Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an archivist and records manager.

An Archivist and Records Manager is highly responsible for accurately securing and supervising professional level records management or archival services for an organization.

The primary responsibilities include supervising and training personnel in archival and records management functions and activities, developing procedures to control the creation, maintenance and use of the public records, developing a retention and disposition schedules by the policies, processes materials and finding aids while monitoring the indexing, storage and retrieval of materials, establishing new records management systems, evaluating and verifying existing systems, dealing with enquiries and requests for information from both internal and external clients, destroying or archiving finished data/records, classifying and indexing records.

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]

Always aim to develop and maintain strong and positive relationships with other people.

Learn to be empathetic towards other people to understand what they are going through.

[employee comments goal]

Resist the rush to make decision on emotionally charged situations and step back or get some help in looking at the problem

Get clear on the situation that calls for a decision and make sure that everyone involved is clear about its current form

[employee comments goal]

Learn from all supplied material and keep passing the knowledge

Balance out working and personal time to bring up a happy workforce

[employee comments goal]

Use your strength to meet the set objectives and grow your career

Commit yourself to work with an open heart and help others where they need help

[employee comments goal]

Find a mentor or a good friend to take on the role of motivator, check own progress and hold one accountable

Break down goals into actionable daily or weekly tasks in order to not lose motivation if the goals seem too big or far away to accomplish

[employee comments goal]

Help other employees generate fresh perspectives, new approaches, and breakthrough ideas that will help them produce accurate and quality work

Set crystal clear plans and development schemes that work in order to produce an all polished and perfect product

[employee comments goal]

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

Develop effective strategies of surveying what customers want and put more effort into making it readily available

[employee comments goal]

Constantly use the existing benchmarks to complete processes in accordance with the set standards

Constantly use survey results to assess the impact of ongoing process improvement efforts

[employee comments goal]

Participate in specialized training programs and seek for more specialized training opportunities

Evaluate the outcomes of training sessions and learn how to identify training needs

[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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