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

A Collections Specialist is liable for contacting clients as well as collecting outstanding payments while exhibiting professionalism and trustworthiness.

The essential responsibilities of this position include monitoring accounts to identify outstanding debts, reviewing open accounts for collection efforts, investigating historical data for each debt or bill, making outbound collection calls in a professional manner while keeping customer relations, processing payments and refunds, updating account status records and collection efforts, finding and contacting clients to ask about their overdue payments, taking actions to encourage timely dept. payments, resolving client billing problems and rescuing accounts receivable, collecting customer payments in accordance with the payment due dates, providing appropriate follow-up payment arrangements, reviewing and monitoring assigned accounts and all applicable collection reports.

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 figure out different possible options of solving problems on a short, medium and long-term range.

Learn always to try to find alternative solutions to solving a particular problem.

[employee comments goal]

Make sound decisions and judgment and not be biased in any way.

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

[employee comments goal]

Always aim to develop and maintain strong and positive relationships with other people.

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

[employee comments goal]

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

Understand that the goals must be measurable ensuring proper accountability to the supervisors

[employee comments goal]

Grow creative ideas and turn them into workable solutions that are beneficial to the organization

Be enthusiastic to learn new truths that come with application methods

[employee comments goal]

Plan each day ahead and have all the goals written down

Negotiate with each other before making major decisions that will affect others

[employee comments goal]

Take new projects or classes that will help grow one's skills and help find happiness in one's job

Plan one's own time and create a to-do list that will help one prioritize and meet work deadlines

[employee comments goal]

See the big picture on personal and company goals in order to work hard to achieve success

Focus oneself and team members on critical activities that yield a great impact on the company

[employee comments goal]

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

Encourage more colleagues to attend more live events to get the attention of clients and prospects

[employee comments goal]

Show more willingness to discourage harassment, bullying, and abrasive behavior

Always assess whether the current procedures, practices, and policies are diverse and make changes where necessary

[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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