Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a sales/application engineer.

A Sales/Application Engineer is responsible for serving customers by identifying their needs, engineering adaptations or products, services, and equipment. This role is responsible for liaising regularly with the sales personnel and colleagues from other departments like research and development.

The duties of this position are, establishing new accounts and services by identifying potential customers, planning and organizing sales call schedule, preparing cost estimates by studying blueprints, plans, and related customer documents, consulting with engineers, architects and many other professionals and technical personnel, identifying current and future customer service obligations by establishing personal rapport with potential and actual consumers, gaining customer acceptance by explaining or demonstrating cost reductions and operations improvements.

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


Practice on a regular basis to improve the listening skill abilities.

Always strive to ask and raise relevant questions and issues respectively during a conversation

[employee comments goal]

Explain and convince other employees of the need for adaptation and change of structures, policies, and methods

Use knowledge of corporate politics to handle difficult situations effectively and with discretion

[employee comments goal]

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

Create a vivid and compelling vision of the future that motivates all employees to want to achieve it

[employee comments goal]

Maintain a robust level of poise and professionalism when faced with crisis

Always show self-confidence and inspire others to be confident in what they are dressed in

[employee comments goal]

Be a loyal person that the company and coworkers can delight in

Respect the company's policy and regulations by becoming reliable and dependable

[employee comments goal]

Establish regular meetings with own bosses in order to discuss how own position or department can be improved

Offer own services for new tasks or projects and show the willingness to learn where the company is headed

[employee comments goal]

Understand how to document, manage, and assess project risks and develop mitigation and contingency plans

Know the team's strengths and weaknesses and encourage the members to support and complement each other

[employee comments goal]

Rely on only the tested and proven forecasting tools to increase accuracy

Develop better strategies for getting the latest information about current trends

[employee comments goal]

Put extra effort in following up with customers to ensure they are fully satisfied

Avoid using pressure to close a deal or to influence the decision of a customer

[employee comments goal]

Put extra effort in learning how to operate modern electronic devices

Learn to ask for assistance when faced with challenges related to operating modern electronic devices

[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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