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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.

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.
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Fiscal Management

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Develops budgets and plans for various programs and initiatives.
  1. Monitors spending.
  1. Monitors expenses and verifies the need for items purchased.
  1. Keeps excellent records for financial transparency.
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. Impresses upon others the important aspects of [Company].
  1. Understands the use of [Company] products and services.
  1. Follows existing procedures and processes.
  1. Understands how decisions impact other business units beyond their immediate department of work group.
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. Anticipates the impacts of strategic plans.
  1. Determines what supplies/equipment will be needed for the department.
  1. Notifies staff when the plan is not on schedule.
  1. Determines staffing needs for the project/department.
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. Is personally invested in the success of the organization.
  1. Informs the supervisor if progress on the task has been delayed.
  1. Acts like an owner when they make decisions.
  1. Understands the importance of holding employees accountable for their work.
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. Develops skills and attitudes to bridge cultural differences.
  1. Participates in cultural training sessions/classes.
  1. Open to learning about different cultures.
  1. Engages with individuals that have different cultural backgrounds.
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. Leads team to set goals, solve problems, and accomplish tasks.
  1. Recognizes and rewards employees for their accomplishments.
  1. Motivates others to reach and exceed organizational goals and objectives.
  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. Supports, encourages or helps others to be sure about the decisions they are making.
  1. Weighs the pros and cons of decisions.
  1. Makes decisions based on novel interpretations of the facts.
  1. Exercises good judgment by making sound and 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. Encourages employees to produce the best quality products.
  1. Promotes an environment that fosters quality and safety.
  1. Corrects issues in a timely manner.
  1. Competently and accurately analyzes quality measures.
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. Plans and organizes continuously while performing all other responsibilities and activities.
  1. Delegates tasks to others when needed.
  1. Completes multiple tasks simultaneously.
  1. Consistently uses a scheduler/planner.
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. Prepares and presents annual reports as required.
  1. Identifies and assesses areas of regulatory or compliance risk.
  1. Ensures the company meets legal requirements/standards regarding commercial enterprises.
  1. Develops effective procedures for ensuring compliance.
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. Is open to receiving feedback.
  1. Creates opportunities for professional development.
  1. Provides constructive feedback to others.
  1. Supports the successes of other employees.
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.