Goal setting

Goal Setting in eNDeavor ~Non-Exempt~

Objectives• Develop Goals that are aligned with those of the

University, Division and Department.– Modify the three standard Goals (Quantity, Quality, Job

Knowledge).– Add additional Goal(s) using the SMART Formula.– Differentiate between Goals and Development Goals.

• Enter Goals and Development Activities into eNDeavor.• Utilize the Notes function.

Lack of Alignment

Alignment

OPAC GoalsMeasures

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Vision, Mission and Goal Alignment

University Goals and Values

OPAC GoalsMeasures

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VisionMission

Strategic Plan

Departmental Goals

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Individual (Individual Goals & Development Plan)

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Division GoalsMeasures

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University Goals1. Offer an unsurpassed undergraduate education.2. Be a preeminent research university.3. Ensure that the University’s Catholic character

informs all its endeavors.4. Create a sustainable culture of continuous

improvement and overall service excellence to support the University’s mission.

5. Communicate strategically to internal and external constituents.

OPAC Goal 1

Example: OPAC Division Goals

Institute goal-driven professional development to develop acknowledged experts & leaders in communications strategy, planning and execution.

OPAC Goal 2

OPAC Goal 3

Through integrated communication plans and integration of talent, advance awareness of Notre Dame’s academic achievements while stewarding reputation as leading Catholic university in world.

Build trustworthy & mutually beneficial relation-ships, internally & externally to further ND’s unique mission and positively impact community & society.

University Goal:

Individual Goal Alignment

OPAC Goal:

Department Goal:

Individual Goal:

Communicate strategically to internaland external constituents.

Schedule monthly meetings with campus communicators & send meeting “Action Items” after each meeting.

Development Goal:

Create integrated communication plans and integration for advancement of Notre Dame’s academic achievements & reputation.

Enhance meeting planning/ facilitation skills by attending “Meeting Management” in April 2015.

Build relationships with campus partners and co-create & support communication plans that advance internal & external knowledge of Notre Dame’s academic achievements & reputation.

Goals Use the three standard • Quantity, Quality, Job Knowledge

Additional goals•Job, position, department or division specific

Task/Technical or Behavioral Skill•For use in current or future position

Development Activities

Goal: Quantity

Examples• “Send responses to all subscription requests within 48 hours of

contact and report compliance monthly.” • Decrease “wait time” by 2 minutes by improved staging of

ingredients/pre-cooking.”• Reduce number of call-backs by learning top benefit questions

from Benefit Coordinators.

DESCRIPTIONUse of time is appropriate, plans and prioritizes work, sets and accomplishes goals, uses available resources wisely and completes assignments.

Goal: Quality

Examples• “Decrease number of invoicing errors by 90% by updating

customer files and checking each entry.”• Improve telephone courtesy by creating a standard greeting,

smiling into the phone, and offering to help.• “Eliminate overlooked tasks by conducting self-inspections of

each area using the standard training checklist.”

DESCRIPTIONWork effort that consistently achieves desired outcomes without errors and problems.

Goal: Job Knowledge

Examples• “Incorporate graphs and charts into PowerPoint presentations and

develop a department template.”• Assist in Onboarding program for new hires to department practices

such as team meetings, breaks, holiday celebrations, supplies.• “Apply organizational & time management tools to reorganize

workspace, files, and accomplish daily tasks.”

DESCRIPTIONLevel of job-relevant knowledge and skills needed to perform the duties and meet job requirements.

SMART ExpectationsSMART Formula:

(Action Verb) (Key Result) by (Target Date) requiring (Resources) or (How).

Specific Descriptive verb & specific result.

Measurable Quantity, Quality, Yes/No.

Actionable Actions within scope of job.

Realistic Reasonably challenging & achievable.

Time Bound Deadline, milestones or frequency.

Action Verbs • Administer• Analyze• Attain• Calculate• Create• Decrease• Design• Develop• Distribute

• Establish• File• Improve• Increase• Maintain• Monitor• Organize• Participate• Prepare

• Process• Propose• Reduce• Research• Schedule• Solve• Submit• Train• Write

Key Result Measures • Freshman retention rate• Cost per issue• Percentage increase/

decrease (errors)• Words per minute• Supervisor/employee

ratio• Completion rate• Number of complaints

• Time to hire • Geographic territory• Number of clients

served/repeat business• Response time• Satisfaction scores• Dollars raised• Increase in test scores• Quality metric/error rate

NOT

activities!!!

Sample Additional Goals• Reduce response time for subscription requests from one

week to 48 hours by creating electronic packet by July 1, 2015.

• Participate on ND Voice action team to increase knowledge of other areas’ work/processes within the department.

• Decrease potential risk of injury when working on lights by wearing goggles, gloves and following all LO/TO procedures.

SMART? Specific, Measurable, Actionable, Realistic, Time Bound?

Create a quarterly report that measures student satisfaction with student life activities.

Administer an evaluation process that measures the impact of our leadership actions in the local South Bend community by 8/31/14. (e.g., decline in HS drop out rates/juvenile crime, adult literacy gains). Report findings and recommendations to Officers & Deans by 12/31/14.

SMART ? Specific, Measurable, Actionable, Realistic, Time Bound?

Assist campus departments incorporate the University’s strategic messaging philosophy into major communication projects for internal or external constituents by applying a consultative approach and tools for all new client projects in 2015.

Design an outcome-based supervisory skills program targeted at new or under-trained first-line supervisors utilizing an cross-campus advisory team; create marketing approach; implement by 7/1/15.

Goal vs. Development Plan

GoalsImplement Endeavor

Talent Profile for all salaried, non-faculty

staff: communications, training & profile entry

by 12/31/2014.

Development Activities• Attend Langevin workshop on

Instructional Design to learn the 12-step design cycle.

• Achieve MBTI certification by 8/1/2014.

• Increase teamwork efforts by collaborating with HRC in offering/co-facilitating departmental retreats.

Notes FunctionAdd notes at any time in the process.

Access notes while working in the form.

• Begin: Due August 15 Employee: Enter Goals

Supervisor: Review/approve goals

• Mid-year: Due November 30 Employee: Enter mid-year comments on goals/University values

Supervisor: Enter mid-year comments on goals/University values

• Year-end: Due August 15Employee: Enter year-end comments, add self-rating, sign review

Supervisor: Enter year-end comments, add rating, sign review

The Performance Cycle