Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a business intelligence analyst.

A Business Intelligence Analyst is accountable for figuring out the market and business trends for companies to increase profits and produce financial market intelligence by querying data repositories and generating periodic reports.

The primary responsibilities include using sophisticated computer programs to mine data sources and look for trends, identifying and monitoring current and potential customers using business intelligence tools, conducting or coordinating tests to ensure that intelligence is compatible with established needs, maintaining or updating business intelligence tools, databases, dashboards, systems or methods, synthesizing current business intelligence or trend data to support recommendations for action, managing modern flow of business intelligence knowledge to users, identifying and analyzing industry or geographic trends with business strategy implications.

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

CUSTOMER ORIENTED:

Give customers timely and constructive advice to help them make the right decision.

Provide timely and objective advice to customers on matters related to the goods and/or services of the company.

[employee comments goal]
STRATEGIC PLANNING:

Champion the company's vision and mission and provide valuable input as an effective strategic planning team member

Include as many people as possible and as many perspectives as can possibly be accommodated in the physical space

[employee comments goal]
PHYSICAL ABILITIES:

Communicate effectively to pass the right information to all workmates

Set achievable or workable goals for daily accountability and achievement

[employee comments goal]
ADAPTABILITY:

Put extra effort in tasks that need to be prioritized and innovate methods to take on new tasks

Work on accepting all types of change positively and handling changing workloads in response to changing circumstances

[employee comments goal]
SELF CONFIDENCE:

Try an affirmation such as "I live authentically" or "My opinion matters" in order to avoid backing down during a conversation

Make an action plan to overcome one's weaknesses, like taking a public speaking course, in order to feel empowered and overcome fear

[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

Create a skills catalog in order to make sure that the right resources are available where and when one needs them

[employee comments goal]
BUSINESS ETHICS:

Participate in forums that discuss the role and importance of integrity and honesty

Consider fairness and equality when implementing new activities and programs

[employee comments goal]
BUSINESS ETIQUETTE:

Improve listening skills, pay more attention to speakers and maintain eye contact

Reach out to people regardless of their roles and always acknowledge the efforts made by others

[employee comments goal]
ANALYTICAL SKILLS:

Show more willingness to learn how to work with numbers and figures and how to interpret mathematical information

Employ technical tools to understand trends when analyzing complex and large volumes of data

[employee comments goal]
PRODUCT KNOWLEDGE:

Shows little willingness to understand industry trends, terminologies, and concepts surrounding a product

Learn more about the elements that allow customers to extend or customize products

[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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