1. Goal Setting in ~Exempt~

2. Objectives Write individual goals that are aligned with the goals of the University, Division and Department. – Apply the SMART Goal Formula. – Differentiate between Work Goals and Development Goals. Enter Work Goals and Development Goals into eNDeavor. Utilize the Notebook function.

3. Lack of Alignment

4. Alignment

5. OPAC Goals Measures Goal Vision, Mission and Goal Alignment University Goals and Values OPAC Goals Measures Goal 2 Goal 1 Vision Mission Strategic Plan Departmental Goals Goal Individual Goals (Work & Development) Goal Division Goals Measures Goal 3Goal 4Goal 5

6. University Goals 1.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.

7. 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.

8. Individual Goal Alignment University Goal: OPAC Goal: Department Goal: Individual Work Goal: Communicate strategically to internal and external constituents. Create integrated communication plans and integrate talent for advancement of Notre Dame’s academic achievements & reputation. Build relationships with campus partners and co-create & support communication plans that advance internal & external knowledge of Notre Dame’s academic achievements & reputation. Create “2010 Academic Accomplishments Promotion Plan” that utilizes multiple media sources with other OPAC groups by July, 2010. Development Goal: Enhance meeting planning/ facilitation skills by attending “Meeting Mgt” in Feb 2010.

9. Individual Goals SMART Goals Types of Goals – Work Goals/Expectations (“What”) Routine/Maintenance Project – Development Goals (“How”) Work Skills Behavioral Skills

10. SMART Goals SMART 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.

11. 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

12. Key Result Measures Freshman retention rate Cost per issue Percentage increase/ decrease Words per minute Supervisor/employee ratio Participation 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!!!

13. Sample Work Goals Send responses to all subscription requests within 48 hours of contact and report compliance monthly. (Routine) Reduce response time for subscription requests from one week to 48 hours by creating electronic packet by July 1, 2010. (Project) Assist six campus departments develop strategic communications plans aligned with University’s strategic messaging philosophy by 12/31/10. (Project)

14. SMART Goals? 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 8/31/10. (e.g., decline in HS drop out rates/juvenile crime, adult literacy gains). Report findings and recommendations to Officers & Deans by 12/31/10.

15. SMART Goals? 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 2010. 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 7/1/10.

16. Individual Goal Alignment University Goal: OPAC Goal: Department Goal: Individual Work Goal: Communicate strategically to internal and external constituents. Create integrated communication plans and integration for advancement of Notre Dame’s academic achievements & reputation. Communicate strategically to internal and external constituencies. With other OPAC groups, create “2010 Academic Accomplishments Promotion Plan” that utilizes multiple media sources by July, 2010. Development Goal:

17. Work Goals vs. Development Goals Work Goals Implement Endeavor Talent Profile for all salaried, non-faculty staff: communications, training & profile entry by 12/31/2010. Development Goals Achieve MBTI certification by 8/1/2010. Increase teamwork efforts by collaborating with HR Business Partners in offering/co- facilitating departmental retreats. (Technical or Behavioral)

18. Individual Goal Alignment University Goal: OPAC Goal: Department Goal: Individual Work Goal: Communicate strategically to internal and external constituents. Create integrated communication plans and integration for advancement of Notre Dame’s academic achievements & reputation. Communicate strategically to internal and external constituencies. With other OPAC groups, create “2010 Academic Accomplishments Promotion Plan” that utilizes multiple media sources by July, 2010. Development Goal: Enhance meeting planning/ facilitation skills by attending “Meeting Mgt” in April 2010.

19. Individual Goal Alignment - Team University Goal: Division Goal: Department Goal: Individual Work Goal: Development Goal:

20. Goal-Setting – Goals tab – Development Plan tab Notebook – (left side; navigation bar https://endeavor.nd.edu http://inside.nd.edu StepDescriptionDue Date Step 1 Goals/Expectations Setting (April 1 st start) 5/15/2010 Step 2Goals/Expectations Approval6/1/2010 Step 3Midyear – Employee9/30/2010 Step 4Midyear – Manager10/15/2010 Step 5Annual – Employee1/16/2011 Step 6Annual – Manager/Signoff2/20/2011 Step 7Employee Signoff2/28/2011