Free Financial Expense Evaluation Template
Financial Expense Evaluation
Instructions: This evaluation is designed to assess various aspects of financial expenses within our organization. Rate each statement using the following scale, 1 - Strongly Disagree, 2 - Disagree, 3 - Neutral, 4 - Agree, 5 - Strongly Agree.
Evaluation Criteria |
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2 |
3 |
4 |
5 |
Our expenses generally stay within the allocated budget. |
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We have effective systems in place to monitor budget compliance. |
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We regularly identify areas to reduce costs without losing value. |
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Our procurement strategies are cost-effective. |
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Expense reports are processed in a timely and efficient manner. |
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The procedure for expense reporting is clear and well-understood. |
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Our financial activities comply with internal and external regulations. |
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Regular audits are effectively conducted to ensure policy adherence. |
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Financial planning is effectively aligned with our strategic goals. |
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There is a regular analysis of financial data to inform decision-making. |
Notes
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