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

A Lead Estimator has the role of undertaking detailed research and data collection and then predicting the overall project cost. He or she will consult widely with all the players to get all the data and information required then estimates, comes up with the final cost projections, and submits the details to the senior estimator.

Besides that, he or she will perform the following roles; soliciting and negotiating for the best prices, perform a cost analysis of the project, build relationships with contractors and sub-contractors, evaluate all project risks and opportunities, source for the best suppliers for the project and present cost estimates to the senior estimator for review.

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

KNOWLEDGE OF JOB:

Share one's knowledge and skills with colleagues and devise simple solutions to help them achieve their goals or perform tasks

Set challenging goals for one's area of responsibility in relation to the available business opportunities and work hard to achieve them

[employee comments goal]
MANAGING AT TEAM:

Build employees' self-esteem through rewards and recognition or by giving them new responsibilities in order to increase their investment in the company

Create a vivid and compelling vision of the future that motivates all employees to want to achieve it

[employee comments goal]
INITIATIVE:

Assume responsibility for every action and task without passing on blame

Think creatively of new ways to solve upcoming problems in the workplace

[employee comments goal]
SELF AWARENESS:

Write down key plans and priorities and track one's own progress marking down any self-perceived weakness

Be open to new ideas and curious about new people and what they have to offer

[employee comments goal]
COMMITMENT TO THE JOB:

Learn how to put customers' needs first and go above and beyond the call of duty to make sure these needs are met

Take ownership for solving problems instead of making excuses or blaming others when things don't go as expected

[employee comments goal]
ROLE AWARENESS:

Keep up to pace with the evolving technology in order to spot new ways that can streamline own duties

Offer own services for new tasks or projects and show the willingness to learn where the company is headed

[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]
LONG RANGE PLANNING:

Identify what needs to be improved and what more the company should be doing in order to close gaps and open up new opportunities

Break down the long-range plan into smaller, manageable plans in order to make it easily achievable

[employee comments goal]
RESOURCE USE:

Identify the resources required to plan a project and the period of time each resource will be needed throughout the project

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

[employee comments goal]
INTERCULTURAL COMPETENCE:

Develop and implement policies that assure the rights of all people are considered regardless of their cultural background

Attend and promote group meetings and events that include people from different cultures

[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:

Related Articles