they’re in no order. what are your priorities?
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: do you have a staff evaluation checklist?
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answer: i did not have a checklist of attributes that are looked at in evaluating staff performance, so i prepared one.
staffing is a big concern, and i believe many smaller firms settle and hire the wrong people, which i’ve written about and probably beaten to death expressing my views. however, here is a checklist that you could use as part of your input.
i entered the items as i thought of them, and not in order of importance, which each user will ascribe in their own way based upon their practice dynamics.
checklist of key attributes to use to evaluate staff performance
- overall job performance
- how well individual jobs are done
- total hours worked
- total chargeable hours
- realization on staff person’s work
- realization on clients worked on
- marketing activities
- ability to generate business
- efficiency
- effectiveness
- frequency of errors
- types of errors
- ability to learn from errors
- mentoring
- responding to mentors
- client satisfaction
- meeting deadlines
- consistent delivery of client service
- technical ability
- keeping current
- respect shown by clients’ staff
- respect given to clients’ staff
- has respect of peers
- gives respect to others
- ownership of work
- team attitude
- leadership skills
- good citizenship
- engages culture
- “want it “ attitude
- follow firm policies and procedures
- seeks out empowerment
- assumes responsibility
- innovative
- creative
- looks for value-added ways to help client
- keeps in contact with clients
- follows up with client questions
- trains younger staff
- leverages his abilities
- manages his career
- not a bad apple
- upbeat and cheerful
- not a grouch
one response to “44 key attributes for assessing staffers”
sanwar harshwal
ed is a great resource and generously giving back to the accounting fraternity.