GOALS PLANNING WORKSHEET – Non-exempt
Goals Related to Key Areas of Responsibility for Administrative Assistant
KEY AREAS OF
RESPONSIBILITY (5-7)
Office/Telephone Reception
PROBLEM, PROCESS, PRACTICE, PEOPLE OR
ROUTINE ISSUE
Maintaining face-to-face service during peak times
OUTCOME/RESULT OR STANDARD EXPECTED
PRIORITY
DRAFT – SMART GOAL
Timely response to all telephone inquiries/office visitors.
1
Seminar Scheduling and
Coordination
Planning for seminars occurs too late to secure optimal
meeting space and prepare advance communications.
Administrative Support (expense (Routine)
reports, book orders, purchase
orders)
Editorial Assistance (monitor,
track & maintain lists of
manuscript submissions)
Certain associate editors consistently are behind schedule.
Preferred spaces are secured and advance
communications completed in time to ensure wellattended (meets 90% of expected attendance) events
3
All requests processed within 24 hours of receipt and
issues resolve to avoid delay in receipt of purchases.
4
All manuscripts progress through the review process
according to established schedule.
2
Create a check-in process by 10/30/2014 that enables next
day (or earlier) follow-up with those who cannot wait for
immediate service during peak times.
(Quality)
Meet with Chair in (month) to plan annual schedule of
events and on a quarterly basis to review plans for upcoming
seminars beginning with first quarterly review in October
2012.
(Quantity)
Ensure that expense reports are processed within 24 hours
of all expenses submitted. Purchase requisitions will be
submitted within 24 hours of receiving complete
information enabling the request.
Conduct weekly phone/email communication with each
associate editor to identify/immediate address issues before
they impact the schedule. Begin October 1, 2014.
(Job Knowledge)
Document1LOD/Training Programs/Performance Mgmt/Expectation Planning Worksheet.Nonexempt.2012
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Goals Related to Department Goals:
DEPARTMENT
GOAL
Timely receipt and processing of
manuscripts for Journal of ________
OUTCOME/RESULT OR STANDARD EXPECTED
PRIORITY
ACTION REQUIRED BY ME
Tracking, monitoring and trouble-shooting of process
DRAFT – SMART GOALS
All manuscripts progress through the review process
according to established schedule.
(See above)
Development Needs and Action Plan:
SKILL, KNOWLEDGE, BEHAVIOR NEEDED
TANGIBLE OUTCOME TO DEMONSTRATE CHANGE
Negotiation/influencing skills to negotiate action necessary
to meet manuscript editing deadlines.
Techniques that persuade others to comply with requests.
Decrease by 50% the number of manuscripts that do not progress as planned.
Effective use of InDesign for more professional seminar
communications.
Create electronic flyers and invitations to communicate seminars.
Document1LOD/Training Programs/Performance Mgmt/Expectation Planning Worksheet.Nonexempt.2012
LIST SPECIFIC STEPS NECESSARY TO ACHIEVE
OUTCOME
Attend workshop on influencing skills in Fall 2012.
Review each non-compliant incidence with TAP contact for ideas.
Script & follow approach for each non-compliant incidence.
Register for/attend InDesign CS5: Basic Document Creation (3 hrs)
Create flyer for December symposium on _________.
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Administrative Assistant