Fiscal Management- 360 Degree Feedback Survey Sample #3





Competencies Included:
Fiscal Management, Conflict Management, Entrepreneurship, Creativity, Professional Development, Punctuality, Performance, Analytical, Objectives, Client Focus
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
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Competency
Always
Exhibits this
Competency
  1. Monitors expenses and verifies the need for items purchased.
  1. Ensures others follow the correct rules and regulations on fiscal matters.
  1. Effective in using Company's resources.
  1. Keeps excellent records for financial transparency.
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Please feel free to provide any comments to help explain your answers?

Conflict Management

Does Not
Exhibit this
Competency
Seldom
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Competency
Sometimes
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Competency
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Competency
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  1. Seeks to remove misperceptions that may contribute toward conflict.
  1. Works with others as needed to facilitate resolution of conflicts.
  1. Establishes roles and responsibilities of team members.
  1. Facilitates the resolution of grievances by fostering mutual understanding and appreciation of each party's needs.
  1. Able to settle disputes equitably.
Please feel free to provide any comments to help explain your answers?

Entrepreneurship

Does Not
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Competency
Seldom
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Competency
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Competency
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Competency
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Competency
  1. Finds unique ways to go around barriers to success.
  1. Takes the initiative to complete tasks.
  1. Can work effectively in an environment of uncertainty.
  1. Understands the processes and various stages of business development.
  1. Encourages risk taking for developing potential business opportunities.
Please feel free to provide any comments to help explain your answers?

Creativity

Does Not
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Competency
Seldom
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Competency
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Competency
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  1. Develops solutions to challenging problems.
  1. Conceives, implements and evaluates ideas.
  1. Creates a lot of new ideas.
  1. Is creative.
  1. Inspires creativity in their team.
Please feel free to provide any comments to help explain your answers?

Professional Development

Does Not
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Competency
Seldom
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Competency
  1. Seeks opportunities for professional development.
  1. Keep themselves up-to-date of technical/professional issues
  1. Allows employees to fully participate in employee training and professional development.
  1. Quickly acquire and apply new knowledge and skills when needed
  1. Demonstrate enthusiasm and a willingness to learn new skills and knowledge
Please feel free to provide any comments to help explain your answers?

Punctuality

Does Not
Exhibit this
Competency
Seldom
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Competency
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Competency
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Exhibits this
Competency
  1. Invoices clients on a timely basis.
  1. Maintains an efficient schedule of activities.
  1. Starts the workday when scheduled.
  1. Arrives to meetings on time.
  1. Responds to requests for information in a timely manner.
Please feel free to provide any comments to help explain your answers?

Performance

Does Not
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Competency
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Competency
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  1. Sets a high standard for job performance.
  1. Shown significant improvement in job performance.
  1. Works effectively in the department.
  1. Has great overall performance
  1. ...Produce Quality
Please feel free to provide any comments to help explain your answers?

Analytical

Does Not
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Competency
Seldom
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Competency
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  1. Asks the "right" questions to size up or evaluate situations.
  1. Identifies opportunities for progress and innovation.
  1. Identifies the root cause of a problem.
  1. Analyzes data and information from several sources and arrives at logical conclusions.
  1. Identifies problems and issues needing resolution.
Please feel free to provide any comments to help explain your answers?

Objectives

Does Not
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Competency
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  1. Sets long-term and short-term goals.
  1. Works toward achieving established goals and objectives.
  1. Organizes and schedules events, activities, and resources.
  1. Establishes goals and objectives.
  1. Assures [Company] principles are understood, employed & pursued.
Please feel free to provide any comments to help explain your answers?

Client Focus

Does Not
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Competency
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  1. Is aware of the client's needs.
  1. Regularly receives positive feedback from clients.
  1. Obtains feedback to ensure client needs are being met.
  1. Gives feedback to the client regularly.
  1. Follows up with any unanswered questions from the client.
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.