Fiscal Management- 360 Degree Feedback Survey Sample #5

360-Degree Assessment Survey

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.

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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
Develops budgets and plans for various programs and initiatives.
Monitors expenses and verifies the need for items purchased.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Ensures others follow the correct rules and regulations on fiscal matters.
Keeps excellent records for financial transparency.
Company	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Understands the "basics" as to how [Company] functions/operates.
Expresses loyalty and dedication to [Company] in interactions with others.
Understands how decisions impact other business units beyond their immediate department of work group.
Understands the use of [Company] products and services.
Attends [Company] gatherings and social events.
Creativity	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Creates a lot of new ideas.
Is creative and inspirational.
Adds value to the department/organization.
Is creative.
Conceives, implements and evaluates ideas.
Continual Improvement	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Open to the suggestions from others.
Promotes training and development opportunities to enhance job performance.
Searches for new methods, techniques, and processes that increase efficiency and reduce costs.
Looks for ways to expand current job responsibilities.
Encourages an employee culture of continuous improvement to seek out better ways of doing things.
Attitude	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Visibly supports and encourages diversity in style and background.
Builds open and trusting relationships.
Contributes to a positive and fun work environment.
Works to eliminate unnecessary work or barriers that get in others' way.
Is gracious and professional in their interactions with others.
Quality	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Corrects issues in a timely manner.
Encourages others to achieve high quality standards.
Analyze what occurred and re-adjusts accordingly when goals are not met.
Always strives to produce the highest quality work products.
Encourages others to produce the highest quality work products.
Time Management	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Sets a good balance between work and family life.
Makes time for developing plans and schedules.
Uses agendas when chairing or facilitating meetings.
Deals effectively with interruptions.
Prioritizes tasks to identify immediate and long-term objectives.
Trustworthy	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Demonstrates congruence between statements and actions.
Is trustworthy; is someone I can trust.
Demonstrates a sense of responsibility and commitment to public trust.
Consistently keeps commitments.
Builds and maintains the trust of others.
Empowering Others	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Avoids micromanaging their employees.
Is aware of the skill levels of employees and assigns tasks that are at the appropriate skill level.
Set clear goals for assignments.
Provides support and resources needed to accomplish goals.
Ensures employees understand what is being assigned to them.
Partnering/Networking	Role Model	Capable and Effective	Somewhat Effective	Needs Development
Creates the conditions for partnerships to grow and develop.
Promotes the understanding of how the department affects the organization overall.
Seeks to reduce institutional roadblocks to information sharing.
Creates value within the Company by building networks.
Supports and encourages relationships that are created by diverse team members.

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

    5- Very Effective 4- Effective 3- Neither 2- Ineffective 1- Very Ineffective

    
    
52. Strengths
    
    
    
53. Areas for Development
    
    
    
54. Please give any final comments or suggestions for [Participant Name Here]'s assessment.