Fiscal Management- 360 Degree Feedback Survey Sample #8

Questionnaires Measuring Fiscal Management:
Survey 1 (4-point scale; Competency Comments)
Survey 2 (4-point scale; Competency Comments)
Survey 3 (5-point scale; Competency Comments)
Survey 4 (5-point scale; radio buttons)
Survey 5 (4-point scale; words)
Survey 6 (4-point scale; words)
Survey 7 (5-point scale; competency comments; N/A)
Survey 8 (3-point scale; Agree/Disagree words; N/A)
Survey 9 (3-point scale; Strength/Development; N/A)
Survey 10 (Comment boxes only)
Survey 11 (Single rating per competency)
Survey 12 (Slide-bar scale)

You have been selected to provide feedback for the manager listed above. Your feedback is an important part of 's leadership development process. This tool 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 assessment form, please think about your experiences working with this individual during the last six to twelve months. Your responses will be merged with other people's feedback and presented to to guide them in their on-going development. Comments will be shared anonymously, as written, with the manager.

Sample Result Document:
Sample Results
Method of use: As part of the review process, managers will receive feedback from peers and staff. It is recognized that not all participants will be able to assess an individual's performance in all areas. The feedback received will be utilized as input to the manager's performance and on-going development plan.

You may sign out at any time by pressing the Save button at the end of the form and then closing your browser. You may return later to pick up where you left off. When you are done, press the Complete button.

When clicking your selection below, try to best fit the manager's actual behaviors to the scale provided.

If you are not sure, or unable to assess, select "Not Applicable" (N/A) option.

Please complete your response by .

Fiscal Management

Agree Unsure Disagree N/A
  1. Develops of the department's annual budget.
  1. Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
  1. Provides budgeting and accounting support to the Company.
  1. Monitors expenses and verifies the need for items purchased.
  1. Develops budgets and plans for various programs and initiatives.

Bias for Action

Agree Unsure Disagree N/A
  1. Coach others to foster an environment which can adapt quickly and willingly to rapid change.
  1. Encourages risk taking and experimentation to improve performance
  1. Displays high energy and enthusiasm on consistent basis.
  1. Conveys a sense of urgency about addressing problems and opportunities
  1. Completes a large volume of work.

Professional Development

Agree Unsure Disagree N/A
  1. Seeks opportunities for professional development.
  1. Seeks opportunities for continuous learning.
  1. Keep themselves up-to-date of technical/professional issues
  1. Demonstrate enthusiasm and a willingness to learn new skills and knowledge
  1. Encourages employees to take courses relevant to their job.


Agree Unsure Disagree N/A
  1. Responds to requests for information in a timely manner.
  1. Arrives to meetings on time.
  1. Starts the workday when scheduled.
  1. Maintains an efficient schedule of activities.
  1. Invoices clients on a timely basis.

Project Management

Agree Unsure Disagree N/A
  1. Maintains costs and expenses within budget limits.
  1. Organizes, plans, and directs resources to accomplish the goals and objectives.
  1. Responds quickly and appropriately to unforeseen problems.
  1. Regularly reviews project performance and goals.
  1. Organizes work and sets priorities as needed.

Problem Solving

Agree Unsure Disagree N/A
  1. Makes judgments based upon relevant information.
  1. Actively seeks the root cause of a problem.
  1. Effective in solving problems.
  1. Implements effective solutions to critical problems.
  1. Able to balance the needs of different people in a solution to a problem.

Commitment To Result

Agree Unsure Disagree N/A
  1. Takes immediate action toward goals.
  1. Willing to do whatever it takes-not afraid to have to put in extra effort.
  1. Coordinates all department activities into a cohesive team effort.
  1. Conveys strong sense of own pride in Company to associates by creating a shared vision around sales and customer service.
  1. Creates a sense of urgency among the store team members to complete activities, which drive sales.


Agree Unsure Disagree N/A
  1. Clarifies problems and their causes to help employees correct them.
  1. Clearly explains the vision and goals of the company.
  1. Writes clear job descriptions for positions in the organization.
  1. Clearly defines work objectives for employees.
  1. Is clear about goals that need to be achieved.

Client Focus

Agree Unsure Disagree N/A
  1. Is pro-active in dealing with clients and addressing their needs.
  1. Satisfies client needs.
  1. Maintains strong relationships with clients.
  1. Obtains feedback to ensure client needs are being met.
  1. Forms strong client relationships

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

  2. Strengths

  3. Areas for Development

  4. Please give any final comments or suggestions for [Participant Name Here]'s assessment.