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

An External Auditor's role is to serve as a self-governing evaluator of the financial records of any organization be it individual, government or any legal entity. This position is relied upon by many business owners who expect the independent and unbiased evaluation of their finances. This auditor is different from internal auditors because they appraise the organizations without an opinion on the financial information they evaluate.

General duties includes preparing and submitting clear and concise audit reports, examining end of the year and interval accounts, conducting departmental reviews and interviewing key staff members about their work practices, collecting and reviewing financial statements and other operational data, evaluating financial risk controls, serving as the primary contact for the audit staff and the client, performing work for different organizations,

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


Learn to figure out different possible options of solving problems on a short, medium and long-term range.

To be prepared at all times to change strategy or tact when things seem not to work.

[employee comments goal]

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

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

[employee comments goal]

Improve the observation skills and to pay attention to the small details.

Always to gather data and information in a correct and appropriate manner.

[employee comments goal]

Demonstrate a flexible leadership style that is friendly and helpful

Utilize the communication techniques provided for the various situations that come up

[employee comments goal]

Encourage and motivate all performances to build and retain the staff

Take some coaching for better skills in performing assessments and appraisals

[employee comments goal]

Do not allow jealousy to have its way at the workplace

Desire to always work to the very best of your ability

[employee comments goal]

Follows up with colleagues after completing a task together in order to know how things are going or if they are facing any problems

Understand that every employee is unique in his/her own way and try to dwell on their positive qualities but not on the negative ones

[employee comments goal]

Suggest alternative dates for a deadline if one feels the deadline is unrealistic or try to find out which tasks one can put on hold in order to meet the deadline

Share problems and tasks with other employees but learn to say not to them when one is short of time

[employee comments goal]

Work with colleagues to keep team knowledge updated and put in place effective mechanisms for being alerted on new knowledge

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

[employee comments goal]

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

Learn how to convey technical and complex information and ideas in an appropriate format and language

[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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