Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a clinical data associate.

A Clinical Data Associate is responsible for collecting information about the medical history of the patients and other clinical trials. He/she will work with computerized records of the patients to ensure that all of it is sorted and recorded accordingly. In addition, he/she works to ensure that clinical data is always accessible when needed.

He/she can be tasked to perform other functions that can include; transcribe and code information according to patients specifications, retrieving data from the records for other clinic personnel, check for accuracy, integrity and errors in the patients? records and participating in system troubleshooting in case of any malfunctions.

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

URGENCY:

Show willingness to work overtime when an urgent matter needs to be completed

Learn new ways and skills of prioritizing work to achieve high results.

[employee comments goal]
KNOWLEDGE OF JOB:

Join an online group of people who do the same work as one does in order to learn new things and keep up-to-date with the world at large

Create new business contacts that can offer assistance in future or form new business links

[employee comments goal]
FOLLOWING DIRECTIONS:

Listen carefully to oral directions, summarize what one has heard and link these directions to the information that one already have

Review tasks after completing and read the instructions again to make sure the tasks are done according to the instructions provided

[employee comments goal]
PERSONAL COMMITMENT:

Prepare a diary for challenges that might interfere with one's daily goals and make a plan to cope with the challenges while staying committed to one's goals

Fix one's mind on the desired end result and then direct efforts and every action towards that result

[employee comments goal]
RESULTS ORIENTATION:

Proactively look for ways to improve the team and own role within the team

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]
ROLE AWARENESS:

Value and interact with new employees who can teach something new, even if they have a lower position in the company's hierarchy

Subscribe to newspapers and blogs that report on own company and the issues it faces

[employee comments goal]
DEADLINES - ON TIME:

Suggest alternative dates for a deadline if one feels the deadline is unrealistic or try to find out which tasks one can put on hold in order to meet the deadline

Reward oneself when one completes a task ahead of time in order to feel motivated to meeting own mini-deadlines

[employee comments goal]
QUANTITY OF WORK:

Track how much time one spends on each task in order to identify tasks that take more time that needed

Put consistent effort into accomplishing own goals and try as much as possible to prevent own output from slipping

[employee comments goal]
RESOURCE USE:

Decide what projects or tasks need to be completed first and make sure that everyone is onboard

Ensure all team members know their roles in a project and the benefits of delivering on budget and on time

[employee comments goal]
TIME MANAGEMENT:

Get more training on effective time-management skills that speed up productivity

Put more effort into finishing all tasks early to ensure they do not pile-up

[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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