Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a heat transfer technician.

Heat Transfer Technician is responsible for fabricating, installing, testing and servicing climate control and heat transfer assemblies as well as the systems to assist in engineering personnel while utilizing the knowledge of heat transfer technology and engineering methods.

The primary roles for this position includes calculating required capacities for equipment units of the proposed system to obtain specified performance, submitting data to the engineering department for approval, preparing group design layouts and detail drawings for fabricating parts and assembling system, estimating cost factors like labor and material for purchased and fabricated parts, costs for assembling, testing and installing at the customer's premises, installing test fixtures, apparatus, controls and conducting operational tests under specified conditions.

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


Try not to talk too fast or too slow that the audience cannot understand the intended message.

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

[employee comments goal]

Research well enough to gather factual information before setting out to solve a problem.

Be more flexible to change and adapt to new tact and ways of finding new solutions.

[employee comments goal]

To learn new ways and techniques of undertaking troubleshooting operations.

Learn to give and receive constant feedback on the task being handled.

[employee comments goal]

Give awards and offer direct praise on a regular basis when an employee does exemplary work or exceeds performance goals

Love and care for other employees without considering other irrelevant factors that don't influence the qualities of that person

[employee comments goal]

Learn the art of listening keenly and asking questions in order to build sincere, long-lasting relationships

Prepare at least two topics that one can talk about to avoid finding oneself at a loss for words

[employee comments goal]

Always works for that which profits the business and develops the employees

Understand that the goals must be measurable ensuring proper accountability to the supervisors

[employee comments goal]

Finish all the allocated tasks on time and submit them as per requirements

Receive positive and negative criticism well with an open mind

[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]

Look for new sources of knowledge and maintain an organized list of sources relevant to a given task

Check the experience and knowledge of others before starting new tasks

[employee comments goal]

Regularly practice how to use a wide range of tools and equipment properly

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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