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

Questions	1	2	3	4	5
The budget planning process is clear and well-structured.			✔
Budget allocations are aligned with departmental goals.
The process for requesting additional budget is efficient.

Section 2: Budget Utilization

Questions	1	2	3	4	5
Budgets are spent in a way that maximizes value.
Departments stay within their allocated budgets.
There is transparency in how budgets are spent.

Section 3: Budget Monitoring and Reporting

Questions	1	2	3	4	5
Budget performance is regularly monitored and reported.
Budget reports are accurate and provide meaningful insights.
I feel informed about the budget status of my department.

Section 4: Overall Satisfaction

Questions	1	2	3	4	5
Overall, I am satisfied with the budget management process.

Open-Ended Questions

What do you believe is working well in the current budget management process?

[Enter Text Here]

What challenges have you encountered with budget management?

What challenges have you encountered with budget management?

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]

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