Balanced scorecard: partnership promotion criteria
Produced in partnership with Beth Pipe FCIPD of OnLive Learning

The following Practice Management precedent produced in partnership with Beth Pipe FCIPD of OnLive Learning provides comprehensive and up to date legal information covering:

  • Balanced scorecard: partnership promotion criteria

Balanced scorecard: partnership promotion criteria

Candidate

Name of person being assessed
Date of assessment
Assessor(s)

Partnership promotion criteria

Criteria 1: Financial and technical skills

Required skill or indicatorMeasurementDoes the individual meet this criteria?
Billable hours[Insert the required measurement for this skill/indicator, eg 1500 chargeable hours per annum][Yes OR No OR
Billable hours conversion rate[what percentage of billable hours do you expect to be converted into actual billing, eg 85%]Yes OR No OR
Legal knowledge[Insert the required measurement for this skill/indicator]Yes OR No OR
Matters handled[Insert the required measurement for this skill/indicator]Yes OR No OR
Ability to understand and interpret financial reports[Insert the required measurement for this skill/indicator]Yes OR No OR
Ability to handle complex matters[Insert the required measurement for this skill/indicator]Yes OR No OR
Amount of new business generated[Insert the required measurement for this skill/indicator]Yes OR No OR
Current work in progress (WIP)[Insert the required measurement for this skill/indicator]Yes OR No OR
Broader business knowledge (as opposed to purely legal knowledge)[Insert the required measurement for this skill/indicator]Yes OR No OR
[Insert details of any other partnership promotion criteria that are related to financial or technical skills]

Criteria 2: Internal business processes

Required skill or indicatorMeasurementDoes the individual meet this criteria?
Ability to build and manage a team[Insert the required measurement

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