Setting Goals and Objectives

Level Beginner to Intermediate
Duration 4 hours
Delivery in-personvirtualIn-person and Virtual

This interactive workshop provides the tools supervisors need to write effective performance standards, create quantitative or qualitative measures for them, and communicate expectations through skillful, effective dialogue with the employee.

Course Overview

Course Outcomes

  • Learn to establish challenging yet attainable performance goals
  • Learn how to craft measurable expectations, even for qualitative elements
  • Communicate organizational goals and connect them with performance expectations
  • Solicit employee input on goals for the upcoming appraisal period
  • Learn to create a common understanding and resolve any disputes through effective use of a communications model

Business Need

Performance planning means setting goals and expectations and determining what needs to be done to reach those goals. Goal selling is the bedrock of the performance management process because it gives people direction and focus, allows them to regulate their efforts appropriately, and increases their persistence in achieving their goals.


Course Topics

Performance Planning icon

Performance Planning

  • Assess your current plan
  • How to use the SMART model to write effective performance standards
  • Using action verbs in your standards
Communication Skills for Setting Expectations icon

Communication Skills for Setting Expectations

  • Use the Ladder of Inference and Skillful
  • Discussion to create a dialogue that leads to shared understanding
Measures icon

Measures

  • Criteria for quantitative measures
  • How to write effective qualitative (behavior- based) measures
Documentation icon

Documentation

  • Tips for keeping performance folders
  • Using accomplishment reports
Reviewing/Assessing Your Standards icon

Reviewing/Assessing Your Standards

  • Activities versus outcome
  • Defining words like “always,” “sometimes,” and “never”
  • Re-write your current standards

Course Schedule

Typical Course Duration

Virtual: 2 hours

In-person: 4 hours

Delivery Methods

Number of participants

  • in-person: 30
  • virtual: 30

Course Details

Field of Study:

Performance Management

Course Level:

  • Beginner to Intermediate

Learning Methods:

  • Classroom Exercises
  • Interactive Discussion

Equipment:

  • easel/markers
  • LCD projector and screen

Suggested Prerequisites

None

This Course

Setting Goals and Objectives

Recommended Follow-up

Conducting Performance Appraisals, Writing Self-assessments, Rewards and Recognition, Addressing Underperformance
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