Practice Made Perfect 23

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 busi-
ness 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

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
WORKSHEET 3
Self-Evaluation
T
HE
P

ILLAR
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
A Balanced Life
Respect for Others
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
A Balanced Life
Respect for Others
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?
LEADING BY EXAMPLE
Describe how you have acted as a role model or mentor to others in the
office or firm:

S
ELF
-E
VALUATION
199
Source: © Moss Adams LLP
200 A
PPENDIX
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 your colleagues and
the firm’s clients:
What other questions or areas would you like to address during your
evaluation session?
Source: © Moss Adams LLP
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 busi-

ness strategy and unique value system.
Evaluation of:

Evaluation period:
Position: Evaluator’s name:
Instructions: The purpose of performance evaluation is to acknowledge areas of
strong performance, provide reinforcement, and discuss areas for development.
Evaluators are encouraged to:
!
Reinforce areas of strength by commending
good performance
!
Identify areas needing development and
provide specific examples
!
Establish a measurable goal for primary areas
of performance where improvement or
additional experience is needed
RATINGS: A rating of “good” should be given if a person is meeting the
expectations and job requirements for his or her level of experience and
is progressing at a normal rate of advancement.
Excellent Exceptional performance; consistently exceeds expec-
tations
Very good Frequently exceeds expectations
Good Meets expectations and fulfills all responsibilities
201
WORKSHEET 4
Performance Evaluation
for Professional Staff
T

HE
P
ILLAR
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
A Balanced Life
Respect for Others
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
A Balanced Life
Respect for Others
202 A
PPENDIX
RATINGS:
(continued)
Needs improvement Requires development; does not consistently meet
expectations
Unacceptable Performance is below the acceptable level
Not rated Not enough basis for evaluation or not applicable
PASSION FOR EXCELLENCE
Demonstrates enthusiasm and pride in the work she/he performs.
❏
Excellent
❏
Very good
❏

Good
❏
Needs improvement
❏
Unacceptable
❏
Not rated
Comments:
Completes projects accurately and within budget.
❏
Excellent
❏
Very good
❏
Good
❏
Needs improvement
❏
Unacceptable
❏
Not rated
Comments:
Solves technical problems effectively. Demonstrates objectivity and an
analytical ability. Demonstrates a solid base of technical knowledge.
❏
Excellent
❏
Very good
❏
Good

❏
Needs improvement
❏
Unacceptable
❏
Not rated
Comments:
Speaks and writes clearly and effectively.
❏
Excellent
❏
Very good
❏
Good
❏
Needs improvement
❏
Unacceptable
❏
Not rated
Comments:
Demonstrates good listening skills.
❏
Excellent
❏
Very good
❏
Good
❏
Needs improvement

❏
Unacceptable
❏
Not rated
Comments: