Partner Partner Self-Evaluations Self-Evaluations Assessing Your Talents Assessing Your Talents Gatto Associates, LLC Gatto Associates, LLC 750 Washington Road 750 Washington Road Pittsburgh PA 15228 Pittsburgh PA 15228 412-344-2277 412-344-2277 Rex Gatto, Ph.D. Rex Gatto, Ph.D. www.regatto.com www.regatto.com
43
Embed
Partner Self-Evaluations Assessing Your Talents Gatto Associates, LLC 750 Washington Road Pittsburgh PA 15228 412-344-2277 Rex Gatto, Ph.D. .
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Partner Partner Self-Evaluations Self-Evaluations
Assessing Your Talents Assessing Your Talents
Gatto Associates, LLCGatto Associates, LLC
750 Washington Road750 Washington Road
Pittsburgh PA 15228Pittsburgh PA 15228
412-344-2277412-344-2277
Rex Gatto, Ph.D.Rex Gatto, Ph.D.
www.regatto.comwww.regatto.com
Evaluate TalentEvaluate Talent
Strengths and TalentsStrengths and Talents
EvaluationEvaluation
Behavior PatternsBehavior Patterns
Implementing this process for partners is most effective in establishing the behavior patterns needed to sustain your firm now and in the future
SMART GoalsSMART Goals
A way of evaluating the objectives or goals for an individual project/engagements.
The term is also in common usage in performance management, whereby goals and targets set for partners/staff must fulfill the criteria.
A process, A process, involving staff and involving staff and firm leaders that firm leaders that supports individual supports individual growth, which leads growth, which leads to firm growth.to firm growth.
growthgrowth
We define the metrics for We define the metrics for performance factors that performance factors that create consistency create consistency through a common through a common descriptive performance descriptive performance languagelanguage
We can measure firm, We can measure firm, departmental/niche, and departmental/niche, and individual performanceindividual performance
Partner, managers, and staff, Partner, managers, and staff, through an assessment process:through an assessment process:
DevelopmentDevelopment
Common LanguageCommon Language•Create a common language for development by identifying the level of functional performance
•Identify the right actions and enhancement areas •Create firm consistency through a process that supports development.
Feedback = GrowthFeedback = Growth
A process involving staff and firm leaders that supports individual growth, which leads to firm growth.
• Provide the advice and information to people Provide the advice and information to people that is needed to make important financial that is needed to make important financial decisionsdecisions
• Help their clients make sound financial Help their clients make sound financial judgments by analyzing and interpreting datajudgments by analyzing and interpreting data
• Explain complex laws (local, state, and Explain complex laws (local, state, and federal), rules, and regulations federal), rules, and regulations
• Help clients plan, save, and invest moneyHelp clients plan, save, and invest money
Picture of a Successful CPA Picture of a Successful CPA
• Academic, business and practical knowledgeAcademic, business and practical knowledge
• Ability to communicate and connect with Ability to communicate and connect with (people) clients, partners and staff(people) clients, partners and staff
• Organize, write, analyze, compare, and Organize, write, analyze, compare, and interpret facts and figuresinterpret facts and figures
• Understand computers and accounting Understand computers and accounting software software
• People skills, ability to build relationshipsPeople skills, ability to build relationships