​​Want to talk? Call:+44 1773 821689

​Want to talk? Call: ​+44 1773 821689

This simple appraisal form will grow your accountancy firm…

Does anyone really relish the idea of appraisals or performance reviews?

However, the benefits of using performance reviews to improve your people’s skills, performance and abilities cannot be denied if everyone in your firm takes them seriously.            

And if you repeatedly improve your team’s skills, knowledge and capabilities you’ll grow your firm.

As a partner or senior manager, you already know the importance of recruiting capable staff and providing them with the initial training and tools they require to do the job effectively.

To grow these people and to ensure they are performing to expectations and meeting targets, you can use an effective performance review or appraisal process to discuss goals, behaviours and results.

In my experience, many employees view appraisals as a dreaded annual rite of passage that mostly fail to work well.

They mostly fail to work well because the manager hasn’t taken them seriously enough.

To show your commitment, as a partner or senior manager, give the review your whole-hearted attention…

Make the review time non-negotiable time in your diary

Prepare for the appraisal thoroughly with working history and areas for discussion

Focus on the development of your employee

ALWAYS follow up on the actions and measures agreed in the appraisal

ALWAYS deliver any training or support needs agreed in the appraisal

 Performance reviews should be viewed as an opportunity, one-to-one time that both of you probably rarely get and this time should not be compromised in any way.

Implement a REGULAR simple performance review process using a SIMPLE APPRAISAL FORM to ensure you improve the performance of your team and grow your accountancy firm.

Read how​ to make sure your performance reviews are opportunities not to be missed and access your SIMPLE APPRAISAL FORM.

Sally Wallwin

Paul (@shrimpers) works exclusively with accountancy firms helping them achieve remarkable results through remarkable practice. Paul has an active LinkedIn group dedicated to marketing for accountants - Marketing for UK accountants in Practice - more leads more often. If you're a manager, partner or marketing manager of an accountancy firm join us. Paul is also the creator of Marketing Services for Accountants and Business Bitesize - go to the products page to find out more...

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