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Fiscal Management- 360 Degree Feedback Survey Sample #9





360 Feedback Survey

Assessments 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)
Self-Assessment Instructions

Thank you for agreeing to participate in this leadership training process. As part of this process, you will be completing the self-assessment questionnaire (below). As you respond, please draw on your work experiences over the past 12 months. Rate each item using the scale shown. Comments at the end can help you to explain your ratings. If you gave a particularly high or low rating, please share your reasons in the comment section for that competency. Your responses will be compiled with feedback from others and presented to you at the next leadership seminar to help guide your ongoing professional development.

Sample Result Document:
Sample Results
You can save your progress on partially completed forms by clicking the Save/Still Working button located at the bottom of the page. This allows you to come back at a later time to finish or make any necessary edits to the form. When you return, your previously saved responses will automatically be displayed, allowing you to seamlessly continue where you left off. When you have completed filling out the form and are confident that no further changes are needed, please click the Complete button.
Edit this Survey
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Fiscal Management

Definite Strength Meets Standards Needs Development N/A
  1. You develop budgets and plans for various programs and initiatives.
  1. You effectively manage appropriations, reporting, purchases, expenditures, payrolls, and staff.
  1. You monitor expenses and verify the need for items purchased.
  1. You monitor spending.
  1. You keep excellent records for financial transparency.


Communication Skills

Definite Strength Meets Standards Needs Development N/A
  1. You come across as comfortable and effective as a public speaker
  1. I am ready to offer feedback, even if it involves tough critiques.
  1. You summarize or paraphrase the current question to confirm understanding.
  1. You present issues, ideas, and strategy concisely and clearly.
  1. I am open to receiving feedback from others.


Self Management

Definite Strength Meets Standards Needs Development N/A
  1. You set an example for associates during stressful periods by maintaining a positive, can-do attitude.
  1. You analyze interpersonal problems instead of reacting to them.
  1. You do not allow own emotions to interfere with the performance of others.
  1. You are aware of personal impact on others and adjusts behavior to create a positive leadership presence.
  1. You consciously control own negative emotions in order to keep team morale up.


Emotional Intelligence

Definite Strength Meets Standards Needs Development N/A
  1. You are able to control your own emotions.
  1. You accurately perceive the emotional reactions of others.
  1. You are able to express yourself clearly.
  1. You help to make decisions and solve problems using knowledge about how others will react in certain situations.
  1. You are attentive to emotional cues and interprets others' feelings correctly.


Persuasion and Influence

Definite Strength Meets Standards Needs Development N/A
  1. You work to persuade others.
  1. You persuade others through the use of power, credibility, and authority.
  1. I am a charismatic speaker able to influence others to exceed performance standards.
  1. I protect the dignity and voice of others in group settings, even when disagreeing.
  1. You persuade others to perform tasks that are viewed as difficult or undesirable.


Administrative Skill

Definite Strength Meets Standards Needs Development N/A
  1. I plan, research, and prepare presentations.
  1. I perform basic logistics such as arranging transfers, shuttles, taxis, or rideshares, to and from airports or event locations.
  1. I maintain good interpersonal skills to work with supervisors, customers, colleagues, and stakeholders.
  1. You ensure proper passports, visas, or travel documents are in order and prepare any necessary documentation for travel.
  1. You take responsibility for decisions.


Change Management

Definite Strength Meets Standards Needs Development N/A
  1. You clearly communicate the need for change explaining why it is necessary.
  1. You support new initiatives for organizational changes to improve effectiveness.
  1. I am authentic and transparent in communications about the need for changes.
  1. I incentivize changes to have a greater impact.
  1. I use short-term wins to boost morale and rally the department toward much bigger changes.


Technology Use/Management

Definite Strength Meets Standards Needs Development N/A
  1. You identify gaps between actual and needed technical competencies and provide recommendations for required training.
  1. You support technical training and development of employees.
  1. You understand and are committed to implementing new technologies.
  1. You support employee training and development initiatives regarding implementation of technology.
  1. You apply complex rules and regulations to maintain optimal system performance.


Safety

Definite Strength Meets Standards Needs Development N/A
  1. You support our company's safety programs.
  1. You encourage others to attend safety training.
  1. You commit adequate resources toward safety measures.
  1. You keep accurate safety records.
  1. You identify predictable hazards in the workplace.


Co-worker Development

Definite Strength Meets Standards Needs Development N/A
  1. You adapt coaching and mentoring approach to meet the style or needs of individuals
  1. You set and clearly communicate expectations, performance goals, and measurements to others
  1. You provide ongoing feedback to co-workers on your development progress
  1. You work to identify root causes of performance problems
  1. You take immediate action on poor performance



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






  2. Strengths


  3. Areas for Development


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