[Firm Name]
Associate Evaluation
Employee:
Title:
Department:
Office:
Reviewed by:
Date:
Employee is being reviewed for
the following:
Instructions:
Listed below are the core competencies for Associates and a
definition of the competency. Carefully
consider each evaluation criterion.
Explanatory comments and examples are strongly encouraged to aid in your
reviewee’s growth.
RATINGS
Exceeds Expectations – The person being reviewed has
gone above and beyond the expectations for someone at their level in the
area.
Meets Expectations – The person being reviewed is
doing everything they should be.
Improvement Needed – When using this rating, please
provide specific examples regarding why the person needs to improve. These areas should also be used to set
targets (a.k.a. goals) for the person.
JOB-RELATED
TECHNICAL SKILLS (Exhibits
specific skills applicable to their area and client assignments (tax,
accounting, auditing, retirement plans, administration, marketing, etc.),
maintains education requirements by attending and participating in appropriate
classes, keeps up to date with professional reading, strives to learn new items
and develop new competencies, offers creative suggestions, understands and uses
technology appropriately)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
CLIENT SERVICE SKILLS
(Services clients (including [Firm name] employees) in a timely,
efficient and friendly manner. Is able
to develop and grow relationship with client personnel/[Firm Name] personnel. Explains work to client in an easy to
understand manner. Gains client’s
confidence and satisfaction)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
FINANCIAL MANAGEMENT SKILLS (Performs tasks within time constraints,
effectively communicates difficulties/billing opportunities to
in-charge/supervisor)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
PROFESSIONAL AND PERSONAL DEVELOPMENT
PROFESSIONAL SKILLS
(completes work in a timely, organized and neat fashion, is able to
prioritize work and follow directions, works independently, effectively
communicates with others including co-workers, supervisors and client
personnel, works toward an understanding of the client’s business, meets
chargeable goals and reviews own work prior to submitting for review)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
PERSONAL CHARACTERISTICS
(maintains a professional appearance and complies with the SS&G
dress code, is dependable and reliable, is willing to accept and learn new
tasks, takes initiative on a regular basis, demonstrates professional maturity
and poise)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
TEAM PLAYER/LEADERSHIP/ATTITUDE/EFFORT (supports and complies with firm
procedures and administrative duties, shows commitment to the team and the
firm, uses non-chargeable hours productively, goes the extra mile when
necessary)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
PRACTICE DEVELOPMENT SKILLS
PRACTICE DEVELOPMENT SKILLS (Recommends cross-selling
of firm services, maintains involvement in outside organizations, continually
building relationships with referral sources)
Rating: Exceeds Expectations Meets Expectations Improvement Needed No Basis to Comment
Explanation:
Overall Comments/Summary:
Do you recommend this person for promotion? Please explain your why or why not.
