THE SURVEY QUESTIONNAIRE

Calling all Philippine Certified Public Accountants to respond to this survey questionnaire. Please answer the survey questionnaire and send it to email address tescua@yahoo.com.

I. Demographic Profile

1.1 Personal Information

1.1.1 Gender : _____ Male ____ Female

1.1.2 Age:
_____ 18 to 28 years old
_____ 29 to 39 years old
_____ 40 to 50 years old
_____ 51 to 60 years old
_____ 61 years old and above

1.1.3 Civil Status: __Single __ Married__ Separated ___Widower

1.1.4 Highest Educational Attainment:
______ College Graduate
______ with Masteral Units
______ with Masters Degree
______ with Doctoral Units
______ with Doctoral Degree

1.1.5 Number of years of work experience:
______ 0 to 5 years
______ 6 to 10 years
______ 11 to 15 years
______ 16 to 20 years
______ 21 years and above

1.1.6 Mainly working with (choose one only):

______ government agency
______ accounting/auditing firm
______ private company
______ educational Institution

1.2 Nature and Extent of Participation with PICPA

1.2.1 Latest payment of membership dues:
______ current year
______ with past arrears

1.2.2 Date of last PICPA activity participated in (e.g., seminar, convention, conference, training/workshop) State month and year. ________________

1.2.3 Do you regularly purchase the PICPA Accountancy Journal?
___Yes ___ No

1.2.4 Membership Status (Please choose one or more, as applicable):
___________ Member only
___________ Currently an officer
___________ Currently a committee chair
___________ Currently a committee member
___________ Former officer
___________ Former committee chair
___________ Former committee member


2. Effectiveness of PICPA from Four Perspectives Using the Balanced Scorecard

Instruction: Please choose the level of agreement you have with the following statements using a scale of 1 to 4, interpreted as follows:

Level of Agreement Interpretation
4 Strongly Agree
3 Agree
2 Disagree
1 Strongly Disagree


2.1 Members

2.1.1 PICPA adheres to the highest level of professionalism and commitment to service
for its members
1 2 3 4

2.1.2 PICPA fosters cordial, harmonious and fruitful relations among its members
1 2 3 4

2.1.3 PICPA elevates the standards of accountancy education for its members.
1 2 3 4

2.1.4 PICPA protects and enhances the integrity of the certificate of registration of CPAs.
1 2 3 4

2.1.5 PICPA develops among its members high ideals of social responsibility.
1 2 3 4

2.1.6 PICPA members take pride and pleasure in being a part of the organization.
1 2 3 4


2.2 Learning and Growth

2.2.1 PICPA sufficiently provides continuing professional education through conventions, conferences, seminars and/or training/workshops for its members.
1 2 3 4

2.2.2 PICPA satisfactorily meets the needs of its members for professional growth
1 2 3 4

2.2.3 PICPA discharges its duties and services using innovative approaches in the
attainment of its goals.
1 2 3 4

2.3 Internal Business Processes

2.3.1 PICPA consistently delivers efficient services to its members through continuing
professional education, publication, website and its geographical
chapters.
1 2 3 4

2.3.2 PICPA guards against the practice of the profession by unauthorized person or
entities.
1 2 3 4

2.3.3 PICPA upholds and promotes the Code the Code of Ethics for Professional
Accountants in the Philippines as promulgated and adopted by the Board of
Accountancy in carrying out its business
1 2 3 4

2.3.4 The Ethics Board takes cognizance of and hears and decides in cases involving
violations of any provisions of the PICPA Constitution and by-laws and/or
provision of the Rules of Professional Conduct of the Board of Accountancy.
1 2 3 4

2.3.5 PICPA needs further improvement in terms of:
2.3.5.1 Public Relations/information dissemination 1 2 3 4
2.3.5.2 Providing general services to its members 1 2 3 4
2.3.5.3 Collecting membership fees 1 2 3 4

2.4 Financial

2.4.1 Membership fees collected are more than enough to cover the expenses and
projects of PICPA.
1 2 3 4

2.4.2 Membership fees collected are used by PICPA to carry out its service to its
members satisfactorily.
1 2 3 4

2.4.3 PICPA funds are sufficient to fully attain its objectives.
1 2 3 4

2.4.4 The PICPA Scholarship Program is a prominent project that is helping out the
members of the organization in their endeavor to help potential accountants.
1 2 3 4

2.4.5 Donations to PICPA are transparently disclosed to its members and are being fully
utilized for the benefit of its members
1 2 3 4

2.4.6 Financial residues of collected fees from conventions/ conferences are enough to
cover administrative expenses
1 2 3 4
__________________________________________________________________________

Thank you for your cooperation.

CREATION OF THE RESEARCH FORUM

My research panel suggested that I post my survey questionnaire in the internet. As I am having a hard time contacting the people where I am supposed to post my questionnaire and also a hard time for getting as many accountants to respond to my survey questionnaire, I decided to create a blog. I don't know yet how this blog will be viewed by my fellow accountants from all sectors, those working for the government, the academe, private companies and accounting firms. These are my target respondents.

My research is about the accredited professional organization of accountants in the Philippines and how it fairs in terms of services to its members. I used the balance scorecard approach which was originally conceptualized by Kaplan and Norton in 1996. This approach views the evaluation of four perspectives as the important areas to be considered for an organization to be effective.

The four perspectives are customers, internal process, financial, and learning and growth. Customers for a business organization in one sense may come in the form of members in another sense if the organization is a professional association like that of Philippine Institute of Certified Public Accountants (PICPA), constituents for a city or municipality, or even stakeholders as a broader perspective. Internal process perspective looks on the policies and operation of the organization. Financial perspective deals with the financial performance and financial condition of the organization. Learning and growth looks on innovation, advancement, development and plan of the organization towards achieving continuity, improvement and expansion.

Looking at an organization in these four perspectives will help the management to continually achieve greater height in terms of providing effective services to its stakeholders. Thus, labelling the organization as being effective. I am, as the researcher, therefore, is aiming for the organization, PICPA, to look at this four perspectives and study its potentials in terms of giving satisfactory service to its members, the professional accountants in the Philippines.

By responding to the survey questionnaire, the study, using analytical tools, will attempt evaluate the responses of the accountants, leading to a conclusion and recommendation as to how the organization can further improve its effectiveness as a professional organization.