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. | | | | | |