Rick Telberg || CPA Trendlines How Do You Stay Connected?
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Name:
Email:
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HOW MUCH TIME do you spend working Out-of-Office?
(e.g.: remotely, at home, on weekends, evenings, with a client, commuting, or traveling, etc.)
(Please check one.)
Less than 1 hour per week.
1 to 10 hours per week.
11 to 20 hours per week.
21 to 30 hours per week.
31 to 40 hours per week.
More than 40 hours per week.
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In general, HOW IMPORTANT is it to be able to work Out-of-Office? (Please check one.)
1. Very Important
2. Important
3. Somewhat Important
4. Not At All Important
Not Sure/Don’t Know
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How strongly do you AGREE or DISAGREE with these statements?
"Being able to work Out-of-Office...
1 AGREE STRONGLY
2 AGREE SOMEWHAT
3 NEITHER / NEUTRAL
4 DISAGREE SOMEWHAT
5 DISAGREE STRONGLY
…Increases personal productivity."
…Improves client service/satisfaction."
…Increases billable hours."
…Improves communication/coordination with colleagues."
…Enhances work/life balance."
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IN YOUR OWN WORDS...
How does working Out-of-Office affect your practice or your life?
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WHEN YOU WORK OUT-OF-OFFICE...
Which of these FUNCTIONS are you:
1. Already doing as CURRENT PRACTICE,
2. PLANNING for the FUTURE, or
3. NEITHER?
1 CURRENT PRACTICE
2 PLAN for FUTURE
3 Neither
Get voicemail, make phone calls.
Get and send email.
Use the internet.
Access documents or files usually stored on the office computer or server.
Update office-based time & billing systems.
Manage CRM data/Update information about clients.
Access technical research and reference material.
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Other, please specify:
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MOBILE PRODUCTIVITY TOOLS...
With an increasing number of professionals adopting Smartphone Wireless Devices that perform advanced functions (such as email and remote file management), we'd like to ask: WHICH DO YOU USE? (Please check only one.)
Regular Cellphone
BlackBerry (RIM)
iPhone
iPAQ (Hewlett Packard)
Motorola Q
Treo (Palm or Windows OS)
Other, please specify
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HOW LIKELY are you TO RECOMMEND your current cellphone or smartphone to a friend or colleague?
HIGHLY LIKELY
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NOT LIKELY
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WHY did you give that rating?
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When considering a SMARTPHONE/MULTIFUNCTION DEVICE, which CRITERIA would you deem IMPORTANT? (Check all that apply.)
Integration with existing office email and applications.
Security/Client privacy.
Ease of management.
Cost of ownership.
Customer support.
Can grow with the business (scalable).
Appearance/size of device.
Broad range of functions (phone, email, file and document retrieval, internet access, etc.)
Real-time, instant email delivery ('Push-based')
Long battery life
Durability (takes hard knocks)
Other, please specify:
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IF YOU COULD MAKE A WISH...
WHAT WOULD YOU CHANGE to improve your Out-of-Office experience?
