Template

Managers Assessment of Partners

by THELMA OERTEL, from the Community

10+

Use this manager-led assessment template to evaluate partners against firm values and your quality management system. Capture feedback on teamwork, openness to ideas, supervision and review, communication, ethics and ISQM 1 alignment, conflict resolution, timely handling of dilemmas, emphasis on professional skepticism and judgment, and regular feedback. Designed for professional services and audit firms to support fair, consistent performance reviews and a strong culture of quality.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Newtons Manager Assessment of Partners
Use this manager assessment template to evaluate partners against your firm's values and quality management system. Capture feedback on leadership, teamwork, openness to ideas, guidance and review, communication, ethical decision-making aligned to the Code of Ethics and ISQM 1, and emphasis on professional skepticism and judgment. Standardize performance discussions, identify strengths and gaps, and support firm-wide goals with a structured, repeatable process across engagements.
by THELMA OERTEL, from the Community
Downloads: 20+
Get
Template
Managers Assessment of Partners Template
Evaluate partners against firm values and quality management standards with this manager assessment template. Capture observations on teamwork, communication, guidance and review, openness to ideas, ethical conduct, and resolution of differences consistent with the Code of Ethics and ISQM 1. Record feedback, highlight strengths, and document development actions to support performance reviews and a culture of quality across engagements.
by THELMA OERTEL, from the Community
Downloads: 0
Get
Template
Newtons Staff Assessment: Quality Culture Review
This staff assessment template helps firms evaluate and strengthen their culture of quality in line with ISQM 1. Employees assess professional values such as timeliness, respect, accountability, responsiveness, and dependability; teamwork and openness to new ideas; communication and consultation; timelines and conduct; handling of errors; and management’s example. The checklist also covers feedback and development practices, disciplinary measures, performance indicators and incentives, social responsibility, and resolving differences in accordance with the Code of Ethics and ISQM 1. Use it to capture actionable insights that improve engagement quality and overall firm performance.
by THELMA OERTEL, from the Community
Downloads: 20+
Get
Template
Quality Culture Staff Assessment (ISQM 1)
This staff assessment template helps firms evaluate their culture of quality in line with ISQM 1 and the Code of Ethics. It guides employees at all levels to review professional values, leadership example, communication channels, consultation on difficult matters, timely feedback, and disciplinary processes. Use it to examine whether operations and incentives support quality over revenue, encourage openness, and drive continual improvement across engagements.
by THELMA OERTEL, from the Community
Downloads: 0
Get

Newtons Manager Assessment of Partners

Use this manager assessment template to evaluate partners against your firm's values and quality management system. Capture feedback on leadership, teamwork, openness to ideas, guidance and review, communication, ethical decision-making aligned to the Code of Ethics and ISQM 1, and emphasis on professional skepticism and judgment. Standardize performance discussions, identify strengths and gaps, and support firm-wide goals with a structured, repeatable process across engagements.

by THELMA OERTEL, from the Community

20+

Get

Template

Managers Assessment of Partners Template

Evaluate partners against firm values and quality management standards with this manager assessment template. Capture observations on teamwork, communication, guidance and review, openness to ideas, ethical conduct, and resolution of differences consistent with the Code of Ethics and ISQM 1. Record feedback, highlight strengths, and document development actions to support performance reviews and a culture of quality across engagements.

by THELMA OERTEL, from the Community

Get

Template

Newtons Staff Assessment: Quality Culture Review

This staff assessment template helps firms evaluate and strengthen their culture of quality in line with ISQM 1. Employees assess professional values such as timeliness, respect, accountability, responsiveness, and dependability; teamwork and openness to new ideas; communication and consultation; timelines and conduct; handling of errors; and management’s example. The checklist also covers feedback and development practices, disciplinary measures, performance indicators and incentives, social responsibility, and resolving differences in accordance with the Code of Ethics and ISQM 1. Use it to capture actionable insights that improve engagement quality and overall firm performance.

by THELMA OERTEL, from the Community

20+

Get

Template

Quality Culture Staff Assessment (ISQM 1)

This staff assessment template helps firms evaluate their culture of quality in line with ISQM 1 and the Code of Ethics. It guides employees at all levels to review professional values, leadership example, communication channels, consultation on difficult matters, timely feedback, and disciplinary processes. Use it to examine whether operations and incentives support quality over revenue, encourage openness, and drive continual improvement across engagements.

by THELMA OERTEL, from the Community

Get

Managers Assessment of Partners

About author

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Newtons Manager Assessment of Partners

Managers Assessment of Partners Template

Newtons Staff Assessment: Quality Culture Review

Quality Culture Staff Assessment (ISQM 1)

You might also like

Newtons Manager Assessment of Partners

Managers Assessment of Partners Template

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Quality Culture Staff Assessment (ISQM 1)