Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an account resolution analyst.

An Account Resolution Analyst is responsible for establishing and maintaining relationships with both internal and external clients to address inquiries, resolve issues and ensuring timely and accurate adjustments as they relate to invoices by the policies, procedures, and agreements that are set.

Essential functions for this post include generating reports for all facilities weekly and monthly while uploading into specified system, researching client relates inquiries and issues as required, providing backup or credit facilities due to the billing questions, generating, printing, uploading and distributing invoices for external customers, maintaining an accurate and complete up to date contact information, keeping records of researched information from client emails as well saving them to a shared public file drive, invoicing any miscellaneous charges.

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


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

Learn to attentively listen when others are talking and not to interrupt them in any way.

[employee comments goal]

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

Learn to be empathetic towards other people to understand what they are going through.

[employee comments goal]

Keep communication platforms open at all times to allow openness

Don't be caught up in the small details and lose sight of the primary goals

[employee comments goal]

Stay updated on different types of equipment introduced to the company

Set achievable or workable goals for daily accountability and achievement

[employee comments goal]

Keep looking for new ways to do things rather than saying something can't or won't be done

Embrace teamwork as a way of sharing ideas and learning from others

[employee comments goal]

Take action to build trust in order to improve comfort levels and strengthen relationships with other employees

Learn to be patient in order to avoid disappointments and build a long-lasting enthusiasm

[employee comments goal]

Streamline tasks and processes, and create and implement timesaving strategies

Meet all deadlines and make the best use of the available time

[employee comments goal]

Provide timely and constructive solutions or advice to customers and make them feel they are fully understood

Involve management when a customer treats you disrespectfully and avoid taking matters into your own hands

[employee comments goal]

Encourage others to embrace the embrace the power of computers to process tasks more efficiently and accurately

Learn to ask for assistance when faced with challenges related to operating modern electronic devices

[employee comments goal]

Take advantage of training sessions to advance skill set and career

Develop a habit of seeking extra assistance from colleagues on complex concepts learned in training sessions

[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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