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Read each positive statement below, and grade your own firm’s assessment for that particular statement on a scale from 1 to 5, with 1 being ‘not true at all’ and 5 being ‘definitely true.’

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1. The KeyLin team loves to come to work each and every day.
2. The KeyLin team is not overworked.
3. The KeyLin team fully understands each of their roles, and are successful in accomplishing it.
4. The KeyLin team have up to date Job Descriptions that help them know the expectation of their role.
5. The culture at KeyLin is such that team members never want to leave.
6. KeyLin is fully staffed and they have no need for new team members.
7. The KeyLin team is clear who their leaders are, and the leaders are clear who they are responsible to lead.
8. The leaders at KeyLin are trained how to lead as displayed by regular Manager meetings and offsite retreats.
9. The KeyLin team feels a strong accountability around the responsibility of the role they are required to fulfill.
10. The overall team works collaboratively at a high level so that deliverables are produced in an efficient and consistent way.
11. The whole team fully enjoys the culture at KeyLin.
12. KeyLin is great at providing our overall services.
13. KeyLin’s current services are consistent from year to year.
14. The KeyLin team has the opportunity to master the delivery of services.
15. Newly created or offered KeyLin services are heavily vetted and planned before being rolled into the team capacity and processes.
16. KeyLin delivery is enhanced by the ongoing management of our team’s resources and capacity.
17. KeyLin prices its services appropriately.
18. The KeyLin team is skilled enough to handle the clients we have.
19. The KeyLin team is skilled enough to handle the clients we anticipate getting in the future.
20. KeyLin clients fully understand, and embrace, our value and purpose in serving them.
21. The KeyLin client base has historically been built in a sustainable way.
22. The KeyLin client base is being sustainably built for the future.
23. KeyLin clients are onboarded through a multi-step process in order to ensure they are good fits.
24. The KeyLin team has the ability to suggest the elimination of poor-fit clients each year.
25. The KeyLin client base is updated at least annually and poor-fit clients are removed or replaced.
26. The internal KeyLin processes are clear for each role in the firm.
27. Everyone knows and abides by the KeyLin processes.
28. The KeyLin processes help us serve our clients well.
29. The KeyLin team works well together on all of their defined processes.
30. KeyLin has principles and documented practices of work that fully guide how the team works, whether in the office or virtually.