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

1

2

3

4

5

Our expenses generally stay within the allocated budget.

We have effective systems in place to monitor budget compliance.

We regularly identify areas to reduce costs without losing value.

Our procurement strategies are cost-effective.

Expense reports are processed in a timely and efficient manner.

The procedure for expense reporting is clear and well-understood.

Our financial activities comply with internal and external regulations.

Regular audits are effectively conducted to ensure policy adherence.

Financial planning is effectively aligned with our strategic goals.

There is a regular analysis of financial data to inform decision-making.

Notes

Finance Templates @ Template.net