SAMPLE
Goal-Setting Worksheet
Administrative Faculty
Name:
Ms. Jane Doe
Job Title:
Advisor, Financial Aid
Evaluated by: Supervisor
Department Strategic Goals
Date: 2/11/12
Department: Student Services
Evaluation Period: January 1, 2012 – December 1, 2012
Summary of Appraisal (previous year) – Jane has been innovative in her work the past year. She has designed new procedures for students to
apply for financial aid that has simplified the process for students and parents. Overall, Jane has met the expectations of her job.
Development Needs – Jane needs to continue work on her interpersonal skills with her co-worker and customers. Improve skills in teamwork
and public speaking.
Major Responsibilities and Goals
Responsibility: Works as a member of the
advising team suggesting changes for
improved customer service, advising and
counseling students, parents and others.
Responsible for assigned group of
students-processing their applications and
packaging aid. (50%)
Goal: Develop recommended standards
of operation procedures (SOPs) for
improved customer service.
Responsibility: Manages “special
programs” (20%)
Actions
Date
Measurement/Assessment
Status
Attend advanced customer
service training.
Research state and federal fin
aid policies and regulations;
assess current dept
procedures as they relate to
state/fed requirements.
Maintain professional
demeanor and utilize problem
solving skills when working
with students/parents.
lead coworkers in
development of new customer
service instrument
04/01/12
Evidence of completion of training
Completed
3/28/12
06/01/12
Report findings and suggestions to
supervisor.
07/10/12
Complete training and reporting by
deadlines, achieve 90% approval on
survey.
pending
Research and gain familiarity
with all aspects of applicable
programs. Develop policies
05/01/12
Mgmt. approval and implementation
of written policies and procedures,
completion of program contact list
Completed
5/17/12
pending
Results of customer service survey
pending
Resources
Needed
Goal: Evaluate each program for
effectiveness and implement processes for
improvement.
Responsibility: Reviews need analysis and
aid awards to ensure compliance with
state and federal laws, regs, policies and
procedures (15%)
Goal:
Responsibility: Conducts financial aid
orientation sessions providing guidance
and information for students, parents, and
public (15%)
Goal:
and procedures and maintain
contact list for programs.
Written overview and
procedures for each program
07/01/12
Approval and implementation of
policies and procedures
pending
Has thorough familiarity with
state/fed eligibility and
processing requirements.
Processes assigned
applications within timeline
Informs students/parents of
status, deficiencies and status
of applications within
timeline
Develop process report tool
for continuous assessment of
aid awards and compliance
with state/fed regs.
Attend training for making
public presentations, Use
knowledge of programs to
explain program options to
students and parents in clear
and concise terms.
09/01/12
Monthly audit of student case files
and database to ensure EPAWS is up
to date
Monthly supervisory review of
processing database to ensure timely
processing.
Weekly reports/meetings with
supervisor to address problems.
ongoing
Weekly/Monthly process reports
show less than 5% exceptions,
minimum customer survey approval
rating of 90%
Provide proof of attendance
Mgmt observation/critique of session
Customer service survey results
ongoing
Lead team in developing a
new Student Orientation
Program
05/13/12 Favorable critique of presentation
by mgmt. Minimum customer
service rating of 90%
ongoing
06/15/12
05/01/12
ongoing
Employee Signature ______________________ Date ___________________
Supervisor Signature ______________________ Date __________________
ongoing
ongoing
Completed
04/05/12
04/13/12