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Objective-Setting Phase

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When creating a performance agreement, it is important to understand the WHY. Why is it important to set objectives?

The answer is simple: to bring clarity. Having a clearly outlined goal makes it easier to achieve success. For helpful tips on approaching the objective-setting phase, please visit the Before You Start page.

The following guide will help you through setting your objectives, and will assume you are using all of the following sections:

  • Primary Goals
    • Perspectives (optional) 
      • Key Performance Areas
        • Key Performance Indicators
  • Stretch Goals (optional)
    • Perspectives (optional) 
      • Key Performance Areas
        • Key Performance Indicators
  • Values and Behaviours (optional)
  • Leadership Behaviours (optional)
  • Key Competencies (optional)

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Based on your review setup, you may be using some (or all) of the aforementioned performance agreement sections. Not all sections are mandatory. If a section does not apply to your review setup, you are more than welcome to skip it and proceed to the next step.

Each section will include a flowchart outlining the process, followed by detailed steps showing you how to complete it. Expand the following sections to learn more.

PRIMARY GOALS
Overview

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STRETCH GOALS

 

VALUES AND BEHAVIOURS

 

LEADERSHIP BEHAVIOURS

 

KEY COMPETENCIES

 

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