Financial Management Peak Performance Insights Survey
Empowering your Finance Team
Please indicate your gender
Define your highest qualification achieved to date
Define the functional role (or equivalent) that you currently serve in?
Chief Finance Officer
Please select your industry.
Accounting, Auditing, Consultancy
Construction, Property Development
Government Department, Local Government, Rural or District Office
Information Technology, Telecommunications
Insurance, Pension Fund
Medical Aid Society
Micro Finance Institution
Tourism and Hospitality
Transport, Logistics, Automotive
How many team members make up your finance and administration team?
What is your team average relevant work experience?
Please select your department's primary objectives?
Timely Financial Reporting
Accurate Financial Reporting
Effective Cost Containment
Embracing Technology for Efficiency
Clean Audit Reports
Effective Business Support and Control (Budgetary Support)
How often do you carry out a formal evaluation of your finance team members?
Biannually (twice a year)
Biennially (once in two years)
What is your most junior team member’s highest level of education?
Do reports from your finance team offer you sufficient insights to improve your strategic decisions?
How do you carry out recruitment of finance and administration staff?
On a scale of 1 to 10, how effective is your finance department (all components included) in achieving its objectives consistently?
If less than 10, are there any specific reasons for the performance?
When was the last time your team members (other than FM/Accountant) were equipped with formal training?
Last Financial Year
Two Financial Years
More than Two Financial Years Ago
What PRACTICAL APPLICATION finance function areas do your staff express need for assistance?
What PRACTICAL APPLICATION finance function areas do your staff members struggle with from YOUR view point?
How do you plan on solving it internally?
Do your staff often complain about being under-resourced?
Do your staff understand your instructions first time round?
Does your department view automation as being essential to survive organisational extinction?
Does your staff fully embrace technological enhancements being brought about by automation, artificial intelligence, etc?
What tools does your team use to enhance efficiency?
Do you believe you have the best staff in every position in your department?
Is affordability a constraint when recruiting and/or retaining staff in your department?
What could be your department's area of weakness and what specific areas could be of concern to you?
What technical areas could your finance team members, when assessed individually, aim to improve on? In other words, which areas do you have the least cover assuming one or two key team members are away?
Data Capturing and Journals Processing
Forecasting and Planning
Treasury and Cash Management
What soft skills could your finance team members, when assessed individually, aim to improve on?
Attention to detail
Neatness of work station
Report Writing Skills
Pressure Management Skills
What common errors do team members make consistently?
When staff members make errors, do you investigate the root cause?
How does this (root cause investigation) affect the effectiveness of your department’s ability to meet its objectives?
What plans are currently in place in the event that a staff member is either promoted or leaves the organisation?
What perennial external audit issues consistently get picked up as a result of inadequate internal controls?
Which of these options would you be most comfortable with?
Avail a finance resource to speak to trainees
Subscribe for staff to attend the training
Assist in the formulation of training curriculum
None of the above
Send me a copy of my responses.
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