Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a risk adjustment auditor.

A Risk Adjustment Auditor is responsible for overseeing the transfer of money fro insurers to their customers whether sick or healthy. This position is critical as it ensures all the calculations of the expected healthiness of a pool of people are accurately done and the authentic transfer of payments completed.

The essential roles of this position include ensuring accurate transfers are done without any false details anywhere, running random spot checks to ensure that the patient's health and diagnoses are accurately reported, ensuring the patient's confidentiality is maintained without being released to any other organization except those that need to use that information with permission.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  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

VERBAL COMMUNICATION:

Weigh my words first before I speak them out to avoid saying unwanted things.

Seek clarification on the points that are not very well understood.

[employee comments goal]
PHONE SKILLS:

Avoid unnecessary distractions whenever I am about to make a phone call.

Manage my emotions well especially when handling an irate or upset caller.

[employee comments goal]
INTERPERSONAL SKILLS:

Learn to develop and build on my confidence and poise when expressing myself.

Know how best to manage and express my feelings and emotions.

[employee comments goal]
ETHICAL BEHAVIOR:

Consistently build your credibility to someone who can be relied upon

Make comments that do not injure or hurt other people's esteem

[employee comments goal]
POTENTIAL FOR ADVANCEMENT:

Ensure you set goals that help you break down the company's targets into small achievable milestones

Take practical steps to work out the daily tasks set

[employee comments goal]
PROJECT AND GOAL FOCUS:

Organize all smaller goals in one place in order to check progress easily and accomplish them effectively

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]
QUALITY MANAGEMENT:

Dedicate full concentration and become fully involved in any task one is doing in order to do it better

Learn how one can use quality management skills in order to bring different parts of the company closer together

[employee comments goal]
BUSINESS TREND AWARENESS:

Learn new tricks, techniques, and strategies of surveying competitors and staying ahead of them

Encourage more colleagues to attend more live events to get the attention of clients and prospects

[employee comments goal]
TECHNOLOGY TREND AWARENESS:

Join online technology communities that consist of technology savvy individuals to learn more technology ideas

Implement augmented and virtual reality technologies to improve training and engagement

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

Show willingness to learn how to prepare reports and proposals that persuade and provide information

Learn how to convey technical and complex information and ideas in an appropriate format and language

[employee comments goal]

Summary

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

Signatures

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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