Resource Stewardship

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