Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a health actuary.

A Health Actuary is responsible for analyzing all the potential risks, profits, and trends that will affect their employers often in the health insurance, government health services or the medical provider industries. This position advises the companies on issuing policies to consumers that are based on risks, calculated premiums and upcoming changes in health-care costs.

The main primary responsibilities are, informing the employer on incentives and benefits to provide both the new and existing clients, keeping track of the health industry as well as the company's competitors to ensure the rates remain competitive, participating in day to day desk analysis and meetings to share findings with the rest of the department/team, communicating complicated statistical material clearly and concisely.

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


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

Protect oneself from stress through relaxation, exercise, diet, meditation or any other healthy lifestyle habits

[employee comments goal]

Make sure that construction workers wear hard hats at all times when they are in specifies zones of the job site

Allow only authorized personnel to do certain jobs if one feels other employees don't have enough training to do them

[employee comments goal]

Evaluate own reasons for doing something or setting goals in order to take stock of one's priorities and feel motivated

Familiarize oneself with the cause of lack of motivation in order to be able to get solutions and get inspired

[employee comments goal]

Develop the ability to understand other employees and connect with them in a genuine and meaningful way

Foster an environment where employees can get to know each other and understand others' strengths, weaknesses and communication styles

[employee comments goal]

Be focused on scheduling goals and share it out equally

Don't be caught up in the small details and lose sight of the primary goals

[employee comments goal]

Be willing to learn new things that will jog the memory and upgrade knowledge levels

Learn new trends from coworkers who have experience handling such tasks

[employee comments goal]

Write down key plans and priorities and track one's own progress marking down any self-perceived weakness

Learn one's own emotional triggers and allow oneself to fully process emotions before communicating them to others

[employee comments goal]

Start feeling more comfortable when making a decision and standing firm by it

Make an action plan to overcome one's weaknesses, like taking a public speaking course, in order to feel empowered and overcome fear

[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]

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]


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