A SUCCESS THROUGHPERFORMANCE MANAGEMENT WORKSHOP

ORGANIZATIONAL LEARNING & DEVELOPMENT DEPARTMENTPACE UNIVERSITY

Goal Setting and Establishing Performance

Expectations

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Tutorial Objectives

At the end of this tutorial, you will be able to: • Establish clear links between your performance

goals and the Strategic Plan 2010-2015 of the University

• Write SMART performance goals and expectations• Clearly identify performance measures • Clearly identify how goals will be achieved • Write an Individual Development Plan• Understand the difference between performance

and development goals

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Benefits to Goal Setting

• Focuses your time and energy on actions that make a difference

• Helps you decide between conflicting priorities

• Ensures meaningful contributions• Ensures actions are aligned with the

University’s Strategic Plan 2010-2015

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Performance Management Cycle

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Establishing Performance Expectations

• Align with Strategy Plan 2010-2015• Clarify department goals• Focus on what is really important• Establish and gain mutual understanding of

performance expectations and competencies

• Establish accountability and measures for results

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Vision

Strategic Plan2010-2015

School/Division Goals

Department Goals

Individual Goals

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Setting Performance Expectations

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Responsibilities

• Individual Staff Member• The Manager • The Approver

 

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Definition

• A goal is, “a statement that describes an action or task with a measurable end result and timeframe for completion.”

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SMART Goals

• Specific• Measurable• Achievable• Realistic• Time-bound

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Guidelines for Setting SMART Goals

What: define expectations in action-oriented terms

Who: who is accountable

When: milestones and deadlines

To what extent: what does success look like

How: identify key behavioral expectations

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Not “SMART”

• Decrease time to process report• Simplify xyz form• Improve communications with other

schools/divisions• Improve response time • Train Banner users

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Examples

• For the Fall 2011 academic semester, increase the number of enrolled international undergraduate students by 10% over the Fall 2010 semester. I will develop an advisory committee with representation from each school and the Provost’s office to develop and implement an outreach campaign to identify and communicate with potential international student applicant pools, by October 2011.

• In collaboration with and assistance from ITS and the Technology Training Manager, develop training material and deliver training to all of the division’s non-manager staff in the use of the Banner student module, reducing input errors by 85% measured by a FY09 month over month comparison . Training will be completed by the end of the third quarter (March 2011).

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Other Performance Expectations

• Relate to the ongoing functions and tasks of your position.

• Encompass many of the activities necessary to successfully perform in the position.

• Include such activities as administration or delivery of ongoing programs & routine support of others.

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Skill Practice-Performance Goals

• Think about the job tasks you are responsible for.

• Choose one area of focus or priority for the upcoming year.

• Click here to access a form you can use to practice writing one performance expectation using SMART guidelines. (Click “OK” to any prompts when downloading form.)

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Individual Development Plan (IDP) Goals

• Focus on what can be done to increase effectiveness

• Highlight areas for professional growth, including new skill or knowledge

• Look to strengthen areas of current strength (making the strong, stronger)

• IDP goals are not performance goals, but are based on the competencies your position requires for success.

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Development Strategies

• On the job• Coaching• Special assignments• Presentations to group• Cross-training in department• Temporary assignment in another department• Observation of “role model”• Courses, seminars, workshops• Professional group membership• Independent study/reading

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IDP Examples

Area of Opportunity Improvement/Development Action Steps to

Goal Achieve Goal

1. Use of MS Excel Increase utility of Excel by Participate in PCLC Excel

becoming proficient in writing Formula class, by 10/15/10

formulas

 

2. Budget development Learn how to prepare and In FY10-11, assist budget

and monitoring monitor/track division budget director in monitoring the

division’s FY10 budget and

preparing the FY11 budget.

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Writing Your IDP Exercise

Click here to access a form that mimics the one pictured below. (Click “OK” to any prompts when downloading form. Exercise appears on Page 2.) Using the form as a guideline, write two development goals for yourself:

AREA OF OPPORTUNITY(Identify up to 3 areas for

development)

1.

2.

IMPROVEMENT/DEVELOPMENT GOAL

ACTION STEPS TO ACHIEVE GOAL

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THANK YOU

You have completed the LESSON titled:

Goal Setting and Establishing Performance Expectations

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