Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a business process auditor.

A Business Process Auditor is responsible for protecting the assets of an organization by completing audits and recommending improvements. This position should be well equipped with a bachelor's degree in the accounting department or related field and a few years experiences to showcase his work practically.

The primary roles of this position include monitoring compliance with regulations and controls through monitoring and analyzing records, reports, promoting practices and documentation, preparing and distributing draft reports to the executive management, closing audit work papers and memoranda by documenting audit tests and findings, communicating the audit progress and findings to the management, improving protection by recommending changes in the internal control structure.

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

VERBAL COMMUNICATION:

Try not to talk too fast or too slow that the audience cannot understand the intended message.

Seek clarification on the points that are not very well understood.

[employee comments goal]
PHONE SKILLS:

Ask appropriate questions and to seek for clarifications on issues not well understood.

Not to use slang word or inappropriate language during a phone conversation and to respond appropriately with words like yes or no.

[employee comments goal]
KNOWLEDGE OF COMPANY PROCESSES:

Promote and encourage colleagues to keep up-to-date with the company's rules, decision-making bodies, networks, structures, power relationships and environment

Understand the nature and limits of related companies and government agencies and use that knowledge to influence or lead others

[employee comments goal]
KNOWLEDGE OF JOB:

Learn to anticipate problems and try one's best to prevent them in order to avoid getting stressed when they arise

Get a mentor, who has been doing what one is currently doing or has been through what one is experiencing, to offer advice and career coaching

[employee comments goal]
DECISION MAKING:

Search for data that sheds some light on the issue at hand and ask for help to evaluate the objectivity and completeness of the data

Step away and check out how urgent and how important a decision really is in order to know how soon a decision should be made

[employee comments goal]
POTENTIAL FOR ADVANCEMENT:

Carefully consider the feedback provided by supervisors and works on the weak areas

Commit yourself to work with an open heart and help others where they need help

[employee comments goal]
PROJECT AND GOAL FOCUS:

Find a mentor or a good friend to take on the role of motivator, check own progress and hold one accountable

Take time to reward oneself for the already accomplished goals in order to feel more motivated to complete the others

[employee comments goal]
QUALITY MANAGEMENT:

Use the time of the day when one feels the most productive to perform tasks that need more focus and concentration

Ensure that all manufacturers and suppliers follow the quality procedures and meet the requirements and standards of the company

[employee comments goal]
SCHEDULING:

Learn to use standard scheduling terminologies that all team members can understand

Consistently use a routine to get repetitive tasks done more efficiently

[employee comments goal]
TECHNOLOGY TREND AWARENESS:

Learn to utilize modern techniques of sharing and storing data such as cloud storage

Show more willingness to learn how to manage online confidentiality, privacy and security

[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: