Using Performance.net to Manage Goals

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Getting to Your Goals

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Once you have entered deliverables, the two that are due next are listed on

the Home Page.

From your Home Page, click on “Manage My

Performance”

Your Process Map

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The Process Map shows you your tasks and deadlines. The first time you enter,

you’ll click “Consider/Add Goals” to begin.

Starting a New GoalYour first step is to

Select the Corporate Goal that the goal will

support.

After selecting the corporate goal, enter the goal. Until signoff, you can continue to

edit and refine the goal.

You can also select a priority .

Define the Result and Add Specifics

Add in a description of the ideal result. Include

measurables.

Add all resources, action steps and

deliverables to this section.

Add Deliverables

You can add unlimited deliverables with

target numbers and/or dates.

Updating Deliverables

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The Update page also lets you update

deliverables and add new deliverables.

The Update page also lets you update

deliverables and add new deliverables.

Bonus Slides

We’ve received many questions about creating high-level corporate

goals – here are a few slides that provide more information.

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Defining High-Level Corporate Goals

• High-level goals:– Cover the core financial needs of the company.– Reflect their values.– Provide guidelines for WOWing customers.– Set the standard for product quality.– Describe a workplace that attracts and retains

your talent.

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Tracking High-Level Corporate Goals

• When a user logs in, they can see an optional “Corporate Goals” Progress Chart on the Home Page

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Sample Corporate Goals

• Build responsive client relationships for 95% retention

• Increase our sales from current clients 10%• Add 10 new clients• Build and retain a workforce that cares about

our clients’ success• Roll out a top-quality upgrade by June 2015

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Questions? Comments?

• Contact Performance.net – not just for info on our products, but to share info on creating great goals – we’d love to help and learn from you – 877-550-0220– cwlee@performance.net

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