NAM Employee Goal Setting Training

Agenda Performance Management Overview Core Competencies Individual Goals Association Goals Goal Setting Purpose of Setting Goals Goals in Support of NAM OEP SMART Goals SuccessFactors Logging Site Overview Adding New Goals

NAM Performance Management Overview Three Components: Core Competencies Individual Goals Association Goals Incentive Compensation Program (ICP) Based on all 3 Components Core Competencies Individual Goals Association Goals Senior Staff 10%15%75% Leadership Staff10%25%65% Senior Professional10%40%50% Professional10%55%35% Associate10%65%25%

NAM Performance Management Overview Three Components: Core Competencies Individual Goals Association Goals Core Competencies subject to change or be modified each year Build upon one another as you grow in your career Building blocks for NAM success- knowledge, skills and abilities AccountabilityCustomer FocusProfessional Development Resourcefulness &Team Work &Communication Problem SolvingTeam LeadershipWritten/Oral/Presentations Adaptability &Risk Taking & Management Effectiveness Change SupportInnovating& Strategy

Purpose of Goals Supports the NAM in achieving its 2020 Vision Aligns effort to achieve departmental goals, strategies and tactics Provides “stretch” opportunities to grow beyond day-to-day responsibilities You become architect of your professional development Gain new knowledge, skills and abilities Typically set 3 – 5 goals Three Components: Core Competencies Individual Goals Association Goals

Purpose of Goals Three Components: Core Competencies Individual Goals Association Goals GoalWeightingAG% Growth25%21.5% Presence25%22.5% Advocacy25%24% Culture25% 100%Total: 93% NAM 2015 Association Goals Scorecard The NAM’s Organization Evolution Plan laid out 20 specific performance measurements to assess the NAM’s progress to achieve our objectives in will be similarly detailed and rated.

Goals in Support of the OEP OEP is updated annually Your manager will review with you division/departmental goals & tactics Some goals should align to the OEP

SMART Goals

SuccessFactors Overview Log into SuccessFactors from the NAM Intranet

SuccessFactors Overview User name is usually first initial last name Click the “Forgot Password” to reset

SuccessFactors Overview SuccessFactor Home Page

SuccessFactors Overview Prior year(s) performance evaluations can be found under “Performance” tab

SuccessFactors Overview Prior year(s) performance evaluations found under “Completed”

Setting Goals To start on goals select “Goals” under the Home tab

Setting Goals Select “2016 Goal Plan” if not already a default

Setting Goals Select “Add New” to start a goal

Setting Goals Select “Create a New Goal”

Setting Goals Select “Personal Goal”

Setting Goals Select “Private” and keep “Performance Management Goal” description brief

Setting Goals Use “Goal Description” to fill in details, measurements and deliverables for goal

Setting Goals Add start date for goal and then “Save Changes”

Setting Goals Congratulations! You’ve just added a new goal to your goal plan

Setting Goals Your goals are visible and accessible from your home page

Performance Management Timeline

Setting Goals Goal Setting Training and Timeline available under Staff Hub

Setting Goals General Reminders Starts 2/11/16 Due for review by your supervisor by 2/19/16 Supervisor review and approval due by 3/4/16 HR & SVP review due by 3/15 Update progress to goals any time but first update due 7/15/16 Performance management process to begin 11/21/16 with another update to goals process for the year

Setting Goals Questions? Technical Difficulties? Need assistance with writing goals? or call Human Resources!