PF Survey

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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 PF team loves to come to work each and every day.
2. The PF team is not overworked.
3. The PF team feels secure and confident in their role.
4. The PF team fully understands each of their roles, and are successful in accomplishing it, with a clear job description.
5. The PF team feels a strong accountability around the responsibility of the role they are required to fulfill.
6. Karen as the owner fully understands her role, and is successful in accomplishing the objectives and goals of the company.
7. The leadership of PF is intentional and thoughtful in how they make decisions about the future.
8. The culture at PF is such that team members never want to leave.
9. PF is fully staffed and they have no need for new team members.
10. The PF team is clear who their leaders are, and the leaders are clear who they are responsible to lead.
11. The recent team changes were appropriate to lay a better foundation for the future of PF.
12. The recent team changes were completed thoughtfully with appropriate messaging provided to the team.
13. PF is great at providing our overall services.
14. PF’s current services are consistent from year to year.
15. Newly created or offered PF services are heavily vetted and planned before being rolled into the team.
16. PF’s core services will be enough to provide great service to PF clients moving forward.
17. The PF team has the opportunity to master the delivery of services.
18. The PF team is well structured, accountable, and equipped to provide the level of services we’ll be providing in the future.
19. PF’s delivery of services is enhanced by the ongoing management of our team’s resources and capacity.
20. PF prices its services appropriately.
21. PF clients fully understand, and embrace, our value and purpose in serving them.
22. The PF client base has historically been built in a sustainable way.
23. The PF client base is being sustainably built for the future.
24. PF has earned the reputation now to focus specifically on clients that need high level strategic services with a focused team.
25. PF clients are onboarded through a multi-step process in order to ensure they are good fits.
26. The PF team has the ability to suggest the elimination of poor-fit clients each year.
27. The internal PF processes are clear for each role in the firm.
28. Everyone knows and abides by the PF processes.
29. The PF processes help us serve our clients well.
30. The PF team works well together on all of their defined processes.
31. PF has principles and documented practices of work that fully guide how the team works, whether in the office or virtually.