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

A Clinical Auditor is responsible for browsing or scanning through, investigating, assessing, analyzing and making recommendations for improvements to the clinical notes based on the company's standards of quality and clinical regulations.

The primary duties include ensuring all the documentation is properly kept and verified with the right details, catching any errors and making recommendations to the Clinician to improve the material, making sure all the data is in compliance with the company's regulations and the law, providing guidance on the required data and the level of confidentiality required, Providing the code needed to safeguard the patient's records, ensuring all the registered nurses and clinicians are working according to the law that governs them.

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


Always try to speak with great confidence and without fear of making mistakes.

Show willingness and patience to allow others to put their points across with interrupting them.

[employee comments goal]

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]

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

Improve on my customer service abilities so that I can be able to find ways to meet client needs.

[employee comments goal]

Listen to various perspectives from different personalities in the team in order to spark and refine solutions that work well for each team member

Create synergy within the team, departments, and alliances across the company

[employee comments goal]

Keep communication platforms open at all times to allow openness

Manage timely appropriately to make the best use of each day

[employee comments goal]

Provide accurate feedback at all times to enable without exaggerating

Generate reports that are not full of manipulated or cooked figures

[employee comments goal]

Use positive language to define own goals and avoid using negative phrases that would make one lose focus on the goals

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

[employee comments goal]

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]

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]

Set enough time for all the essential tasks and give more priority to essential tasks when scheduling

Maintain an updated list of activities and track all project schedules

[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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