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. Keeps excellent records for financial transparency.
  1. Monitors spending.
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
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. Follows existing procedures and processes.
  1. Attends [Company] gatherings and social events.
  1. Expresses loyalty and dedication to [Company] in interactions with others.
  1. Impresses upon others the important aspects of [Company].
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. Develops a strategic plan to reduce costs in the department.
  1. Explores new directions/approaches to overcome setbacks and roadblocks.
  1. Determines the steps required for completion of a task.
  1. Has developed an effective strategic plan.
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. Lets supervisor know of any setbacks to the progress on achieving goals.
  1. Can be counted on to do their role well.
  1. Is prepared and on time for meetings and scheduled events.
  1. Takes full responsibility for project outcomes.
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. Understands how their own cultural background can impact the way they communicate and interact with others.
  1. Respects the views offered by individuals with different cultural backgrounds.
  1. Understands how implicit biases can affect decisions, communication and productivity.
  1. Is responsive to 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. Provides resources to enable individuals to develop professionally.
  1. Effectively leads others.
  1. Able to increase the performance of under-performing employees.
  1. Motivates others to reach and exceed organizational goals and objectives.
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. Is confident in their actions.
  1. Assesses the risks, benefits, and potential impact of a number of options when deciding a course of action
  1. Is firm in their decision and not easily influenced by the whims of others.
  1. Decides which short- and long-term goals should be created.
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. Proposes a variety of solutions to address quality needs.
  1. Ensures high consistency across batches or production runs.
  1. Regularly measures product specifications to ensure uniformity and quality control.
  1. Committed to the improvement of the quality of services and products.
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. Switches attention to more urgent tasks when necessary.
  1. Avoids bottlenecks in progress by assigning multiple individuals to critical tasks.
  1. Observes, analyzes, and responds to merchandise needs while serving customers and accomplishing operational tasks.
  1. Builds in extra time in the schedule for unplanned events/occurrences.
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. Ensures the company is in compliance with industry specifications, standards, and applicable laws.
  1. Develops the appropriate incentives (or disincentives) for regulatory compliance.
  1. Ensures the company meets legal requirements/standards regarding commercial enterprises.
  1. Ensures appropriate followup for regulatory violations.
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. Recognizes and celebrates accomplishments of others.
  1. Provides constructive feedback to others.
  1. Creates opportunities for professional development.
  1. Assesses employees' developmental needs.
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.