Financial Review Procedure Evaluation Form
Please complete this form to evaluate the financial review procedure. Your feedback will help improve our processes.
Evaluator Full Name
*
First Name
Last Name
Date of Evaluation
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Role/Department
*
Please Select
Finance
Audit
Compliance
Operations
Other
Please rate the following aspects of the financial review procedure
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Rows
Very Poor
Poor
Average
Good
Excellent
Clarity of Procedure
1
2
3
4
5
Thoroughness of Review
6
7
8
9
10
Compliance with Policies
11
12
13
14
15
Documentation Quality
16
17
18
19
20
Identification of Risks
21
22
23
24
25
Overall effectiveness of the financial review procedure
*
1
2
3
4
5
Was the procedure easy to follow?
*
Yes
Somewhat
No
Were all necessary documents available?
*
Yes
Partially
No
What improvements would you suggest for the financial review procedure?
Additional comments or observations
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