[Firm Name]

Senior Associate Evaluation

 

Employee:               Title:            Department:            Office:       

 

Reviewed by:            Date:         

 

Employee is being reviewed for the following:       

 

 

Instructions:

 

Listed below are the core competencies for Senior 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 technical proficiency, continues to expand knowledge into new areas, is current on new pronouncements or other legislative updates in their area, participates in CPE programs (both internally as well as externally), strives to be a technical as well as a client service leader, understands and uses technology appropriately)

 

Rating:  Exceeds Expectations   Meets Expectations   Improvement Needed   No Basis to Comment

 

Explanation:       

 

 

CLIENT SERVICE SKILLS  (Services clients in a timely and friendly manner, including timely delivery of services and product, has developed and grown relationship with client personnel, explains work to client in an easy to understand manner, gains client’s confidence and satisfaction, is responsive to client needs)

 

Rating:  Exceeds Expectations   Meets Expectations   Improvement Needed   No Basis to Comment

           

Explanation:       

 

PRACTICE PROFITABILITY & PERFORMANCE  (Achieves chargeable hours goals, manages book of business including effective planning and scheduling, appropriate delegation, provides supervision and coaching to the staff, completes reviews timely, achieves acceptable realization, accounts receivable collection (if applicable) and client service/retention)

 

Rating:  Exceeds Expectations   Meets Expectations   Improvement Needed   No Basis to Comment

 

Explanation:       

 

 

PROFESSIONAL AND PERSONAL DEVELOPMENT

 

MANAGEMENT SKILLS (provides education to staff (both technical and management), mentors staff, effectively delegates work and provides clear direction to staff, coordinates team based client service, demonstrates conflict resolution skills, effectively communicates within the firm)

 

Rating:  Exceeds Expectations   Meets Expectations   Improvement Needed   No Basis to Comment

 

Explanation:       

 

LEADERSHIP SKILLS  (supports and complies with firm procedures, policies and administrative duties, shows commitment to the team and the firm, uses non-chargeable hours productively, goes the extra mile when necessary and is considered a good team player)

 

Rating:  Exceeds Expectations   Meets Expectations   Improvement Needed   No Basis to Comment

 

Explanation:       

 

 

PRACTICE DEVELOPMENT SKILLS

 

PRACTICE EXPANSION (Obtains new clients, expands services to existing clients on an annual basis, develops new competencies to new & existing clients, maintains an active practice development effort including networking and civic affiliations)       

 

Rating:  Exceeds Expectations   Meets Expectations   Improvement Needed   No Basis to Comment

 

Explanation:       

 

 

Overall Comments/Summary:       

 

Do you recommend this person for promotion?  Please explain why or why not.