Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a statement distribution clerk.

A Statement Distribution Clerk is accountable for dispatching and distributing bank statements that have already been prepared, signed and sealed for the customers.

The primary responsibilities of this position include ensuring all the statements are signed and sealed ready for dispatch, helping with sealing and signing off of accounts, handles checks signature verification, stops payment notices, cancels checks using unique bank machines, loads machines with statements ready for dispatch, completes orders for checks, compiling data about the bank statements, looking up customer information for report delivery, taking orders for checks and ensuring they are sent out, mailing out statements, weighing statements in envelopes and affixing correct postage, answering enquiries.

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


Share company information with customers so that they can understand the goods and/or services provided.

Not to put pressure or undue influence when closing a deal with a client.

[employee comments goal]

To always work in a very peaceful environment to ensure no distractions are entertained.

Work and deliver good content or results without being monitored.

[employee comments goal]

Decide on a distinct set of tasks that one needs to accomplish and stick to them, and put additional related tasks on a new list for next time

Become effective at switching tasks and release all emotional energy attached to the task once it has been completed

[employee comments goal]

Organize the key information into checklists and check tasks off once they are accomplished in order to avoid mixing them up

Take time to understand the steps and their purpose and run through the process mentally before handling it physically

[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]

Take the time to understand the payroll process and make sure it is secure before writing checks for the employees

Regularly deposit some of the company's earnings into a savings account in order to build a cash reserve that the company can fall back on in case of unexpected expenses

[employee comments goal]

Address inquiries as quickly as possible and give explanations in case of delays

Prioritize your workload effectively based on the needs of a customer

[employee comments goal]

Take advantage of training sessions to advance skill set and career

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]

Demonstrate more willingness to work efficiently in a team and independently

Show willingness to learn more literacy and numeracy skills when working with data

[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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