Fiscal Management- 360 Degree Feedback Survey Sample #6

360-Degree Assessment Survey

Dear Employee:

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. 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 aggregated with the responses received from others and discussed with the employee to foster growth and on-going development.

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.

The results of this survey will be used to help drive our future success. We will report back to you about what you have said and what we plan to do about it. If you have any questions about the process please contact [Contact Person].

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

Thank you for your participation in the survey. We look forward to seeing the analysis of your responses and we are hoping for 100% participation.

Management Team

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Fiscal Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Develops of the department's annual budget.
Effective in using Company's resources.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Develops budgets and plans for various programs and initiatives.
Provides budgeting and accounting support to the Company.
Project Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Maintains costs and expenses within budget limits.
Anticipates potential problems and institutes controls and contingency plans to address them.
Assigns project roles to the team members.
Has detailed knowledge about the project and can adapt the project plan as needed.
Engages stakeholders and team members in open discussions.
Communication Skills	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Presents their message with professionalism.
Listens to others' points of view with an open mind
Implements performance appraisals focused on employee development using SMART criteria
Accurately attends to/understands ideas which are exchanged.
Summarizes or paraphrases the current question to confirm understanding.
Continual Learning	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Pursues self-improvement through continual learning.
Views setbacks as opportunities to learn from.
Builds on their strengths while addressing their weaknesses.
Improves on their skill sets.
Takes the initiative to learn new skills.
Attitude	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Contributes to a positive and fun work environment.
Shows by their actions that they trust in the positive intentions of others.
Works to eliminate unnecessary work or barriers that get in others' way.
Treats all people fairly and with respect.
Contributes to a positive work environment.
Analytical	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Able to prepare appropriate visualizations of data in charts, graphs, and reports.
Performs checks on data accuracy and quality.
Reviews contractual documents for clauses and specifications to ensure binding agreements are free from disputes.
Identifies the root cause of a problem.
Evaluates evidence impartially, especially when it challenges existing beliefs or ideas.
Innovation	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Not afraid to think outside the box when dealing with issues.
Creates new ways of doing routine tasks.
Embraces disruptive strategies enabling the organization to create groundbreaking advancements that outpace competitors.
Assigns responsibilities to individuals for creating innovative ideas/products.
Has a strong commitment to innovation.
Clarity	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Provides a clear vision for the future.
Writes clear job descriptions for positions in the organization.
Clearly defines work objectives for employees.
Uses appropriate grammar and tense in communications.
Seeks to reduce ambiguity in messaging and documents.
Managing Risk	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Understands how to meet regulatory compliance.
Decides what actions will be taken.
Monitors risk events and notifies appropriate stakeholders.
Determines how the risk management information is to be used.
Accurately perceives potential risks in the workplace.
Empowering Others	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Enables team members to make their own decisions on the project.
Encourages employees to think outside the box.
Supports the decisions of others.
Creates opportunities for employees to exercise their independence.
Gives employees the authority to act on their own.
Co-worker Development	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Provides ongoing feedback to co-workers on their development progress
Takes immediate action on poor performance
Gives others development opportunities through project assignments and increased job responsibilities
Works to identify root causes of performance problems
Sets and clearly communicates expectations, performance goals, and measurements to others

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

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

    
    
57. Describe the greatest strengths of this person with regard to his/her overall effectiveness in performing his/her current responsibilities.
    
    
    
58. Describe the most important things this person could improve upon in order to increase his/her overall effectiveness in performing his/her current responsibilities.
    
    
    
59. Additional comments, if any for [Participant Name Here]'s assessment.