TAILIEUCHUNG - Practice Made Perfect 23

Practice Made Perfect 23 is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country. You get tips, tools, and worksheets to ensure that you can manage your practice to become the business success you want it to be. This book will be your new best friend—guaranteed | WORKSHEET 3 Self-Evaluation THE FOLLOWING performance evaluation illustrates how one company s value system PILLAR is linked to its performance-evaluation criteria. Be sure that your evaluation questions are linked to your own company s business strategy and unique value system. Name Date Position Office The purpose of self-evaluation is to Assess your strengths and the areas you feel need development List accomplishments for evaluating advancement opportunities Generate ideas for discussion with your performance coach or Integrity Lifetime Learning Leading Passion Excellence Example A Balance J Life Respect for Others b The Pillar PASSION FOR EXCELLENCE Please list your strengths Please list the areas you would like to improve identify at least two Please list your accomplishments during the evaluation period 198 Self-Evaluation 199 INTEGRITY Please comment on your commitment to the professional and ethical standards of the profession Please comment on your willingness to address unethical or inappropriate behavior on the part of clients and colleagues LIFETIME LEARNING Please comment on the adequacy of the training internal and external you have received in terms of developing your skills Please comment on other training you have sought or attained outside of the training provided by our firm What additional or new responsibilities have you assumed since your last evaluation What areas do you believe you should be emphasizing to further your career-development goals Source Moss Adams LLP LEADING BY EXAMPLE Describe how you have acted as a role model or mentor to others in the office or firm 200 Appendix What would you suggest as a means of enhancing the firm s spirit within our office A BALANCED LIFE The amount of overtime you worked was More than expected desired As expected desired Less than expected desired Comments Please comment on the balance between your professional and personal life RESPECT FOR OTHERS Please comment on your working relationships with .

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