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)
Survey 13 (4-point scale; numbers; floating anchors)
Survey 14 (4-point scale; N/A)
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.

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. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
  1. Keeps excellent records for financial transparency.
  1. Monitors spending.
  1. Effective in using Company's resources.
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. Supports [Company]'s strategic objectives.
  1. Supports [Company]'s marketing efforts.
  1. Attends [Company] gatherings and social events.
  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. Identifies what must be accomplished for successful completion of project.
  1. Makes plans and follows through.
  1. Involves relevant coworkers in the development of the plan.
  1. Plans for how to allocate time to specific activities.
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. Encourages employees to take on greater responsibilities.
  1. Honors the commitments and promises made to customers/clients.
  1. Creates a consistent process for prioritizing work.
  1. Works to achieve established goals.
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. Interacts effectively with people from different cultural backgrounds.
  1. May advocate for others with different cultural backgrounds.
  1. Is aware of cultural differences in business etiquette.
  1. Seeks to reduce obstacles in communication that might arise from cultural differences.
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. Focuses others on the necessary tasks that need completion.
  1. Is a leader within the department.
  1. Holds team members accountable to commitments made
  1. Able to organize the work of others.
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. Open to the suggestions from subordinates.
  1. Evaluates information before making a final decision.
  1. Remains focused on the immediate goal when making decisions.
  1. Outlines the parameters influencing the decision making process.
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. Regularly measures product specifications to ensure uniformity and quality control.
  1. Adopts, integrates, and disseminates quality guidelines and standards.
  1. Proposes a variety of solutions to address quality needs.
  1. Communicates with team members regarding best quality practices.
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. Delegates tasks to others when needed.
  1. Coordinates the work of a team by assigning tasks to other team members.
  1. Bounces back from daily crisis, disappointments and frustrations.
  1. Can switch focus between tasks as needed.
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. Coordinates internal and external audit procedures.
  1. Follows up on any unresolved compliance issues.
  1. Offers training on various subjects to help ensure employees are aware of regulations.
  1. Performs regular compliance audits.
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. Sets performance objectives for subordinates that encourages development opportunities.
  1. Creates a work environment that fosters positive feedback to employees.
  1. Encourages employees through recognition of positive changes in behavior.
  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.