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

A Reporting Analyst is liable for creating electronic databases for storing large quantities of data while examining the unique needs and concerns of a business to develop relevant practices and procedures for preparing business reports.

Primary responsibilities for this post are storing data, creating reports, analyzing reports, creating custom reporting software, sharing findings with various company departments, creating custom reporting software, inputting data and updating the database continually, delivering ad hoc reports, translating stakeholders requirements into reporting deliverables, assisting the analyst team with dashboard and report generation, developing performance metrics, troubleshooting issues with software and equipment, dealing with technical matters and enhancing efficiency.

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:

Be committed to providing excellent customer service beyond what is expected to keep the clients satisfied.

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

[employee comments goal]
VERBAL COMMUNICATION:

Maintain strong and direct eye contact when talking to people.

Seek clarification on the points that are not very well understood.

[employee comments goal]
PHYSICAL ABILITIES:

Communicate effectively to pass the right information to all workmates

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

[employee comments goal]
EMPATHY:

Try and gain a deeper understanding of the other person's perspective without immediately saying that it is bad or good

Learn to talk to new employees at or strangers outside of work in order to learn something new and understand a little about another person's world

[employee comments goal]
USING COMMON SENSE:

Take the time to reflect on every new experience and think about what went right and what didn't

Take the time to learn and understand others before one decides what one thinks about someone

[employee comments goal]
RESOURCE USE:

Eliminate current projects that may seem costly or unnecessary in order to free up resources to fund more productive ventures

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 ETIQUETTE:

Remain composed when disagreeing with what others are saying and learn more about the importance of diplomacy

Improve on the dressing code and be neat at all times

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

Show willingness to learn how to prepare reports and proposals that persuade and provide information

Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals

[employee comments goal]
ANALYTICAL SKILLS:

Put extra effort to search for the best sources of information

Learn memory and brain training from courses, books and other reliable sources to improve and boost memory

[employee comments goal]
PRODUCT KNOWLEDGE:

Learn how to install and configure a wide range of products

Put enough effort to know the procedures and policies that guide products and services

[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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