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Fiscal Management- 360 Degree Feedback Survey Sample #1





360-Degree Feedback Survey

Surveys 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)
Survey 13 (4-point scale; numbers; floating anchors)
Survey 14 (4-point scale; N/A)
Instructions:

[Company] is conducting a 360-Degree Feedback Assessment developed by HR-Survey for selected managers.

You have been selected to provide feedback on the employee listed above. Your feedback is an important part of our company's leadership development process and this survey 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 questions below, think about your experiences working with this employee over the last twelve months. The effectiveness of this development tool is dependent on your honest, forthright and constructive responses so please bear this in mind as you answer each question. Your responses will be aggregated with the responses received from others and discussed with the employee to foster growth and on-going development.

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.

Competencies Included:
Fiscal Management, Global Perspective, Empowering Others, Action, Attitude, Establishing Focus/Direction, Administrative Skill, Results Oriented, Safety
Sample Result Document:
Sample Results
Your feedback is valuable in helping the individual to understand how they are perceived and experienced by others and the impact their behavior has on people in the organization with whom they interact. Feedback received also acknowledges strengths and identifies areas for development.

Use the form below to provide your feedback. Each field and comment box requires a response before you can SUBMIT your final feedback.

Please ensure that your submission is made between . The survey will only be available during these dates.

Thank you for your participation in the survey. We look forward to seeing the analysis of your responses and we are hoping for 100% participation.

Management Team
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Fiscal Management

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Effective in using Company's resources.
  1. Ensures others follow the correct rules and regulations on fiscal matters.
  1. Keeps excellent records for financial transparency.
  1. Provides budgeting and accounting support to the Company.
  1. Develops of the department's annual budget.
If [Participant Name] were to make improvements in Fiscal Management, what are your suggestions for how he/she can improve this?

Global Perspective

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Accepts setbacks and challenges in foreign markets as improvement opportunities
  1. Can effectively deliver presentations to international clients.
  1. Able to listen and understand others and discuss issues in a respectful way.
  1. Applies knowledge of overseas markets.
  1. Collaborates with others respectfully and effectively with other people regardless of differences in cultural backgrounds.
If [Participant Name] were to make improvements in Global Perspective, what are your suggestions for how he/she can improve this?

Empowering Others

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Lets employees make their own decisions.
  1. Assigns tasks that allow employees to use their critical thinking skills.
  1. Provides support and resources needed to accomplish goals.
  1. Gives employees the freedom to set their own schedule.
  1. Gives employees important tasks to expand their career options.
If [Participant Name] were to make improvements in Empowering Others, what are your suggestions for how he/she can improve this?

Action

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Takes action when opportunities arise.
  1. Encourages and supports a culture of excellence and continuous improvement within the department.
  1. Consistently stays motivated to perform at a high level and inspires the department to do the same.
  1. Effectively makes decisions
  1. Prepares equipment at the start of the shift.
If [Participant Name] were to make improvements in Action, what are your suggestions for how he/she can improve this?

Attitude

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Stands by decisions when appropriate, demonstrating thoughtful risk-taking and ownership.
  1. Demonstrates humility by embracing new ideas and feedback.
  1. Demonstrates pride in the team's work while remaining humble and receptive suggestions for improvements.
  1. Genuinely concerned about others in the department.
  1. Views every interaction as an opportunity to grow and refine perspective.
If [Participant Name] were to make improvements in Attitude, what are your suggestions for how he/she can improve this?

Establishing Focus/Direction

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Delegates responsibilities to team leads or supervisors to oversee specific areas of work.
  1. Uses check-ins and feedback loops to keep employees accountable and aligned.
  1. Builds functional structures that support and drive the organization toward its vision.
  1. Redirects efforts when team members drift from core objectives or timelines.
  1. Seeks to enhance their understanding of the department's dynamics to better determine the needs of the department.
If [Participant Name] were to make improvements in Establishing Focus/Direction, what are your suggestions for how he/she can improve this?

Administrative Skill

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Actively seeks to assist others in need.
  1. Performs accurate data entry maintaining information in databases, spreadsheets, or filing systems.
  1. Demonstrates keen awareness of others' reactions and adapts communication and actions accordingly to foster effective collaboration.
  1. Effectively manages personnel and interpersonal relationships.
  1. Prepares invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.
If [Participant Name] were to make improvements in Administrative Skill, what are your suggestions for how he/she can improve this?

Results Oriented

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Coordinates cross-functional efforts to ensure dependencies are addressed proactively.
  1. Determines the best approach to achieving the expected results.
  1. Anticipates potential obstacles and builds contingency plans to maintain momentum.
  1. Establishes clear performance standards and reinforces them through regular feedback.
  1. Follows up consistently on commitments and deadlines to ensure progress is sustained.
If [Participant Name] were to make improvements in Results Oriented, what are your suggestions for how he/she can improve this?

Safety

Needs
Improvement
Meets
Minimum
Standards
Is
Proficient
Role
Model
  1. Points out behaviors in others that may be unsafe.
  1. Performs work safely.
  1. Participates in safety training when offered.
  1. Participates in safety training as applicable.
  1. Develops safety guidelines for the department.
If [Participant Name] were to make improvements in Safety, what are your suggestions for how he/she can improve this?

  1. What are [Participant Name Here]'s greatest strengths demonstrated this year?


  2. What are [Participant Name Here]'s areas for development?


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