BI Team Review 2014

To your knowledge, how many errors did this analyst make in 2014 that were caught by you, another member of the account team, or the client?

Zero

One

Two to four

Five or more

If applicable, please describe the nature of the errors and their impact on the client.

How often did this analyst meet research deadlines in 2014?

Always

Almost Always

Sometimes

Never

Prior to deadlines being missed, did the analyst typically give you a "heads up" that this was likely to occur?

Yes

No

N/A

What do you believe were the most common reasons this analyst missed deadlines in 2014?

How often did this analyst go "beyond the data" to draw conclusions or make business recommendations in 2014?

Always

Almost always

Sometimes

Never

If applicable, please give an example of this analyst going "beyond the data"

When the analyst did make business recommendations based on their analysis, how often were their recommendations useful or well thought out?

Always

Almost Always

Sometimes

Never

Were the analyst's interactions with clients in 2014 consistently professional and appropriate?

Yes

No

N/A

If applicable, please describe what aspects of this analyst's interactions with clients were unprofessional or inappropriate: