Assessing Completed Staff Goals How is Adams wrong Completed Staff Goals Adam Staff Goals Employee Name Adam Green Employee Job Title Specialist Advice Officer Date dd mm yy Job Responsibilities Generation and presentation of corporate structuring advice statements Maintenance of client and referral relationships Raising of sales invoices General administration tasks Work Goals Plans to Achieve these goals Activities associated with these plans (including completion dates) To become a WHS Representative for the Specialist Advice Team (WHS Workplace Health and Safety) Note The Specialist Team doesn't need an HSR To attend the HSR Course (HSR Health and Safety Representative) To book course by dd mm yy To ensure 100 of client deadlines are met To review and modify processes and procedures as needed To discuss at next Team Meeting on dd mm yy Adam have completed the template with their work goals, plans and activities that align with their responsibilities (BSBPEF501 Above) and returned it to you as requested Assess the documents for both Kelly and Adam, checking each of their work goals, plans and activities for alignment with organisational goals Summarise your assessment in the following table below and indicate the feedback you will give to Adam For example Yes this goal aligns with the organisational goal of maintaining a profitable bottom line well done or No this goal doesn't align with any of the organisational goals But if we change it from XX to YY, then it will align with supporting a happy and healthy workforce Assessment Adam's Completed Staff Goal Document Goal Alignment with organisational goals To become a WHS Representative for the Specialist Advice Team Attend HSR Course This is a good goal to have however the organisation has indicated that the specialist team does not require a HSR representative Therefore would be unable to put Adam through a HSR course To ensure 100 of client deadlines are met This goal does align with one of the organisational main goals to increase client satisfaction by ensuring all client deadline are met Other BSBPEF501 Completed Staff Goals above Standard HR policies and procedures Relevant Development Opportunities After assessing Kelly and Adam's completed Staff Goal Documents for organisational goal alignment, review the Staff Goal Documents (goals, plans and activities) to replace any misaligned development goals Complete the following table based on the aligned goals identified and indicate how you would facilitate these development opportunities to be discussed with Kelly and Adam during their performance management meetings For example, Development opportunity arrange for an information session from admin Staff to increase general administration knowledge Facilitate opportunity by arranging date time content with Admin Manager Also identify possible organisational HR policies and procedures relevant to the professional development opportunity Review Adam's Completed Staff Goal Document Goal Plan Activity Development Opportunity How you will facilitate Relevant organisational HR policies and procedures WHS Representative for the Specialist Advice Team Provide additional time to complete WHS Course Allow a set number of hours without the week to complete the course and to attend WHS specialist team meetings Training and development Policy To provide internal on the job training with standard procedure, coaching mentorship external courses Health Safety Policy To develop policies to ensure all staffs have a safe workplace with accordance to all current regulation ensure 100 of client deadlines are met Providing additional training sessions of developing workflow process, with the use of different technologies To attend other team meetings where workflow is discuses and use the of different IT technologies to manage workflow Client Satisfaction IT Program development policy Workflow policy

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Assessing Completed Staff Goals - How is Adams wrong? Completed Staff Goals - Adam Staff Goals Employee Name: Adam Green Employee Job Title: Specialist Advice

Assessing Completed Staff Goals - How is Adams wrong?

Completed Staff Goals - Adam
Staff Goals
Employee Name: Adam Green	Employee Job Title: Specialist Advice Officer	Date: dd/mm/yy
Job Responsibilities: Generation and presentation of corporate structuring advice statements Maintenance of client and referral relationships Raising of sales invoices General administration tasks
Work Goals	Plans to Achieve these goals	Activities associated with these plans (including completion dates)
To become a WHS Representative for the Specialist Advice Team. (WHS = Workplace Health and Safety) Note: The Specialist Team doesn't need an HSR.	To attend the HSR Course. (HSR = Health and Safety Representative)	To book course by dd/mm/yy.
To ensure 100% of client deadlines are met	To review and modify processes and procedures as needed.	To discuss at next Team Meeting on dd/mm/yy.

Adam have completed the template with their work goals, plans and activities that align with their responsibilities (BSBPEF501 Above) and returned it to you as requested.

Assess the documents for both Kelly and Adam, checking each of their work goals, plans and activities for alignment with organisational goals.

Summarise your assessment in the following table below and indicate the feedback you will give to Adam.

For example:

"Yes this goal aligns with the organisational goal of maintaining a profitable bottom-line - well done." or
"No this goal doesn't align with any of the organisational goals. But if we change it from XX to YY, then it will align with supporting a happy and healthy workforce"





Assessment - Adam's Completed Staff Goal Document
Goal	Alignment with organisational goals
To become a WHS Representative for the Specialist Advice Team. Attend HSR Course	This is a good goal to have however the organisation has indicated that the specialist team does not require a HSR representative. Therefore would be unable to put Adam through a HSR course.
To ensure 100% of client deadlines are met	This goal does align with one of the organisational main goals to increase client satisfaction by ensuring all client deadline are met.

Other:

BSBPEF501 Completed Staff Goals above
Standard HR policies and procedures

Relevant Development Opportunities

After assessing Kelly and Adam's completed Staff Goal Documents for organisational goal alignment, review the Staff Goal Documents (goals, plans and activities) to replace any misaligned development goals.

Complete the following table based on the aligned goals identified and indicate how you would facilitate these development opportunities to be discussed with Kelly and Adam during their performance management meetings.

For example, "Development opportunity - arrange for an information session from admin Staff to increase general administration knowledge. Facilitate opportunity by arranging date/time/content with Admin Manager."

Also identify possible organisational HR policies and procedures relevant to the professional development opportunity.

Review - Adam's Completed Staff Goal Document
Goal/Plan/Activity	Development Opportunity	How you will facilitate	Relevant organisational HR policies and procedures
WHS Representative for the Specialist Advice Team	Provide additional time to complete WHS Course	Allow a set number of hours without the week to complete the course and to attend WHS & specialist team meetings	Training and development Policy. To provide internal on the job training with standard procedure, coaching/mentorship & external courses. Health & Safety Policy To develop policies to ensure all staffs have a safe workplace with accordance to all current regulation.
ensure 100% of client deadlines are met	Providing additional training sessions of developing workflow process, with the use of different technologies	To attend other team meetings where workflow is discuses and use the of different IT technologies to manage workflow.	Client Satisfaction IT Program development policy. Workflow policy.