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

An Assistant Actuary is accountable for compiling and computing data according to statistical formulas for use in actuarial studies as directed by the senior actuary. This position also performs actuarial computations as well as compile charts and graphs for use by the senior actuary.

The primary responsibilities include, organizing paperwork like the survey forms, reports for distribution and analysis, computing and analyzing data using statistical formulas, computers or calculators, entering data into computers for use in reports and analysis, compiling statistics from source materials like production and sales records, test records, quality control, time sheets and survey sheets, compiling reports, graphs and charts that describe and interpret the findings of analysis, checking and verifying data source and accuracy.

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


Encourage and support others during tough times in order to help them see the best in themselves during these difficult times

Avoid talking when one doesn't have anything positive to say about a colleague to avoid hurting or upsetting them

[employee comments goal]

Keep one's focus on building real connections with the people one meets instead of just socializing or trying to sell own products

Ask successful entrepreneurs to discuss how they got to where they are in order to learn the person's approach to business

[employee comments goal]

Acknowledge the value of going through the strategic planning process and support implementation of the already completed strategic plan

Make sure that the strategic planning team has an extensive understanding of the strategic planning process, definitions, and terms

[employee comments goal]

Be realistic about the time one has set for each goal as well as one's personal background and knowledge about the goal

Find a group of like-minded people in order to get new ideas on how to go about meeting own goals

[employee comments goal]

Do quality and proactive risk management throughout, and avoid immediate reaction to changes

Encourage collaboration; get input from outside own department in order to uncover possible future problems

[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]

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

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

[employee comments goal]

Evaluate samples of published reports and proposals to enhance understanding and confidence in preparing and writing reports and proposals

Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals

[employee comments goal]

Become more responsible and develop a positive attitude towards work

Put extra effort to work under pressure and tight deadlines

[employee comments goal]

Show more willingness to work in a team and with a diverse group of people when making designs

Put extra effort to complete tasks that have cost restraints and always meet all deadlines

[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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