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

An External Audit Sr Manager is responsible for verifying operations, controls, processes and practices in the finance department of any company. He/She may also recommend changes and enhancements to existing policies and controls to ensure that they are current and functional by the businesses and the government.

Other general responsibilities for this position are, overseeing the entire audit process and the entire team responsible, planning and performing operational and financial audits, identifying business risks involved and finding solutions, promoting examination methodologies to appraise the fitness of controls, recording the results of the evaluations according to his observations, updating recommendations and reports based on audits and presenting these ideas to senior management.

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

VERBAL COMMUNICATION:

Weigh my words first before I speak them out to avoid saying unwanted things.

Listen well enough to be able to give constructive feedback to other people.

[employee comments goal]
ACCURACY:

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

Ensure to proofread all the work before presenting it keenly.

[employee comments goal]
COLLABORATING WITH OTHERS:

Create a group environment where people feel supported by their team members and constantly encourage them to keep moving forward

Constantly provide encouragement when team members accomplish their goals and positive feedback for different ways of improving

[employee comments goal]
TEAM BUILDING:

Understand what the team is supposed to achieve and work hard to do so

Realize what the team needs to achieve and what extent they have to go to do it

[employee comments goal]
APPRAISAL AND EVALUATION SKILLS:

Encourage and motivate all performances to build and retain the staff

Allow private sessions to discuss the feedback with every individual

[employee comments goal]
POTENTIAL FOR ADVANCEMENT:

Carefully consider the feedback provided by supervisors and works on the weak areas

Take practical steps to work out the daily tasks set

[employee comments goal]
PROBLEM/SITUATION ANALYSIS:

Evaluate the resources one have that could be used to solve the situation and test their effectiveness

Ask questions and look at different angles of the problem in order to better understand it and be equipped to generate solutions

[employee comments goal]
ROLE AWARENESS:

Value and interact with new employees who can teach something new, even if they have a lower position in the company's hierarchy

Volunteer to train new and underperforming employees and in resolving problems that contribute to underperformance

[employee comments goal]
DEADLINES - ON TIME:

Learn how to manage distractions in order to gain control of own tasks and give the best

Take regular breaks between tasks in order to refresh own mind and get ready to handle the next task

[employee comments goal]
KNOWLEDGE MANAGEMENT:

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

Check the experience and knowledge of others before starting new tasks

[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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