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Partner appraisal

An outline of suggested issues to be addressed in partner appraisals from ICAEW.

Managing Partners Programme

A forum for managing partners to refine best practice business principles.

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Issues to be addressed in partner appraisals

  • Corporate objectives – awareness of, commitment and adherence thereto
  • Personal objectives  - not inconsistent with corporate objectives

Commitment to and achievement of agreed targets

  • Protecting/retaining existing client base
  • Attracting new clients
  • Tight control of WIP, debtors, productivity, recoveries
  • Contribution to sensible and effective control of office overheads

High quality of client service

  • Development and maintenance of professional services meeting current and anticipated future client needs
  • Clients – matching clients’ profiles to firm’s objectives in order to provide a first class service via effective use of limited resources
  • Mentoring and motivation of key personnel

Financial and professional rewards

  • Commitment and contribution to desired growth
  • Optimising capabilities of fellow partners and staff
  • Maintaining a challenging and stimulating environment
  • Making an appropriate contribution to providing a level of partner income commensurate with the achievement of the firm’s objectives and to enable partners to provide for their retirement

Maintaining professional standards and competence

  • Meeting the firm’s minimum CPD requirements
  • Adherence to the firm’s requirements to refer and consult on technical/ethical issues
  • Compliance with defined standards on independence, probity, ethical matters.