Professional Development and Performance Goals Checklist

Complete this 3-step worksheet to determine both the professional development and performance goals you should focus on as a leader. Once you've filled it out, print the webpage to keep it visible and close at hand.

 

 

Company/Department GoalsStep 1: Company / Department Goals

List your company’s (or department’s) top five objectives over the next 90 days.  Doing this helps to ensure your individual goals are aligned with the key company (or department) objectives.

“Company goals” are some of the main priorities that your organization needs to accomplish to achieve success.  If you don’t know these, ask around!

 

Company Goal #1:    

 

Company Goal #2:    

 

Company Goal #3:    

 

Company Goal #4:    

 

Company Goal #5:    

 

Identify Top GoalsStep 2: Identify Your Top 10 Goals

Now, think about 10 key things that you want to accomplish as a leader over the next 90 days.  Ideally, these objectives will help your company to achieve some of the broader goals listed in the previous step and also help you grow as a leader.

(If you need help or ideas, see 6 Professional Development Goals and Developing Performance Goals and Standards).

 

Your Goal #1:    

 

Your Goal #2:    

 

Your Goal #3:    

 

Your Goal #4:    

 

Your Goal #5:    

 

Your Goal #6:    

 

Your Goal #7:    

 

Your Goal #8:    

 

Your Goal #9:    

 

Your Goal #10:    

 

S.M.A.R.T. Performance Goals 

Performance goals should be specific, measurable, attainable, results-oriented, and time-framedA description of each element of S.M.A.R.Tis below.

 

smart-goals.png

Specific:

Describes what exactly needs to be done.

Measurable:

Defined quantities are specified.

Attainable:

Standards have been met before or can be.

Results-oriented:

Stated in terms of output.

Time-framed:

There is a definite completion time.


Action Verbs
 

A well-constructed, S.M.A.R.T.-based performance standard must contain a clearly defined action so that those who are expected to perform the work know exactly what is to be done.

Action verbs that describe an observable, measurable objective are used to write clear objectivesThe following is a list of some acceptable action verbs typically used in writing S.M.A.R.T.-based performance standards:

Account     Design     Name
Acquire     Determine     Notify
Adjust     Develop     Obtain
Administer     Distribute     Prepare
Analyze     Establish     Produce
Arrange     Evaluate     Reduce
Assemble     Forecast     Research
Audit     Formulate     Review
Build     Generate     Sell
Calculate     Identify     Specify
Check     Implement     Submit
Collect     Improve     Survey
Compile     Increase     Train
Conduct     Issue     Update
Create     List     Write

 

Verbs such as to know, to understand, to appreciate and to enjoy are easily misinterpretedWe refer to these as “fuzzy” verbsThese are not acceptable verbs for objectives because they are unclear and cannot be measured or observedVerbs such as to write, to improve, to produce or to develop provide little chance of misinterpretation.

 

Create S.M.A.R.T. GoalsStep 3: Create S.M.A.R.T. Goals

Look back at the 10 goals you wrote in Step 2. From this list, select the top 3-5 goals to accomplish over the next 90 days. Rewrite the 3-5 goals below, making sure that each goal meets the S.M.A.R.T. criteria.

 

 

Your Goal #1:    

Is your goal...

 Specific?

 Measurable?

 Attainable?

 Results-oriented?

 Time-framed?

 

 

Your Goal #2:    

Is your goal...

 Specific?

 Measurable?

 Attainable?

 Results-oriented?

 Time-framed?

 

 

Your Goal #3:    

Is your goal...

 Specific?

 Measurable?

 Attainable?

 Results-oriented?

 Time-framed? 

 

 

Your Goal #4:    

Is your goal...

 Specific?

 Measurable?

 Attainable?

 Results-oriented?

 Time-framed?

 

 

Your Goal #5:    

Is your goal...

 Specific?

 Measurable?

 Attainable?

 Results-oriented?

 Time-framed?

 

  

Nice Work!

You now have laser focus on the top S.M.A.R.T. priorities to focus on over the next 90 days. Get out there and get it done!

For more help developing and growing as a manager and to be better positioned to accomplish these goals, check out Vital Learning’s Leadership Essentials Series!  Communicate, lead, develop goals, delegate, coach, resolve conflicts, and more!

 

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