SETTING GOALS AND REVIEWING RESULTS

Discussion Outline (for direct reports)

1. OPEN Check for understanding
The purpose and importance of the discussion are clearly stated.
Setting Goals What expectations do I have for this Reviewing Results What expectations do I have for this
discussion? discussion?
Review my results for the year. Should receive high ratings based on collected performance data.

2. CLARIFY Check for understanding

Relevant information, issues, and concerns are gathered.
Setting Goals What will I say to share my perspective Reviewing Results What performance data will I share?
on the goals and any concerns I might have? What concerns do I have that need to be addressed?
Share latest monthly accuracy report, STARs.
Concerns: Recent Shipping errors are making me look bad with customers.

3. DEVELOP Check for understanding

Ideas for achieving goals/results are discussed.
Setting Goals What resources/support might I need to Reviewing Results What ideas will I suggest for achieving
reach my goals? How will I track my progress? results? What additional resources/support do I need?
Suggestion: Show Production and Shipping all the customer order mistakes I have to fix so they can learn to fix the
mistakes themselves.

4. AGREE Check for understanding

A plan is agreed upon for achieving goals/results.
Setting Goals What concerns do I have about Reviewing Results How will I ensure my leader and I have
agreeing to the goals? the same understanding of my results?
Monthly accuracy report I exceeded expectations. Explain to Sue that most of the STARs I have are positive—should
outweigh the negative.

5. CLOSE Check for understanding

A final check is made so that everyone is clear on agreements.
Setting Goals What will I say to express my Reviewing Results What will I say to express my
confidence and commitment to achieving the agreed- continued commitment to achieving the goals?
upon goals?
Point out how positive STARs show that I “demonstrate personal commitment to the team.” Tell Sue I’m interested in
being on management team—will show I’m committed to my goals.

File Name: SGRR-SampleRevResultsDiscussionOutline

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