100% of survey complete.

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* 1. Personal details

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* 2. Rate yourself - Management

  Not yet I am trying Average Better than most Perfect
Manage workload to ensure work flows evenly throughout the year
Allocate staff to assignments based on ability, experience, training needs
Work is progressing properly in a timely manner and clients are billed
Manage outstanding debtor balances follow up on unpaid debts

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* 3. Rate yourself - Image and promotion

  Not yet I am trying Average Better than most Perfect
Present a professional, businesslike image and provide a good working environment for staff.
Advertising and promotion is professional and effective.

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* 4. Rate yourself - Client procedures

  Not yet I am trying Average Better than most Perfect
Assess the risk and reward of any new appointment.
Ensure adequate resources are available to meet the client's needs.

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* 5. Rate yourself - Human Resources

  Not yet I am trying Average Better than most Perfect
Ensure that suitable staff are recruited.
Provide appropriate training and supervision to staff.
Ensure the integrity and the quality of all work performed.

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* 6. Rate yourself - Correspondence and Interviews

  Not yet I am trying Average Better than most Perfect
Maintain an adequate record of all contact with clients or third parties
Ensure vital information is not overlooked when preparing work

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* 7. Rate yourself - Office filing

  Not yet I am trying Average Better than most Perfect
Maintain an effective and efficient filing system, either paper or electronic.
Procedures to minimise the risk of loss of documentation.

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* 8. Rate yourself - Data security

  Not yet I am trying Average Better than most Perfect
Maintain systems to allow easy access to information stored electronically.
Implement controls to ensure the security and integrity of this data is safeguarded.

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* 9. Rate yourself - Quality control

  Not yet I am trying Average Better than most Perfect
Prepared a quality control manual
Implement quality control procedures
Ensure that all work is prepared accurately and in terms of laws and regulations

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* 10. Rate yourself - Competency and membership

  Not yet I am trying Average Better than most Perfect
Member of a recognised professional body eg SAIBA
Maintain CPD hours eg 40 p.a.
In possession of practicing licence for professional engagements
Personal details with professional body updated

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* 11. Can SAIBA contact you and email you your results?

Once you press submit you will see the average score of all participants. Your individual results will be emailed to you.
A score between 1 - 3 means you may not be ready for the regulation.
A score between 3 - 5 means you are likely ready for the regulation.
If you need help to ensure you will be included under the new regulatory model then contact us at saiba@saiba.org.za.

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