Associate Review

This form is used for associates and managers to provide documented and memorialized feedback to each other. Associate reviews remain confidential and are only made available to those who need to know.

Review Type

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Person Submitting Review

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Associate's Name

Associate's Manager or Reviewer

Associate is also a manager

Does the associate have an active PIP?

Associate is a member of a committee

Performance Rating Definitions

Distinguished

Outstanding performance that results in extraordinary and exceptional accomplishments with significant contributions to the objectives of the firm.

Commendable

Consistently generates results above those expected of the position. Contributes in an above average manner to innovations both technical and functional.

Satisfactory

Good performance with employee fulfilling all position requirements and generates results expected of the position.

Unsatisfactory

Performance leaves room for improvement. This performance level may be the result of a new or inexperienced employee on the job. Can also be an employee not responding favorably to instruction. Additionally, a performance improvement plan (PIP) and timeline will be created. This is reserved for an associate or firm requested off-cycle review.

Commentary

Commentary is required for all sections.

Quality and Quantity of Work Product

Assessment considerations-

Consistency.
Procedurally sound with few corrections.
Production volume.
Goals and benchmarks met as outlined in the Annual Work Program (AWP).

Quality and Quantity of Work Product Rating

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Comments

Technical Skills

Assessment considerations-

Understands position and required tasks.
Prioritizes professional development.
Seeks feedback.
Participates in training events.

Technical Skills Score

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Comments

Reliability

Assessment considerations-

Availability and presence.
Timely and proper completion of required duties and tasks.
Consistency in schedule.

Reliability Score

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Comments

Initiative and Creativity

Assessment considerations-

Anticipates short-term and mid-term team needs and planning.
Identifies opportunities or problems.
Displays drive and perseverance.
Suggests constructive improvements including implementation.

Initiative and Creativity Score

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Comments

Cooperation / Team Contribution

Assessment considerations-

Works harmoniously with others in completing tasks.
Stimulates teamwork.
Receptive to redirection and correction.
Adds value to procedures.

Cooperation Score

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Comments

Professionalism

Assessment considerations-

Represents the firm in a positive and respectful manner with clients and team members.
Avoids negative office politics.
Professional work attire and presentation.

Professionalism Score

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Comments

Client Centric

Assessment considerations-

Timely and effective communication with the client.
Manages client expectations.
Understands the goals and objectives of the client.
Client acquisition and retention.

Client Centric Score

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Comments

Committee Review

Assessment considerations-

Completes assigned committee tasks within expected timelines.
Understands the formal obligations and responsibilites associated with the committee.
Maintains committee commitments and ensures colleagues work around them appropriately.
Demonstrates professionalism and seriousness toward committee responsibilities.

Committee Review Score

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Comments

Planning and Organizing (Manager)

Assessment considerations-

Analyzes workload to set goals and develop action plans.
Manages time efficiently for team.
Forecasting and strategic planning.
Anticipates short-term and medium-term threats and opportunities.

Planning and Organizing Score

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Comments

Directing and Leadership (Manager)

Assessment considerations-

Creates a motivating climate.
Efficient and effective training and development.
Measures work in progress and takes corrective action when needed.
Makes sound decisions in a timely manner.

Directing and Leadership Score

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Comments

Operational Policies Review

This section contains certain operational policies and other policies that are reviewed during all associate reviews.

Annual Hourly Requirements Review
Core Hours and Flex Time Review
Remote Work Arrangement Review and Expectations
Annual Goals and Work Plan

Other policies to be discussed or reviewed:

Noteworthy strong areas of job performance:

Areas of recommended improvements in job performance:

What would you like to improve about your craft?

Steps taken to improve performance since last review (if applicable):

Review credentialing path and goals (if applicable):

Areas of current expertise in your position (ie. QBO, ACS, Fixed Assets, 1031, 754, Expat, 1065, 1120S, etc.):

Areas of desired expertise or things you would like to know more about:

Areas of interest within WCG or public accounting in general:

Where do you see yourself in 3 years?

Areas of opportunity you see for WCG, how would you like to be involved:

Suggestions for Firm improvement and proposed solutions:

How can we make this a better place for clients and employees?

Performance Improvement Plans

Developmental plans:

Describe timeline for follow-up / review:

Steps taken to improve performance since last review:

Review of Associate's Manager

These questions are required to be completed by the associate only.

How would you describe our communication? Do you need more or less communication from your manager?:

How would you describe the training and feedback that you receive?:

What is your opinion of the culture at WCG? Is there anything you would change?:

How can your manager help you achieve your career goals?

Submission

A copy of this will be emailed to the email address provided below.
You are encouraged to use a non-WCG email address.
A copy will also be emailed to Emily Marcol, and saved in your employee folder after the review is completed.

Additional Comments

Printed Name

First NameLast Name

Your Email

example@example.com