Client Focus - 360 Degree Feedback Survey Sample #5

360-Degree Assessment Survey

Dear Employee:

Thank you for providing feedback for the recipient above. As you respond, please draw on your first-hand experience with this individual in the past 12 months. Rate each item using the scale shown. If you don't feel you have enough first-hand information to rate a certain item, please choose the Not Applicable option. Comments can be very helpful; at a minimum where you give a particularly high or low rating, please share your reasons in the Closing Comments section. Your responses will be compiled with feedback from others and presented to the recipient to help guide their ongoing development.

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Thank you for your participation in the survey.

Management Team

Client Focus	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Documents client interactions.
Prioritizes the needs and preferences of the client.
Identifies opportunities that will enhance the client's experience.
Promptly responds to clients.
Thoroughly understands the needs of the client.
Partnering/Networking	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Partners with peers to obtain influence within the Company.
Creates the conditions for partnerships to grow and develop.
Seeks to reduce institutional roadblocks to information sharing.
Supports and encourages relationships that are created by diverse team members.
Builds alliances between departments and teams.
Professional Development	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Seeks opportunities for professional development.
Allows employees to fully participate in employee training and professional development.
Keep themselves up-to-date of technical/professional issues
Contributing fully to the extent of their skills
Demonstrate enthusiasm and a willingness to learn new skills and knowledge
Cultural Awareness	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Aware of their own cultural views.
Is curious and willing to ask questions about the cultural differences in the workplace.
Is willing to include individuals with different cultural backgrounds on the team.
May advocate for others with different cultural backgrounds.
Fosters a diverse workforce free from discrimination and harassment.
Project Management	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Inspires the project implementation team to achieve success.
Understands the financial, strategic, resources, staffing, timeline and market risks that may impact the project.
Implements risk mitigation strategies to help move the project to successful completion.
Understands the budget constraints for the project.
Communicates with the teams often to ensure that the deadlines are met.
Innovation	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Suggests new ideas at meetings.
Fosters a creative and innovative work environment.
Challenges current procedures to develop other alternatives.
Builds upon the ideas and solutions of others.
Finds creative ways to get things done with limited resources.
Managing Risk	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Is aware of the financial implications of certain risks.
Implements changes to reduce the chances of critical incidents in the future.
Has the knowledge and skills to accurately identify risks in the workplace.
Avoids maintaining the status quo (or standard operating procedures) when addressing new and influential situations.
Accurately perceives potential risks in the workplace and initiates preventative measures.
Business Acumen	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Considers impact of actions on other areas of the organization.
Understands the dynamics of our industry.
Periodically assesses the current market environment.
Has an understanding of various asset classes and how to interpret balance sheets.
Able to align resources to meet the business needs of the company.
Fiscal Management	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Monitors expenses and verifies the need for items purchased.
Ensures others follow the correct rules and regulations on fiscal matters.
Provides budgeting and accounting support to the Company.
Develops budgets and plans for various programs and initiatives.
Develops of the department's annual budget.

46. Overall, please rate the effectiveness of [Participant Name Here].
    

    5- Very Effective 4- Effective 3- Neither 2- Ineffective 1- Very Ineffective

    
    
47. Strengths
    
    
    
48. Areas for Development
    
    
    
49. Please give any final comments or suggestions for [Participant Name Here]'s assessment.