Fiscal Management- 360 Degree Feedback Survey Sample #3





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 asked to evaluate yourself as part of a 360-degree feedback process. Other employees, including your manager(s), peers, and direct reports will also evaluate you. In this manner, you will be provided with a comprehensive, multi-perspective (i.e., 360-degree) view of your performance as a manager. The objective is to provide you with feedback so as to allow you to improve your performance, resulting in improved team performance, and organizational effectiveness.

If you are not able to respond to an item, leave it blank and go on to the next item.

Sample Result Document:
Sample Results
We encourage everyone to complete the survey. Please be honest, constructive and thoughtful in your input. The survey is designed to help us understand more about your thoughts and needs to make this a great company.

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





Fiscal Management

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Effective in using Company's resources.
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
  1. Monitors spending.
  1. Develops budgets and plans for various programs and initiatives.
  1. Develops of the department's annual budget.
Please feel free to provide any comments to help explain your answers?

Conflict Management

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Deals effectively with employee grievances.
  1. Assists team members by helping them see the other point of view.
  1. Discusses conflict situations with supervisor.
  1. Helps employees to think through alternative ways to resolve conflict situations.
  1. Tries to understand others' point of view before making judgments
Please feel free to provide any comments to help explain your answers?

Entrepreneurship

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Able to adapt the department to changing business demands and climate.
  1. Encourages risk taking for developing potential business opportunities.
  1. Can work effectively in an environment of uncertainty.
  1. Maintains a high level of energy to respond to demands of the job.
  1. Excellent at managing relationships with stakeholders.
Please feel free to provide any comments to help explain your answers?

Creativity

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Conceives, implements and evaluates ideas.
  1. Is creative.
  1. Adds value to the department/organization.
  1. Is creative and inspirational.
  1. Develops solutions to challenging problems.
Please feel free to provide any comments to help explain your answers?

Professional Development

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Keep themselves up-to-date of technical/professional issues
  1. Seeks opportunities for professional development.
  1. Allows employees to fully participate in employee training and professional development.
  1. Contributing fully to the extent of their skills
  1. Quickly acquire and apply new knowledge and skills when needed
Please feel free to provide any comments to help explain your answers?

Punctuality

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Conducts appointments at scheduled start time.
  1. Invoices clients on a timely basis.
  1. Maintains an efficient schedule of activities.
  1. Arrives to meetings on time.
  1. Starts the workday when scheduled.
Please feel free to provide any comments to help explain your answers?

Performance

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. ...Overall Performance
  1. Shown significant improvement in job performance.
  1. ...Produce Quality
  1. Sets a high standard for job performance.
  1. Works well in this position.
Please feel free to provide any comments to help explain your answers?

Analytical

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Identifies the root cause of a problem.
  1. Identifies opportunities for progress and innovation.
  1. Implements data validation techniques and methods.
  1. Analyzes issues and reduces them to their component parts.
  1. Asks the "right" questions to size up or evaluate situations.
Please feel free to provide any comments to help explain your answers?

Objectives

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Sets long-term and short-term goals.
  1. Ability to establish realistic goals.
  1. Consistently provides me with timely feedback for improving my performance.
  1. Assures [Company] principles are understood, employed & pursued.
  1. Works toward achieving established goals and objectives.
Please feel free to provide any comments to help explain your answers?

Client Focus

Does Not
Exhibit this
Competency
Seldom
Exhibits this
Competency
Sometimes
Exhibits this
Competency
Usually
Exhibits this
Competency
Always
Exhibits this
Competency
  1. Understands the needs of the client.
  1. Obtains feedback to ensure client needs are being met.
  1. Helps others in responding to client needs.
  1. Thoroughly understands the needs of the client.
  1. Persistent in solving client issues.
Please feel free to provide any comments to help explain your answers?

  1. Overall, please rate the effectiveness of [Participant Name].






  2. Strengths


  3. Areas for Development


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