Fiscal Management- 360 Degree Feedback Survey Sample #12

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

• Effective in using Company's resources.
• Monitors spending.
• Provides budgeting and accounting support to the Company.
• Develops of the department's annual budget.
• Develops budgets and plans for various programs and initiatives.

Needs Improvement		Fully Proficient		Excels/ Role Model
Click this box to make your rating

Comments:

Leadership

• Acts decisively in implementing decisions.
• Able to organize the work of others.
• Sets clear goals and objectives for subordinates.
• Recognizes individual and team accomplishments and reward them appropriately.
• Able to influence others.

Needs Improvement		Fully Proficient		Excels/ Role Model
Click this box to make your rating

Comments:

Analytical

• Creates graphs, charts, and other visual representations of data making it easier to interpret and communicate findings.
• Evaluates evidence for accuracy and relevance.
• Uses logic and reasoning to identify which pieces of information are useful and which are not.
• Evaluates the integrity and comparability of data and identifies existing gaps.
• Analyzes financial statements over multiple periods to identify patterns and trends in revenue, expenses, and profits.

Needs Improvement		Fully Proficient		Excels/ Role Model
Click this box to make your rating

Comments:

Managing Risk

• Works effectively to mitigate risks.
• Uses risk data to generate insights and drive strategic decisions.
• Creates a risk management strategy for the organization.
• Understands that risk may represent a threat or an opportunity.
• Uses risk management to make better strategic decisions.

Needs Improvement		Fully Proficient		Excels/ Role Model
Click this box to make your rating

Comments:

Developing Others

• Assesses employees' developmental needs.
• Supports the successes of other employees.
• Assigns tasks and responsibilities to develop skills of others.
• Develops employees by offering and encouraging them to take on new or additional responsibilities.
• Creates opportunities for professional development.

Needs Improvement		Fully Proficient		Excels/ Role Model
Click this box to make your rating

Comments:

Strengths


Areas for Development


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