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

A benefits coordinator is tasked with the primary responsibility for handling and managing of employees? benefits plan. In most cases, he/she will provide the communication link between the employees and their providers comprising of insurance and retirement benefits as well as ensure that the employees get the right understanding of their benefits packages offered to them by their benefits providers.

Besides that, he/she will also get to perform other functions like; giving benefits training to current and new employees, handling queries on benefits plan from the employees, participating in negotiation of collective bargaining agreements, maintaining employees? benefits data and information and makes them available when needed and advising employees on the best saving plans and programs that will suit their needs.

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

PUBLIC SPEAKING:

Develop confidence and poise while delivering talks and in public speaking.

To engage my audience more while delivering the speech to grasp their attention.

[employee comments goal]
COLLABORATING WITH OTHERS:

Make sure that each team member understands the role that they and other members play in achieving the company's goal

Use past team projects to identify what people did well and make changes based on their newly identified strengths

[employee comments goal]
TEAM BUILDING:

Work hard to form and keep positive professional working relationship with everyone in the team

Understand that the goals must be measurable ensuring proper accountability to the supervisors

[employee comments goal]
DEPENDABILITY:

Be available to the coworkers, customers, and management and show concern

Set workable personal goals that can be achieved within the set time

[employee comments goal]
ETHICAL BEHAVIOR:

Be willing, to tell the truth at all times even when you are in error

Make comments that do not injure or hurt other people's esteem

[employee comments goal]
EMOTION MANAGEMENT:

Always stop before making a decision to give oneself a chance to think how that decision might affect others

Learn how to replace unproductive self-talk or physical responses with "I've got this" responses

[employee comments goal]
EMOTIONAL INTELLIGENCE:

Practice waiting for a few hours or days before making a decision or responding to an emotionally -charged or difficult situation

Improve self-motivation by setting aspiring goals, determining specific actions to achieve them and rewarding oneself for every milestone along the way

[employee comments goal]
PERSONAL COMMITMENT:

Place goals in a place where one automatically sees them in order to stay motivated, focused and committed to staying on task

Make a journal for every day's efforts in order to keep track of one's achievements and improve chances of achieving goals

[employee comments goal]
GOAL AND OBJECTIVE SETTING:

Develop concise objectives so that one can exactly know what needs to be done in order to accomplish own goals

Ask for regular feedback from others in order to identify own strengths and areas that need improvement

[employee comments goal]
MANAGING DETAILS:

Check and re-check other employees' work, even those who are outside own department, before and after completion

Clearly communicate to other employees when they are not meeting the expected results and encourage them to propose ideas to increase performance

[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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