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

A Billing Manager is liable for leading and planning all billing operations, maintaining revenue by establishing, implementing and controlling the billing system as well as streamlining ongoing billing processes across multiple markets. This job is highly visible and requires a strong leader with the ability to prioritize, plan and direct the department.

Other essential responsibilities include overseeing and streamlining billing and collections processes, closing of the billing group information every end of the month, planning and implementing quality assurance for all operations, staffing discussions, and planning interviews, assisting with the implementation of a new billing system, meeting billing financial standards through providing an annual billing budget information, monitoring expenditures, implementing corrective actions as required by the company, accomplishing billing departmental objectives by measuring the billing results against the plans.

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

ADMINISTRATIVE SKILLS:

To perform my administrative roles in a professional manner and without any fear or prejudice.

Show willingness to learn on how to be a good leader and to use my leadership to inspire those that I serve.

[employee comments goal]
INSPIRING OTHERS:

Look for people, environments, ideas, and knowledge that one finds inspiring and motivating and share it with others

Stand firm in order to show other employees that even the worst of situations can be overcome by positive thinking

[employee comments goal]
TEAM BUILDING:

Think creatively outside the box and share ideas with the rest of the team

Realize what the team needs to achieve and what extent they have to go to do it

[employee comments goal]
COMPETITIVENESS:

Develop oneself as a resource for others by networking to find excellent contacts for future needs

Show willingness to take on a new task and successfully find more effective ways to perform the task

[employee comments goal]
HANDLING STRESS:

Take a deep breath or pause whenever faced with a difficult situation in order to change one's way of thinking

Stay calm under pressure and wait until one can make a difference or get involved

[employee comments goal]
RESULTS ORIENTATION:

Constantly communicate own plans to achieve goals and desire for results within the assigned work tasks

Develop a plan for execution and a sense of urgency with the team members in order to garner commitment to complete tasks

[employee comments goal]
FINANCIAL MANAGEMENT:

Work with an experienced money manager in order to know when one should invest profits or when one should plow the profits back to the business

Come up with ways to reduce expenses; look for products that one can reduce the costs without affecting their quality or impact

[employee comments goal]
PROJECT MANAGEMENT:

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

Be able to manage underperforming teams and troubled projects in order to bring them to success

[employee comments goal]
BUSINESS TREND AWARENESS:

Put extra effort in attending conferences and local events that can increase chances of interacting with other professionals

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

[employee comments goal]
TECHNOLOGY SAVVY:

Put extra effort in learning how to operate modern electronic devices

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

[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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