Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a budget analyst.
The budget analyst is the finance planner with the primary task of preparing budget reports and monitor the spending for any public or private institution. He/She is responsible for preparing annual budgets as well as notifying of variances from the resources presented.
General duties includes, reviewing the manager's proposals for compliance, completeness and accuracy according to the company laws and regulations, working with project and program managers in developing the organization's budget, monitoring all the organizational expenses to ensure they are within the budget, informing the program managers of the availability and status of the funds, assists the managers and supervisors in analyzing the proposed plan while finding alternatives if the results are unsatisfactory.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| ACCURACY: Improve the observation skills and to pay attention to the small details. Work and deliver good content or results without being monitored. | [employee comments goal] |
| JUDGMENT SKILLS: Look further out to where one's company benefits others in order to gather knowledge and experience that will help improve one's decision-making. Protect oneself from stress through relaxation, exercise, diet, meditation or any other healthy lifestyle habits | [employee comments goal] |
| KNOWLEDGE OF COMPANY PROCESSES: Explain and convince other employees of the need for adaptation and change of structures, policies, and methods Manage compliance, ethical and other issues in order to protect the company's reputation and respect its obligations | [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 Think through the best people one should involve in the decision-making process in order to avoid making poor decisions | [employee comments goal] |
| ADAPTABILITY: Put extra effort in tasks that need to be prioritized and innovate methods to take on new tasks Become more flexible and work with other employees and team members who may have problems meeting deadlines | [employee comments goal] |
| SELF CONFIDENCE: Take a deep breath whenever there is urge to second guess, have a negative self-talk or over-think Go to talks given by experts in one's field, attend industry meet-ups and take an online class in order to brush up or boost one's skills | [employee comments goal] |
| CONCEPTUAL THINKING: Learn to identify the real key factors in a problem one is working on in order to effectively solve the problem Learn to apply new theories, constructs, and models while translating complex ideas or information in order to communicate clearly and precisely | [employee comments goal] |
| PERSONAL RELATIONSHIPS: Conduct business operations with customers and other employees at a time that is convenient for them Make sure to communicate with other employees and own bosses about company projects on regular basis in order to avoid making mistakes while handling them | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Break the problem down into smaller problems that are easily solvable until one is left with the actual cause of the problem Talk with people who are experts in solving problems or those who are attached to the situation at hand and try to get a solution to the problem | [employee comments goal] |
| KNOWLEDGE MANAGEMENT: Show willingness to review new tasks for their knowledge requirements and understand when to seek new information and knowledge Show willingness to adopt to new ideas that can improve own knowledge capabilities | [employee comments goal] |
Summary |
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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: |