"Forward Performance"
Traditional employee assessment systems in public accounting are often generic, burdensome, and treated as administrative checkboxes. They rarely serve the employee or the employer in any meaningful way.
Forward Performance is different. Designed specifically by a CPA for the public accounting market, this system is built to be honest, simple, and forward-looking — capturing what matters most for career growth and firm development.
Goals
Designed by a CPA for the public accounting market
Honest
Innovative
Simple to complete
Meaningful to employee and employer — not just an administrative task
Designed to easily capture accomplishments and areas of improvement
Reduce time commitment to complete — not burdensome or time consuming
Customizable
Time period evaluations and specific project evaluations
Modules for different levels: Entry Level (1 year), Associate (1–3 years), Supervisor/Manager, Senior Manager/Director
Forward-looking
Major Components
The assessment is structured around six core components, each designed to provide a holistic view of employee performance and growth potential.
Work Description
Description of the work and/or projects that were performed during the year. Copies of specific project evaluations can be attached to provide support.
Successes & Accomplishments
Successes and accomplishments during the year.
Personal Development
Achievements in personal development and learning.
Future Learning
Areas for future learning and improvement.
Goals & Vision
Goals, aspirations, and a vision for the future with the firm.
Supervisor Feedback
Supervisor feedback that encompasses comments related to the past-year performance, areas for improvement, and comments related to growth opportunities within the firm.
Interested in Forward Performance?
Contact Paul to learn how this assessment system can be customized and implemented at your firm.