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.

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Fiscal Management

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

• You provide budgeting and accounting support to the Company.
• You ensure others follow the correct rules and regulations on fiscal matters.
• You monitor expenses and verify the need for items purchased.
• You keep excellent records for financial transparency.
• You monitor spending.

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 ...

• You assign tasks and responsibilities and holds employees accountable for actions.
• You regularly conduct performance reviews of all employees.
• You assess employee performance against defined standards.
• Initiates probationary actions for employees with sub-par performance.
• You set clear and ambitious goals to be met.

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 identify gaps between actual and needed technical competencies and provide recommendations for required training.
• You understand and are committed to implementing new technologies.
• You maximize the use of new technology to deliver products and services.
• You support employee training and development initiatives regarding implementation of technology.
• You use technology in decision making and problem solving.

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 ...

• You come across as credible, knowledgeable and sincere
• I value the input from coworkers.
• You build a strong rapport with co-workers.
• I assist employees that need help.
• I embrace the differences in individuals that comprise the team.

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 invoice clients on a timely basis.
• You respond to requests for information in a timely manner.
• You conduct appointments at scheduled start time.
• You start meetings on time.

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.