Smart Goals
Setting realistic and achievable outcomes.
My goal is: - Utilizing the professional learning material to become expert in using XPM and Workpapers,
and
- the same time filling the knowledge gap that I have, and being symbol and role model for
other staff
- Passing my SBL exam
- Following the study plan to prepare for
September ACCA exam
SPECIFIC What do I want to happen? - Identifying the the areas that I have
knowledge gap
- Attending to XERO webinars
- Regular access the learning Hub
- By passing the SBL paper
MEASUREABLE How will I know when I - Xero certification
- By applying the learning to day to day
have achieved my goal? operation.
- Following the Xero Certification training
ATTAINABLE Is the goal realistic and
program
- By following the study plan
how will I accomplish it? - And breaking down the knowledge gap to
small coverable tasks
RELEVANT Why is the goal
without filling the knowledge gap that I have
building a solid foundation as an accountant is
not realistic and that is a serious barrier on my
important?
way to become a Charter Accountant.
TIMELY What is the deadline 30th September 2022
for this goal?
STAFF PERFORMANCE APPRAISAL
Name: SHAH LASHKARI Appraisal Interview Date:
Job Position: Practice Manager Job Status/Preference: Employed
A: PRE-APPRAISAL QUESTIONNAIRE (to be completed by employee)
ACHIEVEMENTS:
- I have followed the BPP study plan, I already
What do you consider to have been your main covered most of the topic, and since 1st July I start my
second phase which is the reviewing
achievements in your job since your last appraisal?
- Gained the essential knowledge about how to use
Xeco, XPM, Workpaper and Nomisam
PROBLEMS:
What problems or difficulties have you experienced - Lack of the time
- Lack of consistency
in your work since your last appraisal, and how - Planing
have these affected your achievements or
objectives?
ACTION: I need to be assigned to one or two clients and
What action do you feel needs to be taken for track their daily bookkeeping and daily task during
the time that I am not at the office to be on the right
these problems to be corrected and/ or prevented
path.
from recurring? Draft a plan to use the time more efficiently in my
efforts to become expert using Xero
OBJECTIVES:
What are your job/ career objectives for the next To run the office with less help from Pauline.
12 months?
TRAINING:
What additional training do you feel you would
need to enable you to achieve these objectives?
Employee signature: _______________ Supervisor signature:________________ Date:___________
Name: Appraisal Interview Date:
Job Position: Job Status/Preference: Employed
B: APPRAISAL RECORD ( to be completed by supervisor)
SCORE RATING: 1= Good performance 2= Meets basic job requirements 3= needs improvement
4= CAUSE FOR CONCERN
1: PERSONAL QUALITIES
Time- keeping – shift hours
Punctuality – during work
Sickness absence
Other authorised absence
Unauthorised absence
Appearance/ smartness
Manner/ politeness
Compassion/ attitude to clients
Honesty/integrity
2: PROFESSIONAL QUALITIES
Technical knowledge
Quantity of work
Quality of work
Flexibility towards duties
Ability to work on own initiative
Ability to work as a team
Ability to deal with problems
Willingness to learn
Planning& organisation activity
Leadership qualities( control & supervision of staff)
Achievement of targets
Acceptance of responsibility
Attitude towards fellow staff
Knowledge of job-related policies
Disciplinary record
