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

A Forensic Accounting Manager reviews financial documents to identify any inaccuracies while analyzing financial data and tracing all the records to avoid any discrepancies and forecast preventable financial frauds. To be successful in this role, you must combine investigative skills with accounting procedures so that you can easily organize economic evidence into small detailed reports.

More responsibilities include performing regular financial record audits to ensure they comply wit the law, reviewing financial documents to identify inaccuracies, investigating complex business cases to minimize any risks, reporting on revenue losses and damages from contract breaches, forecasting and preventing financial frauds, ensuring all the accounting procedures follow legislation.

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


Conduct proper research and careful preparation before delivering any presentation.

Speak with great clarity and in a concise way that the audience can comprehend.

[employee comments goal]

Break big goals into smaller, manageable goals and use planners, sticky notes, and checklists to remind one to keep going

Cultivate a supportive environment by avoiding colleagues who make one feel discouraged and keeping close those who provide positive energy

[employee comments goal]

Understand what leadership and management means as well as their concept

Adopt supportive and assertive approaches to resolving conflicts within the team

[employee comments goal]

Develop a hunger for personal growth even as the business excels

Learn to spend your time and resources well to ensure minimum wastage

[employee comments goal]

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

Make sure to communicate with other employees and own bosses about company projects on regular basis in order to avoid making mistakes while handling them

[employee comments goal]

Use positive language to define own goals and avoid using negative phrases that would make one lose focus on the goals

Create a mission statement in order to help direct own energy and time to accomplishing all important goals

[employee comments goal]

Become knowledgeable about the different types of loans available in order to make an informed decision

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

[employee comments goal]

Streamline tasks and processes, and create and implement timesaving strategies

Learn new techniques and tricks that assist in improving speed

[employee comments goal]

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

Share own experience, skills, and knowledge with others and readily support colleagues when they require knowledge and information

[employee comments goal]

Learn how to read a wide range of machine prints and diagrams

Show more willingness to take on new challenges and put extra effort to solve problems

[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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