{"id":40468,"date":"2026-01-30T19:32:57","date_gmt":"2026-01-30T19:32:57","guid":{"rendered":"https:\/\/staging.totara.fortyapp.com\/articles\/a-simple-guide-to-setting-employee-performance-goals\/"},"modified":"2026-03-17T12:47:42","modified_gmt":"2026-03-17T12:47:42","slug":"a-simple-guide-to-setting-employee-performance-goals","status":"publish","type":"article","link":"https:\/\/staging.totara.fortyapp.com\/us\/articles\/a-simple-guide-to-setting-employee-performance-goals\/","title":{"rendered":"Your guide to setting employee performance goals in 2026"},"content":{"rendered":"\n<div class='inline-text-container MobileAlignment DesktopAlignment'>\n  <div class='richText'><p><span data-contrast=\"auto\">A survey by McKinsey found that\u00a0<\/span><a href=\"https:\/\/www.mckinsey.com\/capabilities\/people-and-organizational-performance\/our-insights\/what-employees-say-matters-most-to-motivate-performance\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">72% of employees cited goal-setting as a strong motivator for employee performance<\/span><\/a><span data-contrast=\"auto\">; in other words, getting clarity on goals is key for driving both engagement and effort across the organisation. Another study revealed that\u00a0<\/span><a href=\"https:\/\/www.gartner.com\/smarterwithgartner\/3-ways-to-set-effective-performance-goals\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">when employee goals are aligned with both organisational and employee needs, employee performance increases by up to 22%<\/span><\/a><span data-contrast=\"auto\">.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Performance goals should drive engagement, productivity and organisational success. Yet many organisations treat them as a tick-box exercise. Goals get set in January, then sit ignored until the annual review. By then, progress has stalled and employee motivation has faded.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">So, as L&amp;D professionals, what can we do to ensure we set clear performance goals and maintain engagement with them throughout the year? <img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74367  alignright\" src=\"https:\/\/staging.totara.fortyapp.com\/wp-content\/uploads\/2026\/01\/Articles_a-simple-guide-to-setting-employee-performance-goals-300x300.png\" alt=\"\" width=\"243\" height=\"243\" srcset=\"https:\/\/staging.totara.fortyapp.com\/wp-content\/uploads\/2026\/01\/Articles_a-simple-guide-to-setting-employee-performance-goals-300x300.png 300w, https:\/\/staging.totara.fortyapp.com\/wp-content\/uploads\/2026\/01\/Articles_a-simple-guide-to-setting-employee-performance-goals-1024x1024.png 1024w, https:\/\/staging.totara.fortyapp.com\/wp-content\/uploads\/2026\/01\/Articles_a-simple-guide-to-setting-employee-performance-goals-150x150.png 150w, https:\/\/staging.totara.fortyapp.com\/wp-content\/uploads\/2026\/01\/Articles_a-simple-guide-to-setting-employee-performance-goals-768x768.png 768w, https:\/\/staging.totara.fortyapp.com\/wp-content\/uploads\/2026\/01\/Articles_a-simple-guide-to-setting-employee-performance-goals.png 1080w\" sizes=\"auto, (max-width: 243px) 100vw, 243px\" \/>In this post, we&#8217;ll guide you on how to set better goals for employees by establishing clear, achievable objectives and tying them with meaningful metrics for both the individual and the organisation.<\/span><\/p>\n<div class=\"note\" role=\"note\" aria-label=\"Information\">\n<p dir=\"ltr\"><strong>Table of contents:<\/strong><\/p>\n<ul dir=\"ltr\">\n<li><span class=\"TextRun SCXW49460162 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW49460162 BCX8\">What are employee performance goals?<\/span><\/span><span class=\"EOP SCXW49460162 BCX8\" data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li>How to set employee performance goals.<\/li>\n<li><span class=\"TextRun SCXW141161723 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW141161723 BCX8\">3 tips on how to set employee performance goals.<\/span><\/span><\/li>\n<li><span class=\"TextRun SCXW83510099 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW83510099 BCX8\">3 ways an LMS can help with performance management<\/span><\/span><span class=\"EOP SCXW83510099 BCX8\" data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n<h2><span data-contrast=\"auto\">What are employee performance goals?<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Employee performance goals are\u00a0<\/span><b><span data-contrast=\"auto\">clear, trackable targets that outline what success looks like for someone in their role<\/span><\/b><span data-contrast=\"auto\">. These goals help connect day-to-day work with broader business priorities, so everyone knows exactly how their individual efforts contribute to company success. Some examples of employee performance goals might include:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Skill development\u00a0<\/span><\/b><span data-contrast=\"auto\">&#8211; e.g. completing a course in advanced Excel or improving leadership skills.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Process improvement &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">e.g. proposing two\u00a0new ideas\u00a0for efficiency improvements each quarter.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Productivity improvement &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">e.g. increasing completed support tickets by 15% each month over the next quarter.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Employee performance goals should be tailored to each person and their role, so even team members working side by side might have different targets to aim for. The key is to\u00a0<\/span><a href=\"https:\/\/synergy-learning.com\/blog\/connect-learning-to-performance\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">align these personal goals with company objectives<\/span><\/a><span data-contrast=\"auto\">, so managers can support growth while ensuring everyone is moving in the same direction.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">How to set employee performance goals<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Setting clear employee performance goals for each employee might seem daunting at first, but it helps to start by focusing on just one or two meaningful\u00a0objectives\u00a0per person. This keeps the process manageable so you can build confidence over time.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Your employees need to have a clear sense of direction,\u00a0purpose\u00a0and support in their roles, but not all goals are created equal. To make them clear and effective,\u00a0it\u2019s\u00a0important to first understand the types of goals\u00a0you\u2019re\u00a0setting and how they relate to someone\u2019s role.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">There are two main types of performance goals:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Quantitative goals &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">these can be tracked using a metric or statistic (e.g. \u2018Increase customer satisfaction score from 82% to 90% in Q2\u2019)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Qualitative goals &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">these are based on judgment without any hard data to draw from (e.g. \u2018Improve confidence in giving team\u00a0presentations\u2019)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Both types of goals have\u00a0value\u00a0and some may be better suited to certain roles. For instance, a receptionist\u2019s performance may not be assessed against any specific metrics, but instead factors like professionalism, visitor\u00a0feedback\u00a0and friendliness. A salesperson, however, is likely to be assessed on their sales figures, lead\u00a0conversions\u00a0and level of activity.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">You\u2019ll\u00a0want to keep in mind what your business goals are and use them as a guide to shape individual performance goals. This ensures that everyone\u2019s efforts are contributing to bigger-picture success.\u00a0Let\u2019s\u00a0say your organisation is aiming to improve customer retention. A customer service agent\u2019s goal might be to increase satisfaction scores by 10% through faster response times and improved resolutions. Meanwhile, a marketing team member might focus on launching a customer loyalty campaign or optimising onboarding emails to reduce early customer churn. These personal goals align clearly with business strategy, which is good news for both employee motivation and business performance.<\/span><\/p>\n<h2><span data-contrast=\"auto\">3 tips on how to set employee performance goals<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Keen to get started? Here are five practical tips that work across various roles and industries.<\/span><\/p>\n<h3>1. Clarify your business goals first<\/h3>\n<p><span data-contrast=\"auto\">Before you get started on individual employee performance goals, take a step back and ask yourself: \u201cWhat is the organisation trying to achieve this year (or this quarter)?\u201d Without having this clear understanding of broader business goals first, individual goals risk becoming unfocused or misaligned.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Start with your business goals in mind and let these guide what follows.\u00a0Perhaps your\u00a0organisation aims to expand into a new market, reduce churn, increase\u00a0revenue\u00a0or improve internal processes. Every personal employee goal should contribute towards these higher-level aims in some way.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Consider using your LMS to map individual goals to company goals using a framework.\u00a0<\/span><a href=\"https:\/\/www.totaralearning.com\/products\/totara-perform?__hstc=239651228.4c71015bf936a5e21caa22ddea825bca.1750770494877.1768397034786.1768463226124.67&amp;__hssc=239651228.1.1768463226124&amp;__hsfp=3bd1738fe497a218a86c5572f7965d2c&amp;_ga=2.230589788.1940283599.1768385419-636744692.1745337698\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Totara Perform<\/span><\/a><span data-contrast=\"auto\">, for example, allows users to create both quantitative and qualitative Company Goals (which represent the aims of the organisation as a whole and can be assigned to many users), and Personal Goals (specific goals for individual users to achieve) using hierarchical goal frameworks.<\/span><\/p>\n<h3>2. Use SMART goals and OKR frameworks to stay focused<\/h3>\n<p><span data-contrast=\"auto\">Two of the most widely used frameworks in the workplace are\u00a0<\/span><b><span data-contrast=\"auto\">Objectives and Key Results (OKRs)\u00a0<\/span><\/b><span data-contrast=\"auto\">and\u00a0<\/span><b><span data-contrast=\"auto\">SMART goals<\/span><\/b><span data-contrast=\"auto\">. Both help you translate bigger goals into actionable, measurable progress.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h4><b><span data-contrast=\"auto\">Objective Key Results (OKRs)<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h4>\n<p><span data-contrast=\"auto\">OKRs are a goal-setting method that helps teams and individuals define what they want to achieve and how they will measure success. The OKR framework\u00a0is\u00a0widely adopted\u00a0as a way to\u00a0set strategy and goals over a specified amount of time for individuals and teams.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559737&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">They are used\u00a0as a way to\u00a0track progress and measure performance at the end of a work period (often quarterly or annually):<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Objective &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">a clear statement of what you want to achieve.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Key Results &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">a set of measurable outcomes that\u00a0indicate\u00a0progress towards that\u00a0objective.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">OKRs are typically set over shorter\u00a0timeframes\u00a0(often quarterly), which helps teams focus on outcomes that matter now while staying aligned with longer-term priorities.\u00a0Let\u2019s\u00a0take a look\u00a0at an example.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Example\u00a0objective\u00a0&#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Design and launch an internal employee learning and development programme for your employees.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Example key results:<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cb\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cb&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"2\"><span data-contrast=\"auto\">Talk to three other HR Directors\/CLOs on how they do internal training and development.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cb\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cb&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"2\"><span data-contrast=\"auto\">Survey 15 team leaders on training needs and gaps.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cb\" data-font=\"\" data-listid=\"7\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cb&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"2\"><span data-contrast=\"auto\">Draft 10 training modules.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">A key benefit of OKRs is transparency: employees know exactly how success is measured, while managers can track progress using clear, objective criteria.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h4><b><span data-contrast=\"auto\">SMART goals<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h4>\n<p><span data-contrast=\"auto\">SMART goals are a framework you might already be familiar with, especially in employee performance reviews. The acronym stands for\u00a0<\/span><b><span data-contrast=\"auto\">Specific, Measurable, Achievable, Relevant\u00a0<\/span><\/b><span data-contrast=\"auto\">and\u00a0<\/span><b><span data-contrast=\"auto\">Time-Bound<\/span><\/b><span data-contrast=\"auto\">, and it gives managers and employees a shared language for framing workplace performance targets.\u00a0Here\u2019s\u00a0how each part works:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Specific &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">describe your goal using a high-level mission statement that covers the 5\u00a0Ws: who\/what\/when\/where\/which.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Measurable &#8211;<\/span><\/b><span data-contrast=\"auto\">\u00a0what metrics will you use to\u00a0determine\u00a0success?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Achievable &#8211;<\/span><\/b><span data-contrast=\"auto\">\u00a0set realistic expectations.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Relevant &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">tie the goal to broader business\u00a0objectives.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Time-bound\u00a0<\/span><\/b><span data-contrast=\"auto\">&#8211; give it a clear (but realistically achievable) deadline.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">An example of a SMART employee performance goal might be:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Specific &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Design and launch an internal learning and development system for your employees.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Measurable &#8211;<\/span><\/b><span data-contrast=\"auto\">\u00a0Improve monthly learner\u00a0log-ins\u00a0and course completions by 25%.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Achievable &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">The company achieved a 15% increase in course completions last year by improving its internal employee training, so this goal is realistic.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"4\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Relevant &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Training is important because it enhances customer satisfaction. Improving customer satisfaction and reducing churn is a key priority for the company this year.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"5\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Time-bound &#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">The new system should be implemented and yield improvements by the 14th of August.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">SMART goals give employees clarity and focus. They also help managers coach toward outcomes rather than activities. When you link them with the right\u00a0<\/span><a href=\"https:\/\/www.totaralearning.com\/totara-feature\/employee-performance-management-software-system?__hstc=239651228.4c71015bf936a5e21caa22ddea825bca.1750770494877.1768397034786.1768463226124.67&amp;__hssc=239651228.1.1768463226124&amp;__hsfp=3bd1738fe497a218a86c5572f7965d2c&amp;_ga=2.241675842.1940283599.1768385419-636744692.1745337698\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">employee performance software<\/span><\/a><span data-contrast=\"auto\">, you can go even further by mapping goals to specific learning activities such as courses,\u00a0coaching\u00a0or workshops.\u00a0<\/span><\/p>\n<h3>3. Keep employee-manager conversations visible and ongoing<\/h3>\n<p><span data-contrast=\"auto\">Line managers are the people who can bridge the gap between your learning strategy and the day-to-day work of your staff. However, one of the major challenges when setting performance and learning-based goals is that\u00a0objectives,\u00a0outcomes\u00a0or discussion points are never mentioned again once the conversation is over. When this disconnect happens, goals can often feel like a one-off task rather than a continuous part of personal development.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This is why\u00a0it\u2019s\u00a0so important to create a continuous feedback loop between employees and managers. According to Gallup, employees who receive meaningful feedback\u00a0frequently\u00a0are far more likely to be engaged, with\u00a0<\/span><a href=\"https:\/\/www.gallup.com\/workplace\/505370\/great-manager-important-habit.aspx\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">80% reporting full engagement at work after recent feedback<\/span><\/a><span data-contrast=\"auto\">. So how can line managers create a performance-oriented culture through regular feedback?<\/span><\/p>\n<h4><b><span data-contrast=\"auto\">Make feedback frequent and focused<\/span><\/b><\/h4>\n<p><span data-contrast=\"auto\">Feedback\u00a0shouldn\u2019t\u00a0have to wait until the annual performance review. Quarterly,\u00a0monthly\u00a0or even weekly feedback check-ins help people address issues and improve sooner, plus\u00a0they\u2019ll\u00a0feel supported along the way.<\/span><\/p>\n<h4><b><span data-contrast=\"auto\">Set expectations together<\/span><\/b><\/h4>\n<p><span data-contrast=\"auto\">When employees are involved in shaping their goals, they become far more invested in them. Line managers can link comments to actionable next steps (e.g. pairing a communication goal with a relevant course or coaching session).\u00a0<\/span><a href=\"https:\/\/www.totaralearning.com\/products\/performance-management-system-totara-perform?__hstc=239651228.4c71015bf936a5e21caa22ddea825bca.1750770494877.1768561901508.1768810486223.69&amp;__hssc=239651228.1.1768810486223&amp;__hsfp=e4a49174a52be2df285d4c90fd8e57ae&amp;_ga=2.106633923.1313534921.1768810485-636744692.1745337698\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Totara Perform<\/span><\/a><span data-contrast=\"auto\">, for example, makes this connection visible by linking goals directly to learning activities.<\/span><\/p>\n<h4><b><span data-contrast=\"auto\">Use data to guide support<\/span><\/b><\/h4>\n<p><span data-contrast=\"auto\">Customisable reporting (such as in\u00a0<\/span><a href=\"https:\/\/staging.totara.fortyapp.com\/talent-experience-platform-txp\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Totara<\/span><\/a><span data-contrast=\"auto\">) allows line managers to see patterns, such as\u00a0who\u2019s\u00a0progressing well towards their performance goals, who might need more support and where teams are aligned or lagging. Using data, leaders can tailor support instead of simply guessing what someone needs.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">3 ways an LMS can help with performance management<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">The right learning management system can help you link goals, and provide feedback, next\u00a0steps\u00a0and data all in one place.\u00a0Let\u2019s\u00a0take a look\u00a0at some of the features you can use to support employee performance goals.<\/span><\/p>\n<h3><span data-contrast=\"none\">1. Keep goals, check-ins and employee performance reviews all in one place<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">One of the biggest advantages of a learning management system with dedicated <a href=\"https:\/\/staging.totara.fortyapp.com\/articles\/agile-performance-management\/\" target=\"_blank\" rel=\"noopener\">performance management<\/a> tools is that every employee\u2019s goals and progress are easy to see and track.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Totara Perform, part of the\u00a0<\/span><a href=\"https:\/\/staging.totara.fortyapp.com\/talent-experience-platform-txp\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">Totara suite<\/span><\/a><span data-contrast=\"auto\">, is a customisable performance management system\u00a0that\u2019s\u00a0designed to fit your approach. You can align employees with company goals through check-ins,\u00a0feedback\u00a0and evidence-based reviews, all seamlessly connected to learning activities.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This visibility keeps employee performance goals top-of-mind throughout the year, encourages ongoing dialogue between employees and line\u00a0managers\u00a0and makes it far easier to adapt goals as priorities change.<\/span><\/p>\n<h3><span data-contrast=\"none\">2. Build a coaching culture with check-ins, reviews and fast feedback<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:320,&quot;335559739&quot;:80}\">\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">We\u2019ve\u00a0already mentioned the importance of line manager and employee conversations. With the right learning management system, you can support a coaching culture that drives employee performance forward.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">According to Ed\u00a0Parsloe, Chief Executive of\u00a0The\u00a0OCM, a coaching culture is about \u201c<\/span><b><span data-contrast=\"auto\">delivering results, improving\u00a0performance\u00a0and making the most of people\u2019s potential. The emphasis is on delivering results and making each other (and the wider organisation) stronger and more capable<\/span><\/b><span data-contrast=\"auto\">\u201d.\u00a0Totara Perform supports this by offering the following:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Flexible performance check-ins<\/span><\/b><span data-contrast=\"auto\">\u00a0that you can schedule weekly, monthly or at any cadence that suits your team, ensuring conversations are regular and ongoing. You can configure performance activity questions to suit your approach; choose from text answers, numeric or custom rating scales and set the frequency as you prefer.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><a href=\"https:\/\/staging.totara.fortyapp.com\/us\/articles\/how-to-use-360-degree-feedback-for-performance-reviews\/\" target=\"_blank\" rel=\"noopener\"><b><span data-contrast=\"none\">360-degree feedback tools<\/span><\/b><\/a><span data-contrast=\"auto\">\u00a0that allow input from peers, managers and other key stakeholders on strengths,\u00a0challenges\u00a0and development opportunities.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Integration with learning pathways\u00a0<\/span><\/b><span data-contrast=\"auto\">allows you to link feedback directly to learning resources and development plans. This helps you turn insights into action by connecting performance conversations with the right training.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<h3><span data-contrast=\"none\">3. Turn insights into action with analytics<\/span><\/h3>\n<p><span data-contrast=\"auto\">An LMS might give you a wealth of performance data at your fingertips, but this is only useful if it helps you decide what to do next. With Totara Perform, you get the following:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Detailed reporting<\/span><\/b><span data-contrast=\"auto\">\u00a0that highlights performance trends, skills gaps and any areas needing support so you can address issues early. For example, you can\u00a0identify\u00a0your top performers and those who need extra support\u00a0at a glance.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Integration with learning content<\/span><\/b><span data-contrast=\"auto\">\u00a0so you can link performance goals to training,\u00a0competencies\u00a0and development plans.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<ul>\n<li data-leveltext=\"\u25cf\" data-font=\"\" data-listid=\"5\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\u25cf&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"3\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Seamless integration\u00a0<\/span><\/b><span data-contrast=\"auto\">with other HR systems for a\u00a0<\/span><a href=\"https:\/\/synergy-learning.com\/blog\/what-is-totara-perform\/\" target=\"_blank\" rel=\"noopener\"><span data-contrast=\"none\">broader view of organisational capability<\/span><\/a><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">By integrating Totara Learn and Totara Perform, you connect your organisation\u2019s competency management processes with its learning and development priorities, keeping employee performance goals focused and effective throughout the year.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h2><span data-contrast=\"auto\">Use this guide to cultivate a high-performance culture<\/span><span data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:360,&quot;335559739&quot;:120}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">We\u2019ve\u00a0explored how to set actionable performance goals, why aligning them with business priorities matters, and how frameworks such as SMART goals and OKRs can help you set more effective employee performance goals.\u00a0We\u2019ve\u00a0also explored how ongoing conversations, feedback and data-driven support can transform performance from a once-a-year task to a continuous development journey.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Totara Perform brings all of this together in one powerful platform. If\u00a0you\u2019re\u00a0already using\u00a0<\/span><a href=\"https:\/\/staging.totara.fortyapp.com\/learning-management-system-lms\/\"><span data-contrast=\"none\">Totara Learn<\/span><\/a><span data-contrast=\"auto\">\u00a0as your LMS (or\u00a0you\u2019re\u00a0about to start using it), adopting Totara Perform as your performance management system is\u00a0a no-brainer. The two platforms dovetail perfectly to give you a comprehensive approach to both performance and development within your team.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<\/div>\n  <\/div>","protected":false},"template":"","tax\/tags":[684,733,699,734],"tax\/solutions":[798],"tax\/topics":[],"tax\/industries":[],"tax\/article-types":[],"class_list":["post-40468","article","type-article","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/articles\/40468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/articles"}],"about":[{"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/types\/article"}],"wp:attachment":[{"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/media?parent=40468"}],"wp:term":[{"taxonomy":"tag","embeddable":true,"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/tax\/tags?post=40468"},{"taxonomy":"solution","embeddable":true,"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/tax\/solutions?post=40468"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/tax\/topics?post=40468"},{"taxonomy":"industry-tax","embeddable":true,"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/tax\/industries?post=40468"},{"taxonomy":"article-type","embeddable":true,"href":"https:\/\/staging.totara.fortyapp.com\/us\/wp-json\/wp\/v2\/tax\/article-types?post=40468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}