Rick Telberg :: CPATrendlines
How Does Your Firm Rate
on Management and Leadership?

1
WELCOME!

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Name::
Email::
2
Rate your organization:
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 organization's LEADERSHIP:
4
Which areas does your COMPENSATION system REWARD:
Productivity
Client service/retention
New business development
Mentoring
Skill and knowledge in a set of practices or procedures
Skill and knowledge in an industry niche or specialty
Communications and persuasive skills
Project management
Innovation and enterprise
Other, please specify
5
Does your firm have a FIXED ownership-percentage system?
Yes
No
Other, please specify
6
RATE your CEO or MANAGING PARTNER on his/her performance in making OTHER partners and top managers into BETTER performers:
Excellent
Good
Satisfactory
Poor
7
Does your firm have a WRITTEN succession plan?
Yes
No
Other, please specify
8
Rate your confidence in your firm's FUTURE leaders:
Highly confident
Very confident
Fairly confident
Somewhat confident
Not confident
9
COMMENT: What else should we know about your views on LEADERSHIP?
10

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
11
How many people work in your company?
1 (sole practitioner)
2 to 10
11 to 50
51 to 100
101 to 500
More than 500
12
Which best describes your position?
Managing Partner/President/CEO/COO/Sole Proprietor
Partner/Senior Executive/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Auditor
Junior Staff/Accountant/Administrator
Other, please specify
13
OPTIONAL: Can we quote you? THANKS!
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