Fiscal Management - 360 Degree Feedback Survey Sample #14

360 Feedback Survey

Instructions

Our company is excited to introduce a new web-based survey tool designed to gather comprehensive feedback on core competencies and role responsibilities critical to the ongoing success of our organization. The Leadership Team Members have unanimously agreed to participate in this initiative and are actively seeking your valuable feedback.

In this context, you have been specifically selected to provide insights on the manager listed above. Your feedback is a crucial component of our company's leadership development process. This tool is intended to capture broad and detailed feedback on the essential competencies and responsibilities that underpin our organization's sustained success and growth.

Your thoughtful and candid responses will play a significant role in guiding the professional development of our leadership team. By reflecting on your experiences and interactions with the manager over the past six to twelve months, you will help us identify strengths, areas for improvement, and opportunities for growth. Your feedback will be combined with that of others and presented to the manager to support their ongoing development. Rest assured, your comments will be shared anonymously, ensuring your privacy while contributing to a culture of continuous improvement and excellence.

In responding to the assessment form, please think about your experiences working with this individual during the last twelve (12) months. Your responses will be merged with other people's feedback and presented to guide them in their on-going development. Comments will be shared anonymously, as written, with the manager, unless you indicate otherwise.

You are only being asked to rate 8 competencies. Each competency will have a variety of statements that are grouped by 4 Performance Levels. Click on the level that best describes this individual.

Please ensure that your submission is made between .

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Fiscal Management	Needs Improvement	Could Benefit from Development	Performs as Expected	Is a Role Model for Others	Don't Know
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Develops budgets and plans for various programs and initiatives.
Provides budgeting and accounting support to the Company.
Monitors spending.
Develops of the department's annual budget.
Keeps excellent records for financial transparency.
Effective in using Company's resources.
Monitors expenses and verifies the need for items purchased.
Ensures others follow the correct rules and regulations on fiscal matters.
If [Participant Name] were to make improvements in Fiscal Management, what are your suggestions for how he/she can improve this?
Leadership	Needs Improvement	Could Benefit from Development	Performs as Expected	Is a Role Model for Others	Don't Know
Sets a high level of performance expectations and challenges others to do the same.
Leads team to set goals, solve problems, and accomplish tasks.
Motivates others to reach and exceed organizational goals and objectives.
Able to align manpower, design work, an allocate tasks to achieve goals.
Highly effective supervisor.
Clearly explains performance expectations and goals to be reached at the beginning of a project, then let's others decide how to achieve the goal.
If [Participant Name] were to make improvements in Leadership, what are your suggestions for how he/she can improve this?
Analytical	Needs Improvement	Could Benefit from Development	Performs as Expected	Is a Role Model for Others	Don't Know
Recognizes patterns, draws logical conclusions, and makes recommendations for action.
Calculates and interprets financial ratios (such as liquidity ratios, profitability ratios, and leverage ratios) to assess the financial health of the company.
Evaluates evidence objectively, regardless of whether it supports or contradicts current ideas.
Presents data in a format that makes comparisons easier.
Selects the appropriate techniques for analysis.
Seeks to understand where potential problems may occur.
If [Participant Name] were to make improvements in Analytical, what are your suggestions for how he/she can improve this?
Managing Risk	Needs Improvement	Could Benefit from Development	Performs as Expected	Is a Role Model for Others	Don't Know
Determines the impact of specific risks on marketplace.
Determines a proportional response in relation to the level of risk.
Aware of appropriate actions to minimize risks.
Looks for opportunities to turn a risk event into an advantage for the company.
Seeks to capitalize on risks.
Conducts regular audit of the risk management framework.
If [Participant Name] were to make improvements in Managing Risk, what are your suggestions for how he/she can improve this?
Developing Others	Needs Improvement	Could Benefit from Development	Performs as Expected	Is a Role Model for Others	Don't Know
Recognizes and celebrates accomplishments of others.
Assesses employees' developmental needs.
Encourages employees through recognition of positive changes in behavior.
Develops employees by offering and encouraging them to take on new or additional responsibilities.
Assigns tasks and responsibilities to develop skills of others.
Sets performance objectives for subordinates that encourages development opportunities.
If [Participant Name] were to make improvements in Developing Others, what are your suggestions for how he/she can improve this?
Strategic Insight	Needs Improvement	Could Benefit from Development	Performs as Expected	Is a Role Model for Others	Don't Know
Identifies root causes of problems.
Observes employees at work to get better insight into the issues they are dealing with.
Creates strategic plans to develop and promote organizational and area strengths, as well as to address weaknesses based on insight from surveys.
Meets with customers to gain insight into their core needs and how best to serve them.
Analyzes unique issues or problems impacting the Company.
Understands how to strategically grow the business and increase customers.
If [Participant Name] were to make improvements in Strategic Insight, what are your suggestions for how he/she can improve this?

40. Strengths
    
    
    
41. Areas for Development
    
    
    
42. Please give any final comments or suggestions for [Participant Name Here]'s assessment.