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
Develops budgets and plans for various programs and initiatives.
Develops of the department's annual budget.
Provides budgeting and accounting support to the Company.
Keeps excellent records for financial transparency.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Project Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Estimates the time needed for each phase of the project.
Has the requisite industry knowledge to manage projects in this field.
Accurately determines the number of staff needed for the project.
Adds the necessary time buffers to avoid the project getting behind schedule.
Correctly estimates the cost of supplies for the project.
Communication Skills	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Accurately attends to/understands ideas which are exchanged.
Delivers clear and concise instructions.
Sets their on-line status to "available" to indicate they are available for communication.
Uses software, graphics, or other aids to clarify complex or technical reports.
Coaches others on their written communication skills
Continual Learning	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Improves on their skill sets.
Pursues professional development opportunities when they arise.
Builds on their strengths while addressing their weaknesses.
Takes the initiative to learn new skills.
Views setbacks as opportunities to learn from.
Attitude	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Visibly supports and encourages diversity in style and background.
Builds open and trusting relationships.
Contributes to a positive and fun work environment.
Shows by their actions that they trust in the positive intentions of others.
Is gracious and professional in their interactions with others.
Analytical	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Analyzes issues and reduces them to their component parts.
Uses appropriate techniques to solve problems.
Identifies problems and issues needing resolution.
Analyzes data and information from several sources and arrives at logical conclusions.
Balances risks and costs with the rewards and probabilities of success when decisions.
Innovation	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Challenges current procedures to develop other alternatives.
Creates improved methods or solutions for meeting goals and objectives.
Offers constructive improvements to existing systems.
Suggests new ideas at meetings.
Builds upon the ideas and solutions of others.
Clarity	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Avoids stating unclear or conflicting goals.
Writes clear job descriptions for positions in the organization.
Is clear about the roles and duties of team members.
Attends to the important details of a job or task.
Avoids creating ambiguity or mixed messages.
Managing Risk	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Responds appropriately to unexplained or unanticipated events.
Identifies what actions the organization is willing to take.
Effectively manages risk for the department.
Monitors risk events and notifies appropriate stakeholders.
Monitors enterprise risk management activities for their impact and effectiveness on mitigating risks.
Empowering Others	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Willing to share in the decision making process.
Expresses confidence in the abilities of others.
Provides opportunities for employee development and growth.
Permits employees to take training to become more independent.
Allows employees to make their own decisions.
Co-worker Development	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Gives others development opportunities through project assignments and increased job responsibilities
Provides ongoing feedback to co-workers on their development progress
Works to identify root causes of performance problems
Takes immediate action on poor performance
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.