General
skills of focus (independence, efficiency, delegation,
job planning, materiality, |
| appropriate
communication with partner, meets deadlines, etc.) |
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| Firm
Support |
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| Areas of
focus (special projects, aggressively seek work,
supervise, train, ability to prioritize, |
| assist
willingly with rush projects, supportive of associates, aware of others'
time, etc.) |
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| Client
Relations & Development |
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| Areas of
focus (gain respect & confidence of clients,
cross-selling services, etc.) |
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| Firm
Development & Marketing |
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| Areas of
focus (represent firm in professional manner,
knowledgeable of firm services, |
| attend
some professional / social events to represent firm, join prof. / civic
organization, etc.) |
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| Subjective
Criteria |
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| Areas of
focus (positive attitude, professionalism, innovation,
team player, etc.) |
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| General Notes / Discussion Items from meeting |
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| Sign Off |
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| Staff |
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Date |
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| Partner |
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Date |
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