Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a forensic accounting.

Forensic Accounting is the art of combining accounting knowledge with investigating skills in various litigation support and studying accounting settings. The public accounting firms, law firms, insurance companies and government organizations employ a forensic accountant in the forensic accounting divisions to specialize on risk consulting and forensic consulting.

Their duties include conducting forensic analysis of financial data, performing legal research to trace funds and identify assets for recovery, extracting data from the financial records, creating and manipulating spreadsheets, attending court when required, preparing analytical data for the court, traveling abroad for investigation purposes, understanding both the legal implications and wider economic of a case.

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.

To plan in particular ways and to come up with potential alternative solutions to problems.

[employee comments goal]

Do proper research to get accurate facts and figures before undertaking any task.

Ensure to proofread all the work before presenting it keenly.

[employee comments goal]

Always works for that which profits the business and develops the employees

Comprehend the goals with their relevance to the business and work to deliver the expectations

[employee comments goal]

Project a healthy self-image all the time setting the trend for others to follow

Inspire and motivate others to perform their best starting with their grooming

[employee comments goal]

Insist on following the company policies all the time to ensure tasks are done well

Break down your targets into small achievable goals that can be worked on every day

[employee comments goal]

Always discuss a problem with the person involved instead of discussing it with other employees behind his/her back

Respect the workplace and how other employees work and avoid making them crazy with own personal habits

[employee comments goal]

Develop a financial plan to make sure that cash flows seamlessly and that revenue ends up where it is needed

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

[employee comments goal]

Understand how to document, manage, and assess project risks and develop mitigation and contingency plans

Encourage and help project members to work as a team in order to meet their goals and complete the project at hand

[employee comments goal]

Look for new sources of knowledge and maintain an organized list of sources relevant to a given task

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

[employee comments goal]

Acknowledge cited works and learn how to use the appropriate referencing styles

Employ proofreading and editing techniques to improve accuracy when writing reports and proposals

[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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