Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a chief financial officer - cfo.

The Chief Financial Officer - CFO provides programmatic and operational support to the company by implementing financial projections and accounting services. The CFO supervises the entire financial unit and is the chief financial spokesperson for the organization. He reports directly to the Chief Executive Officer or the company's President.

His primary duties includes, planning, developing, organizing, implementing, directing and evaluating the company's fiscal function and performance, evaluating and advising on the impact of the long-range planning and introduction of new programs, participating in the development of the corporation's plans and programs as an important partner, developing credibility to the finance department through the provision of timely and accurate analysis of budgets, financial reports and financial trends.

Employee Performance Goals Sample

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


  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


Adapt to new technology and innovative ways of using it to solve problems.

Exercise great creativity and ingenuity when analyzing problems and coming up with solutions.

[employee comments goal]

To always work in a very peaceful environment to ensure no distractions are entertained.

Work and deliver good content or results without being monitored.

[employee comments goal]

Stay aware of the company objectives and monitor current trends and developments that may affect implementation of its programs and plans

Build client's confidence using one's knowledge of the company's processes and the external community

[employee comments goal]

Utilize calendars, charts, to-do lists effectively with priorities, and a workable follow-up plan on each project

Plan and assemble all that you will need to finish a project on time

[employee comments goal]

Invest in high-quality training that enhances better productivity in future

Listen keenly to understand what each employee is finding challenging

[employee comments goal]

Be focused on scheduling goals and share it out equally

Shun favoritism and compromise to create a united, happy team

[employee comments goal]

Treat everybody with honor irrespective of their status both juniors and seniors alike

Respect other people's opinions to create an open communication channel

[employee comments goal]

Learn to hold back and count one to three before responding to negative feedback

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]

Work with an experienced money manager in order to know when one should invest profits or when one should plow the profits back to the business

Try negotiating with vendors and suppliers for better deals before making purchases or signing a contract

[employee comments goal]

Comply with the set standards, processes, and guidelines for managing knowledge and encourage colleagues to adhere to these standards

Show willingness to adopt to new ideas that can improve own knowledge capabilities

[employee comments goal]


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


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:

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