{"id":81958,"date":"2021-02-18t12:00:36","date_gmt":"2021-02-18t17:00:36","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=81958"},"modified":"2021-03-01t09:10:30","modified_gmt":"2021-03-01t14:10:30","slug":"5-ways-to-evaluate-partners","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/","title":{"rendered":"five ways to evaluate partners"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womanpartner_adobestock_79212579.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-49390\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womanpartner_adobestock_79212579-424x283.jpeg\" alt=\"woman conducting evaluation\" width=\"424\" height=\"283\" \/><\/a>bonus: two forms you can use.<br \/>\n<\/strong><\/p>\n<p><i>by marc rosenberg<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/product-category\/marc-rosenberg\/?orderby=title-desc\"><i>the rosenberg practice management library<\/i><\/a><\/p>\n<p>why do firms conduct performance evaluations of partners?<\/p>\n<ul>\n<li>to clarify what is expected of the partner<\/li>\n<li>to improve performance<\/li>\n<li>to provide management with information to use in allocating partner income, which should be linked to performance<\/li>\n<\/ul>\n<blockquote><p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2021\/02\/12\/compensation-is-no-way-to-manage-partners\/\">compensation is no way to manage partners<\/a> | <a href=\"\/\/www.g005e.com\/2021\/02\/04\/make-sure-partners-focus-on-two-things\/\">make sure partners focus on two things<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/14\/entitled-rainmakers-and-other-practice-development-errors\/\">entitled rainmakers and other practice development errors<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/22\/breaking-it-down-marketing-job-descriptions\/\">breaking it down: marketing job descriptions<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/17\/how-and-why-to-hire-a-marketing-director\/\">how and why to hire a marketing director<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/16\/how-to-brand-and-differentiate-your-firm\/\">how to brand and differentiate your firm<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p><strong>five types of partner evaluations<\/strong><\/p>\n<ol>\n<li>self-evaluation<\/li>\n<li>upward evaluations of the partners by the staff<\/li>\n<li>client satisfaction and loyalty surveys<\/li>\n<li>peer evaluations<\/li>\n<li>traditional one-on-one appraisal sessions, same as for staff<\/li>\n<\/ol>\n<p>larger firms use evaluations more than smaller firms. this is because larger firms tend to have more sophisticated management practices, including partner accountability, which is one of several techniques for managing partner behavior and conduct. smaller firms often avoid partner evaluations because they struggle with partner accountability. that\u2019s not good, but that\u2019s the life they lead.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/#more-81958\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f02%2f18%2f5-ways-to-evaluate-partners%2f&amp;t=five+ways+to+evaluate+partners'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f02%2f18%2f5-ways-to-evaluate-partners%2f&amp;title=five+ways+to+evaluate+partners&amp;summary=bonus%3a+two+forms+you+can+use.%0d%0a%0d%0a%0d%0aby+marc+rosenberg%0d%0athe+rosenberg+practice+management+library%0d%0a%0d%0awhy+do+firms+conduct+performance+evaluations+of+partners%3f%0d%0a%0d%0a+%09to+clarify+what+is+expected+of+the+partner%0d%0a+%09to+improve+performance%0d%0a+%09to+provide+management+with+information+to+use+in+allocating+partner+income%2c+which+shou'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f02%2f18%2f5-ways-to-evaluate-partners%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20five%20ways%20to%20evaluate%20partners&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/\" title=\"email this: five ways to evaluate partners \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womanpartner_adobestock_79212579.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-49390\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/womanpartner_adobestock_79212579-424x283.jpeg\" alt=\"woman conducting evaluation\" width=\"424\" height=\"283\" \/><\/a>bonus: two forms you can use.<br \/>\n<\/strong><\/p>\n<p><i>by marc rosenberg<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/product-category\/marc-rosenberg\/?orderby=title-desc\"><i>the rosenberg practice management library<\/i><\/a><\/p>\n<p>why do firms conduct performance evaluations of partners?<\/p>\n<ul>\n<li>to clarify what is expected of the partner<\/li>\n<li>to improve performance<\/li>\n<li>to provide management with information to use in allocating partner income, which should be linked to performance<\/li>\n<\/ul>\n<blockquote>\n<p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2021\/02\/12\/compensation-is-no-way-to-manage-partners\/\">compensation is no way to manage partners<\/a> | <a href=\"\/\/www.g005e.com\/2021\/02\/04\/make-sure-partners-focus-on-two-things\/\">make sure partners focus on two things<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/14\/entitled-rainmakers-and-other-practice-development-errors\/\">entitled rainmakers and other practice development errors<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/22\/breaking-it-down-marketing-job-descriptions\/\">breaking it down: marketing job descriptions<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/17\/how-and-why-to-hire-a-marketing-director\/\">how and why to hire a marketing director<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/16\/how-to-brand-and-differentiate-your-firm\/\">how to brand and differentiate your firm<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p><strong>five types of partner evaluations<\/strong><\/p>\n<ol>\n<li>self-evaluation<\/li>\n<li>upward evaluations of the partners by the staff<\/li>\n<li>client satisfaction and loyalty surveys<\/li>\n<li>peer evaluations<\/li>\n<li>traditional one-on-one appraisal sessions, same as for staff<\/li>\n<\/ol>\n<p>larger firms use evaluations more than smaller firms. this is because larger firms tend to have more sophisticated management practices, including partner accountability, which is one of several techniques for managing partner behavior and conduct. smaller firms often avoid partner evaluations because they struggle with partner accountability. that\u2019s not good, but that\u2019s the life they lead.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/#more-81958\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f02%2f18%2f5-ways-to-evaluate-partners%2f&amp;t=five+ways+to+evaluate+partners'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>five ways to evaluate partners - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"five ways to evaluate partners - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2021\/02\/18\/5-ways-to-evaluate-partners\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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