Performance Management

Public accounting is a people business and retaining staff is a main concern for today’s accounting firms. It is only logical that our profession demands the effective management and optimal development of its greatest asset, its people. This section provides firms with the learning, tools and resources necessary to establish performance measures and to compare the team members’ performance to these measures consistently. This section also helps the team understand how to set their goals, give and receive feedback and constructively manage poor performance.

Learning

Review and implement the learning guidance in this section to help you learn how to tie all of the related Performance Management pieces together.

Performance Management Process

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Implementing the Performance Management System

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Feedback and Effectively Managing Performance

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Action Plan

Firms who are ready to institute the performance management program can use this short action plan as their pocket guide throughout the implementation stage.

Performance Management Implementation Action Plan

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Tools

Make use of the practical tools provided in this section to help every member of your team.

Firm Competency Model

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Competency Self Assessment Tool

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Performance Templates

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Performance Management Preparation for Counsellors

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Performance Management Preparation for Counselees

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Goal Setting Handout for Counselees

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Sample Performance Management Goals

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Upward Feedback

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Exit Interviews

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Administrative Team - Goal Identification Form Sample

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Administrative Team - Goal Setting Process

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Administrative Team - Performance Evaluation Form I

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Administrative Team - Performance Evaluation Form II

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Performance Management Briefing Presentation

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Articles

Take a deeper dive into Performance Management with this insightful article.

The Value of Having a Coach

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