Sample Goals for Different Roles

Project or Event Planning

  • Develop a new form for customer requirements gathering and submit for approval by January 15, 2015
  • Host X customer focused events in 2015
  • Use the online document management software program for 100% of company construction projects in 2015
  • All project paperwork completed fully and on time
  • Provide all current customers documented weekly status updates
  • Conduct a 10 minute stand-up meeting daily with direct reports to discuss project status/issues


  • No chargeable incidents or avoidable injuries in the review period
  • Completes 100% of required safety training during the review period
  • Wear your personal protective equipment at all times on the job site
  • Conduct all required preventive maintenance activities on _____ each month and document the completion of the work in the monthly log on the day it was completed.

Customer Service

  • Achieve yearly average of 90% satisfaction on customer service surveys.
  • Respond to all voicemail and email within 24 hours during the business week.
  • Close a minimum of ____ customer tickets each week.


  • Create a knowledge base, documenting all current procedures by August 20, 2016.
  • By June 30, 2015, identify 3 metrics that will define success for _____ program.
  • On an ongoing basis, report on the ROI of _____ program by the 15th of every month.
  • By the first Friday of every quarter, provide the executive team a status update for ______ project.
  • Write a procedure manual for ________ and present it to the team for approval by August 15.


  • Write a social media policy that discusses what employees should not do on social media and what employees should do on social media. Have the legal department approve it by July 15, 2015.
  • Lead the assessment and rewriting of the current website content in order to optimize for SEO. Develop, revise, and rewrite by _______________.
  • Perform an accessibility assessment and make needed changes on all new websites prior to launch.

Program Maintenance

  • By June 30, 2015, create a program launch checklist. Make sure to list each task, assign a task owner, and establish due dates.
  • Maintain a list of all participants who are officially enrolled in ______ program. Update it weekly by 5pm on Friday.
  • Conduct at least two advisory committee meetings during the review year. Distribute minutes from each meeting to participant and follow up on any action items.
  • Conduct a program participant survey (with a sample size of at least 100) by November 1st for the purpose of identifying and implementing at least one program enhancement by June 30th.


  • Reconcile financial statements by the 10th of each month.
  • Run financial report on XYZ and distribute to all members of leadership team by Friday each week.


  • Encourage and support staff professional development, as evidenced by all staff participating in at least one instructor led or online class during your review year.
  • Complete all employee performance planning meetings (with goals and development plans) and annual review meetings and submit required documentation by set due date.
  • Review student time sheets for accuracy and compliance and submit to payroll by established deadlines.
  • Schedule and conduct monthly staff meetings. Provide an agenda for each meeting and assure that minutes with action items are distributed within 3 days after each meeting.

Time Management

  • Maintain your work schedule in Outlook to achieve 0 double bookings throughout the review year. Share schedule with supervisor and team members by January 10 to assist with improved communication.
  • Arrive and begin work by the start of shift each day. Call or text supervisor prior to scheduled start time if unable to do so.


  • Ensure 100% compliance with research protocols and safety guidelines for each project
  • Form a collaborative, cross-departmental committee of 5-8 employees to increase understanding and communication related to ________ process. Hold meetings at least quarterly.
  • Remove snow from and salt/sand walkways at assigned buildings at start of each shift
  • Research available electronic CRM systems and write a report on your findings, including recommendations for moving forward by April 30.
  • Check supply inventory bi-weekly, initial and date tracking sheet and re-order as needed to avoid shortages.
  • Maintain work flow in department by completing (describe specific activities) on a daily basis.

Sample Development Plan Items

  • Meet with _________ as needed for cross training on use of _______system, to assure the ability to use the system independently by November 16, 2016
  • By February 28, 2016 lead a discussion at staff meeting to strengthen public speaking skills
  • Take the Essentials of Project Management workshop on date , report what was learned to our team by date , and apply the relevant concepts while implementing our name of project