Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an audit assistant.

The audit assistant assists in financial reporting of the company's finances. This position is created as a link between the auditor and the finance department to facilitate a smooth flow of the auditing process.

Some of the duties covered are, assisting in reporting of the financial reports on either daily, monthly or within the set schedule, manages the reports and ensure they are all accurate and by the accepted accounting principles, Assists the auditor to make statements which are based on the company standards, coordinate the activities with the staff and the senior auditor concerned, prepares balance sheets in the interest of the organization.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments

PRESENTATION SKILLS:

Conduct proper research and careful preparation before delivering any presentation.

React to the concerns and questions raised by the audience in the right way.

[employee comments goal]
CRITICAL THINKING:

Develop a strategic approach to solving problems and following through with the strategy to the end.

To continue researching and studying more to get more factual facts and figures that will guide my thinking.

[employee comments goal]
INNOVATION:

Accept and provide constructive feedback to other people and to take corrections easily.

To be proactive in leading and responding to the changes around me.

[employee comments goal]
APPRAISAL AND EVALUATION SKILLS:

Plan a schedule that cooperates with the company calendar for evaluation

Allow private sessions to discuss the feedback with every individual

[employee comments goal]
DEDICATION TO WORK:

Embrace the company's policies, visions, and objectives to be able to work best

Learn to work alongside others both in group setting and individual tasks

[employee comments goal]
PROBLEM/SITUATION ANALYSIS:

Develop a plan in order to keep problem-solving process on track and find a solution in the shortest time possible

Make a chart of the steps one needs to take to solve a situation in order to see how everything fits together

[employee comments goal]
DEADLINES - ON TIME:

Learn how to manage distractions in order to gain control of own tasks and give the best

Reward oneself when one completes a task ahead of time in order to feel motivated to meeting own mini-deadlines

[employee comments goal]
BUSINESS ETIQUETTE:

Put extra effort in preparing for meetings ahead of time and show up on time for all meetings

Improve on the dressing code and be neat at all times

[employee comments goal]
KNOWLEDGE MANAGEMENT:

Work with colleagues to keep team knowledge updated and put in place effective mechanisms for being alerted on new knowledge

Participate in networking opportunities that can assist to learn from others and encourage others to participate

[employee comments goal]
SCHEDULING:

Set enough time for all the essential tasks and give more priority to essential tasks when scheduling

Show more willingness to work steadily towards both career and personal goals

[employee comments goal]

Summary

Sections 1-2: To be completed by the supervisor

Section 3: To be completed by the employee

1. Goals completed since last performance feedback

2. Goals for next period

3. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date: