Fiscal Management- 360 Degree Feedback Survey Sample #6

360-Degree Assessment Survey

Dear Employee:

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.

We encourage everyone to complete the survey. Please be honest, constructive and thoughtful in your input. The survey is designed to help us understand more about your thoughts and needs to make this a great company.

The results of this survey will be used to help drive our future success. We will report back to you about what you have said and what we plan to do about it. If you have any questions about the process please contact [Contact Person].

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

Edit this Survey

Would you like to edit this survey? Click here to begin.

Fiscal Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Monitors expenses and verifies the need for items purchased.
Effectively manages appropriations, reporting, purchases, expenditures, payrolls, and staff.
Develops of the department's annual budget.
Monitors spending.
Effective in using Company's resources.
Project Management	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Keeps accurate records regarding the costs of various aspects of the project.
Establishes the scope for the project.
Engages with individuals internally and externally to support the implementation of the project.
Keeps stakeholders informed of progress on the project.
Uses scheduling software to create and monitor the timeline.
Communication Skills	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Gives clear and convincing presentations.
Speaks clearly, fluently, and in a compelling manner to both individuals and groups.
Articulates ideas clearly and assertively.
Accurately attends to/understands ideas which are exchanged.
Responds in a timely manner, respecting deadlines and others' schedules.
Continual Learning	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Pursues learning that will enhance job performance.
Pursues self-improvement through continual learning.
Improves on their skill sets.
Takes the initiative to learn new skills.
Views setbacks as opportunities to learn from.
Attitude	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Gives credit to individuals for their ideas and input, regardless of role or seniority.
Uses affirming language that emphasizes strengths, possibilities, and momentum.
Shows vulnerability by asking for help or clarity when needed, normalizing shared learning.
Avoids placing blame on others when confronted with problems or mistakes.
Seeks out mentorship opportunities to support junior staff or onboard new employees.
Analytical	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Critically examines the information presented to determine its truthfulness and applicability to the topic at hand.
Decomposes problems into smaller, manageable parts.
Is comfortable working with numbers and data.
Proves hypotheses and theories using data and experiments.
Organizes information for decision making.
Innovation	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Creates new programs and systems.
Offers solutions to problems when talking with clients.
Encourages disruptive innovation allowing managers to identify and seize opportunities that traditional approaches might overlook.
Develops effective solutions for viewing problems from a different point of view.
Pursues innovative approaches to the current policies and procedures.
Clarity	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Attends to the important details of a job or task.
Clearly defines work objectives for employees.
Communicates ideas and facts clearly and effectively in writing.
Seeks to reduce ambiguity in messaging and documents.
Writes clear job descriptions for positions in the organization.
Managing Risk	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Monitors the effectiveness of risk management strategies.
Accepts risk as needed.
Takes steps to contain the costs of responding to such events.
Implements strategic risk management in an objective and tactical way.
Seeks specific risks that will create opportunities to advance the department/company.
Empowering Others	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Encourages others to obtain necessary skills and training.
Trusts employees to complete tasks assigned.
Distributes the workload to subordinates.
Enables team members to make their own decisions on the project.
Gives employees the authority to act on their own.
Co-worker Development	Needs Significant Improvement	Could benefit from Development	Capable and Effective	Role Model
Adapts coaching and mentoring approach to meet the style or needs of individuals
Takes immediate action on poor performance
Sets and clearly communicates expectations, performance goals, and measurements to others
Gives others development opportunities through project assignments and increased job responsibilities
Works to identify root causes of performance problems

56. Overall, please rate the effectiveness of [Participant Name Here].
    

    5- Very Effective 4- Effective 3- Neither 2- Ineffective 1- Very Ineffective

    
    
57. Describe the greatest strengths of this person with regard to his/her overall effectiveness in performing his/her current responsibilities.
    
    
    
58. Describe the most important things this person could improve upon in order to increase his/her overall effectiveness in performing his/her current responsibilities.
    
    
    
59. Additional comments, if any for [Participant Name Here]'s assessment.