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

Fiscal Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Monitors expenses and verifies the need for items purchased.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Monitors spending.
Effective in using Company's resources.
Ensures others follow the correct rules and regulations on fiscal matters.
Project Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Communicates with the necessary stakeholders if the budget targets are missed.
Identifies potential risks that could pose challenges to the project timeline.
Understands the financial, strategic, resources, staffing, timeline and market risks that may impact the project.
Implements project metrics to track progress.
Documents the risk assessments for different parts of the project.
Communication Skills	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Deconstructs complex issues into understandable segments.
Transforms complicated ideas into simple ones.
Adapts language and terminology to meet the needs of the audience.
Provides feedback in a helpful and respectful way, focusing on improvement.
Sets their on-line status to "available" to indicate they are available for communication.
Continual Learning	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Pursues learning that will enhance job performance.
Pursues professional development opportunities when they arise.
Is open to new ideas and concepts.
Participates in regular training offered.
Grasps new ideas, concepts, technical, or business knowledge.
Attitude	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Is gracious and professional in their interactions with others.
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.
Builds open and trusting relationships.
Visibly supports and encourages diversity in style and background.
Analytical	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Asks the "right" questions to size up or evaluate situations.
Identifies the root cause of a problem.
Analyzes data and information from several sources and arrives at logical conclusions.
Selects the appropriate techniques for analysis.
Uses appropriate techniques to solve problems.
Innovation	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Simplifies processes and reduce bureaucratic hurdles that might stifle creativity and innovation.
Promotes innovation as an opportunity to gain competitive advantages in the marketplace.
Creates innovative products or services.
Advocates for disruptive innovation to ensure the department remains agile and responsive to evolving market demands.
Encourages others to experiment and learn from their mistakes without fear of retribution.
Clarity	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Communicates with clarity and efficiency.
Makes sure goals and objectives are clearly and thoroughly explained and understood.
Is clear about goals that need to be achieved.
Maintains clarity in goals and objectives.
Attends to the important details of a job or task.
Managing Risk	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Uses risk management to make better strategic decisions.
Understands how to meet regulatory compliance.
Presents regular/monthly reports to the audit committee.
Uses risk management to be more effective in identifying and implementing projects.
Uses actionable data and analytics to improve risk tolerance.
Empowering Others	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Recognizes and rewards employees who make important decisions and take action when necessary.
Gives employees the authority to act on their own.
Gives employees the opportunity to make their own decisions at work.
Lets employees complete tasks according to their methods.
Demonstrates confidence in the abilities of subordinates.
Co-worker Development	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Sets and clearly communicates expectations, performance goals, and measurements to others
Takes immediate action on poor performance
Works to identify root causes of performance problems
Provides ongoing feedback to co-workers on their development progress
Adapts coaching and mentoring approach to meet the style or needs of individuals

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.