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

A Virtual Auditor is accountable to working with the company's auditors to verify and analyze the financial details according to the auditing policies and procedures. This position is a self-employed post that is responsible for the own businesses attracting their clients on work.

The primary task for this position include analyzing and evaluation of the processes used by the organization, thorough investigation of the processes, products, systems and employees of the company involved, making recommendations and presenting accurate reports on their findings, increasing the efficiency of the business by eliminating risks of all types, thorough checking of the bookkeeping process to ascertain their accuracy.

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:

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

To be authentic in my speech and to make people appreciate my honesty and transparency.

[employee comments goal]
PHONE SKILLS:

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

To always try to address the caller by official names or title while conversing over the phone.

[employee comments goal]
CRITICAL THINKING:

Undertake more research on issues by seeking to find accurate and factual information

Learn always to try to find alternative solutions to solving a particular problem.

[employee comments goal]
APPEARANCE AND GROOMING:

Project a healthy self-image all the time setting the trend for others to follow

Insist that staff members meet standards of grooming and appearance

[employee comments goal]
CREATIVITY:

Challenge the old solutions by coming up with new ones that solve today's problems

Be accountable to the management and coworkers to supply the information required

[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

Take time to reward oneself for the already accomplished goals in order to feel more motivated to complete the others

[employee comments goal]
QUALITY MANAGEMENT:

Use the time of the day when one feels the most productive to perform tasks that need more focus and concentration

Ensure that all manufacturers and suppliers follow the quality procedures and meet the requirements and standards of the company

[employee comments goal]
TIME MANAGEMENT:

Get more training on effective time-management skills that speed up productivity

Seek assistance to solve a problem quickly instead of struggling and lagging behind

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

Learn how to classify information and structure reports and proposals in an appropriate format

Encourage others to use a clear, logical structure that achieves internal cohesion and coherence

[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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