PERSONAL PLAN
Kip M. Twitchell
September 1990
A. Client service and relationships.
Client | Relation | Actions for | Actions to |
Assignment | Status | Quality Service | Expand Service |
All | • Interact with each client professionally. • Complete all assignments accurately and within budget constraints. • Be a competent business advisor at every opportunity. | • By making meaningful recommendations and acting professionally, I will create a feeling of trust, which will allow clients to ask questions when they need help. • I will critically analyze client information received to identify additional service opportunities. |
PDC | Staff | • Prove myself a competent staff accountant. | • Prove myself to be a competent computer analysis to encourage further systems testing. |
Swire | Staff | • Prove myself a competent staff accountant. |
Softcopy | Staff+ | • Assist in planning, executing and wrapping-up the engagement. • Identify areas for meaningful management recommendations, especially concerning internal controls, system testing and accounting software | • Identify ways to increase software recommendations. |
NAI (ACSI) | Staff+ | • Assist in planning, executing and wrapping-up the engagement | • Assist in promoting additional service work related to branch office computer records. |
Dynix | Staff+ | • Assist in planning, executing and wrapping-up the engagement
| • Make meaningful recommendations concerning computer applications to increase accounting efficiency and management information |
WordPerfect | Staff | • Prove myself a competent staff accountant. |
B. Practice development
I believe my biggest role right now is to prove myself a very competent business person to clients, so that they will look to PW for other needs.
I also must critically analyze information I gain regarding clients to identify other client service opportunities. I will concentrate on understand information systems and make meaningful recommendations concerning accounting hardware and software.
I have a responsibility to become involved business organizations, and plan to join a software related management organization to develop personal management contacts.
C. People development.
I want to be involved in recruiting. I can attend firm sponsored functions. I can take the time to identify and build relationships with potential staff. I can support school functions and continue relationships with professors.
I have a responsibility to train current PW staff on the computer. I can identify ways we can do things more effectively and train others to look for similar opportunities.
I can be honest in performance evaluations and giving feedback to those I work for.
II.LONG-TERM OBJECTIVES:
Develop a specialty in computer software and related products auditing, but not at the expense of developing a strong general business and accounting background.
Develop computer auditing skills to provide support to the office on
(1) larger audit engagement by planning compliance work to reducing substantive work to increase realization,
(2) internal control engagements by more effectively evaluating computer risks, and
(3) other audit engagement by utilizing computer auditing and thus performing more efficient audits.
Participate in and MCS engagement.