NEWTONS MANAGERS ASSESSMENT OF PARTNERS

Performance appraisal gives us the opportunity to review how we are all going in pursuit of our firm-wide goals. Self-assessment gives you the opportunity to review your performance and prepare some thoughts and feedback before your meeting with your manager. Please be open and constructive. We can only achieve our goals effectively when we work together.

Title Page

Managers Name & Surname
Partners Name & Surname
Conducted on

The purpose and objective of this document is to enable Managers to evaluate the culture of quality within the firm and the example set by partners. This document can be used to evaluate the firm as well as specific partners on specific engagements

Manager Feedback

The partner behaved in a way that is consistent with the firm's values and quality management system
The partner emphasizes the importance of teamwork in the way they deal with the team
The partner embraces different perspectives or new ideas in the professional environment
The partner provided sufficient guidance, supervision and review throughout all engagements
Sufficient communication took place throughout the engagement and the partner/manager/senior is open and approachable
The engagement partner resolved differences of opinion in a way that is consistent with the Code of Ethics and ISQM 1
Ethical dilemmas were dealt with in a timely manner and in a way consistent with the code of ethics
Regular feedback was provided to the team members on issues or problems communicated to the partner
The partner empasized the importance of professional skepticism and professional judgement in the engagement