DEVELOPING A PERFORMANCE DIALOGUE PLAN WITH SMART OBJECTIVES

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DEVELOPING A PERFORMANCE DIALOGUE PLAN WITH
SMART OBJECTIVES

• How to set and write SMART objectives

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WHAT IS A WORK OBJECTIVE?

• A direct link between the work the employee
  performs and the faculty/unit/departments
  operational plan (priorities)
• Mutually understood agreement about a work
  outcome that a staff member is expected to
  achieve during the cycle.

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WHY SET WORK OBJECTIVES?

• Allows you to understand where your role fits
  into the University and what your responbilities
  are
• To gain a better understanding of the value and
  contributions you bring to the University

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WHAT IS SMART?

• SMART objectives are
• Specific
• Measurable
• Achievable
• Realistic
• Timely

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WHATS IN IT FOR ME?

• Collaborative responsibility between you and your
  supervisor
• Staff loyalty and commitment stems from being
  involved in the process

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AS AN EMPLOYEE

• Draft work objectives following the SMART
  principles
• Align with faculty/unit/departments plan
• Present these to your supervisor for discussion.

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AS A SUPERVISOR

• Helps define how each employee will contribute to
  the team objectives
• Ensures work objectives achieve the goals of
  faculty/unit
• Provides the basis for the PD discussion and
  identifies areas of concern.

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KEY COMPONENTS OF A WORK OBJECTIVE

• Conditions
• Acceptable levels of Performance (quality,
  quantity and timeliness)
• Measures

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QUALITIES OF GOOD WORK OBJECTIVES

• Use Action Verbs
• Understand your faculty/unit/departments
  operational plan
• Clarify what the key priorities are
• Draft and redraft

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USE ACTION VERBS

• Easier to measure
• Examples
• To write
• To identify
• To complete
• To present
• To solve
• To build
• To maintain
• To improve

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UNDERSTAND YOUR FACULTY/UNITS PLAN/PRIORITIES

• Ask questions
• What are the key challenges?
• What process requires improvement?
• What policies/practices need review?
• What are the resources and support available?

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CLARIFY KEY PRIORITIES

• Find out from your supervisor what are the key
  priorities and outcomes to be achieved for the
  faculty/unit
• Decide 3-5 work priorities that relate to your
  position
• Draft specific work objectives and what outcomes
  are to be achieved.

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Example 1 SCHOLARSHIPS OFFICER

• Increase the number of scholarships available to
  students by introducing 3 new scholarships for
  students to apply in 2010.
• Specific
• Measurable
• Achievable
• Relevant -
• Timely -

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Example 2 EVENTS/PROJECT COORDINATOR

• To achieve attendance of at least 150 guests at
  the National Education Conference on March 31,
  2010 by sending a promotional e-mail to alumni by
  November 30, 2009.
• Specific
• Measurable
• Achievable
• Relevant
• Timely

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Example 3 ADMINISTRATIVE OFFICER

• Organize and provide administrative support to
  the Faculty committees, including the development
  and distribution of agendas and minutes at least
  2 weeks before and after the meeting.
• Specific
• Measurable
• Achievable
• Relevant
• Timely

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DEFINING INDIVIDUAL OBJECTIVES EXERCISE

• Review the following list of objectives.
• Identify which ones have been formulated SMARTly.
  
• For others, identify the missing component to
  meet the criteria for a SMART work objective.

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WRITING SMART OBJECTIVES - Exercise

• University objectives
• Faculty/Unit/Department Objective
• Individual Objective

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QUESTIONS