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HR-Survey > 360-Degree Feedback > Competency Model > Fiscal Management Skills

Fiscal Management- 360 Degree Feedback Survey Sample #2





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

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 and the goals they were asked to achieve. 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 discussed with the employee to foster growth and on-going development.

Competencies Included:
Fiscal Management, Company, Planning, Accountability, Cultural Awareness, Leadership, Decision Making, Quality, Juggling Multiple Responsibilities, Regulatory/Compliance, Developing Others
Sample Result Document:
Sample Results
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.

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

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Monitors expenses and verifies the need for items purchased.
  1. Ensures others follow the correct rules and regulations on fiscal matters.
  1. Monitors spending.
  1. Develops budgets and plans for various programs and initiatives.
What are your suggestions for how [Participant Name] can make improvements
in Fiscal Management?

Company

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Maintains buildings in excellent working condition.
  1. Designs workspaces that promote focus, collaboration, and well-being.
  1. Tracks and communicates the company's community contributions to reinforce accountability and pride.
  1. Supports [Company]'s strategic objectives.
What are your suggestions for how [Participant Name] can make improvements
in Company?

Planning

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Divides complex tasks into smaller steps to measure progress toward a goal.
  1. Accomplishes major tasks by breaking them into manageable pieces.
  1. Determines what supplies/equipment will be needed for the department.
  1. Anticipates the impacts of strategic plans.
What are your suggestions for how [Participant Name] can make improvements
in Planning?

Accountability

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Lets supervisor know of any setbacks to the progress on achieving goals.
  1. Holds employees responsible if expectations are not met.
  1. Encourages employees to take on greater responsibilities.
  1. Requires employees to submit monthly reports of the work they performed.
What are your suggestions for how [Participant Name] can make improvements
in Accountability?

Cultural Awareness

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Seeks feedback from employees of different backgrounds to improve team inclusivity.
  1. Seeks out opportunities to learn about different cultures and integrates that knowledge into leadership practices.
  1. Acknowledges their own biases in cultural interactions.
  1. Builds collaborative relationships by honoring cultural norms and interpersonal boundaries.
What are your suggestions for how [Participant Name] can make improvements
in Cultural Awareness?

Leadership

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Uses persuasion and influence instead of micromanaging employees.
  1. Meets the developmental needs of subordinates.
  1. Can persuade other peers and team members.
  1. Inspires a shared vision of being the best.
What are your suggestions for how [Participant Name] can make improvements
in Leadership?

Decision Making

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Adjusts decision criteria as new information emerges, ensuring relevance and feasibility.
  1. Is open and flexible to using tools to objectively assess and rank alternatives based on weighted criteria.
  1. Carefully evaluates information before making an important decision.
  1. Clearly explains the reasoning behind decisions, including the costs incurred and benefits expected.
What are your suggestions for how [Participant Name] can make improvements
in Decision Making?

Quality

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Identifies appropriate sources of quality standards.
  1. Designs effective quality control systems.
  1. Develops and maintains quality control checklists for the manufacturing department.
  1. Effectively coordinates with other departments to improve quality.
What are your suggestions for how [Participant Name] can make improvements
in Quality?

Juggling Multiple Responsibilities

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Ensures that assignments are prioritized according to the needs of the department/company.
  1. Organizes tasks for the most efficient order of completion.
  1. Attends to project timelines for completion of various stages/phases of the project.
  1. Assigns tasks based on skills of team members.
What are your suggestions for how [Participant Name] can make improvements
in Juggling Multiple Responsibilities?

Regulatory/Compliance

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Is aware of federal and local laws affecting employees.
  1. Is aware of the required compliance standards.
  1. Coordinates with legal counsel investigating any instances of misconduct.
  1. Develops regulatory compliance strategies.
What are your suggestions for how [Participant Name] can make improvements
in Regulatory/Compliance?

Developing Others

Clear
Strength
Capable
and
Effective
Could
Benefit from
Development
Needs
Significant
Improvement
  1. Encourages employees through recognition of positive changes in behavior.
  1. Recognizes and celebrates accomplishments of others.
  1. Supports the successes of other employees.
  1. Tries to ensure employees are ready to move to the next level.
What are your suggestions for how [Participant Name] can make improvements
in Developing Others?


  1. Strengths


  2. Areas for Development


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