Goal setting and development planning, the components of Phase 1, are done at the beginning of the fiscal year or at the start of your performance cycle, depending on your organization. Goals help make sure that what you're doing aligns with the organization’s mission and priorities.
To-Do List
Our Phase 1 To-Do List includes action steps and discussion tips for your Goal Setting & Development Planning conversation.
Toolkit
The resources below will help guide you through Phase 1 of the performance management process.
| Resource Title | Resource Description | Category |
|---|---|---|
| The 4 Types of Goals | Outlines the four types of Expected Results | Goal Setting - Results |
| From Job Responsibility, to Goals, to Development Plan | Explains the relationship of Expected Results, Expected Behaviors and Development Activities | Goal Setting - Results |
| Accomplishment Tracker | Keep track of your accomplishments year-round | Goal Setting - Results |
| Learn to Love Goal Setting | Three easy tips for setting and achieving your Expected Results | Goal Setting - Results |
| Goal Setting Made Easy Template | A simple template to draft your Expected Results - Mad Libs style | Goal Setting - Results |
| Competencies | The Stanford competency wheel and definitions | Goal Setting - Behaviors |
| Expected Behaviors Worksheet | A worksheet to clarify how you will be evaluated on meeting your Expected Behaviors | Goal Setting - Behaviors |
| Aligning Behaviors to Results | A worksheet to relate your Expected Behaviors to your Expected Results & Development | Goal Setting - Behaviors |
| Self-Assessment of Development Needs | A worksheet to determine your development needs | Development Planning - General |
| Development Coaching Questions | Your manager may ask you these questions during your Development Planning conversation - be prepared to answer them! | Development Planning - General |
| Education-Based Development: Top Ideas | A one-page list to help you identify education-based development activities | Development Planning - 3E |
| Experience-Based Development: Top Ideas | A one-page list to help you identify experience-based development activities | Development Planning - 3E |
| Exposure-Based Development: Top Ideas | A one-page list to help you identify exposure-based development activities | Development Planning - 3E |
