 |
 |
| 1
|
|
|
|
WELCOME!
Sign up here for your FREE executive preview
of the survey results and related reports.
|
|
|
|
|
 |
| 2
|
|
|
|
Rate your organization on LEADERSHIP:
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
Always |
 |
Top management is held ACCOUNTABLE.
|
 |
 |
 |
 |
|
Performance evaluations are USEFUL.
|
|
|
|
|
|
Top management leads by EXAMPLE.
|
|
|
|
|
|
We adhere to a clear set of VALUES.
|
|
|
|
|
|
|
|
| 3
|
|
|
|
|
COMMENT on your firm LEADERSHIP:
|
|
|
|
|
| 4
|
|
|
|
|
Rate your organization on TECHNOLOGY:
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
Always |
|
We are among the first to adopt NEW TECHNOLOGIES.
|
|
|
|
|
|
We follow a written, strategic TECHNOLOGY PLAN.
|
|
|
|
|
|
We get thorough and continuous TECHNOLOGY TRAINING.
|
|
|
|
|
|
|
|
| 6
|
|
|
|
|
Rate your firm as A LEARNING ORGANIZATION.
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
All the Time |
|
We get the training WE NEED.
|
|
|
|
|
|
We get the training WE WANT.
|
|
|
|
|
|
Our training supports our PERSONAL GOALS.
|
|
|
|
|
|
Our training supports out BUSINESS STRATEGY.
|
|
|
|
|
|
|
|
| 7
|
|
|
|
|
COMMENT on LEARNING ORGANIZATION:
|
|
|
|
|
| 8
|
|
|
|
|
Rate your organization in MARKETING and BUSINESS DEVELOPMENT:
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
All the Time |
|
We follow a written, strategic MARKETING/BIZ-DEV PLAN.
|
|
|
|
|
|
Our revenue growth SURPASSES MOST COMPETITORS'.
|
|
|
|
|
|
We target NICHES and SPECIALTIES.
|
|
|
|
|
|
Everyone is involved and accountable for GENERATING NEW BUSINESS.
|
|
|
|
|
|
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET.
|
|
|
|
|
|
|
|
| 9
|
|
|
|
|
COMMENT on MARKETING and BUSINESS DEVELOPMENT:
|
|
|
|
|
| 10
|
|
|
|
|
Rate your organization as a GREAT PLACE TO WORK:
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
All the Time |
|
Our turnover rate is lower than most of our COMPETITORS.
|
|
|
|
|
|
Management supports a healthy WORK-LIFE BALANCE.
|
|
|
|
|
|
Compensation levels are FAIR and COMPETITIVE.
|
|
|
|
|
|
We work as a TEAM, NOT AS INDIVIDUALS.
|
|
|
|
|
|
|
|
| 11
|
|
|
|
|
COMMENT on GREAT PLACE TO WORK:
|
|
|
|
|
| 12
|
|
|
|
|
Rate your organization on CLIENT SERVICE and SATISFACTION:
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
All the Time |
|
Clients don't resist FEE INCREASES.
|
|
|
|
|
|
Most of our new clients are REFERRALS.
|
|
|
|
|
|
We have a formal program to monitor CLIENT SATISFACTION.
|
|
|
|
|
|
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT.
|
|
|
|
|
|
Each client "belongs" to the FIRM not to an INDIVIDUAL.
|
|
|
|
|
|
|
|
| 13
|
|
|
|
|
COMMENT on CLIENT SERVICE and SATISFACTION:
|
|
|
|
|
| 14
|
|
|
|
|
Rate your organization on STRATEGY EXECUTION:
|
|
|
|
|
1
Never |
2
Sometimes |
3
Often |
4
All the Time |
|
Our business plans are developed with INPUT FROM EVERYONE.
|
|
|
|
|
|
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN.
|
|
|
|
|
|
We can articulate exactly how we're BETTER THAN OUR COMPETITION.
|
|
|
|
|
|
Our business goals are SPECIFIC and MEASURABLE.
|
|
|
|
|
|
Individual people are HELD ACCOUNTABLE FOR RESULTS.
|
|
|
|
|
|
|
|
| 15
|
|
|
|
|
COMMENT on STRATEGY EXECUTION:
|
|
|
|
|
| 17
|
|
|
|
How many people work in your company?
|
|
 |
1 (Sole Practitioner)
|
|
|
2 to 10
|
|
|
11 to 50
|
|
|
51 to 100
|
|
|
More than 500
|
|
|
|
|
| 18
|
|
|
|
Which best describes your position?
|
|
|
Managing Partner/President/CEO/COO
|
|
|
Partner/Senior Executive/CFO/Controller
|
|
|
Senior Staff/General Management
|
|
|
Mid-Level Staff/Internal Auditor
|
|
|
Junior Staff/Accountant/Administrator
|
|
|
Other, please specify
|
|
|
|
|
|
|
| 19
|
|
|
|
OPTIONAL: Can we quote you? THANKS!
|
|
|
|
|
|
|
