Sample Goal Setting Template Page 5
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6EXAMPLE Goal #5
Title of Goal: Maintain processing times for invoices
Actions:
•
Sustain current response time for invoices by forwarding invoices in a timely manner (within 24
hours) and maintaining follow-up contact with client and accounts payable
•
Ensure client satisfaction by providing timely updates on payment status and following through
on processing
Measurements:
•
Processing time for invoices remains within standard norms
•
4 or less than 4 instances of negative feedback regarding processing of invoices, received from
clients over the performance year
•
Goal will be considered exceeded if processing times decrease markedly to 12 hours or less on
average and/or 1 or fewer instances of negative feedback received over the performance year
Due Date: April 30, 201X
Current Status: In Progress
Completion: 0%
EXAMPLE Goal #6
Title of Goal: Improve coaching skills to more effectively lead my team
Actions:
•
Attend continuing education seminar, ‘Intentional and Purposeful Coaching’
•
Attend HR workshops on Performance Management
•
Hold monthly one-on-one meetings, for 1 hour on every second Monday of the month, with
each of my team members to discuss current projects, recent successes, areas for
improvement, and performance/career goals
•
Poll my team to determine their perception of my leadership strengths and areas for
improvement in order to best support their needs and priorities
•
Work with other managers in my area to share coaching successes and areas for improvement
to improve my coaching skills. Develop an action plan for fiscal 201X/1X
Measurements:
•
Seminars and workshops attended on {insert dates here}
•
Lessons shared with my colleagues, Johnny Appleseed and Lois Lane
•
Monthly meetings held regularly with little or no disruption or cancellations throughout the
performance year
•
Action plans co-created with each employee to help direct their professional growth
•
3-5 Goals set for each of my team members; outlining the resources/assistance necessary for
those goals to be met
•
Bi-monthly meetings held with other managers in my area; coaching action plan created and
executed
Due Date: April 30, 201X
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Parent category: Life