27 Tough Questions for Evaluating the Performance of a Managing Partner

Including: Managing Partner Evaluation Forms, Parts 1 and 2.

By Marc Rosenberg
CPA Firm Management & Governance

This is really an upward evaluation.  Like all upward evaluations, people evaluating the managing partner should be limited to those in a position to offer informed input.  This means that at firms of fewer than 10 to 15 partners all the partners will probably want to participate.  But once a firm gets beyond 10 to 15 partners, an increasing number of partners may not be in a position to respond to the evaluation factors listed in the form.

More CPA Firm Management & Governance:  18 Things Partners Owe their Firms – And Each Other   |  17 Ways to Measure a Partner  How The Structure of an Accounting Firm Changes through the Years    |    Congratulations! Your Firm Needs a Human Resources Director    |    The 19-Point Marketing Director Job Description    |    Checklist: How the Best Managing Partners and Firm Admins Work in Concert     |    21 Questions for Managing the Managing Partner    |    No Partner Vote Needed: 17 Decisions Best Left to the Managing Partner Alone    |    New Rules: 13 Items that Should be in Your Managing Partner’s Job Description    |    When Is It Time to Shift Your Firm from Partnership-style to Corporate-style Governance?    |    Not Every Firm Needs a General Patton    |

Firms with management or executive committees may wish to limit the evaluation to the partners on those committees.

Once you have decided who will be allowed to participate in the evaluation, each partner should complete the evaluation forms.