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.