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

The Auditor Associate is responsible for assisting in evaluating, analyzing and making recommendations for the correction or improvement of internal, management and operational control systems and organizational unit performance. This position reports to the senior auditor and requires contact with employees of all levels as well as contact with the clients, vendors, and any other business related representatives.

This position is involved in other duties like assisting in planning work according to assigned segments of an audit, reporting audit findings and making recommendations for the correction of poor records, reviewing transactions, documents, records, reports and any other method for effectiveness and accuracy and prepares acceptable records that summarizes data on assigned audit segments.

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


Try to be a good influence to other people and to help them use their skills and capabilities in the right manner.

Show enough willingness, determination, and initiative, always to find solutions to any problem.

[employee comments goal]

Learn to manage clients? problems well enough and to ensure they are satisfied.

Maintain level-headedness and resilience when assessing a problem and coming up with solutions.

[employee comments goal]

Ask questions and gather more data than needed before solving a problem

Divide a problem into smaller manageable problems and brainstorm solutions for them separately or try to find a resemblance with a previously solved problem

[employee comments goal]

Classify tasks according to importance and urgency in order to get an idea of what can wait and what needs to be done immediately

Give full attention to the task that one is doing to avoid spending more time than estimated and increase efficiency

[employee comments goal]

Encourage and motivate all performances to build and retain the staff

Think through every decision to determine if it caters for all employees

[employee comments goal]

Advance the business agenda by being the very best the company has every had

Learn to work alongside others both in group setting and individual tasks

[employee comments goal]

Embrace the right attitude every day you show up for work

Work in line with the company policies and regulations to avoid falling into trouble

[employee comments goal]

Develop a plan in order to keep problem-solving process on track and find a solution in the shortest time possible

Break the suggested solution into a series of attainable goals and then break the goals into different tasks

[employee comments goal]

Be able to relate to each team member in order to gain team's trust and increase their effort in the project

Try to imagine possible outcomes of a particular decision and potential problems that might ensue from it

[employee comments goal]

Evaluate the quality of knowledge and information critically before using it and seek for further knowledge where necessary

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:

Related Articles