Goal Setting for Managers

Welcome to the central hub for goal setting at PSOM. This resource is designed to help you set clear, focused goals that align individual contributions with our strategic priorities. Learn how to use goals to increase accountability, foster motivation, and drive team success.

Goal Setting for Managers Webinar

You already have the right people. Let’s give them the right goals.

This recorded webinar will help you:

-Set clear, focused goals that highlight each team member’s strengths

-Align individual contributions to PSOM’s broader strategic priorities

-Use the SMARTS framework to make goals actionable and measurable

-Simplify performance management in Workday with confidence

 

Enroll in the Goal Setting for Managers webinar


Performance Management Cycle

performance management cycleThe performance review cycle includes a mid-year and annual, or end-of-year, performance rating.

Performance Management Guide


Goal Setting Process

Goal Setting

 

 

 

 

 

 

 

 

 

 

 

 

Step 1: Plan – Define your team’s strategy, vision, and key accountabilities.

Step 2: Draft Goals – Create SMARTS-aligned goals that support departmental and organizational priorities.

Step 3: Collaborate – Align and refine goals as a team, ensuring transparency and stakeholder buy-in.

Step 4: Monitor – Review goals regularly and adjust as priorities change.

Step 5: Evaluate – At year-end, assess and rate goals, core values, and leadership competencies.


SMARTS Objectives

Managing in a Hybrid Workplace

 

 

 

 

 

 

 

 

 

 

When writing goals and expectations remember to use the SMARTS criteria.  Goals and expectations should be:

  • Specific – give details on the end results expected
  • Measurable – outline measures that will be used to determine when a goal is met
  • Achievable – must be a realistic expectation                                     
  • Results Oriented – goals and expectations should focus on the end results desired
  • Time Bound – identify deadlines and milestones
  • Stretch – some, but not all goals, may present a challenge to support professional development

Effective Performance Management 


Goal Management

goal management

 

 

 

 

 

 

 

 

 

 

 

 

 

Here is our recommendation for the quantity of each goal per person as well as how each type of goal is defined and an example.

Workday Goal Management Guide

Resources

A centralized hub offering tip sheets and videos to assist staff and managers with performance reviews. Provides easy access to guidance materials for effective performance evaluations.

Workday Performance Management Toolbox

Provides resources and guidelines for effective performance management throughout the year. Assists managers in maintaining consistent performance oversight and development.

Performance Management Overview

In this online course, participants will: understand the purpose of performance management, review Penn’s Performance Appraisal process, learn best practices for both staff and supervisors, and explore relevant resources. Helps staff and supervisors gain foundational knowledge of performance management, align with institutional practices, and apply actionable strategies for professional growth.

Performance Management e-Module on Workday

Defines observable and measurable skills and behaviors essential for workplace effectiveness. Helps in identifying key competencies for staff development and performance assessments.

Penn HR Competencies

A comprehensive framework used to evaluate performance, make hiring decisions, and identify development needs. Supports building a strong talent pipeline and aligning staff skills with organizational goals.

Penn Competency Library

A guide detailing how to set performance goals and conduct check-ins within Workday. Facilitates structured goal-setting and regular performance discussions.

Performance Goals and Check-ins Tip Sheet

Outlines the annual performance review process for staff and supervisors using Workday tools. Ensures a standardized approach to annual evaluations and feedback.

Annual Performance Appraisal Program

Penn's strategic framework focusing on interdisciplinary collaboration and addressing global challenges. Aligns individual and departmental goals with the university's broader mission and values.

In Principle and Practice