1. Employee’s Performance Goal Setting Tool Kit

2. S.M.A.R.T. Goals Creating Goals Managing Goals Editing Goals Action Plans Achievements Table of Contents

3. 1 2 3 4 5 Effective Goal Setting Goals need to be: Specific/Measureable/ Attainable/Relevant/Ti me Bound Aligned with the System’s strategic goals Calibrated using specific measures, weights, and number of goals Managed on a regular basis by monitoring status, and adding achievements

4. “SMART” Goals are Well Defined Goals Specific Make clear the details of each goal. Measurab le Describe the concrete criteria that will be used to determine progress and confirm achievement of the goal. Attainable Goals should be within the capability of the person responsible for achieving them. Relevant Goals should support the overall strategy and mission of the company. Time bound Goals should contain specific milestones and deadlines.

5. “SMART” Goals Example “Try to improve our customer satisfaction as quickly as possible.” “Implement a customer satisfaction program to increase satisfaction rates by 10% by year end. Launch Program by July and work with peers to define our processes and protocol to support the program.” Example of a goal that is not S.M.A.R.T. Example of a goal that is S.M.A.R.T.:

6. Creating Goals 1.Select “PERFORMANCE GOAL PLAN” from home page 2. Select “CREATE A NEW GOAL” *You can also select “Goal Wizard” to be guided through the process of creating a SMART goal or you can select “Copy From Other Goal Plan” and follow the prompts. How To Create Goals

7. Creating Goals Continued 3.Select “PERFORMANCE GOAL” *You can also select “Library Goal” to select from an organized library with suggested metrics. Follow the prompts if you select this method. How To Create Goals

8. Creating Goals Continued 4.Type your performance goal in the “GOAL” box 5.Type your measurement into the “MEASUREMENT” box 6.Type the goal weight into the “WEIGHT” box 7.Select the appropriate drop down from the “STATUS” drop down box 8.Enter the goal start date in the “START” box 9.Click “SAVE CHANGES” How To Create Goals

9. Creating Goals Continued 10.Your goal has been added! How To Create Goals

10. Manage Your Goals Regularly review goals by: checking goal status add Achievements as needed asking “Is goal still achievable?” add Action Plans as needed

11. Editing Goals, Action Plans and Achievements 1.Select “EDIT” or click the box with an arrow and then select “EDIT GOAL” 2.Make any required edits to the goal, measurement, weight, status, start and due dates 3.Select “+ ADD ACTION PLAN” and follow prompts to enter action plan 4.Select “+ ADD ACHIEVEMENT” and follow prompts to document achievements 5.Select “SAVE CHANGES” when complete How To Edit A Goal

12. At which level are you managing your goals?

13. Congratulations! You have now completed your Goal Setting!