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

A Collections Manager is responsible for overseeing business financial collection department, supervising the staff while ensuring all the money owed to the company is billed and received accurately and timely. This position often works for credit card companies or collection agencies to collect debts owed to them.

The duties of this position include supervising the collection personnel, interviewing and hiring group staff members, creating work schedules, reviewing employee interactions with customers to ensure policies and regulations are sincerely adhered to, studying customer accounts and authorizing various transactions, researching, developing and implementing collection procedures, ensuring debts are recovered, and the company does not suffer minimal losses.

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


Learn to express views in a very clear, organized, and concise manner that people can understand.

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

[employee comments goal]

Give constructive feedback to others and to take corrections positively

Not to allow my personality to be a hindrance to other people approaching me.

[employee comments goal]

Create time to individually engage each employee in finding out where major problems lies

Listen keenly to understand what each employee is finding challenging

[employee comments goal]

Work with others to build a team spirit that quickly helps one another

Be accountable to the management and showcase your daily or weekly achievement

[employee comments goal]

Anticipate, identify, and effectively deal with problems and risks; plan for contingencies to deal with unexpected challenges

Focus on high-priority actions and try as much as possible not to get distracted by low-priority actions

[employee comments goal]

Use project management tools or techniques to plan and track project performance; learn how to use management methodologies effectively

Be able to keep the project moving towards completion even when facing aggressive schedules or discouraging developments

[employee comments goal]

Integrate parallel processing techniques to ensure that related processes can run simultaneously to improve efficiency

Eliminate steps that do not add value to a process and optimize the steps that add value to a process

[employee comments goal]

Put extra effort in communicating the purpose and outcomes of a research in a clear manner

Learn to draw conclusions from scientific analyses or arguments and constantly make predictions from experimental data

[employee comments goal]

Encourage team members to share concepts learned in training sessions

Develop a positive attitude towards complex training sessions and show more willingness to learn new skills

[employee comments goal]

Evaluate samples of published reports and proposals to enhance understanding and confidence in preparing and writing reports and proposals

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

[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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