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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Please ensure that your submission is made by .

Thank you for your participation in the survey.

Management Team

Client Focus	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Takes the initiative in solving difficult client issues.
Engages with clients on multiple levels.
Provides training to others on how to improve client service.
Promptly responds to clients.
Documents client interactions.
Partnering/Networking	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Implements effective oversight of network activities.
Is aware of the location/availability of resources within the network.
Expands network of colleagues to include others who may contribute to the department's success.
Engages in partnerships that produce significant results.
Aims to foster and sustain relationships rooted in trust and commitment.
Professional Development	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Keep themselves up-to-date of technical/professional issues
Seeks opportunities for continuous learning.
Demonstrate enthusiasm and a willingness to learn new skills and knowledge
Contributing fully to the extent of their skills
Quickly acquire and apply new knowledge and skills when needed
Cultural Awareness	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Helps other employees to become more culturally sensitive.
Understands what customs and etiquette are important for individuals from other cultures.
Is willing to include individuals with different cultural backgrounds on the team.
Actively listens to other employees' stories about their culture.
Recognizes individual and cultural differences.
Project Management	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Creates the implementation strategy for the project.
Locates the financial resources to budget for the project.
Maintains costs and expenses within budget limits.
Estimates the staffing requirements for the project.
Communicates with the necessary stakeholders if the budget targets are missed.
Innovation	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Fosters a creative and innovative work environment.
Challenges current procedures to develop other alternatives.
Solves problems with insight and understanding.
Offers constructive improvements to existing systems.
Creates a safe environment for idea-sharing.
Managing Risk	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Monitors the effectiveness of risk management strategies.
Designs risk response activities that are proportionate to the level of risk.
Effectively responds to critical situations to reduce potential for losses.
Rewards risky ideas that may yield significant benefits.
Takes steps to contain the costs of responding to such events.
Business Acumen	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Understands complex issues and problems.
Has an understanding of various asset classes and how to interpret balance sheets.
Exhibits behavior that is consistent with the vision, mission, and core values of the organization
Understands the costs, profits, markets, and added value of issues.
Maintains currency with laws, regulations, policies, procedures, trends, and developments.
Fiscal Management	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Provides budgeting and accounting support to the Company.
Develops of the department's annual budget.
Monitors spending.
Ensures others follow the correct rules and regulations on fiscal matters.
Develops budgets and plans for various programs and initiatives.

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.