Annual Employee Score Card - Pooley Accounting Services

Your Information

Name*

First Last

Company Name*

Email*

Please Rank Your Pooley Accounting Services’ Team Member on a Scale of 1-5

External Communications*

Team member produces work that is accurate, comprehensive, effectively communicated and educates the client on how best to conduct business.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Communications: If you chose a 2 or below, please provide specific details

Quality of Work*

Team member produces work that is accurate, comprehensive, effectively communicated and educates the client on how best to conduct business.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Quality: If you chose a 2 or below, please provide specific details*

Timeliness*

Team Member is dependable by meeting internal and external deadlines. Also, team member completes assignments within the allotted time and when promised. The team member is proactive, within constraints and client agreement verbiage, regarding advising clients on relevant/topical issues.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Timeliness: If you chose a 2 or below, please provide specific details

Planning and Scheduling*

As required, Team Member keeps appointments. Team member, along with the client, creates a realistic schedule for the completion of internal and external deadlines.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Planning and Scheduling: If you chose a 2 or below, please provide specific details

Professionalism*

Team member demonstrates a willingness to fulfill position requirements and complete assigned tasks. The attitude displayed by the team member, interacting in person or via email with you or related companies, is always positive and is solution-focused.

Very Satisfied = 5
Satisfied = 4
Neutral = 3
Dissatisfied = 2
Very Dissatisfied = 1

Professionalism: If you chose a 2 or below, please provide specific details

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Phone

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