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

An External Audit Manager is hired from outside the company and made in charge of approving an organization's financial information. Under this position, both junior and senior accountants work together to complete the tasks assigned. These auditors include those who belong to the company and have worked on the records that are provided to this new auditor. External auditing firms are established to ensure that every company meets the expected standards of accounting.

Other tasks for this position includes identifying risks and managing them, Producing reports, highlighting issues and providing a potential solution, engaging with senior staff to gain a good understanding of the business, ensuring compliance with internal and external requirements.

Employee Performance Goals Sample

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

Instructions

  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

TEAMWORK SKILLS:

Show willingness to learn the best way to manage my feelings and emotions while working with others.

Learn to talk in a very clear and concise way that other people can understand.

[employee comments goal]
ACCURACY:

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

Give room to other people to look at the work and to remove any errors from it.

[employee comments goal]
KNOWLEDGE OF JOB:

Embrace teamwork and delegate responsibility to individuals in order to make them accountable for execution

Get a mentor, who has been doing what one is currently doing or has been through what one is experiencing, to offer advice and career coaching

[employee comments goal]
MANAGEMENT SKILLS:

Consider the importance of working in teams and their requirements to function successfully

Discover new leadership styles that develop and support your team

[employee comments goal]
APPRAISAL AND EVALUATION SKILLS:

Make decisions that favor all the employees instead of some

Allow private sessions to discuss the feedback with every individual

[employee comments goal]
APPEARANCE AND GROOMING:

Establish immediate credibility that should be followed in the workplace

Always show self-confidence and inspire others to be confident in what they are dressed in

[employee comments goal]
PERSONAL RELATIONSHIPS:

Go out of one's way to make new employees welcome by showing them how to go about things and offering assistance when they are facing problems with projects

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

[employee comments goal]
PROBLEM/SITUATION ANALYSIS:

Make a list of what needs to be done and when it needs to be done instead of just jumping in and hoping for the best

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]
ROLE AWARENESS:

Establish regular meetings with own bosses in order to discuss how own position or department can be improved

Offer own services for new tasks or projects and show the willingness to learn where the company is headed

[employee comments goal]
KNOWLEDGE MANAGEMENT:

Show willingness to review new tasks for their knowledge requirements and understand when to seek new information and knowledge

Learn better communication skills to assist in sharing and transferring knowledge effectively

[employee comments goal]

Summary

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:

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