CHECKLIST: How to fine-tune your own firm’s performance management systems.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
When evaluating people within a firm, “relative importance” is a way to differentiate expectations regarding the same competency for various levels within your firm. We decided the best way to drill down even further into a competency model was to share some of the details of our competency model with you.
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It considers the following six levels within a CPA firm (each firm needs to choose whatever breakdown works best for them):