1. Determining Measurements
- How to determine what to measure
- Identify both core and supporting goals (# of leads vs. tight reporting)
- Identify which metric is the OBM (One Big Metric)
2. SMART Goals
- How to set SMART goals
- Analyze previous performance / evaluate current position
- Discuss with client
- Set short term AND long term goals
- Set a timeline for achievement & evaluation
3. Action Plan
- Create an action plan
- Break OBM down by area of SOW
- Develope strategies by area of SOW
- Create a timeline for completion
- Build out Stack Rank document
4. Goal Pacing
- Monitoring Goal Pacing
- Adding OBM to Quarter Goal Tracking Sheet
- Building an easily extractable report
- Creating a schedule to review
- Adding milestones by percentages
5. Goal Performance
- How to analyze overall goal performance
- Compare results to the goal
- Adapt your goal for the next quarter