Fiscal Management- 360 Degree Feedback Survey Sample #2





Surveys Measuring Fiscal Management:
Survey 1 (4-point scale; Competency Comments)
Survey 2 (4-point scale; Competency Comments)
Survey 3 (5-point scale; Competency Comments)
Survey 4 (5-point scale; radio buttons)
Survey 5 (4-point scale; words)
Survey 6 (4-point scale; words)
Survey 7 (5-point scale; competency comments; N/A)
Survey 8 (3-point scale; Agree/Disagree words; N/A)
Survey 9 (3-point scale; Strength/Development; N/A)
Survey 10 (Comment boxes only)
Survey 11 (Single rating per competency)
Survey 12 (Slide-bar scale)
Instructions

You have been selected to provide feedback on the employee listed above. Your feedback is an important part of our company's leadership development process and this survey is intended to gather broad feedback in the core competencies and role responsibilities that are important for the on-going success of our organization.

In responding to the questions below, think about your experiences working with this employee over the last twelve months and the goals they were asked to achieve. The effectiveness of this development tool is dependent on your honest, forthright and constructive responses so please bear this in mind as you answer each question. Your responses will be discussed with the employee to foster growth and on-going development.

Competencies Included:
Fiscal Management, Company, Planning, Accountability, Cultural Awareness, Leadership, Decision Making, Quality, Juggling Multiple Responsibilities, Regulatory/Compliance, Developing Others
Sample Result Document:
Sample Results
Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the feedback form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.

Please ensure that your submission is made between . The survey will only be available during these dates.


Fiscal Management

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Monitors expenses and verifies the need for items purchased.
  1. Provides budgeting and accounting support to the Company.
  1. Monitors spending.
  1. Ensures others follow the correct rules and regulations on fiscal matters.
What are your suggestions for how [Participant Name] can make improvements
in Fiscal Management?

Company

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Understands the use of [Company] products and services.
  1. Follows existing procedures and processes.
  1. Expresses loyalty and dedication to [Company] in interactions with others.
  1. Understands the "basics" as to how [Company] functions/operates.
What are your suggestions for how [Participant Name] can make improvements
in Company?

Planning

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Open to input from others into the plan for the project.
  1. Establishes and monitors timeframes and timelines.
  1. Anticipates challenges and has plans to overcome them.
  1. Understands what equipment will be needed for the project.
What are your suggestions for how [Participant Name] can make improvements
in Planning?

Accountability

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Holds employees accountable through regular performance reviews.
  1. Takes full responsibility for project outcomes.
  1. Sets clear performance measures.
  1. Takes charge of addressing and solving problems.
What are your suggestions for how [Participant Name] can make improvements
in Accountability?

Cultural Awareness

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Seeks to reduce obstacles in communication that might arise from cultural differences.
  1. Interacts effectively with people from different cultural backgrounds.
  1. Respects others regardless of age, race, gender, nationality, or disability.
  1. Understands what customs and etiquette are important for individuals from other cultures.
What are your suggestions for how [Participant Name] can make improvements
in Cultural Awareness?

Leadership

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Expresses clear goals and objectives.
  1. Communicates calmly and honestly even when stressed.
  1. Sits down regularly with employees to review their job performance.
  1. Highly effective supervisor.
What are your suggestions for how [Participant Name] can make improvements
in Leadership?

Decision Making

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Identifies parameters impacting the decision.
  1. Formulates imaginative decisions.
  1. Learns from previous bad decisions and rarely repeats them.
  1. Understands how different perspectives can help make better informed decisions.
What are your suggestions for how [Participant Name] can make improvements
in Decision Making?

Quality

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Provides advice and guidance to team members on improving quality controls.
  1. Adopts, integrates, and disseminates quality guidelines and standards.
  1. Ensures high consistency across batches or production runs.
  1. Provides regular and timely feedback on quality levels.
What are your suggestions for how [Participant Name] can make improvements
in Quality?

Juggling Multiple Responsibilities

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Ranks the importance of tasks to make sure critical tasks are completed first.
  1. Switches attention to more urgent tasks when necessary.
  1. Can easily switch between tasks when a critical incident requires attention.
  1. Effectively manages time to stay on schedule.
What are your suggestions for how [Participant Name] can make improvements
in Juggling Multiple Responsibilities?

Regulatory/Compliance

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Is aware of federal and local laws affecting employees.
  1. Follows up on any unresolved compliance issues.
  1. Keeps informed of various regulations and procedures.
  1. Reviews anti-retaliation policies to ensure compliance with government standards.
What are your suggestions for how [Participant Name] can make improvements
in Regulatory/Compliance?

Developing Others

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Assigns tasks and responsibilities to develop skills of others.
  1. Develops employees by offering and encouraging them to take on new or additional responsibilities.
  1. Supports the successes of other employees.
  1. Is open to receiving feedback.
What are your suggestions for how [Participant Name] can make improvements
in Developing Others?


  1. Strengths


  2. Areas for Development


  3. Please give any final comments or suggestions for [Participant Name Here]'s assessment.