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 spending.
Provides budgeting and accounting support to the Company.
Ensures others follow the correct rules and regulations on fiscal matters.
Develops budgets and plans for various programs and initiatives.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Project Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Anticipates potential problems and institutes controls and contingency plans to address them.
Works with customers and clients to assess their needs and define project parameters.
Develops action items, workplans, timelines, and criteria for projects.
Organizes work and sets priorities as needed.
Defines project outcomes based on customer requirements.
Communication Skills	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Has the confidence to communicate effectively to all levels (from CEO down) of the organization, external customers, suppliers, as well as the senior counsel of other companies.
An effective listener who is responsive to information needs.
Able to demonstrate persuasiveness in pursuit of objectives.
Is an effective communicator
Addresses issues of key importance to stakeholders.
Continual Learning	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Grasps new ideas, concepts, technical, or business knowledge.
Pursues professional development opportunities when they arise.
Builds on their strengths while addressing their weaknesses.
Shares best practices with others and learns from others.
Takes charge of their training and skills enhancement.
Attitude	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Is gracious and professional in their interactions with others.
Works to eliminate unnecessary work or barriers that get in others' way.
Treats all people fairly and with respect.
Shows by their actions that they trust in the positive intentions of others.
Visibly supports and encourages diversity in style and background.
Analytical	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Identifies the root cause of a problem.
Prioritizes various actions to be taken when solving a problem.
Selects the appropriate techniques for analysis.
Balances risks and costs with the rewards and probabilities of success when decisions.
Asks the "right" questions to size up or evaluate situations.
Innovation	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Creates a safe environment for idea-sharing.
Challenges current procedures to develop other alternatives.
Searches for opportunities and innovative ways to improve the organization.
Implements best practices within the department.
Encourages open communication to ensure that all proposals are considered.
Clarity	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Maintains clarity in goals and objectives.
Avoids stating unclear or conflicting goals.
Attends to the important details of a job or task.
Avoids creating ambiguity or mixed messages.
Clarifies problems and their causes to help employees correct them.
Managing Risk	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Able to adapt quickly to changing situations.
Avoids maintaining the status quo (or standard operating procedures) when addressing new and influential situations.
Knows how to obtain desired results with minimal losses.
Seeks to maintain the long-term viability of the Company.
Responds appropriately to unexplained or unanticipated events.
Empowering Others	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Encourages others to obtain necessary skills and training.
Avoids micromanaging their employees.
Allows individuals to be responsible for their decisions.
Provides support and resources needed to accomplish goals.
Encourages employees to solve problems on their own.
Co-worker Development	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Adapts coaching and mentoring approach to meet the style or needs of individuals
Works to identify root causes of performance problems
Takes immediate action on poor performance
Gives others development opportunities through project assignments and increased job responsibilities
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.