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Goal Setting in eNDeavor 
~Non-Exempt~
Objectives 
• Develop Goals that are aligned with those of the 
University, Division and Department. 
– Modify the three standard Goals (Quantity, Quality, Job 
Knowledge). 
– Add additional Goal(s) using the SMART Formula. 
– Differentiate between Goals and Development Goals. 
• Enter Goals and Development Activities into eNDeavor. 
• Utilize the Notes function.
Lack of Alignment
Alignment
Vision, Mission and Goal Alignment 
University Goals and Values 
Goal 3 
Goal 4 
Division OPAC OPAC Goals 
Goals 
Goals 
Measures 
Measures Goal 
Goal 2 
Goal 1 
Vision 
Mission 
Strategic 
Plan 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Departmental Goals 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Goal 
Individual 
Goal 5 
(Individual Goals & Development Plan)
University Goals 
1. 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.
Example: OPAC Division Goals 
OPAC Goal 1 
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: 
Communicate strategically to internal 
and external constituents. 
OPAC Goal: 
Create integrated communication plans 
and integration for advancement of Notre Dame’s 
academic achievements & reputation. 
Department Goal: 
Build relationships with campus partners 
and co-create & support communication plans that advance 
internal & external knowledge of Notre Dame’s academic 
achievements & reputation. 
Individual Goal: 
Schedule monthly meetings with 
campus communicators & send meeting “Action Items” 
after each meeting. 
Development Goal: 
Enhance meeting 
planning/ facilitation skills by attending “Meeting 
Management” in April 2015.
Goals 
Use the three standard 
• Quantity, Quality, Job Knowledge 
Additional goals 
•Job, position, department or division specific 
Development Activities 
Task/Technical or Behavioral Skill 
•For use in current or future position
Goal: Quantity 
DESCRIPTION 
Use of time is appropriate, plans and prioritizes 
work, sets and accomplishes goals, uses available 
resources wisely and completes assignments. 
Examples 
• “Send responses to all subscription requests within 48 hours 
of contact and report compliance monthly.” 
• Decrease “wait time” by 2 minutes by improved staging of 
ingredients/pre-cooking.” 
• Reduce number of call-backs by learning top benefit 
questions from Benefit Coordinators.
Goal: Quality 
DESCRIPTION 
Work effort that consistently achieves desired 
outcomes without errors and problems. 
Examples 
• “Decrease number of invoicing errors by 90% by updating 
customer files and checking each entry.” 
• Improve telephone courtesy by creating a standard greeting, 
smiling into the phone, and offering to help. 
• “Eliminate overlooked tasks by conducting self-inspections of 
each area using the standard training checklist.”
Goal: Job Knowledge 
DESCRIPTION 
Level of job-relevant knowledge and skills needed to 
perform the duties and meet job requirements. 
Examples 
• “Incorporate graphs and charts into PowerPoint 
presentations and develop a department template.” 
• Assist in Onboarding program for new hires to department 
practices such as team meetings, breaks, holiday celebrations, 
supplies. 
• “Apply organizational & time management tools to reorganize 
workspace, files, and accomplish daily tasks.”
SMART Expectations 
SMART 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 (errors) 
• Words per minute 
• Supervisor/employee 
ratio 
• Completion rate 
• Number of complaints 
NOT activities!!! 
• 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
Sample Additional Goals 
• Reduce response time for subscription requests from 
one week to 48 hours by creating electronic packet by 
July 1, 2015. 
• Participate on ND Voice action team to increase 
knowledge of other areas’ work/processes within the 
department. 
• Decrease potential risk of injury when working on 
lights by wearing goggles, gloves and following all 
LO/TO procedures.
SMART? 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 8/31/14. (e.g., decline in HS 
drop out rates/juvenile crime, adult literacy gains). 
Report findings and recommendations to Officers & 
Deans by 12/31/14.
SMART ? 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 
2015. 
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 7/1/15.
Goal vs. Development Plan 
Goals 
Implement Endeavor 
Talent Profile for all 
salaried, non-faculty 
staff: communications, 
training & profile entry 
by 12/31/2014. 
Development Activities 
• Attend Langevin workshop on 
Instructional Design to learn the 
12-step design cycle. 
• Achieve MBTI certification by 
8/1/2014. 
• Increase teamwork efforts by 
collaborating with HRC in 
offering/co-facilitating 
departmental retreats.
Notes Function 
Add notes at 
any time in the 
process. 
Access notes 
while working 
in the form.
The Performance Cycle 
• Begin: Due August 15 
Employee: Enter Goals 
Supervisor: Review/approve goals 
• Mid-year: Due November 30 
Employee: Enter mid-year comments on goals/University values 
Supervisor: Enter mid-year comments on goals/University values 
• Year-end: Due August 15 
Employee: Enter year-end comments, add self-rating, sign review 
Supervisor: Enter year-end comments, add rating, sign review

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Goal setting

  • 1. Goal Setting in eNDeavor ~Non-Exempt~
  • 2. Objectives • Develop Goals that are aligned with those of the University, Division and Department. – Modify the three standard Goals (Quantity, Quality, Job Knowledge). – Add additional Goal(s) using the SMART Formula. – Differentiate between Goals and Development Goals. • Enter Goals and Development Activities into eNDeavor. • Utilize the Notes function.
  • 5. Vision, Mission and Goal Alignment University Goals and Values Goal 3 Goal 4 Division OPAC OPAC Goals Goals Goals Measures Measures Goal Goal 2 Goal 1 Vision Mission Strategic Plan Goal Goal Goal Goal Goal Goal Departmental Goals Goal Goal Goal Goal Goal Goal Goal Goal Goal Goal Goal Individual Goal 5 (Individual Goals & Development Plan)
  • 6. University Goals 1. 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.
  • 7. Example: OPAC Division Goals OPAC Goal 1 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.
  • 8. Individual Goal Alignment University Goal: Communicate strategically to internal and external constituents. OPAC Goal: Create integrated communication plans and integration for advancement of Notre Dame’s academic achievements & reputation. Department Goal: Build relationships with campus partners and co-create & support communication plans that advance internal & external knowledge of Notre Dame’s academic achievements & reputation. Individual Goal: Schedule monthly meetings with campus communicators & send meeting “Action Items” after each meeting. Development Goal: Enhance meeting planning/ facilitation skills by attending “Meeting Management” in April 2015.
  • 9. Goals Use the three standard • Quantity, Quality, Job Knowledge Additional goals •Job, position, department or division specific Development Activities Task/Technical or Behavioral Skill •For use in current or future position
  • 10. Goal: Quantity DESCRIPTION Use of time is appropriate, plans and prioritizes work, sets and accomplishes goals, uses available resources wisely and completes assignments. Examples • “Send responses to all subscription requests within 48 hours of contact and report compliance monthly.” • Decrease “wait time” by 2 minutes by improved staging of ingredients/pre-cooking.” • Reduce number of call-backs by learning top benefit questions from Benefit Coordinators.
  • 11. Goal: Quality DESCRIPTION Work effort that consistently achieves desired outcomes without errors and problems. Examples • “Decrease number of invoicing errors by 90% by updating customer files and checking each entry.” • Improve telephone courtesy by creating a standard greeting, smiling into the phone, and offering to help. • “Eliminate overlooked tasks by conducting self-inspections of each area using the standard training checklist.”
  • 12. Goal: Job Knowledge DESCRIPTION Level of job-relevant knowledge and skills needed to perform the duties and meet job requirements. Examples • “Incorporate graphs and charts into PowerPoint presentations and develop a department template.” • Assist in Onboarding program for new hires to department practices such as team meetings, breaks, holiday celebrations, supplies. • “Apply organizational & time management tools to reorganize workspace, files, and accomplish daily tasks.”
  • 13. SMART Expectations SMART 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.
  • 14. 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
  • 15. Key Result Measures • Freshman retention rate • Cost per issue • Percentage increase/ decrease (errors) • Words per minute • Supervisor/employee ratio • Completion rate • Number of complaints NOT activities!!! • 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
  • 16. Sample Additional Goals • Reduce response time for subscription requests from one week to 48 hours by creating electronic packet by July 1, 2015. • Participate on ND Voice action team to increase knowledge of other areas’ work/processes within the department. • Decrease potential risk of injury when working on lights by wearing goggles, gloves and following all LO/TO procedures.
  • 17. SMART? 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 8/31/14. (e.g., decline in HS drop out rates/juvenile crime, adult literacy gains). Report findings and recommendations to Officers & Deans by 12/31/14.
  • 18. SMART ? 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 2015. 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 7/1/15.
  • 19. Goal vs. Development Plan Goals Implement Endeavor Talent Profile for all salaried, non-faculty staff: communications, training & profile entry by 12/31/2014. Development Activities • Attend Langevin workshop on Instructional Design to learn the 12-step design cycle. • Achieve MBTI certification by 8/1/2014. • Increase teamwork efforts by collaborating with HRC in offering/co-facilitating departmental retreats.
  • 20. Notes Function Add notes at any time in the process. Access notes while working in the form.
  • 21. The Performance Cycle • Begin: Due August 15 Employee: Enter Goals Supervisor: Review/approve goals • Mid-year: Due November 30 Employee: Enter mid-year comments on goals/University values Supervisor: Enter mid-year comments on goals/University values • Year-end: Due August 15 Employee: Enter year-end comments, add self-rating, sign review Supervisor: Enter year-end comments, add rating, sign review