Fiscal Management- 360 Degree Feedback Survey Sample #11

360 Feedback Survey

Instructions

We appreciate you taking the time to provide valuable feedback for the individual mentioned above. As you respond, please draw on your first-hand experience with this individual in the past 12 months. Your insights are crucial in offering a comprehensive evaluation. Please rate each item using the scale provided. If you find that you do not have sufficient first-hand knowledge to rate a particular item, select the Not Applicable option.

In addition to the ratings, we encourage you to include comments where possible. These comments are particularly useful when you give a very high or very low rating, as they provide context and clarity regarding your assessment. Explaining your reasons in the comment section helps ensure that your feedback is constructive and actionable.

Your responses, combined with feedback from other contributors, will be compiled and presented to the individual. This collective feedback aims to support their continuous growth and development by highlighting strengths and identifying areas for improvement. Your thoughtful participation is essential in helping them achieve their full potential.

Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the feedback form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.

To what extent does [Participant Name] exhibit the following ...

SELECT the rating that best reflects the employee's performance in the areas listed.

Fiscal Management

What does Fiscal Management mean?
It means that ...

• You monitor expenses and verify the need for items purchased.
• You monitor spending.
• You ensure others follow the correct rules and regulations on fiscal matters.
• You develop budgets and plans for various programs and initiatives.
• You provide budgeting and accounting support to the Company.

To what extent does this person exhibit Fiscal Management?
Select from one of the ratings below.

Not Applicable or Unable to Judge

Poor does not perform to expected standards; often unable to complete tasks; does not seek help or advice

Minimal completes tasks only when pressured to do so; is satisfied with minimal progress; only does what is required

Average completes tasks easily; seeks to obtain maximal performance; willing to seek advice and help when needed

Role Model is a role model for others to follow; goes above and beyond what is expected; helps others

Managing Performance

What does Managing Performance mean?
It means that ...

• I am proactive in administering the rewards program.
• I establish indicators to measure levels of performance.
• You give additional responsibilities to individuals who exceed standards.
• I communicate the roles and responsibilities to the employee.
• I ensure team members receive rewards for positive performance accomplishments.

To what extent does this person exhibit Managing Performance?
Select from one of the ratings below.

Not Applicable or Unable to Judge

Poor does not perform to expected standards; often unable to complete tasks; does not seek help or advice

Minimal completes tasks only when pressured to do so; is satisfied with minimal progress; only does what is required

Average completes tasks easily; seeks to obtain maximal performance; willing to seek advice and help when needed

Role Model is a role model for others to follow; goes above and beyond what is expected; helps others

Technology Use/Management

What does Technology Use/Management mean?
It means that ...

• You are proficient in the use of technical systems and processes.
• You support technical training and development of employees.
• You use technology in decision making and problem solving.
• You identify gaps between actual and needed technical competencies and provide recommendations for required training.
• You adopt the implementation of new technology into the workplace.

To what extent does this person exhibit Technology Use/Management?
Select from one of the ratings below.

Not Applicable or Unable to Judge

Poor does not perform to expected standards; often unable to complete tasks; does not seek help or advice

Minimal completes tasks only when pressured to do so; is satisfied with minimal progress; only does what is required

Average completes tasks easily; seeks to obtain maximal performance; willing to seek advice and help when needed

Role Model is a role model for others to follow; goes above and beyond what is expected; helps others

Interpersonal Skills

What does Interpersonal Skills mean?
It means that ...

• I am a highly respected individual in the company.
• I give constructive feedback on performance reviews.
• I pay close attention to what is being communicated verbally and nonverbally.
• I work diligently to assist customers in finding the right products.
• You strive to lead by example to demonstrate the value of interpersonal relationships.

To what extent does this person exhibit Interpersonal Skills?
Select from one of the ratings below.

Not Applicable or Unable to Judge

Poor does not perform to expected standards; often unable to complete tasks; does not seek help or advice

Minimal completes tasks only when pressured to do so; is satisfied with minimal progress; only does what is required

Average completes tasks easily; seeks to obtain maximal performance; willing to seek advice and help when needed

Role Model is a role model for others to follow; goes above and beyond what is expected; helps others

Punctuality

What does Punctuality mean?
It means that ...

• You avoid making personal phone calls during working hours.
• You start the workday when scheduled.
• You arrive to meetings on time.
• You maintain an efficient schedule of activities.
• You invoice clients on a timely basis.

To what extent does this person exhibit Punctuality?
Select from one of the ratings below.

Not Applicable or Unable to Judge

Poor does not perform to expected standards; often unable to complete tasks; does not seek help or advice

Minimal completes tasks only when pressured to do so; is satisfied with minimal progress; only does what is required

Average completes tasks easily; seeks to obtain maximal performance; willing to seek advice and help when needed

Role Model is a role model for others to follow; goes above and beyond what is expected; helps others

Strengths


Areas for Development


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