1. NAM Employee Goal Setting Training

2. 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

3. 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%

4. 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

5. 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

6. 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 2015. 2016 will be similarly detailed and rated.

7. 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

8. SMART Goals

9. SuccessFactors Overview Log into SuccessFactors from the NAM Intranet

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

11. SuccessFactors Overview SuccessFactor Home Page

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

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

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

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

16. Setting Goals Select “Add New” to start a goal

17. Setting Goals Select “Create a New Goal”

18. Setting Goals Select “Personal Goal”

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

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

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

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

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

24. Performance Management Timeline

25. Setting Goals Goal Setting Training and Timeline available under Staff Hub

26. 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

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