Skip to content
Rick Telberg || CPA Trendlines
How Do You Stay Connected?
1.
WELCOME!
Sign up here for your FREE Executive Preview
of the survey results and related reports.
Name:
Email:
2.
HOW MUCH TIME do you spend working Out-of-Office?
(e.g.: remotely, at home, on weekends, evenings, with a client, commuting, or traveling, etc.)
(Please check one.)
Less than 1 hour per week.
1 to 10 hours per week.
11 to 20 hours per week.
21 to 30 hours per week.
31 to 40 hours per week.
More than 40 hours per week.
3.
In general, HOW IMPORTANT is it to be able to work Out-of-Office?
(Please check one.)
Very Important
Important
Somewhat Important
Not At All Important
Not Sure/Don’t Know
4.
How strongly do you AGREE or DISAGREE with these statements?
"Being able to work Out-of-Office...
AGREE STRONGLY
AGREE SOMEWHAT
NEITHER / NEUTRAL
DISAGREE SOMEWHAT
DISAGREE STRONGLY
…Increases personal productivity."
AGREE STRONGLY
AGREE SOMEWHAT
NEITHER / NEUTRAL
DISAGREE SOMEWHAT
DISAGREE STRONGLY
…Improves client service/satisfaction."
AGREE STRONGLY
AGREE SOMEWHAT
NEITHER / NEUTRAL
DISAGREE SOMEWHAT
DISAGREE STRONGLY
…Increases billable hours."
AGREE STRONGLY
AGREE SOMEWHAT
NEITHER / NEUTRAL
DISAGREE SOMEWHAT
DISAGREE STRONGLY
…Improves communication/coordination with colleagues."
AGREE STRONGLY
AGREE SOMEWHAT
NEITHER / NEUTRAL
DISAGREE SOMEWHAT
DISAGREE STRONGLY
…Enhances work/life balance."
AGREE STRONGLY
AGREE SOMEWHAT
NEITHER / NEUTRAL
DISAGREE SOMEWHAT
DISAGREE STRONGLY
5.
IN YOUR OWN WORDS...
What's the BEST THING about working out-of-office? Or the WORST?
6.
WHEN YOU WORK OUT-OF-OFFICE...
Which of these FUNCTIONS are you:
1. Already doing as CURRENT PRACTICE,
2. PLANNING for the FUTURE, or
3. NEITHER?
CURRENT PRACTICE
PLAN for FUTURE
Neither
Get voicemail, make phone calls.
CURRENT PRACTICE
PLAN for FUTURE
Neither
Get and send email.
CURRENT PRACTICE
PLAN for FUTURE
Neither
Use the internet.
CURRENT PRACTICE
PLAN for FUTURE
Neither
Access documents or files usually stored on the office computer or server.
CURRENT PRACTICE
PLAN for FUTURE
Neither
Update office-based time & billing systems.
CURRENT PRACTICE
PLAN for FUTURE
Neither
Manage CRM data/Update information about clients.
CURRENT PRACTICE
PLAN for FUTURE
Neither
Access technical research and reference material.
CURRENT PRACTICE
PLAN for FUTURE
Neither
7.
Other, please specify:
8.
MOBILE PRODUCTIVITY TOOLS...
With an increasing number of professionals adopting Mobile Devices that perform advanced functions (such as email and remote file management), we'd like to ask: WHICH DO YOU USE?
(Please check only one.)
Nothing / Don't Use
iPhone
Android Phone
Windows phone
iPad tablet
Other tablet
Other, please specify
9.
HOW LIKELY are you TO RECOMMEND your current Mobile Device to a friend or colleague?
HIGHLY LIKELY => 10
===> 9
===> 8
===> 7
===> 6
===> 5
===> 4
===> 3
===> 2
NOT AT ALL LIKELY => 1
HIGHLY LIKELY => 10
===> 9
===> 8
===> 7
===> 6
===> 5
===> 4
===> 3
===> 2
NOT AT ALL LIKELY => 1
10.
WHY did you give that rating?
11.
When considering a Mobile Device, which CRITERIA would you deem IMPORTANT?
(Check all that apply.)
Integration with existing office email and applications.
Security/Client privacy.
Ease of management.
Cost of ownership.
Customer support.
Can grow with the business (scalable).
Appearance/size of device.
Broad range of functions (phone, email, file and document retrieval, internet access, etc.)
Real-time, instant email delivery ('Push-based')
Long battery life
Durability (takes hard knocks)
Other, please specify:
12.
IF YOU COULD MAKE A WISH...
WHAT WOULD YOU CHANGE to improve your Out-of-Office experience?
13.
PLEASE TELL US SOMETHING ABOUT YOURSELF....
In what type of business do you work?
Public accounting
Business or Industry
Government
Not-for-profit
Education
Vendor/Service-Provider to the Profession
Other, please specify:
14.
How many people work in your office or location?
1 to 10
11 to 50
51 to 100
101 to 500
More than 500
15.
Which best describes your position?
Managing Partner/CEO/COO/Sole Prop.
Senior Executive/Partner/CFO/Controller
Senior Staff/General Management
Mid-Level Staff/Internal Audit
Junior Staff/Support
Other, Please Specify
16.
OPTIONAL: Can we quote you? Thanks!
Name
Title
Firm/Company
City, State
Phone
