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

A Budget Coordinator is responsible for performing all aspects of the budgetary function and other related fiscal responsibilities that are aimed at providing management with timely financial information.

The primary duties of this role include providing professional financial services that include the development, analysis, implementation and monitoring of the company's budget, developing and administering the company-wide final budget, compiling budget projections for preliminary and final budgets, imputing updated budget amounts, monitoring and analyzing the company, comparing budget measures, monitoring and analyzing company's suggested resources, comparing budgeted amounts with actual activity, performing specialized and complex budgetary work, providing grant proposal budget analysis and technical and analytical support to allow operations.

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


Not to apportion blame to other people during any conflict.

Show great alertness in recognizing triggers to episodes of conflict.

[employee comments goal]

Undertake more research on issues by seeking to find accurate and factual information

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

[employee comments goal]

Practice on little things so that when complex judgment calls need to be made, one has evidence to show that they can handle it

Divide a problem into smaller manageable problems and brainstorm solutions for them separately or try to find a resemblance with a previously solved problem

[employee comments goal]

Explain and convince other employees of the need for adaptation and change of structures, policies, and methods

Use knowledge of corporate politics to handle difficult situations effectively and with discretion

[employee comments goal]

Identify what every person is good at and pair them with the appropriate roles and tasks in order to help them succeed

Constantly provide encouragement when team members accomplish their goals and positive feedback for different ways of improving

[employee comments goal]

Remain calm and maintain a neutral facial expression and eye contact during discussions or negotiations

Maintain one's calm and composure when tempers flare and be mindful of own body language

[employee comments goal]

Carry out tasks that inspire a degree of therapeutical serenity such as working in the garden to help distract oneself after work

Be warm and friendly towards others but learn to say no when there is need to

[employee comments goal]

Check the impact of any proposed solution and idea to both the employees and customers

Always cluster information into related areas and review for trends during data gathering exercises

[employee comments goal]

Find opportunities to improve one's skills, and to provide additional services and products to the customers

Provide the necessary information required to accomplish tasks and let other members of the team know when one does not have enough information about a certain task

[employee comments goal]

Learn who works best through the phone, email, personal visits, or instant messaging and try to utilize their preferences when communicating with colleagues

Respect the workplace and how other employees work and avoid making them crazy with own personal habits

[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:

Related Articles