Goal Setting in ~Exempt~

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.

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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alIndividual Goals(Work & Development)

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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.

Individual Goal Alignment University Goal:

OPAC Goal:

Department Goal:

Individual Work Goal:

Communicate strategically to internaland 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.

Individual Goals• SMART Goals• Types of Goals

– Work Goals/Expectations (“What”)• Routine/Maintenance• Project

– Development Goals (“How”)• Work Skills• Behavioral Skills

SMART GoalsSMART 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• 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!!!

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)

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.

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.

Individual Goal Alignment University Goal:

OPAC Goal:

Department Goal:

Individual Work Goal:

Communicate strategically to internaland 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:

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)

Individual Goal Alignment University Goal:

OPAC Goal:

Department Goal:

Individual Work Goal:

Communicate strategically to internaland 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.

Individual Goal Alignment- TeamUniversity Goal:

Division Goal:

Department Goal:

Individual Work Goal:

Development Goal:

• Goal-Setting– Goals tab– Development Plan tab

• Notebook– (left side; navigation bar

https://endeavor.nd.edu http://inside.nd.edu

Step Description Due Date

Step 1Goals/Expectations Setting (April 1st start)

5/15/2010

Step 2 Goals/Expectations Approval 6/1/2010

Step 3 Midyear – Employee 9/30/2010

Step 4 Midyear – Manager 10/15/2010

Step 5 Annual – Employee 1/16/2011

Step 6 Annual – Manager/Signoff 2/20/2011

Step 7 Employee Signoff 2/28/2011