Fiscal Management- 360 Degree Feedback Survey Sample #5





360-Degree Assessment Survey

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)
Dear Employee:

Thank you for providing feedback for the recipient above. As you respond, please draw on your first-hand experience with this individual in the past 12 months. Rate each item using the scale shown. If you don't feel you have enough first-hand information to rate a certain item, please choose the Not Applicable option. Comments can be very helpful; at a minimum where you give a particularly high or low rating, please share your reasons in the Closing Comments section. Your responses will be compiled with feedback from others and presented to the recipient to help guide their ongoing 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 by .

Thank you for your participation in the survey.

Management Team





Fiscal Management

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Keeps excellent records for financial transparency.
  1. Provides budgeting and accounting support to the Company.
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
  1. Develops of the department's annual budget.
  1. Monitors spending.


Company

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Follows existing procedures and processes.
  1. Understands the use of [Company] products and services.
  1. Understands the "basics" as to how [Company] functions/operates.
  1. Attends [Company] gatherings and social events.
  1. Impresses upon others the important aspects of [Company].


Creativity

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Creates a lot of new ideas.
  1. Develops solutions to challenging problems.
  1. Is creative.
  1. Is creative and inspirational.
  1. Adds value to the department/organization.


Continual Improvement

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Looks for ways to expand current job responsibilities.
  1. Searches for new methods, techniques, and processes that increase efficiency and reduce costs.
  1. Analyzes processes to determine areas for improvement.
  1. Encourages an employee culture of continuous improvement to seek out better ways of doing things.
  1. Looks for ways to expand and learn new job skills.


Attitude

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Is gracious and professional in their interactions with others.
  1. Works to eliminate unnecessary work or barriers that get in others' way.
  1. Contributes to a positive and fun work environment.
  1. Shows by their actions that they trust in the positive intentions of others.
  1. Builds open and trusting relationships.


Quality

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Competently and accurately analyzes quality measures.
  1. Adopts and implements best practices when it comes to quality procedures.
  1. Adjusts processes or procedures to improve quality results.
  1. Successfully implements quality controls within the department.
  1. Implements appropriate training to maintain high quality standards.


Time Management

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Prioritizes tasks to identify immediate and long-term objectives.
  1. Manages work time and family life to bring both into balance.
  1. Outperforms others in productivity through effective time management.
  1. Stays undistracted by slower coworkers.
  1. Avoids delays by working quickly.


Trustworthy

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Builds and maintains the trust of others.
  1. Seeks to mitigate grievances by clarifying intentions and finding suitable remedies.
  1. Demonstrates congruence between statements and actions.
  1. Works in a way that makes others want to work with her/him.
  1. Consistently keeps commitments.


Empowering Others

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Sets clear goals for others to accomplish.
  1. Allows employees the freedom to do tasks how they see fit, but holds them accountable for obtaining results.
  1. Empowers employees to structure their work hours to maximize their productivity.
  1. Gives new tasks to employees.
  1. Allows the team to take responsibility for the project.


Partnering/Networking

Role
Model
Capable and
Effective
Somewhat
Effective
Needs
Development
  1. Uses new techniques and procedures learned through established networks of professionals.
  1. Engages in cross-functional activities by collaborating across boundaries.
  1. Forms alliances with complementary organizations to promote business operations.
  1. Creates an environment that supports information exchange.
  1. Effectively develops networks with colleagues that have shared interests.



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






  2. Strengths


  3. Areas for Development


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