Upward Feedback Program for CPAs

If your organization is looking to develop top talent so that you can provide your clients with exceptional service and ensure your firm’s future success, you may want to implement a firm-wide Upward Feedback Program for your CPAs.

Point of Action will work with you to identify key leadership success factors and construct an Upward Feedback Program that allows staff to evaluate their supervisors honestly and confidentially.

Using our customized online survey software, your staff members will be able to review the supervisors with whom they have worked to provide meaningful feedback on each supervisor's strengths and weaknesses.  Each individual will then receive an anonymous summary of their feedback, along with quantitative comparisons to their peer group (e.g., other Managers, Partners; the Tax Department, the Boston office, etc.) and to the firm as a whole.

You can decide to use Upward Feedback as a purely developmental tool or incorporate it into evaluation, compensation and promotion decisions.