Rick Telberg :: CPATrendlinesRate Your Organizationon the 7 Keys to Success Survey

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Rate your organization on LEADERSHIP:

	Never	Sometimes	Often	Always
Top management is held ACCOUNTABLE.	*Rate your organization on LEADERSHIP: Top management is held ACCOUNTABLE. Never	Top management is held ACCOUNTABLE. Sometimes	Top management is held ACCOUNTABLE. Often	Top management is held ACCOUNTABLE. Always
Performance evaluations are USEFUL.	Performance evaluations are USEFUL. Never	Performance evaluations are USEFUL. Sometimes	Performance evaluations are USEFUL. Often	Performance evaluations are USEFUL. Always
Top management leads by EXAMPLE.	Top management leads by EXAMPLE. Never	Top management leads by EXAMPLE. Sometimes	Top management leads by EXAMPLE. Often	Top management leads by EXAMPLE. Always
We adhere to a clear set of VALUES.	We adhere to a clear set of VALUES. Never	We adhere to a clear set of VALUES. Sometimes	We adhere to a clear set of VALUES. Often	We adhere to a clear set of VALUES. Always

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COMMENT on your firm LEADERSHIP:

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Rate your organization on TECHNOLOGY:
Never Sometimes Often Always
We are among the first to adopt NEW TECHNOLOGIES.
*Rate your organization on TECHNOLOGY: We are among the first to adopt NEW TECHNOLOGIES. Never
We are among the first to adopt NEW TECHNOLOGIES. Sometimes
We are among the first to adopt NEW TECHNOLOGIES. Often
We are among the first to adopt NEW TECHNOLOGIES. Always
We follow a written, strategic TECHNOLOGY PLAN.
We follow a written, strategic TECHNOLOGY PLAN. Never
We follow a written, strategic TECHNOLOGY PLAN. Sometimes
We follow a written, strategic TECHNOLOGY PLAN. Often
We follow a written, strategic TECHNOLOGY PLAN. Always
We get thorough and continuous TECHNOLOGY TRAINING.
We get thorough and continuous TECHNOLOGY TRAINING. Never
We get thorough and continuous TECHNOLOGY TRAINING. Sometimes
We get thorough and continuous TECHNOLOGY TRAINING. Often
We get thorough and continuous TECHNOLOGY TRAINING. Always

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COMMENT on TECHNOLOGY:
COMMENT on TECHNOLOGY:

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Rate your firm as A LEARNING ORGANIZATION.
Never Sometimes Often All the Time
We get the training WE NEED.
*Rate your firm as A LEARNING ORGANIZATION. We get the training WE NEED. Never
We get the training WE NEED. Sometimes
We get the training WE NEED. Often
We get the training WE NEED. All the Time
We get the training WE WANT.
We get the training WE WANT. Never
We get the training WE WANT. Sometimes
We get the training WE WANT. Often
We get the training WE WANT. All the Time
Our training supports our PERSONAL GOALS.
Our training supports our PERSONAL GOALS. Never
Our training supports our PERSONAL GOALS. Sometimes
Our training supports our PERSONAL GOALS. Often
Our training supports our PERSONAL GOALS. All the Time
Our training supports our BUSINESS STRATEGY.
Our training supports our BUSINESS STRATEGY. Never
Our training supports our BUSINESS STRATEGY. Sometimes
Our training supports our BUSINESS STRATEGY. Often
Our training supports our BUSINESS STRATEGY. All the Time

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COMMENT on LEARNING ORGANIZATION:
COMMENT on LEARNING ORGANIZATION:

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Rate your organization in MARKETING and BUSINESS DEVELOPMENT:
Never Sometimes Often All the Time
We follow a written, strategic MARKETING/BIZ-DEV PLAN.
*Rate your organization in MARKETING and BUSINESS DEVELOPMENT: We follow a written, strategic MARKETING/BIZ-DEV PLAN. Never
We follow a written, strategic MARKETING/BIZ-DEV PLAN. Sometimes
We follow a written, strategic MARKETING/BIZ-DEV PLAN. Often
We follow a written, strategic MARKETING/BIZ-DEV PLAN. All the Time
Our revenue growth SURPASSES MOST COMPETITORS'.
Our revenue growth SURPASSES MOST COMPETITORS'. Never
Our revenue growth SURPASSES MOST COMPETITORS'. Sometimes
Our revenue growth SURPASSES MOST COMPETITORS'. Often
Our revenue growth SURPASSES MOST COMPETITORS'. All the Time
We target NICHES and SPECIALTIES.
We target NICHES and SPECIALTIES. Never
We target NICHES and SPECIALTIES. Sometimes
We target NICHES and SPECIALTIES. Often
We target NICHES and SPECIALTIES. All the Time
Everyone is involved and accountable for GENERATING NEW BUSINESS.
Everyone is involved and accountable for GENERATING NEW BUSINESS. Never
Everyone is involved and accountable for GENERATING NEW BUSINESS. Sometimes
Everyone is involved and accountable for GENERATING NEW BUSINESS. Often
Everyone is involved and accountable for GENERATING NEW BUSINESS. All the Time
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET.
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET. Never
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET. Sometimes
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET. Often
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET. All the Time

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COMMENT on MARKETING and BUSINESS DEVELOPMENT:
COMMENT on MARKETING and BUSINESS DEVELOPMENT:

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Rate your organization as a GREAT PLACE TO WORK:
Never Sometimes Often All the Time
Our turnover rate is lower than most of our COMPETITORS.
*Rate your organization as a GREAT PLACE TO WORK: Our turnover rate is lower than most of our COMPETITORS. Never
Our turnover rate is lower than most of our COMPETITORS. Sometimes
Our turnover rate is lower than most of our COMPETITORS. Often
Our turnover rate is lower than most of our COMPETITORS. All the Time
Management supports a healthy WORK-LIFE BALANCE.
Management supports a healthy WORK-LIFE BALANCE. Never
Management supports a healthy WORK-LIFE BALANCE. Sometimes
Management supports a healthy WORK-LIFE BALANCE. Often
Management supports a healthy WORK-LIFE BALANCE. All the Time
Compensation levels are FAIR and COMPETITIVE.
Compensation levels are FAIR and COMPETITIVE. Never
Compensation levels are FAIR and COMPETITIVE. Sometimes
Compensation levels are FAIR and COMPETITIVE. Often
Compensation levels are FAIR and COMPETITIVE. All the Time
We work as a TEAM, NOT AS INDIVIDUALS.
We work as a TEAM, NOT AS INDIVIDUALS. Never
We work as a TEAM, NOT AS INDIVIDUALS. Sometimes
We work as a TEAM, NOT AS INDIVIDUALS. Often
We work as a TEAM, NOT AS INDIVIDUALS. All the Time

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COMMENT on GREAT PLACE TO WORK:
COMMENT on GREAT PLACE TO WORK:

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Rate your organization on CLIENT SERVICE and SATISFACTION:
Never Sometimes Often All the Time
Clients don't resist FEE INCREASES.
*Rate your organization on CLIENT SERVICE and SATISFACTION: Clients don't resist FEE INCREASES. Never
Clients don't resist FEE INCREASES. Sometimes
Clients don't resist FEE INCREASES. Often
Clients don't resist FEE INCREASES. All the Time
Most of our new clients are REFERRALS.
Most of our new clients are REFERRALS. Never
Most of our new clients are REFERRALS. Sometimes
Most of our new clients are REFERRALS. Often
Most of our new clients are REFERRALS. All the Time
We have a formal program to monitor CLIENT SATISFACTION.
We have a formal program to monitor CLIENT SATISFACTION. Never
We have a formal program to monitor CLIENT SATISFACTION. Sometimes
We have a formal program to monitor CLIENT SATISFACTION. Often
We have a formal program to monitor CLIENT SATISFACTION. All the Time
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT.
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT. Never
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT. Sometimes
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT. Often
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT. All the Time
Each client "belongs" to the FIRM not to an INDIVIDUAL.
Each client "belongs" to the FIRM not to an INDIVIDUAL. Never
Each client "belongs" to the FIRM not to an INDIVIDUAL. Sometimes
Each client "belongs" to the FIRM not to an INDIVIDUAL. Often
Each client "belongs" to the FIRM not to an INDIVIDUAL. All the Time

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COMMENT on CLIENT SERVICE and SATISFACTION:
COMMENT on CLIENT SERVICE and SATISFACTION:

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Rate your organization on STRATEGY EXECUTION:
Never Sometimes Often All the Time
Our business plans are developed with INPUT FROM EVERYONE.
*Rate your organization on STRATEGY EXECUTION: Our business plans are developed with INPUT FROM EVERYONE. Never
Our business plans are developed with INPUT FROM EVERYONE. Sometimes
Our business plans are developed with INPUT FROM EVERYONE. Often
Our business plans are developed with INPUT FROM EVERYONE. All the Time
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN.
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN. Never
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN. Sometimes
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN. Often
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN. All the Time
We can articulate exactly how we're BETTER THAN OUR COMPETITION.
We can articulate exactly how we're BETTER THAN OUR COMPETITION. Never
We can articulate exactly how we're BETTER THAN OUR COMPETITION. Sometimes
We can articulate exactly how we're BETTER THAN OUR COMPETITION. Often
We can articulate exactly how we're BETTER THAN OUR COMPETITION. All the Time
Our business goals are SPECIFIC and MEASURABLE.
Our business goals are SPECIFIC and MEASURABLE. Never
Our business goals are SPECIFIC and MEASURABLE. Sometimes
Our business goals are SPECIFIC and MEASURABLE. Often
Our business goals are SPECIFIC and MEASURABLE. All the Time
Individual people are HELD ACCOUNTABLE FOR RESULTS.
Individual people are HELD ACCOUNTABLE FOR RESULTS. Never
Individual people are HELD ACCOUNTABLE FOR RESULTS. Sometimes
Individual people are HELD ACCOUNTABLE FOR RESULTS. Often
Individual people are HELD ACCOUNTABLE FOR RESULTS. All the Time

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COMMENT on STRATEGY EXECUTION:
COMMENT on STRATEGY EXECUTION:

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PLEASE TELL US SOMETHING ABOUT YOURSELF...

In what type of business do you work?
PLEASE TELL US SOMETHING ABOUT YOURSELF...

In what type of business do you work?
Public Accounting/Consulting
Business or Industry
Government
Not-For-Profit
Vendor/Supplier to CPAs/Finance Executives
Other, please specify

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How many people work in your company?
How many people work in your company?
1 (Sole Practitioner)
2 to 10
11 to 50
51 to 100
More than 500

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Which best describes your position?
Which best describes your position?
Managing Partner/President/CEO/COO
Partner/Senior Executive/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Auditor
Junior Staff/Accountant/Administrator
Other, please specify

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OPTIONAL: Can we quote you? THANKS!
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