Section One. Performance Goals for Any Position
Readiness for Work
Goals in this section can be used with almost any employee. Generally, these kinds of goals are not regularly included in the goal-setting process unless some specific issue has arisen that warrants special attention. For example, most employees don’t require an explicit goal to encourage them to arrive at work on time, but employees with a history of arriving late might benefit from setting such a goal.
Punctuality
Attendance and Absenteeism
Health
Conflict Management and Team Contributions
Goals in this section can be used with any employee; they focus on desirable methods of dealing with conflict and how the employee can contribute to better team functioning.
Contributions to Team Health
Contributions to Team Productivity
Handling Customer Conflicts
Handling Internal Conflicts
Self-Management and Work Habits
Goals in this section can be used with almost any employee. Generally, these kinds of goals are not regularly included in the goal-setting process unless some specific issue has arisen that warrants special attention. For example, most employees don’t require an explicit goal to encourage them to behave scrupulously and honestly, but employees with a history of behaving negligently and with little regard for the truth might benefit from setting such a goal.
Ethical/Personal Conduct
Organization and Use of Time
Willingness to Help/Volunteer
Work Outputs and Productivity
Goals in this section can be used with any employee; they pertain to maintaining and improving productivity for the individual employee, for colleagues, and for the work unit.
Own Work
Contributing to Work of Others
Contributing to Overall Productivity
Personal and Skill Development
Goals in this section can be used with any employee; they relate to the employee improving his or her ability to contribute to the organization through acquiring skills, whether to remedy weak areas as revealed through performance appraisals or to grow in areas that would increase chances of promotion.
Assessment
Formal Learning
Informal Learning
Communication
Goals in this section can be used with any employee; they relate to the processes of written and oral communication within the organization and with outside entities.
Interpersonal/Team
Management
Customers
Media Relations
Section Two. Performance Goals for General Management Responsibilities
Managing Performance
Goals in this section can be used with managers and supervisors responsible for performance management and appraisal.
Setting Performance Goals
Communicating about Performance
Observing and Documenting
Performance Appraisal/Review
Planning
Goals in this section can be used with managers and supervisors responsible for planning of all kinds—personal, strategic, projects.
Financial Planning
Personnel Planning
Strategic and Work-Unit Planning
Work Planning/Scheduling
Personnel/Hiring/Retention
Goals in this section can be used with managers and supervisors who are involved in workforce planning, hiring candidates, and ensuring that the best employees are retained.
Employee Retention
Forecasting
Interviewing
Preparing for Hiring
Leadership and Organizational Climate
Goals in this section can be used with managers, supervisors, and team leaders who are expected to demonstrate leadership within their organizations and contribute to the development and maintenance of a healthy and productive work climate.
Communication
Personal and Staff Development
Work Climate
Productivity/Process Improvement/Organizational Results
Goals in this section can be used for managers and supervisors and are related to responsibilities for improving productivity, becoming more cost-effective, and contributing to the overall results of the company.
Productivity
Process Improvement
Organizational Results
Goals in this section are relevant to all personnel who have staff reporting to them; these goals relate to communications within the organization and with clients.
Downward
Customers/Clients
Peers
Upward
Section Three. Performance Goals for Specific Industries and Jobs
Creative Communication
Goals in this section can be used with employees involved in creating written and graphic material in all forms—advertising copy, corporate image graphics, brochures, newsletters, and websites.
Copywriting
Copyediting/Layout
Graphic Design
Website Design
Customer Service and Support—Management
Goals in this section can be used with anyone who manages or supervises staff having customer service and support responsibilities.
Customer Communication/Satisfaction
Customer Service Improvements
Customer Service Management
Customer Service Quality
Customer Service and Support
Goals in this section can be used with any employee who has direct contact with customers (both internal and external), who is involved in enhancing customer experience, or who supervises or manages employees who have direct customer contact.
Customer Communication
Customer Satisfaction/Retention
Customer Service Improvements
Customer Service Management
Customer Service Quality
Goals in this section can be used with anyone involved in financial management and processing financial information (e.g., accounts receivable clerks), executives and managers, and anyone directly involved in financial functions (e.g., accountants, auditors). Because financial functions are often distributed throughout different levels of the organization, goals in this section may fit those with management responsibilities and those without.
Bottom-Line Results
Budgeting
Conformance to Financial Practices
Spending and Financial Control
Processing
Reporting and Communicating
Revenue Enhancement
Other
Food Preparation—Management
Goals in this section can be used with anyone who supervises staff involved in the preparation of food.
Cleanliness/Hygiene/Safety
Cost-Effectiveness/Organization
Quality
Food Preparation
Goals in this section can be used with any employees who are involved in the preparation of food that is to be directly consumed, such as cooks, chefs, bakers, and those preparing ready-to-eat meals in various contexts.
Cleanliness/Hygiene/Safety
Innovation
Inventory Control/Equipment
Quality
Food Services—Management
Goals in this section can be used for those who supervise employees involved in the food service industry, most notably those involved in catering, waiting on tables, delivering food, and maintaining eating areas.
Customer Service
Employee Supervision and Training
Facilities Management
Food Services
Goals in this section can be used for employees directly involved in the food service industry, most notably those who cater, wait on tables, deliver food, and maintain eating areas.
Environment
Order Taking/Processing
Serving
Human Resources and Personnel—Management
Goals in this section can be used with anyone working in human resource departments who has supervisory or managerial responsibilities.
Compensation/Benefits
Conformance
Hiring
Labor Relations
Policy Development/Communication
Privacy and Confidentiality
Staff Development
Staff Retention/Promotion
Staff Satisfaction
Human Resources and Personnel
Goals in this section can be used with employees in human resource departments or elsewhere involved in hiring and retention, including work-unit managers.
Hiring
Staff Development
Staff Retention/Promotion
Staff Satisfaction
Conformance
Policy Development/Communication
Work-Unit Support
Compensation/Benefits
Other
Information Technology: Hardware and Operations—Management
Goals in this section can be used with anyone involved in managing personnel with responsibilities for the selection, purchase, deployment, maintenance, and/or security of computer hardware, networks, and related job functions.
Project/Staff Management
Purchasing and Maintenance
Results Management
Information Technology: Hardware and Operations
Goals in this section can be used with anyone involved in the selection, purchase, deployment, maintenance, and security of computer hardware, networks, and related job functions.
Backups/Disaster Recovery
Customer Support
Data and Hardware Security
Maintenance and Operations
New Equipment
Information Technology: Software—Management
Goals in this section can be used with anyone involved in leading, managing, or supervising individual staff or teams involved in developing, programming, testing, and deploying software systems and solutions.
Communication/Training
Productivity
Project Management
Information Technology: Software
Goals in this section can be used with anyone involved in developing, programming, testing, and deploying software systems and solutions and anyone involved with data entry.
Data Entry
Business Systems Analysis
Testing
System Deployment
System Support (Help Desk)
Internet/Intranet Related
The Internet (general access) and the Intranet (internal access only) have become major tools for businesses whether it be as a way of communicating via e-mail with customers and between employees, or as methods to market, support customers, and monitor brands and reputation. Here you will find goals related to positions that are involved in the development, maintenance, and use of Internet and Intranet resources.
Community Development and Customer Support
Content Development and Blogging
Hardware Management
Intranet Content Manager
Social Media Involvement
Web Design, Development, Webmastering, and Web Maintenance
Mechanical Repair and Trades
Goals in this section can be used for employees directly involved in the repair of machinery of various sorts and trades like plumbing, carpentry, auto mechanics, and welding.
Customer Communication
Diagnosis and Quality of Work
Speed of Repair
Work Planning and Estimating
Physical Plant Maintenance—Management
Goals in this section can be used with management and supervisory staff involved in supervising maintenance, repair, and cleaning activities related to the physical space and equipment in the workplace.
Cleaning
Plant Maintenance
Safety
Goals in this section can be used with employees involved in any maintenance, repair, and cleaning activities related to the physical space and equipment in the workplace.
Cleaning
Plant Maintenance
Safety
Production/Manufacturing
Goals in this section can be used for those directly involved in manufacturing or producing physical items.
Quantity
Quality
Safety and Environment
Retail/Merchandising—Management
Goals in this section can be used with anyone working in the retail sector who supervises or manages employees.
Customer Service
Scheduling/Staffing
Store Management
Retail/Merchandising
Goals in this section can be used with employees working in the retail sector at all levels of an organization, but particularly in retail locations.
Checkout/Cash Register
Customer Service
Retail Environment
Stock/Inventory
Sales and Business Development—Management
Goals in this section can be used with people supervising or managing sales functions in organizations.
Generating New Sales/Customers
Managing Current Sales/Customer Relations
Sales Strategy Development
Sales Training/Communication
Sales and Business Development
Goals in this section can be used with employees in sales positions or supervising sales staff.
Managing Current Sales/Customers
Generating New Sales/Customers
Sales-Related Customer Relations
Sales Strategy Development
Sales Training
Security—Management
Goals in this section can be used with anyone in supervisory or management positions in departments responsible for the security of people, data, products, and physical environment.
Communication
Compliance
Improvement
Supervision and Training
Theft
Security
Goals in this section can be used with employees responsible for security in the workplace, including those charged with the security of physical goods and facilities and the security and safety of people in the work environment.
Communication and Training
Compliance
Enforcement
Improvement
Theft
Personal Security
Premises Security
Traffic Control
Support—Management
Goals in this section can be used with anyone who manages or supervises support staff employees or who has members of support staff as direct reports.
Communication, Supervision, and Training
Office Management
Scheduling and Work Assignments
Goals in this section can be used with employees carrying out various support functions—filing, reception, switchboard, and handling phone calls.
Clerical/Filing
Reception
Secretarial
Switchboard/Phones
Transit/Transportation
Goals in this section can be used for employees directly involved in transporting people, including public bus and school bus drivers and taxi and limousine service personnel.
Customer Support
General Operations
Safety and Maintenance
Vehicle Operation
Workplace Health and Safety—Management
Goals in this section can be used with managers, supervisors, and team leaders whose reports deal directly with workplace health and safety programs and issues.
Compliance
Improvement and Investigation
Training and Communication
Work Environment
Workplace Health and Safety
Goals in this section can be used with employees responsible for managing and implementing workplace health and safety programs and issues, work teams with similar responsibilities, and individuals.
Compliance
Improvement and Investigation
Training and Communication
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