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Exceptional (E)
- Gets the most from scarce resources
- Implements measures for financial accountability
- Anticipates financial problems before they occur and develops cost savings plans
- Provides meaningful information to decision makers
- Engages staff in financial improvement initiatives
- Implements prudent risk analysis
- Looks for creative ways to increase revenue/decrease expenses
Successful (S)
- Prepares budget projections on time
- Translates raw financial data into information for others
- Stays current on financial issues during year
- Accurately reports financial status
- Remains within allocated budget
- Uses accounting information to make decisions
Learning Curve (LC)
- Beginning to understand the financial responsibilities of department
- Takes initiative to reduce unnecessary expenditures
Needs Development (ND)
- Exceeded budget
- Could control expenditures better
- Has difficulty understanding budgeting process
- Fails to compile realistic budgets
Unsatisfactory (U)
- Often runs in deficit mode
- Does not inform superiors of potential problems
- Has ignored serious accounting errors
- Does not accept responsibility for financial problems