Rick Telberg :: CPATrendlines
Rate Your Organization
on the 7 Keys to Success
1
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Name::
Email::
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.
5
COMMENT on TECHNOLOGY:
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 our 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.
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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.
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COMMENT on GREAT PLACE TO WORK:
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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.
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COMMENT on STRATEGY EXECUTION:
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PLEASE TELL US SOMETHING ABOUT YOURSELF...

In what type of business do you work?

Public Accounting/Consulting
Business or Industry
Government
Not-For-Profit
Vendor/Supplier to CPAs/Finance Executives
Other, please specify
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How many people work in your company?
1 (Sole Practitioner)
2 to 10
11 to 50
51 to 100
More than 500
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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!
Name::
Phone::
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