Descriptive Contents

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.

Appearance and Clothing

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

Communications

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

Financial

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.

Catering

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

Labor Relations

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

Programming

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

Physical Plant Maintenance

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

Support

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

Work Environment

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