Free Account Budget Performance Survey Template
Account Budget Performance Survey
Introduction
This survey is designed to gather feedback on the budget performance of [Your Company Name] for the fiscal year [Year]. Your insights are invaluable in helping us understand how effectively we are managing our budgets and identifying areas for improvement. All responses will be kept confidential.
Instructions
Please rate the following statements based on your experience over the past fiscal year, using the following scale:
1: Strongly Disagree
2: Disagree
3: Neutral
4: Agree
5: Strongly Agree
Section 1: Budget Planning and Allocation
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Questions |
1 |
2 |
3 |
4 |
5 |
|---|---|---|---|---|---|
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The budget planning process is clear and well-structured. |
✔ |
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Budget allocations are aligned with departmental goals. |
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The process for requesting additional budget is efficient. |
Section 2: Budget Utilization
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Questions |
1 |
2 |
3 |
4 |
5 |
|---|---|---|---|---|---|
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Budgets are spent in a way that maximizes value. |
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Departments stay within their allocated budgets. |
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There is transparency in how budgets are spent. |
Section 3: Budget Monitoring and Reporting
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Questions |
1 |
2 |
3 |
4 |
5 |
|---|---|---|---|---|---|
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Budget performance is regularly monitored and reported. |
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Budget reports are accurate and provide meaningful insights. |
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I feel informed about the budget status of my department. |
Section 4: Overall Satisfaction
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Questions |
1 |
2 |
3 |
4 |
5 |
|---|---|---|---|---|---|
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Overall, I am satisfied with the budget management process. |
Open-Ended Questions
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[Enter Text Here] |
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Thank you for taking the time to complete this survey. Your feedback is crucial for improving our budget management practices and ensuring the financial health of [Your Company Name]. Please submit your responses by [Deadline Date].
Completed By: [Your Name] (Optional)
Date: [Month, Day, Year]
