It’s really stupid when you think about it. You’ve got entire year to strategize for a meeting, where you’ll have to justify why you’re a good worker and yet no one really prepares for it. Here’s what you do.
- Get a three ring binder and some dividers
- After each file print off all the issues/review notes/problems etc and put them in the binder
- Get a copy of your yearly performance evaluation
- Categorize your review notes according to how you will be evaluated – i.e. prepares high quality working papers, works well with others, understands audit methodology etc. etc.
- Create a pie chart for each file with the info in step 4
- Create an excel file totaling all your review notes by the criteria in step 4. Then use the data to create a line graph.
- Take said binder to your review meeting, down a few shots of jager and laugh like a pirate.
The pie charts are like balance sheets. They show how you’re doing at a certain point in time. The line graph is like an income statement. It will show how much you’ve improved during the year.