It’s hard to evaluate your own firm, so we’ve provided this survey to help you get started. Be as honest as possible.
Click the button below to start.
Question 1 of 10
Our projects and initiatives are implemented well with little delay and miscommunication between team members.
A. True most of the time
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.
Question 3 of 10
All our intake specialists understand the firm’s criteria for accepting a case for each case type.
Question 4 of 10
We have clear standards and metrics for how often clients are to be contacted.
Question 5 of 10
We have internal reports that we review weekly to monitor our performance and use for decision-making.
Question 6 of 10
We are good at building and sustaining great relationships with our clients.
Question 7 of 10
We regularly check to make sure all our team members have the tools they need for their job.
Question 8 of 10
We conduct regular surveys with our clients and quickly correct any issues they bring to light.
Question 9 of 10
We have P&L statements and balance sheets which we review with our partners every month.
Question 10 of 10
All of our team members and supervisors are committed to entering data correctly into our systems and programs.