Rick Telberg :: CPATrendlines
Rate Your Organization
on the 7 Keys to Success

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Rate your organization on LEADERSHIP:
NeverSometimesOftenAlways
Top management is held ACCOUNTABLE.
Performance evaluations are USEFUL.
Top management leads by EXAMPLE.
We adhere to a clear set of VALUES.
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COMMENT on your firm LEADERSHIP:
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Rate your organization on TECHNOLOGY:
NeverSometimesOftenAlways
We are among the first to adopt NEW TECHNOLOGIES.
We follow a written, strategic TECHNOLOGY PLAN.
We get thorough and continuous TECHNOLOGY TRAINING.
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COMMENT on TECHNOLOGY:
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Rate your firm as A LEARNING ORGANIZATION.
NeverSometimesOftenAll the Time
We get the training WE NEED.
We get the training WE WANT.
Our training supports our PERSONAL GOALS.
Our training supports our BUSINESS STRATEGY.
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COMMENT on LEARNING ORGANIZATION:
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Rate your organization in MARKETING and BUSINESS DEVELOPMENT:
NeverSometimesOftenAll the Time
We follow a written, strategic MARKETING/BIZ-DEV PLAN.
Our revenue growth SURPASSES MOST COMPETITORS'.
We target NICHES and SPECIALTIES.
Everyone is involved and accountable for GENERATING NEW BUSINESS.
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET.
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COMMENT on MARKETING and BUSINESS DEVELOPMENT:
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Rate your organization as a GREAT PLACE TO WORK:
NeverSometimesOftenAll the Time
Our turnover rate is lower than most of our COMPETITORS.
Management supports a healthy WORK-LIFE BALANCE.
Compensation levels are FAIR and COMPETITIVE.
We work as a TEAM, NOT AS INDIVIDUALS.
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COMMENT on GREAT PLACE TO WORK:
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Rate your organization on CLIENT SERVICE and SATISFACTION:
NeverSometimesOftenAll the Time
Clients don't resist FEE INCREASES.
Most of our new clients are REFERRALS.
We have a formal program to monitor CLIENT SATISFACTION.
Every staffer is empowered to DO WHAT IT TAKES TO SATISFY A CLIENT.
Each client "belongs" to the FIRM not to an INDIVIDUAL.
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COMMENT on CLIENT SERVICE and SATISFACTION:
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Rate your organization on STRATEGY EXECUTION:
NeverSometimesOftenAll the Time
Our business plans are developed with INPUT FROM EVERYONE.
We meet regularly to CHECK PROGRESS AGAINST OUR BUSINESS PLAN.
We can articulate exactly how we're BETTER THAN OUR COMPETITION.
Our business goals are SPECIFIC and MEASURABLE.
Individual people are HELD ACCOUNTABLE FOR RESULTS.
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COMMENT on STRATEGY EXECUTION:
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PLEASE TELL US SOMETHING ABOUT YOURSELF...

In what type of business do you work?

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How many people work in your company?
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Which best describes your position?
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OPTIONAL: Can we quote you? THANKS!
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