[Firm Name]
Annual
Management Group Performance Plan
Prepared
by:
Date:
1. PERFORMANCE OBJECTIVES
MEASUREMENT STANDARD
OBJECTIVES What is
Outstanding
(What Results will be achieved) Exceeds Requirements
Meets Requirements
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WEIGHTING
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- Client
Relations and Quality of Service
(actions to be taken and
expected results)
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- Practice
Development Results (state new business goals and s\extensions of
service separately). Also,
complete marketing support and p.d. plan on
last page
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- Practice
Management
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- Development
and Motivation of Others
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- Technical
performance (specific enhancements in capabilities)
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- Special
Activities that will Result in Growth and Development of the Firm (1)
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Note:
If
assumptions on economics, environmental, regulatory changes, the
availability of money, etc., are critical to accomplishing objectives,
they
should be documented and attached.
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TOTAL = 100%
|
(1) Include
goals relating to areas of firm emphasis, for example:
* developing competency in an
industry or class of services
* developing new service niche
* development
of mechanism for increasing productivity
2. PERFORMANCE EVALUATIONS
Actual Accomplishments
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SELF-EVALUATION
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WEIGHTING
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Managing
Shareholder
Degree of Difficulty
3. MARKETING SUPPORT AND
P.D. PLAN
