Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an operations servicing specialist.

An Operations Servicing Specialist is accountable for providing administrative support along with clerical tasks that aid the daily business operations of an organization.

The responsibilities for this position include keeping the business running smoothly, resolving customer issues, filling orders and inspecting merchandise, preparing sales reports, ordering supplies, ensuring maintenance projects are completed on time, providing upper management with insights that increase productivity, training employees, performing bookkeeping duties, ensuring day to day activities are run well, confirming company policies and regulations are observed and not overlooked in any process, reporting the daily progress to the management, staying up to date with the current change.

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


Proactively inform customers on time if there are pending delays.

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

[employee comments goal]

Learn to express views in a very clear, organized, and concise manner that people can understand.

To be able to accept correction and to be open to scrutiny since I am in apposition of leadership.

[employee comments goal]

Allow the opportunity for one-on-one feedback in order to make it easier for the other person to say what he/she really thinks

Write down observations and try not to muddle them with interpretations and emotions

[employee comments goal]

Work through conflicts to ensure a productive resolution that is not favoring any side is reached

Ask others to give their honest feedback concerning how management is carried out

[employee comments goal]

Be willing to learn new things that will jog the memory and upgrade knowledge levels

Attend more training sessions organized by the company to gather more knowledge

[employee comments goal]

Look for ways to create connections with colleagues, avoid keeping distance and show willingness to participate in their activities

Take time to imagine what might be going on in the other person's world and use that understanding to empathize with them

[employee comments goal]

Use diagrams such as organizational charts or flow diagrams in order to see how different ideas relate to each other

Compare and contrast similar contexts in order to start understanding the differences between them

[employee comments goal]

Get clear about what one wants to achieve and channel all effort towards achieving it

Cultivate factors that help support a self-disciplined mind within oneself in order to nourish self-discipline

[employee comments goal]

Check the team's schedule to see if there are tasks that one could cut to give team members more time to concentrate on higher-priority tasks

Check the sources of both internal and external data for accuracy before using it in any task or project

[employee comments goal]

Learn how to connect with the target audience when writing reports and proposals

Employ proofreading and editing techniques to improve accuracy when writing reports and proposals

[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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