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For: Jason Li – 61

Engagement Name: Bulbeck Holdings Ltd (BH)

A summary on how your performance reflected our visions and values:

- I successfully completed the sections that were allocated to me within a reasonable timeframe to contribute to the successful completion of

the engagement. Specifically, I was assigned to work on PPE, AP, Provisions, part of revenue testing and Cost of Sales as well as salary and employee entitlements. I successfully completed these sections.

The important thing is that working through these sections involve using PwC specific methodology which includes non-stats, accept-reject and target testing etc. Being my first engagement at PwC, I had

not had any exposure to these sort of testing methods before. I learned how to use these methods and also learned how to input TB into Aura and how to raise an adjustment after this engagement. I also built

confidence in dealing with client. The technical skills that I gained on this job were applied in the following jobs that I was working on.

-Being my first engagement at PwC, it is more about how to use Aura

and getting used to PwC way. While working on Bulbeck, I had Kirsten show me how to use Aura and a few PwC specific things. I then applied what I learned to other EGAs. For example, instead of having

someone to show me, I figured out how to use non-states template myself.

-The Bulbeck job lasted for about two weeks, and there were a few days Josh was not onsite. I communicated with Josh regularly about

my progress and sought assiatance from Josh and Kirsten when I had difficulties.

I communicated my audit findings with Josh and raised a couple of points relating to provision that could be management letter points based on my prior experience, although this was not assigned to me.

Also when clearing coaching notes from Jill, I tried to understand why there was coaching note and how to address them. Through clearing coaching notes in the cost of sales section, I learned more about how

to use non-stats template and when I needed to raise a SUM adjustment.

Perform ance

m atters

Have a go

Hunger for

growth

Be open and

authentic

Summary of Performance

2

I worked in a team where other team members and clients came from

a different cultural background from me. Being a Chinese born and bred in China, my cultural background would be different from other team members. However, I worked well with them throughout the job.

I took on board coaching from Josh and Kirsten with open mind and

applied to my work. This way, I gained a better understanding of PwC way of doing audit, the PwC requirements and how PwC document workpapers. I also constant checked with Josh about the progress of

the job overall.

There is still room for development in my Excel skills. I took on board some Excel tips at Bulbeck that can be applied to future jobs.

Discussed and agreed with Reviewer: Yes No Attached into PC&D: Yes No

Date: 1/11/2013

JT – Comments

This was Jason’s first engagement with PwC and as such was a steep learning curve with respect to PwC specific methodologies, policies, procedures and the AURA software package. Over the course of

the engagement, the coaching that Jason received was targeted largely at these areas. I believe Jason was able to grasp many of these concepts by the end of the three week engagement with only some repetition. In this respect Jason was seen to ‘have a go’.

From the time spent working with Jason on the Bulbeck engagement it seems as though he has a grasp on wider audit methods and statutory requirements from previous work experience. This was evidenced as Jason identified a number of SUM adjustments throughout his sections.

Jason did take longer than budgeted to complete the sections allocated to him. Being that there were considerable learning’s around PwC and our audit software, this is understandable. Jason should continue to communicate with the senior on his jobs both to ensure they are up to date as to his

progress and also to ensure he continues to learn the intricacies of PwC methodology and the AURA package.

Some assistance and follow up was required from the team manager around finalising work and

coaching notes, though in saying this, Jason did take ownership of his sections.

I agree with Jason’s comment around being open and authentic. Jason communicated with the senior both when on and off site over the course of the engagement.

Around embrace differences, I agree with Jason’s comment above. Moving forward, Jason would benefit from continued interaction with his clients in an effort to bridge any cultural differences. For a first engagement, however; Jason worked well with both the client and team.

Jason was obviously concerned with producing a good final product. This was evident through continuous communication and coaching with and from team members. Jason should, however; look to be conscious of others’ commitments and workloads and in instances where he requires coaching,

ensure it is not disruptive to others. Saving up questions and arranging a time to discus s may alleviate this.

Overall, Jason, it was a good effort in light of obvious difficulties with systems and procedures. Thanks

for your efforts in getting the job across the line!

Em brace

difference

Care