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

An account manager is responsible for managing a wide array of client accounts to ensure that they are all up to date and handled properly. He or she will also be tasked with building good customer relations and building a new client base. Furthermore, he or she takes charge of building productive teams and managing them to ensure that they perform at the highest level.

Other duties that he or she will get to perform from time to time include; achieving higher sales targets and goals, present feedback and ensure they are implemented, building new business relationships with other companies, resolving any issue related to accounts management, give sales presentations, oversee the development of client friendly accounts and preventing any form of attrition.

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

INTERPERSONAL SKILLS:

Learn to develop and build on my confidence and poise when expressing myself.

Learn to be empathetic towards other people to understand what they are going through.

[employee comments goal]
DELEGATION:

Make sure the person assigned the task knows in advance both the positive and negative consequences of excellent and poor performances

Analyze course of insufficient performance for improvement and recognize tasks well done

[employee comments goal]
MANAGING AT TEAM:

Identify the skills of each employee and assign duties based on his/her skill set

Foster an environment where employees can get to know each other and understand others' strengths, weaknesses and communication styles

[employee comments goal]
PLANNING AND SCHEDULING:

Prepare an analysis of all the functional tasks that need to be carried out

In case of any kind of delay plan to effectively communicate to the proper authorities promptly

[employee comments goal]
ENTHUSIASM:

Take action to build trust in order to improve comfort levels and strengthen relationships with other employees

Improve work's time in and time out in order to stop wasting the company's productive time

[employee comments goal]
CONCEPTUAL THINKING:

Increase one's own range of models and frameworks by reading, attending courses and asking colleagues what they use

Always cluster information into related areas and review for trends during data gathering exercises

[employee comments goal]
PRACTICAL THINKING:

Be prepared to shift own strategy or analysis of the problem as one is presented with more information about the problem

Identify, analyze and solve a problem systematically rather than by instinct or intuition

[employee comments goal]
FINANCIAL MANAGEMENT:

Become knowledgeable about the different types of loans available in order to make an informed decision

Use business accounting software in order to maintain clean and timely financial records and accurate company transactions

[employee comments goal]
ORGANIZATIONAL SKILLS:

Avoid multitasking at all costs; work on one task, complete that task and move on to the next

Share some of the work among other employees in order to make them feel a sense of ownership and keep oneself from being bogged down

[employee comments goal]
ANALYTICAL SKILLS:

Seek for assistance when faced with challenges when analyzing complex and large volumes of data

Learn more about reliable data collection techniques and make an effort to collect the right information

[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: