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EVALUATING YOUR FIRM

It’s hard to evaluate your own firm, so we’ve provided this survey to help you get started. Be as honest as possible.

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Question 1 of 10

Our projects and initiatives are implemented well with little delay and miscommunication between team members.

A

A. True most of the time

B

B. Not true most of the time

Question 2 of 10

We have a well-defined organizational chart with focused responsibilities that we update regularly.

A

A. True most of the time

B

B. Not true most of the time

Question 3 of 10

All our intake specialists understand the firm’s criteria for accepting a case for each case type.

A

A. True most of the time

B

B. Not true most of the time

Question 4 of 10

We have clear standards and metrics for how often clients are to be contacted.

A

A. True most of the time

B

B. Not true most of the time

Question 5 of 10

We have internal reports that we review weekly to monitor our performance and use for decision-making.

A

A. True most of the time

B

B. Not true most of the time

Question 6 of 10

We are good at building and sustaining great relationships with our clients.

A

A. True most of the time

B

B. Not true most of the time

Question 7 of 10

We regularly check to make sure all our team members have the tools they need for their job.

A

A. True most of the time

B

B. Not true most of the time

Question 8 of 10

We conduct regular surveys with our clients and quickly correct any issues they bring to light.

A

A. True most of the time

B

B. Not true most of the time

Question 9 of 10

We have P&L statements and balance sheets which we review with our partners every month.

A

A. True most of the time

B

B. Not true most of the time

Question 10 of 10

All of our team members and supervisors are committed to entering data correctly into our systems and programs.

A

A. True most of the time

B

B. Not true most of the time

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