GES Specific Goals - FY12

Level Related Area Goal GES Focus Area Specific Goal Description Specific Goals
Participate in client engagement meetings. Assist your Senior in exceeding your client's expectations. Identify atleast one additional activity which can be transitioned to USI Assist your engagement Senior/Manager to explore opportunities to expand current services at existing clients. Achieve at least 1500 client service hours in FY12 Demonstrate a general knowledge of the economics of Deloitte Tax and the profitability of engagements. Update StaffTrak for the entire fiscal year and continue to regularly update it on weekly basis based on workload. Adhere to daily time reporting requirements with use of task codes/types Tax Consultant II to achieve at least 150 review hours (05 - Detail Review) I will keep my PTIN status updated in GA Tracker. I will follow-up regularly with IRS, if I haven't received my PTIN yet. I will ensure most updated status of my PTIN or PTIN application is available with Tax operations team. I will follow-up regularly with IRS, if I haven't received my PTIN yet. Adhere to firm protocols for Personally Identifiable Information (PII) and use of Tracker and eRooms Acquire / Deepen personal level of technical expertise in your area. Work towards completion of accreditation based on service line requirements. Enroll in accreditation program and contribute to study circles (examples include Enrolled Agent, Global Professional in Human Resources, Project Management Professional). Develop knowledge in at least one specialty area other than your primary area: minimum 10% of total annual chargeable hours Build a positive work environment and bring ideas for improvement to leadership and resource management Serve as a buddy to new hires Complete 80 hours of learning as evidenced by DLC learning history Complete all mandatory courses outlined in the learning roadmap Adhere to training program registration and cancellation guidelines Adhere to new CE! competency levels and learning requirements for FY12 (including completion of 75% of learning hours by mid-year). Work towards getting to Mastery level. Communicate all unplanned PTO directly to local team leader or expatriate or resource manager

Staff Staff Staff Staff Staff Staff Staff Staff

Clients Markets Operational Excellence Operational Excellence Operational Excellence Operational Excellence Operational Excellence Operational Excellence

Grow Grow Bare Minimum Optimize Optimize Bare Minimum Bare Minimum Compliance

Continue GES Growth Continue GES Growth Client Service Hours Knowledge Staff Trak DTE time reporting Task Codes PTIN number

Staff Staff Staff

Operational Excellence Quality Quality

Compliance Quality Quality

PTIN number Communication Knowledge

Staff Staff Staff Staff Staff Staff Staff

Quality Talent Talent Talent Talent Talent Talent

Quality Hybridize Hybridize Optimize Bare Minimum Bare Minimum Bare Minimum

Accreditation Hybridize Hybridize Teaming 80 hours of learning Learning Roadmap Training Attendance

Staff Staff

Talent Talent

Bare Minimum Bare Minimum

Communications Excellence! Unplanned Leave

Staff

Talent

Bare Minimum

Independence, Ethics training & other requirements

Comply with external regulatory and/or professional standards including annual independence representation and other related requirements on a periodic basis

GES Specific Goals - FY12

Level
Senior

Related Area Goal

Clients

GES Focus Area

Grow

Specific Goal Description

Continue GES Growth

Specific Goals
Participate in client engagement meetings. Identify & fill at least two additional activities which can be transitioned to USI Involve actively in the billing process and review bills prepared by CMG professionals, if approved by engagement management. Work with engagement teams to increase out of scope billings. Ensure "As One" protocols are being followed Attend at least one talent acquisition event (examples include campus recruitment & technical interviews) Explore opportunities to expand current services at existing clients Participate in targeting effort for a new client relationship Participate in external and internal activities (Community involvement, task forces) to build network of contacts, both within and outside of Deloitte Tax. Personally mentor at least one professional and take responsibility for regular feedback and work quality for that professional. Achieve at least 1500 client service hours in FY12 Update StaffTrak for the entire fiscal year and continue to regularly update it on weekly basis based on workload Adhere to daily time reporting requirements with use of task codes. Drive effective use of task codes within team Major portion of client service hours to be review hours (05 - Detail Review) Demonstrate a general knowledge of the economics of Deloitte Tax and the profitability of engagements. I will keep my PTIN status updated in GA Tracker. I will follow-up regularly with IRS, if I haven't received my PTIN yet. I will ensure most updated status of my PTIN or PTIN application is available with Tax operations team. I will follow-up regularly with IRS, if I haven't received my PTIN yet. Adhere to firm protocols for Personally Identifiable Information (PII) and use of Tracker and eRooms Involve QRM for any exceptions to the standard GES engagement letters or business terms. Involve QRM for any issues where we agree to do work for free where we may have made a mistake. Notify engagement manager to take this issue forward with the PPD. Involve the engagement partner on those positions that are identified in the technical positions memos as requiring their involvement.

Senior Senior Senior Senior

Clients Markets Markets Markets

Grow Grow Grow Grow

Continue GES Growth Eminence Building Continue GES Growth Continue GES Growth

Senior Senior Senior Senior Senior Senior Senior Senior

Markets Operational Excellence Operational Excellence Operational Excellence Operational Excellence Operational Excellence Operational Excellence Operational Excellence

Grow Optimize Bare Minimum Optimize Bare Minimum Bare Minimum Optimize Compliance

Continue GES Growth Teaming Client Service Hours Staff Trak DTE time reporting DTE time reporting Knowledge PTIN number

Senior Senior Senior

Operational Excellence Quality Quality

Compliance Quality Grow

PTIN number Communication Continue GES Growth

Senior Senior

Quality Quality

Grow Compliance

Continue Growth Accuracy

Senior Senior

Quality Talent

Quality Hybridize

Accreditation Hybridize

Obtain appropriate accreditation based on service line requirements (examples include Enrolled Agent, Global Professional in Human Resources, Project Management Professional). Contribute to study circles. Develop knowledge in at least one specialty area other than your primary area: minimum 10% of total annual chargeable hours Support staff retention through building a positive work environment and bringing ideas for improvement to leadership and resource management Serve as a coach to atleast one staff on how to grow as a senior Complete 80 hours of learning as evidenced by DLC learning history Complete all mandatory courses outlined in the learning roadmap Adhere to training program registration and cancellation guidelines Adhere to new CE! competency levels and learning requirements for FY12 (including completion of 75% of learning hours by mid-year). Work towards getting to Mastery level. Communicate all unplanned PTO directly to local team leader or expatriate or resource manager Comply with external regulatory and/or professional standards including annual independence representation and other related requirements on a periodic basis

Senior Senior Senior Senior Senior

Talent Talent Talent Talent Talent

Hybridize Optimize Bare Minimum Bare Minimum Bare Minimum

Hybridize Teaming 80 hours of learning Learning Roadmap Training Attendance

Senior Senior

Talent Talent

Bare Minimum Bare Minimum

Communications Excellence! Unplanned Leave Independence, Ethics training & other requirements

Senior

Talent

Bare Minimum

GES Specific Goals - FY12

Level Related Area Goal GES Focus Area Specific Goal Description Specific Goals
Participate in client planning meetings and client targeting meetings, if approved by engagement management. Identify at least three additional activities which can be transitioned to USI Involve actively in the billing process and review bills prepared by CMG professionals, if approved by engagement management. Work with engagement teams to increase out of scope billings Work with engagement managers to review all existing engagement letters/7216 addendums to identify renewal dates. Develop action plan with CMG support, if needed, to address renewal timeline. Ensure 'As One' protocols are followed. Evaluate prior and current year authorization lists to identify potential IRP candidates (creation of IRP target list). Work with engagement management to ensure that all potential IRP clients are contacted regarding Deloitte offered IRP tax preparation services. Work with Senior Managers/PPDs and explore opportunities to work on consulting projects. Involve actively in on client annual reports process Participate in and support the Propel Initiative Attend at least one talent acquisition event (examples include campus recruitment & technical interviews for pan-India hiring for tax) Attend all HYD Tax leadership meetings and other events Increase Hyderabad team utilization by X% of total hours managed from previous fiscal year (refer to region for specific hours). Train & develop compliance team on reviewing returns Personally counsel at least two professionals, if approved by the Regional Leadership. Take responsibility for regular feedback and drive work quality. Improve engagement economics and Gross Client Margin by applying appropriate pricing strategies, appropriate leverage on engagements and improved efficiencies. Achieve at least 1250 client service hours in FY12. Ensure the team achieves its goal as well. Adhere to daily time reporting requirements with use of task codes. Drive effective use of task codes within team I will keep my PTIN status updated in GA Tracker. I will follow-up regularly with IRS, if I haven't received my PTIN yet. I will ensure most updated status of my PTIN or PTIN application is available with Tax operations team. I will follow-up regularly with IRS, if I haven't received my PTIN yet. Adhere to firm protocols for Personally Identifiable Information (PII) and use of Tracker and eRooms

Manager

Clients

Grow

Continue GES Growth

Manager

Clients

Grow

Continue GES Growth

Manager

Clients

Grow

Client Satisfaction & Retention

Manager Manager Manager Manager Manager Manager Manager Manager

Clients Markets Markets Markets Markets Markets Operational Excellence Operational Excellence

Grow Grow Grow Grow Grow Grow Optimize Optimize

Continue GES Growth / Expand GES Consulting Services Continue GES Growth Continue GES Growth Continue GES Growth Eminence Building Eminence Building Teaming Teaming

Manager

Operational Excellence

Optimize

Teaming

Manager Manager Manager Manager

Operational Excellence Operational Excellence Operational Excellence Operational Excellence

Optimize Bare Minimum Bare Minimum Compliance

Efficiency Client Service Hours DTE time reporting PTIN number

Manager Manager

Operational Excellence Quality

Compliance Protocol

PTIN number Communication

Manager Manager

Quality Quality

Grow Grow

Accreditation Continue GES Growth

Manager Manager Manager Manager Manager

Quality Quality Talent Talent Talent

Grow Compliance Hybridize Hybridize Hybridize

Continue Growth Accuracy Find, Develop and Retain our People Hybridize

Obtain appropriate accreditation based on service line requirement ; also lead study circles (examples include Enrolled Agent, Global Professional in Human Resources, Project Management Professional) Involve QRM for any exceptions to the standard GES engagement letters or business terms. Involve QRM for any issues where we agree to do work for free where we may have made a mistake. Notify engagement manager to take this issue forward with the PPD. Involve the engagement partner on those positions that are identified in the technical positions memos as requiring their involvement. Guide counselees in developing measurable goals linked to the execution of our GES Strategy and for personal/professional development

Manager

Talent

Hybridize

Manager Manager Manager Manager Manager Manager

Talent Talent Talent Talent Talent Talent

Hybridize Bare Minimum Bare Minimum Bare Minimum Bare Minimum Bare Minimum

Actively volunteer to cross-train others to support hybridization initiative. Assume ownership of utilization for your team and work with resource manager for future planning Hybridize Develop talent from one level to the next (staff to senior, senior to manager); by outlining key development areas in conjunction with GES Strategy and consistently monitoring those areas for success/outcome. This includes Find, Develop/succession planning and bringing staff/seniors to opportunity meetings and consultations to further Retain our People develop their skills Work with resource managers to publish current projects to the GES portal or elsewhere, so our professionals can volunteer and gain exposure to other competency areas Continue Growth Complete 80 hours of learning as evidenced by DLC learning history 80 hours of learning Complete all mandatory courses outlined in the learning roadmap Learning Roadmap Adhere to training program registration and cancellation guidelines Training Attendance Adhere to new CE! competency levels and learning requirements for FY12 (including completion of 75% of learning hours by mid-year). Communications Excellence! Communicate all unplanned PTO directly to local team leader or expatriate or resource manager Unplanned Leave Independence, Ethics training & other requirements Comply with external regulatory and/or professional standards including annual independence representation and other related requirements on a periodic basis

Manager

Talent

Bare Minimum