Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an inventory & operations auditor.

An Inventory & Operations Auditor is liable for consistently checking the accuracy test of perpetual inventory stock quantity records for material control and accounting purposes. This position is also responsible for investigating discrepancies, locate error sources from lists and initiate corrective actions.

The primary duties include advising the operating management on inventory and accounting problems and recommending improvements to the system, participating in the implementation of the inventory system development as necessary, monitoring and ensuring all inventory transactions, errors, and reports, exercising both quantitative and analytical skills to make workable decisions, analyzing inventory procedures to provide solutions that are cost effective, correcting notable mistakes in the reports received.

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

NEGOTIATION SKILLS:

Strive to articulate my ideas and opinions in a clear and non-confrontational manner.

Show great commitment towards achieving acceptable and beneficial agreements after negotiating.

[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]
ADMINISTRATIVE SKILLS:

Show willingness to learn new ways to perform my administrative functions professionally.

To be able to accept correction and to be open to scrutiny since I am in apposition of leadership.

[employee comments goal]
INTERPERSONAL SKILLS:

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

Learn to assess and manage potential conflicts at a personal and group level.

[employee comments goal]
PRACTICAL THINKING:

Think about the details or different parts of a problem in order to understand and explain it properly

Seek to determine whether the findings, arguments, and ideas represent the entire picture and be open to finding that they do not

[employee comments goal]
PROJECT AND GOAL FOCUS:

Narrow focus on a few goals at a time and focus all the effort on their completion

Network and surround oneself with like-minded people who will encourage own accomplishments and point out weak areas

[employee comments goal]
QUALITY MANAGEMENT:

Seek clarification and gain as much knowledge as possible about the activity or project at hand in order to feel more comfortable and produce quality results

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

[employee comments goal]
BUSINESS TREND AWARENESS:

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

Encourage the use of smart analytics to track statistics, monitor competition, and analyze ranking in the market

[employee comments goal]
SCHEDULING:

Put extra effort in creating effective and reliable project schedules

Maintain an updated list of activities and track all project schedules

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

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

Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals

[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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