Free Goal Setting Worksheet HR Template
Goal Setting Worksheet
Employee Information
|
Name: |
Craig Shenita |
|
Position: |
Sales Representative |
|
Department: |
Sales |
|
Manager: |
[Your Name] |
Goal #1: Increase Sales Revenue
Description: To increase sales revenue by 15% in the next fiscal quarter by focusing on upselling and cross-selling strategies.
Timeframe: Q4 2052
Key Metrics:
|
Metric |
Current Value |
Target Value |
|
Quarterly Revenue |
$330,000 |
$340,000 |
|
Average Sale Amount |
$515 |
$550 |
|
Number of New Clients |
56 |
65 |
Action Steps:
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Conduct a review of existing clients to identify upselling opportunities.
-
Collaborate with the marketing team to develop promotional materials for cross-selling.
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Attend advanced sales training to enhance negotiation skills.
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Increase outreach to potential clients by making at least 10 additional cold calls per week.
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Monitor progress on a weekly basis and adjust strategies as needed.
Goal #2: Improve Customer Satisfaction
Description: To improve customer satisfaction scores by 10% over the next six months by addressing customer complaints promptly and implementing feedback-driven improvements.
Timeframe: 6 Months
Key Metrics:
|
Metric |
Current Value |
Target Value |
|
Customer Satisfaction Score |
91% |
93% |
|
Average Response Time |
3.8 hours |
3.5 hours |
|
Resolution Rate |
95% |
98% |
Action Steps:
-
Implement a real-time feedback system for customers.
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Assign a dedicated team member to handle customer complaints and inquiries.
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Conduct weekly meetings to review customer feedback and identify recurring issues.
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Develop and implement action plans to address identified issues.
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Provide additional training to the customer support team.
Goal #3: Enhance Product Knowledge
Description: To enhance product knowledge by attending product training sessions and achieving a score of 90% or higher on the product knowledge assessment.
Timeframe: Within the next 3 months
Key Metrics:
|
Metric |
Current Value |
Target Value |
|
Product Knowledge Score |
85% |
90% |
|
Number of Training Sessions |
10 |
12 |
Action Steps:
-
Schedule and attend five product training sessions within the next three months.
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Review and take notes during each training session.
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Complete self-assessments and seek feedback from trainers.
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Participate in weekly knowledge-sharing sessions with colleagues.
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Retake the product knowledge assessment until the target score is achieved.
Comments and Signatures:
Employee's Comments/Reflections:
|
I'm enthusiastic about working towards these goals and believe that with the outlined action steps, we can make significant progress. I'll focus on improving my product knowledge through diligent training and strive to meet or exceed the sales targets. Additionally, I'm committed to enhancing customer satisfaction by actively addressing feedback and complaints promptly. I'm looking forward to regular check-ins to track my progress and make necessary adjustments. |
Employee's Signature:________________________________
Date: December 12, 2052
Manager's Comments/Feedback:
|
Craig Shenita has set clear and ambitious goals. I appreciate their commitment to enhancing product knowledge and customer satisfaction. It's crucial that we continue to collaborate closely to ensure he receives the support and resources needed to achieve these objectives. I will closely monitor their progress and provide guidance along the way. Keep up the good work, Craig Shenita! |
Manager's Signature:_________________________________
Date: December 12, 2052
