1. Using Performance.net to Manage Goals 1

2. Getting to Your Goals 2 Once you have entered deliverables, the two that are due next are listed on the Home Page. From your Home Page, click on “Manage My Performance”

3. Your Process Map 3 The Process Map shows you your tasks and deadlines. The first time you enter, you’ll click “Consider/Add Goals” to begin.

4. Starting a New Goal Your first step is to Select the Corporate Goal that the goal will support. After selecting the corporate goal, enter the goal. Until signoff, you can continue to edit and refine the goal. You can also select a priority.

5. Define the Result and Add Specifics Add in a description of the ideal result. Include measurables. Add all resources, action steps and deliverables to this section.

6. Add Deliverables You can add unlimited deliverables with target numbers and/or dates.

7. Updating Deliverables 7 The Update page also lets you update deliverables and add new deliverables.

8. Bonus Slides We’ve received many questions about creating high-level corporate goals – here are a few slides that provide more information. 8

9. Defining High-Level Corporate Goals High-level goals: – Cover the core financial needs of the company. – Reflect their values. – Provide guidelines for WOWing customers. – Set the standard for product quality. – Describe a workplace that attracts and retains your talent. 9

10. Tracking High-Level Corporate Goals When a user logs in, they can see an optional “Corporate Goals” Progress Chart on the Home Page 10

11. Sample Corporate Goals Build responsive client relationships for 95% retention Increase our sales from current clients 10% Add 10 new clients Build and retain a workforce that cares about our clients’ success Roll out a top-quality upgrade by June 2015 11

12. Questions? Comments? Contact Performance.net – not just for info on our products, but to share info on creating great goals – we’d love to help and learn from you – 877-550-0220 – cwlee@performance.net Free background music from JewelBeat.com